John Louis Goldsmith

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.

Angie Grainger is a CFP®, PFS™, and licensed CPA with 11 years of industry experience. She is currently with Prosperent Capital, LLC and has prior experience with firms including Aspiriant, LLC, and Better Life Financial Group, Inc. In addition to financial advising, she provides accounting and tax advice through her active CPA practice. Prosperent Capital, LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm uses a long-term, diversified investment approach focused on low-cost, passive funds, supplemented by fundamental analysis and third-party tools, and also operates affiliated accounting and insurance service lines.

Rand Rodgers is a financial advisor with LPL Financial who holds a Series 63 designation and has 33 years of industry experience. His previous roles include positions at Equitable Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also involved with a separate wealth management business, Rodgers & Goldsmith Wealth Management, based in Ukiah, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operational support.

Damon Gardner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Fiumara Law, PC and his own law practice, the Law Offices of Damon Gardner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide 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.