Renee Mc Leod is a Senior Financial Advisor at Merrill Lynch Wealth Management. She specializes in collaborating with individuals and families to develop personalized wealth management strategies that address a broad range of life priorities, including family wealth management, retirement planning, and managing new wealth. Renee holds a Bachelor's Degree from Sonoma State University and has earned the designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). She has experience focusing on comprehensive financial planning, emphasizing goals-based wealth strategies that adapt to changing market conditions and life stages. In addition to her professional work, Renee has been involved in community organizations such as COPE Family Resources and the Napa Valley College Foundation, where she has served in roles including HR Committee member and board member, respectively. Outside of work, she enjoys antiquing, gardening, music, and spending time with her family.

Michael White is a financial advisor with LPL Financial in Vacaville, CA, holding the CFP® designation and Series 66 license, with 19 years of industry experience. He previously worked at Edward Jones from 2007 to 2010 and has been associated with Travis Credit Union and LPL Financial since 2010. White also serves as successor trustee for a family trust and provides financial services to credit union members. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports a broad range of investment solutions and platforms, combining scale and diverse financial activities with oversight of more than $819 billion in discretionary assets.

Austin Fitzpatrick is a Financial Advisor based in Napa, California, affiliated with Merrill Lynch Wealth Management. He specializes in working with individuals and families to develop personalized strategies that align with their financial goals, supporting clients through college education planning, family wealth management, and personal retirement planning. Austin integrates his background as a former collegiate and professional athlete into his approach, emphasizing discipline, preparation, and long-term commitment in financial planning. He holds a Bachelor's Degree in Finance from California State University, Stanislaus, and maintains the Chartered Retirement Planning Counselor™ (CRPC™) designation along with the Personal Investment Advisor (PIA) credential. In addition to his professional work, Austin is involved in his community through participation with the St. Helena Little League. His personal interests include baseball, cooking, fishing, hiking, and reading.

James Dimarco is a financial advisor with LPL Financial in Napa, CA, holding a Series 66 designation and 18 years of industry experience. His prior firms include Waddell & Reed, where he worked for seven years, and Financial Advocates Investment Management. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Ronald Boyce is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2011. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

Michael Jankiewicz is a financial advisor with UBS Financial Services based in Napa, California, holding a Series 63 designation and with 40 years of industry experience. He has worked at Painewebber Incorporated since 1985. Outside of his advisory role, he serves as President of the Napa Valley Baseball Club Inc. 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 provides a broad range of capital markets and research resources.

Julie Cutler is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors Corporation and Cornerstone Capital. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process focused on model-based asset allocation and portfolio optimization.

Grant Smith is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with LPL Financial in Napa, CA. His prior experience includes roles at Oppenheimer & Co. Inc and Financial Advocates Investment Management. Outside of advising, he has been involved in operating a small real estate rental business. 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 advisory and brokerage services, utilizing a variety of investment strategies and platforms supported by advanced operational tools.

Melanie Whitehead is a CFP® professional with 25 years of industry experience, currently serving at OSAIC since 2025. She spent 24 years at Lincoln Financial Advisors prior to joining OSAIC. Outside of her advisory role, she is a Notary Public and provides health, disability, long-term care, and traditional life insurance services. OSAIC Wealth serves a diverse client base including retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment strategies and third-party manager options.

Francis Dolan is a financial advisor with Morgan Stanley in Napa, California, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Banc of America Investment Services. Outside of his advisory work, he is involved in a family-held LLC that manages a vacation home with his siblings. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools and models.

Max Cluer is an advisor with LPL Financial, holding Series 63 and Series 65 licenses. Based in Napa, CA, he has been in the financial industry for one year and previously worked at Vintage Wealth Advisors and Renew Wealth Management. Outside of finance, he is involved with Top Hat Wine Tours. 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 investment adviser representatives.

Ashneil Prakash is a financial advisor at Edward Jones in Fairfield, CA, holding a Series 66 credential with three years of industry experience. Before joining Edward Jones in 2023, he was involved with American Smog Inc. for 17 years. 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 wide range of investment advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Walter Bennett Jr. is a financial advisor with Charles Schwab in Napa, CA, holding a Series 63 designation and 29 years of industry experience. He has worked at Charles Schwab since 1991 and at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and extensive due diligence on alternative investments.

Phillip Cordano is a CFP® professional with 25 years of industry experience, currently advising at Osaic. Prior to joining Osaic in 2025, he spent 24 years with Lincoln Financial Advisors Corp. He is also licensed to offer health, long-term care, and traditional life insurance products. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and unified managed accounts. The firm’s investment process focuses on model-based asset allocation, portfolio optimization, and multiple implementation options through affiliated broker-dealer and RIA relationships.

Russell Burch II is a financial advisor at LPL Financial with 19 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2023, following over a decade at Bank of the West and BancWest Investment Services. 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 institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting a broad range of investment strategies with a large network of advisors.

James Calforda is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has worked at LPL Financial since 2007 and was previously with Wells Fargo Investments from 2001 to 2007. 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, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Rupa Jack is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009, currently also serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Kevin Wilson is a financial advisor with Wells Fargo Clearing in Napa, California, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Jennifer Sunseri is a financial advisor at Edward Jones with a Series 66 designation and eight years of experience at the firm. Prior to joining Edward Jones, she worked at Traffic Fax and held positions with the Napa Valley Unified School District and as a self-employed professional. She is in the process of closing her sole proprietorship, Sunseri Fiduciary Services, where she served as a professional fiduciary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Michael Fragoso is a financial advisor with Osaic Wealth, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors, Acord & Fong Wealth Strategies, and several other firms. Outside of financial advising, he provides security services at events and conducts non-variable insurance and annuity sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.