Anthony Feeney is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining the firm, he worked at CellularWorld Inc and briefly as an Uber driver. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices.

John Walker is a financial advisor with Edward Jones in Petaluma, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

William Roland is a financial advisor with LPL Financial in Petaluma, CA, holding a Series 63 designation and 36 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 23 years and Osaic FA, Inc. for 24 years. Roland is also a licensed agent selling life, health, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, and access to third-party asset management, with various advisor tools and a broad range of financial services beyond investment advice.

Matthew Morgan is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at the University of California, Davis, and Peet's Coffee. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in delivering diversified model portfolios.

Aleia Coate is a financial advisor with Edward Jones in Sebastopol, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 10 years of industry experience, including 19 years at Umpqua Bank before joining Edward Jones in 2018. Outside of finance, she is the owner of Ole Times Barber Shop in Cotati, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Jason Turner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He previously worked at Morgan Stanley Private Bank and Merrill, among other firms. Outside of finance, he works as a recreational sports umpire. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research, with some strategies incorporating ESG criteria.

Matthew Hills is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at Red Hills Consulting and General Construction Group. 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Andrew Klase is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to understand their personal financial goals and utilizes Fidelity's resources to develop tailored financial plans and investment strategies. Andrew has been with Fidelity Investments since 2018, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Charles Schwab & Co Inc as a Client Relationship Specialist and at Schwab Charitable as a Donor Relations Specialist. He holds a California Insurance License.

William Ekren is a financial advisor with Edward Jones in Rohnert Park, California, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Peter Keating is a financial advisor with LPL Financial in Novato, CA, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His prior roles include positions at Western International Securities, Wells Fargo Clearing, and UBS Financial Services. He also serves as a trustee for a family marital trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm supports diverse investment strategies and combines advisory services with a variety of financial products and partnerships.

Issa Musallam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked with various Wells Fargo entities since 2006 and is currently based in Petaluma, CA. Outside of his advisory role, he co-owns a restaurant specializing in Levantine Mediterranean cuisine. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Robert Schulman is a financial advisor with Edward Jones in Novato, CA, holding Series 63 and Series 65 credentials and serving clients for 30 years. He has been with Edward D. Jones & Co., L.P. since 1996. 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 through a nationwide network of about 23,701 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Patrick Conroy is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials. He has been in the industry since 2024, with prior experience at New York Life and Equitable Advisors. Outside of his financial career, he has involvement with Rodney Strong Winery Estates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research to offer written asset allocation advice and investment manager searches.

Patrick Giamanco is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Envestnet | Yodlee for 13 years. Outside of finance, he operates an online artwork sales business focused on photography. 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, including discretionary and non-discretionary investment strategies, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Shawn Campas is a CFP® with 12 years of industry experience, currently with OSAIC since 2024. He previously worked at Woodbury Financial Services for 10 years and Stark Miller FBG for 14 years. Campas is involved in community service as a member of the Rotary Club of Novato Endowment Board. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by risk assessment tools.

Natalie Patterson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She has held roles including Retirement Investment Specialist and positions at Passarell Tax and Bookkeeping Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios from mutual funds, ETFs, and ETPs.

Angelina Hansen is a CFP® professional with six years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors. She has worked at Cambridge since 2020 and operates Open Trail Financial Consultants. Prior to her financial advisory career, she was employed at Carneros Resort and Spa. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through multiple platforms with discretionary and non-discretionary management options.