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.

Nicole Rasmussen is a financial advisor with Morgan Stanley in Petaluma, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Amanda Mauer is a financial advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2003. She holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Pamela Menendez is a financial advisor with Charles Schwab who holds a Series 66 designation and has two years of industry experience. Prior to joining Schwab, she worked at Exchange Bank and Beyers Costin Simon. Outside of financial services, she owns and operates a janitorial services business. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separate managed accounts, using multi-asset model portfolios and a formal alternative-investment onboarding process.

Aaron Blum is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured financial planning supported by firm-approved tools and modeling techniques, serving clients through a broad range of investment and advisory offerings.

Lindsey Stone is a CFP® with 11 years of industry experience and has been with Edward Jones since 2014. She holds the Series 66 designation and is based in Sonoma, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Anthea Maybury is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and has prior experience at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Investments. In addition to her advisory role, she is involved in real estate marketing services on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Robert Duffield is a Series 66 licensed financial advisor with Edward Jones in Santa Rosa, California. He has 17 years of industry experience, including over 18 years with Edward Jones. Outside of his advisory role, he is involved in managing a rental dwelling property. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Juana Trejo Cervantes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2013. Outside of her advisory role, she assists with Essence Landscaping in Ukiah, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and demographics.

Clark Matthiessen is a financial advisor at LPL Financial with 27 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining LPL Financial in 2024, he worked at Redwood Credit Union and Cuso Financial Services, L.P. for over two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions, offering a broad range of financial planning and portfolio management options.

Nicholas Bobroff is a CFP® professional with two years of industry experience, currently working at Charles Schwab & Co., Inc. He has previously worked at Spectrum Financial Management, MGO Private Wealth, LLC, and Eckhoff Wealth Management, among other firms. Outside of his advisory role, he assists with annual organic certification renewals and record keeping for Boldrini Dairy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advice and access to affiliated discretionary separately managed accounts. The firm is notable for its large client base, integrated service model, and multi-asset investment approach.

Brianna Bailey is a financial advisor with Morgan Stanley in Santa Rosa, California, holding a Series 66 license and six years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2019. Outside of her advisory role, Bailey serves as a board member and treasurer on the finance committee of Verity, a nonprofit focused on sexual assault and human trafficking prevention, intervention, and counseling. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured conversations and firm-approved tools but generally acts in an advisory capacity without individual security recommendations in standalone plans.

Toni Iannarelli is a financial advisor with LPL Financial in Santa Rosa, CA, holding Series 63 and Series 66 designations and with 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Western International Securities, Inc. for 10 years and has been involved with Andraos Capital Management and Union Central Life Insurance since 2008. He is also licensed as an agent for accident, health, life, and variable insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, portfolio management, and institutional platforms, utilizing model portfolios, third-party subadvisors, and technology tools to support investment strategies.

George Hoang is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2015. Prior to this, he worked at Thirstea for multiple overlapping periods totaling about 10 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Desiree Bunch is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns two businesses focused on residential solar system design and architecture with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.