Michael Calvelli is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Protected Investors of America and several financial services firms prior to joining Cambridge in 2016. He serves on the board of Friends House, a continuing care community, and is a board member of The Julia Gardner Grant Foundation, a charitable organization currently in formation. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and provides access to proprietary and third-party model strategies through multiple platforms.

Dana Morton is a financial advisor with LPL Financial in Rohnert Park, CA, holding the ChFC® designation along with Series 63 and 65 licenses. He has 44 years of industry experience, including 17 years at The Morton Capital Group and a long tenure with LPL Financial dating back to 1982. Outside of his advisory role, he sells health insurance products specifically designed for seniors, including Medicare Advantage plans. 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 financial planning and investment management services, leveraging model portfolios, third-party subadvisors, and various advisory platforms to meet diverse client needs.

Nicholas Alexiou is a financial advisor with J.P. Morgan Securities in Napa, CA, holding Series 66 and Series 63 licenses and six years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to his advisory career, he worked at Oliver's Market and attended the University of California - San Diego. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria within its model asset allocations.

Corey Hayashi is a CFP® and Series 66-registered financial advisor with Edward Jones in Alameda, CA. He has 15 years of industry experience and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and over 23,700 financial advisors nationwide. 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.

Erin Hofacket is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has previously worked at Edward Jones, JP Morgan Chase Bank NA, First Republic Investment Management Inc, and Merrill Lynch. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

James Wandzilak is a CFP® professional with 33 years of industry experience. He has worked at Edward Jones since 2000 and has additional experience with Wells Fargo Securities Inc. and Wells Fargo Bank, N.A. since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Joel Parrish is a financial advisor with Edward Jones in Petaluma, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Gregory Nikolaieff is a financial advisor at Ameriprise in Novato, CA, holding a Series 66 designation with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations through a centralized consulting team.

Katherine Engel is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients achieve their financial goals through personalized wealth management strategies that adapt to changing market conditions. Her client focus areas include Family Wealth Management Strategies, Personal Retirement Planning, and Individual and Corporate Investment Strategy. Katherine earned her CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2022, enhancing her expertise in the financial services sector to better assist her clients. She holds a Bachelor's Degree from Fordham University and a Master's Degree from the University of Sydney. She carries professional designations including Personal Investment Advisor (PIA). Engaged in her community, Katherine participates in organizations such as 100 Women Who Care and Soroptimists International. She volunteers with local groups including the Community Resources for Children Development Committee, Leadership Napa Valley Class 35, Napa United Soccer as a coach, and the Napa Valley Support Services Committee. Her personal interests include cooking, football, reading, running, scuba diving, soccer, softball, spending time with her family, traveling, and watching movies.

Richard Pitt is a financial advisor with Ameriprise in Santa Rosa, CA, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of advisory services, he is involved in independent insurance brokering across several health insurance providers. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Evan Bernardy is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is also active as an artist and musician. 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 a range of financial planning and investment management services, utilizing both in-house and third-party strategies across various investment approaches.

Sean O'Brien is a financial advisor with Edward Jones in Napa, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is part owner of a construction company, O'Brien Builders, based in Fairfield, CA. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Nicole Sedano is a financial advisor at OSAIC with one year of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial/Nexus Wealth Partners and Lincoln Financial Advisors. Outside of finance, she has been active as a songwriter and background singer since 2011. OSAIC serves a diverse client base including retail and institutional investors through a multi-advisor platform that offers brokerage and advisory services, comprehensive financial planning, and various portfolio management programs. The firm emphasizes model-based asset allocation and portfolio optimization supported by proprietary tools and a complex network of affiliated entities.

Amy Knopka is a financial advisor at UBS Financial Services with 12 years of industry experience. She has been with UBS since 2013 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Jonathan Thompson is the Resident Director at Merrill, where he has been serving clients since 2005. In his role, Jonathan emphasizes a comprehensive approach to wealth management, beginning with understanding each client’s unique needs and goals. He connects clients with the investment expertise of Merrill Lynch Wealth Management and the banking services of Bank of America to address various financial aspects. His focus areas include college education planning, family and international wealth management, retirement planning, tax minimization, and small business strategies, among others. Jonathan holds a Bachelor’s degree in Finance from Azusa Pacific University and the Chartered Retirement Planning Counselor™ (CRPC) designation. He works closely with professionals, business owners, and affluent families to develop wealth management strategies aimed at optimizing wealth while managing risk. Jonathan is also committed to his local community in Novato and Marin County, where he volunteers by coaching youth sports. Outside of his professional responsibilities, Jonathan enjoys tennis, golf, hiking, and spending time with his family.

Gary Norman is a financial advisor with Edward Jones in Napa, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which have been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Sara Cassidy is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Kelly O’Toole is a financial advisor with Morgan Stanley in Napa, California, holding Series 66 and Series 63 licenses and having 12 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2026, Kelly spent 10 years at Wells Fargo Clearing. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Celena Helm is a financial advisor at LPL Financial in Rohnert Park, CA, holding Series 63 and Series 66 licenses with six years of industry experience. Her career includes roles at BMO Harris Bank, U.S. Bancorp Investments, U.S. Bank, Exchange Bank, Westamerica Bank, and Wells Fargo. 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 a range of advisory and brokerage services through its extensive network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Hugo Mendoza Solis is a financial advisor at Edward Jones with 10 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He serves on the board of the Sonoma Valley Education Foundation and participates on the Micro Loan Committee at La Luz Center, focusing on community economic development and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is known for its extensive advisor network and affiliated capabilities beyond traditional advisory services.