Odalis Medianero is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and New York Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment companies. The firm uses a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

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 with LPL Financial in Santa Rosa, CA, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Her prior roles include positions at Bank of America, Merrill, NerdWallet, Truliant Federal Credit Union, and CUSO Financial Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

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 with Charles Schwab in Santa Rosa, CA, holding Series 63, 65, and 66 licenses and having six years of industry experience. He previously worked at Exchange Bank and SoFi Lending Corp before joining Charles Schwab in 2021. Outside of his advisory role, he is involved in managing a rental services business that hosts small gatherings and events. Charles Schwab 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 guidance, utilizing multi-asset model portfolios and a centralized custodial and supervisory structure.

Michael Tomren is a financial advisor with LPL Financial in Santa Rosa, CA, holding the CFP® and ChFC® designations and over 28 years of industry experience. Prior to joining LPL Financial in 2024, he spent nine years with Commonwealth Financial Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Michael Septimo is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Redwood Credit Union, CUSO Financial Services, NYLIFE Securities LLC, and New York Life. Outside of his advisory work, he is involved with The Bunker Hoop House, a sports-related venture in Santa Rosa, CA. 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 broad range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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 at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. since 2023. Outside of her advisory role, she owns PM Janitorial Services, a cleaning business. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

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 with LPL Financial in Santa Rosa, CA, holding a Series 66 credential and 17 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a total of 10 years prior to joining LPL Financial. In addition to her advisory role, she is involved in real estate services as a marketing specialist on a part-time basis. LPL Financial is a national SEC-registered adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a wide network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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 CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2024 and has extensive tenure with Redwood Credit Union and Cuso Financial Services, L.P. since 2001. 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 advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by research and technology solutions.

Nicholas Bobroff is a CFP® professional affiliated with Charles Schwab, with two years of industry experience. His prior roles include positions at Spectrum Financial Management, MGO Private Wealth, and Eckhoff Wealth Management. Outside of finance, he assists with organic certification and record keeping for Boldrini Dairy. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational structures.

Brianna O'Keefe is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, she serves on the board, finance committee, and as treasurer for Verity, a nonprofit focused on sexual assault and human trafficking prevention, intervention, and counseling. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations in standalone plans.

Toni Iannarelli is a financial advisor at LPL Financial with 42 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Western International Securities, Inc., Andraos Capital Management, and Union Central Life Insurance. His other business activities include acting as an agent for accident and health, life, and variable insurance products. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, employing diverse investment strategies and technology solutions.

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.