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.

Julie Wallace is a financial advisor at Ameriprise with 20 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm serves clients through a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

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.

Jane Scarbrough is a CFP® with 44 years of industry experience, currently serving as an advisor at LPL Financial since 2009. She has held advisory roles at Scarbrough Financial Group, LLC since 2005 and previously worked at Associated Planners Investment Advisory Inc. and other firms. 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 financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

Odalis Medianero is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and New York Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment companies. The firm uses a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

Dmitry Leykin is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, US Bank, and the Golden Gate Bridge Highway and Transit District. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. 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 databases.

Tiffany Lam Balfour is a financial advisor at LPL Financial with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked with firms including Bank of America, Merrill, NerdWallet, and Truliant Federal Credit Union. She is also involved with Redwood Credit Union in Redwood Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning and investment solutions to individuals, institutions, and retirement plan participants through a large network of advisors and a range of customized strategies.

Manotham Ward is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He previously worked at Western International Securities, Inc. for four years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive asset management services.

Joseph Williams is a financial advisor at Charles Schwab in Santa Rosa, CA, with seven years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Schwab in 2021, he worked at Exchange Bank and SoFi Lending Corp. Outside of his advisory role, he operates a rental service hosting his property for small gatherings and events. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and managed account services. The firm offers a combination of non-discretionary investment recommendations and access to discretionary separately managed accounts, supported by centralized custody and research resources.

Michael Tomren is a CFP® and ChFC® with 29 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Commonwealth Financial Network, FSC Securities Corporation, and several other firms. Tomren also operates Tomren Wealth Management as a DBA for his LPL practice. 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 financial planning and investment management solutions through a large network of advisors utilizing both proprietary and third-party strategies.

Michael Septimo is a financial advisor with LPL Financial in Santa Rosa, CA, holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at Redwood Credit Union, CUSO Financial Services, New York Life, and Sonoma State University. Outside of finance, he is involved with The Bunker Hoop House, a sports-related enterprise in Santa Rosa. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party subadvisors.