ADVISOR BIO

Aimee R Matthews is an investment advisor representative with Ameriprise Financial Services, LLC. Aimee has been in the securities industry since May 2016. Aimee is registered with the state of California and Texas as an investment advisor representative. Aimee is also a licensed securities representative. Aimee holds FINRA Series 7 and Series 66 licenses and the SIE exam. Aimee has specializations in investment advisory services. Ameriprise Financial Services, LLC is a financial services company that provides a range of financial products and services, including investment advisory, insurance, and retirement planning. Aimee focuses on serving individual clients, corporations and other businesses, charitable organizations, trusts and estates, insurance companies and pension and profit-sharing plans.

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ADVISOR BIO

Ariel Andrews-nolan is a registered investment advisor representative for Meyers Financial Services. Ariel is located in Sonoma, CA and has been in the industry since July 2020. Ariel has a Series 65 license and holds a current registration in California. Prior to joining Meyers Financial Services, Ariel worked at The Girl & The Fig, LLC and Cafe Sarafornia. Meyers Financial Services, with offices in Sonoma, CA, is a firm with 10 clients. The firm manages approximately $25 million in assets for both individual and charitable clients.

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ADVISOR BIO

Aurelia Dukes is an investment advisor representative with over 30 years of experience in the financial services industry. Aurelia is currently registered with Osaic Wealth, Inc. in California and Florida. Previously, Aurelia worked for The Lincoln National Life Insurance Company in Indiana and CIGNA Financial Advisors, Inc. in Pennsylvania. Aurelia is a Series 63, Series 65, and Series 2 licensed professional. She holds a SIE and a Series 22 license as well. Aurelia has experience with a variety of clients including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Aurelia's areas of expertise include financial planning, portfolio management, and pension consulting. Aurelia is committed to providing her clients with personalized financial advice and guidance.

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ADVISOR BIO

Ben Frank Sedillo is an Investment Advisor Representative with Fermata Advisors. Ben has been in the financial services industry for over 15 years. Ben is registered with the state of California and has passed the Series 66, Series 7, and Series 7TO exams. Ben holds the following designations: Ben has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ben's previous experience includes working at Wells Fargo Clearing Services, LLC and Charles Schwab & Co., Inc. Ben also has experience working at Wells Fargo Investments, LLC.

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ADVISOR BIO

Carl D agostini is a financial advisor with over 15 years of experience in the industry. Carl is currently registered with Next Financial Group, Inc. in California. Carl is a licensed investment advisor representative who offers securities and investment advisory services through Next Financial Group, Inc. Carl is also an insurance agent for SIERRA RIDGE WEALTH MANAGEMENT, offering fixed annuities, life/health, and long-term care insurance. Prior to joining Next Financial Group, Inc., Carl was employed by Edward Jones from 2009 to 2018. Carl has a strong background in financial planning and portfolio management and is committed to providing personalized service to his clients.

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Chetan Patel is a financial advisor with J.p. Morgan Securities LLC. Chetan has been in the financial industry since 2017. Chetan is registered with FINRA and the state of California. Chetan holds the following licenses: Series 66, Series 7, and SIE. Chetan's previous employment experience includes Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Home Mortgage, US Bank, and Bank of America. Chetan's current firm, J.p. Morgan Securities LLC, is a registered investment advisor and broker-dealer with over $50 billion in assets under management.

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ADVISOR BIO

Christopher David Sipes is a Registered Representative with Fermata Advisors. Christopher has been in the financial industry for over 8 years. Christopher is licensed to provide investment advice in California, Ohio, and Texas. Christopher has Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Christopher has experience providing financial planning, portfolio management for individuals, and pension consulting. Christopher has a strong focus on serving high net worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Christopher's current firm is Fermata Advisors and previously was with WELLS FARGO CLEARING SERVICES, LLC.

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Claudina Judd is a registered representative with J.P. Morgan Securities LLC. Claudina Judd is licensed to sell securities in the state of California. Claudina Judd has passed the Series 63, Series 6TO, and SIE exams. Claudina Judd is located at 501 BROADWAY in SONOMA, CA. Claudina Judd is a registered representative for over 10 years and is a specialist in mutual funds, fixed annuities, variable annuities, life insurance, and retirement planning.

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ADVISOR BIO

Clayton Dunkle is an investment advisor representative at Fermata Advisors. Clayton is a registered Investment Advisor in California. Clayton has been working in the financial services industry since 2016. Clayton has passed the Uniform Investment Adviser Law Examination. Clayton has experience working at Sonoma Wealth Advisors, Enso Wealth Management, Cline Family Cellar, California Polytechnical State University - San Luis Obispo, Mule Head Growers, North County Dry Wall and Middle School & High School.

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ADVISOR BIO

Connie Leigh Ferrell is a financial advisor with Cetera Investment Advisers LLC. Connie Leigh Ferrell has been in the financial industry since July 2004. Connie Leigh Ferrell is registered in Arizona, California, Colorado, and Oregon. Connie Leigh Ferrell specializes in providing financial planning, pension consulting, and educational seminars. Connie Leigh Ferrell also provides portfolio management services for businesses and individuals. Connie Leigh Ferrell is also associated with Cetera Financial Specialists LLC and Flavin & Associates.

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