Daniel Dwyer is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Edward Jones, JP Morgan Chase bank, J.P. Morgan Securities, First Republic Securities Company, and Merrill Lynch. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Peter Monteleone is a financial advisor at Edward Jones in Sonoma, CA, holding a Series 66 designation. He has one year of industry experience, including running a business consulting practice prior to joining Edward Jones. Before his financial services career, he spent nearly two decades at Martine's Wines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Samuel Oliver is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Avantax Investment Services and Avantax Insurance Services and has operated Oliver Financial, Inc., a tax and investment business, since 1986. In addition to his advisory work, he owns a CPA business specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, and incorporates research from internal and third-party sources to support diversified and alternative investment strategies.

Thomas Commander is a CFP®-credentialed financial advisor with seven years of industry experience, currently with Edward Jones in Sonoma, CA. Prior to joining Edward Jones in 2025, he worked at CWM, LLC and Carson Wealth Management, and has a background in public service with over 20 years at the County of Napa. He is also involved with the athletic department at Vintage High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

Ian Copple is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at LPL Financial and Redwood Credit Union. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large nationwide network of financial advisors and branch offices.

Matthew Harrelson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at WorkCare, Inc., Seattle Children’s Hospital, and InHealth, PLLC. Matthew is based in Sonoma, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Gerber is a Series 63-licensed financial advisor with Edward Jones, based in Sonoma, CA. He has 50 years of industry experience and has been with Edward Jones since 2016. Prior to joining Edward Jones, he was not employed for one year. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory strategies, access to managed accounts and affiliated funds, and operates under a fiduciary standard.

James Urda is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2006. He holds Series 63 and Series 65 licenses and has a background that includes managing non-variable insurance products such as long-term care, fixed annuities, term, and disability insurance. Outside of his advisory work, he is involved with Urda Estate Vineyards LLC, a business he owns in Napa, California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and advanced portfolio management options.

Karin Alvarado is a financial advisor at OSAIC with 26 years of industry experience. She previously worked at Woodbury Financial Services for 14 years before joining OSAIC in 2024. Alvarado holds Series 63 and Series 65 licenses and is involved in several business ventures including serving as partner and CEO of New Aspect Capital Strategies, LLC, which focuses on protective put strategies. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Amanda Keller is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2010. She has 22 years of industry experience. In addition to her advisory role, she works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

William Hjerpe is a financial advisor with Ameriprise in Napa, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Briana Roemmick is a financial advisor with Edward Jones in Fairfield, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked in the mortgage industry with firms including Edge Home Finance, CrossCountry Mortgage, Caliber Home Loans, and VITEK Mortgage. She continues to maintain a referral role with Edge Home Finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Ashlee Whittemore is a financial advisor at Morgan Stanley in Napa, CA, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Mango Publishing and positions in education at Cornell University and Justin-Siena High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Yan Li is a financial advisor with Edward Jones in Fairfield, CA, holding a Series 66 designation and 11 years of industry experience. Prior to joining Edward Jones in 2023, Yan worked at Merrill from 2014 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Courtney Guerci is a financial advisor with Wells Fargo Clearing in Napa, CA, holding Series 66 and Series 63 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank, NA since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Wendell Thomas is a financial advisor with Primerica Advisors in Suisun City, CA, holding Series 65 and Series 63 licenses with six years of industry experience. He previously worked at Wells Fargo Bank for 17 years and has been a self-employed DJ since 2010. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody. The firm maintains a large network of advisors and approximately $15.5 billion in assets under management.

Margaret Ash is a Financial Consultant currently with Fidelity Investments since 2019. She has 15 years of experience in financial consulting, specializing in portfolio management, retirement planning, and risk mitigation. She holds FINRA Series 6, 7, 63, and 66 licenses and serves as a fiduciary. Prior to her current role, Margaret worked as a Senior Financial Advisor and Vice President at Union Bank Investment Services from 2017 to 2019, a Financial Advisor at Merrill Lynch from 2015 to 2017, a Personal Banker at Bank of America in 2015, and a Financial Representative at Metlife - New England Financial from 2010 to 2015. She also holds a California Insurance License. Outside of her professional work, Margaret enjoys family activities, fitness, hiking, running, skiing, and traveling.

Justin Katz is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and CreativeLive, Inc. Katz is also the owner and sole operator of a photography business based in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by LPL Research and third-party subadvisors.

Arnoldo Santiago is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at UBS, Bank of America, and Merrill over his career. Santiago is based in Napa, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

John Whittemore is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.