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.

Rand Rodgers is a financial advisor with LPL Financial in Ukiah, CA, holding a Series 63 designation and bringing 32 years of industry experience. He has been with LPL Financial since 2013. Rodgers operates a DBA, Rodgers & Goldsmith Wealth Management, based in Ukiah. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

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.

John Goldsmith is a financial advisor with LPL Financial in Ukiah, CA, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial since 2013 and operates John L. Goldsmith LLC as a separate business entity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with non-advisory financial products.

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.

Charles Kelly is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 1999. Kelly serves as a board member for the Mendocino County Employees Retirement Association. LPL Financial provides advisory and brokerage services to a diverse client base, offering a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Tyler Clark is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Ukiah, CA, and has five years of industry experience. Prior to joining Edward Jones, he worked at Mark Davis Insurance and has a background that includes time at California State University Chico and Furniture Design Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and affiliated investment products. The firm is notable for its extensive network of financial advisors and branch offices, as well as its fiduciary standard and variety of investment strategies, including discretionary and non-discretionary wrap fee programs.