Angie Marie Grainger

Patrick Coyne is a CFP® professional with 13 years of industry experience, operating Wealth Management Advisors, LLC in Ukiah, CA. He has been with the firm since 1982, which he founded and continues to lead. Wealth Management Advisors, LLC provides comprehensive financial planning and investment management services primarily to high-net-worth individuals, high-income professionals, retirement plans, and clients approaching retirement. The firm employs a disciplined investment process focusing on diversification, quality long-term holdings, and an asset-allocation model, typically managing portfolios on a discretionary basis with ongoing monitoring and quarterly reporting.

Antonio Andrade is the sole advisor at Antonio Andrade, Cfp, an independent firm based in Ukiah, CA. He holds the CFP® designation and has 25 years of experience with his current firm, along with a total of seven years in the financial industry. Outside of advising, he operates a seasonal income tax preparation service for individuals. The firm provides comprehensive, fee-only financial planning and investment advisory services to individuals, high-net-worth clients, small businesses, estates, and trusts. It emphasizes a non-discretionary investment approach using core index funds and individualized asset-allocation models, with financial planning as a prerequisite for portfolio implementation.

Damon Gardner is a financial advisor with Edward Jones, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he practiced law at Fiumara Law, PC and operated his own law office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Robert Clark is a financial advisor with Edward Jones in Ukiah, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a shareholder in Pieta Land Co, a land corporation based in Windsor, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment strategies, tax-efficient services, and affiliated capabilities under a fiduciary standard.

Brian Locatelli is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and eight years of industry experience. He has worked concurrently at Savings Bank of Mendocino County since 2015 and serves as Vice President on the advisory board for Hospice of Ukiah. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, with specialized services including municipal advisory and SIMPLE IRA employer consulting.

Brent Clausen is a financial advisor with Edward Jones in Ukiah, California, holding Series 63 and Series 66 licenses. He has 40 years of industry experience, having been with Edward D. Jones & Co., L.P. since 1985. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.