Ayezah Holmes is a financial advisor at Charles Schwab with a Series 66 designation and six years of industry experience. Her previous work includes roles at JP Morgan Chase, Independent Bank, and the University of North Texas. She is also a commissioned notary. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and alternative investment options.

Danielle Solano is a financial advisor with Morgan Stanley in Napa, CA, holding a Series 66 designation and three years of industry experience. Prior to her advisory role, she spent 11 years at JD Jones Construction. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering a range of investment and planning services without individual security recommendations in standalone plans.

Cory Synnestvedt is a financial advisor based in Napa, CA with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, relying on research and analytics to evaluate investment options within a framework of diversification and modern portfolio theory.

Kristoffer Conrad Pingul is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. His approach includes ongoing advice and portfolio adjustments to align with clients' changing situations. His expertise encompasses employee benefits planning, retirement income, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and both individual and corporate investment strategies. He holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Kristoffer earned a High School Diploma from Davis Senior High School, an Associate's Degree from Solano Community College, attended San Francisco State University without degree completion, and completed an Accredited Certificate Program at The American College of Financial Services. Kristoffer speaks Tagalog and English and is affiliated with the Iglesia Ni Cristo (Church of Christ). His personal interests include billiards, bowling, golfing, reading, spending time with family, tennis, traveling, volleyball, watching movies, and woodworking.

Brenzel Guillory is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for seven years each, as well as earlier stints at Wells Fargo Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Nicholas Mendelson is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and research.

Justin Gomez is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Napa, CA. He has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Richard Barry is a CFP® with 28 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors from 2011 to 2016. Barry holds an inactive attorney license from the Supreme Court of Pennsylvania. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven investment process incorporates modern portfolio theory and includes a broader range of financial products than typical institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

William Glascock is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He has been with Edward Jones since 2018 and previously worked at Keysight Technologies, Inc. from 2014 to 2018. He is based in Santa Rosa, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households and corporate entities. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jason Brown is a financial advisor with J.P. Morgan Securities in Santa Rosa, CA, holding a Series 66 designation and 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Donielle Davis is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She has worked at Stifel Nicolaus since 2018 and previously spent 12 years at the Santa Rosa Golf and Country Club. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, and provides both episodic fee-based financial planning and third-party adviser recommendations.

Drake Medeiros is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked with Raymond James and First Tech Federal Credit Union since 2013. Medeiros also provides financial advice as an associate at Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor recommendations and supports clients in implementing them through various advisory programs.

Maxim Sparks is a financial advisor with Morgan Stanley in Napa, CA, holding Series 63 and Series 65 credentials and having one year of industry experience. Prior to joining Morgan Stanley, he was involved with Hog Island Oyster Company and DigiTrade Ltd., and has an educational background from the University of California, Davis. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Samuel Slayden is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel since 2007. Outside of his advisory work, he owns and manages a family farm in Lakeport, California. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Alicia Marquez is a Series 66-licensed financial advisor at Merrill with 8 years of industry experience. She has been with Bank of America and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jonathan Polkinghorn is a Series 66-licensed financial advisor at Edward Jones in Santa Rosa, CA, with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Kuhn Rikon and Gumas Advertising. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Keli Reindahl is a financial advisor with Merrill in Santa Rosa, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as a co-trustee for a private trust established in 2023. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Katherine Wells is a financial advisor at Edward Jones in Petaluma, CA, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services through a nationwide network of over 23,700 financial advisors.

Michael Brown is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, having previously worked at Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Fabiano Gomes is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Marlin Adams, and Uber. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services that include the use of firm-approved tools and models to assist in planning, though clients are responsible for implementing and updating those plans.