Rand Rodgers

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® and PFS™ credentialed financial advisor with 10 years of industry experience. She is currently with Prosperent Capital, LLC and has prior experience at Aspiriant, Better Life Advisors LLC, and Black Belt Financial and Insurance Services, Inc. In addition to her advisory role, she is an active certified public accountant providing accounting and tax services through Prosperent, Co. Prosperent Capital offers discretionary investment management and financial planning services to individuals, high-net-worth families, and pension accounts. The firm employs a Modern Portfolio Theory-based approach focused on low-cost, diversified investments and conducts regular portfolio monitoring and reviews. Its affiliated accounting and insurance businesses provide additional tax, accounting, and insurance services.

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.

Brian Locatelli is a financial advisor with Raymond James Financial Services Advisors, Inc. in Ukiah, CA, holding a Series 66 designation and seven years of industry experience. He has worked concurrently at Raymond James and the Savings Bank of Mendocino County since 2015. Locatelli serves as Vice President on the advisory board of Hospice of Ukiah, a nonprofit organization. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation support through various account types and leveraging an extensive affiliate network.