Brenda Donohue is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her prior work history includes positions at Morgan Stanley and The Vanguard Group, Inc. She is currently based in Napa, CA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Michael Manfred is a financial advisor with LPL Financial in Napa, California, holding over one year of industry experience. He previously worked at Manfred & Hunt, LLP for twelve years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple investment strategies.

David Grodin is a financial advisor with Mass Mutual Investors Services in Sonoma, CA, holding a Series 66 designation and 20 years of industry experience. He has been with the firm and its affiliate, Mass Mutual Life Insurance, since 2006. Outside of his advisory work, he is the managing partner of Grodin Financial and Insurance Services, LLC, and is involved in owning and managing the books for Inspiration Vineyards, a grape-growing enterprise. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations focused on investment categories and strategies.

Teresa Updegraff is a financial advisor at Osaic with four years of industry experience. She holds a Series 65 designation and previously worked at Sonoma Wealth Advisors and FlashPoint Leadership. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across various asset classes.

Angela Denna is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and has been affiliated with Financial Advocates Investment Management since 2015. Outside of her advisory work, she is also a notary public and is involved in a family trucking business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Felton is a financial advisor at Osaic with 34 years of industry experience. He has held roles at Securities America Advisors, Inc. from 2009 to 2024 before joining Osaic. In addition to his advisory work, he operates Michael Felton Insurance Services, where he conducts risk analysis and reviews insurance coverage as part of comprehensive financial planning. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a network of affiliated advisers to provide integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Michael Chong is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Contra Costa Christian Schools, Ameritas Life Insurance, Waddell & Reed, and involvement with Big King Inc and Diablo Divorce, the latter being a business entity related to his financial advisory practice. 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 wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party subadvisors.

Sabrina Julian is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. She has been with Cetera and affiliated entities since 2013. Outside of her advisory role, she provides organizing services specifically aimed at helping single women manage documents and downsize, and she has served as a past president of the Angels-Murphy Rotary Club, participating in community service projects. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individual, employer-sponsored, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with access to various investment strategies and program structures.

Jeffrey Mandap is a financial advisor with LPL Financial in Benicia, CA, holding Series 65 and Series 63 credentials and eight years of industry experience. His prior roles include positions at BMO Investment Services, Edward Jones, Merrill Lynch, Wells Fargo, and Bank of America. From 2022 to 2025, he was self-employed as a day trader and options trader. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and technology-driven solutions.

Greg Coburn is a CFP® professional with over 32 years of experience in the financial industry. He is currently with LPL Financial and has held roles at Bank of the West and BancWest Investment Services since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Robin Rocha is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, Robin collaborates with clients to understand their full financial picture and develop personalized wealth management strategies that address their unique priorities. Robin's approach includes helping clients navigate changes in life and finances while focusing on key life priorities such as family, finances, health, home, leisure, work, and giving. Robin's expertise encompasses areas such as college education planning, family wealth management strategies, personal retirement planning, special needs planning strategies, women and wealth, and retirement income. With a belief that managing wealth extends beyond building investment portfolios, Robin works one-on-one with clients to define what matters most as they prepare for the next stages in life. Robin holds a Bachelor's Degree from Wheaton College and is a Personal Investment Advisor (PIA). Outside of professional commitments, Robin is involved with community organizations including Collabra Care, Lincoln Theatre, and Strive for College. Additionally, Robin has professional associations with Napa Valley Vintners and has been a proprietor of Pellet Winery. Personal interests include basketball, dancing, football, traveling, and watching movies.

Colin Phelps is a financial advisor at Morgan Stanley in Napa, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at UBS Financial Services, Charles Schwab, Fidelity Investments, and BioMarin Pharmaceutical. 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 and financial planning services utilizing a structured discovery process and firm-approved tools.

Ysela Madrigal is a financial advisor at Primerica Advisors with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked previously at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates through a large network of advisors and utilizes model-delivery strategies managed by unaffiliated asset managers.

Fernando Lema is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and has worked at City National Bank since 2024, with prior experience at First Republic Bank from 2007 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party managers.

Timothy Horton is a financial advisor with Cetera, holding a Series 63 designation and over 34 years of industry experience. His prior experience includes roles at First Allied Securities and First Allied Advisory Services. Outside of his advisory work, he serves as a trustee for the Napa Elks Lodge #832, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, financial planning services, and access to third-party money managers.

Annika Jean Erickson is a financial advisor with Morgan Stanley in Napa, CA, holding Series 63 and Series 66 licenses and having one year of industry experience. Her prior work includes roles at Hog Island Oyster Co., Napa Valley Country Club, and Sonoma State University. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and firm-approved tools, offering broad retail and institutional investment solutions.

Erick Rosales is a financial advisor with LPL Financial in Napa, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, Morgan Stanley, and Wells Fargo Bank. He also serves in a financial institution capacity at Travis Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and multiple portfolio management options.

Samantha De Vito is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Bonnie Copeland is a financial advisor at UBS Financial Services with 28 years of industry experience. She has held her current position since 2011. Copeland holds the Series 63 and Series 65 licenses. UBS Financial Services Inc. 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 investment solutions.

Michaela Gomez is a financial advisor at Edward Jones in Napa, CA, holding a Series 66 designation. She began her advisory career at Edward Jones in 2023 after ten years at Providence Queen of the Valley Medical Center. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.