Mark Porter is a financial advisor with Ameriprise in El Sobrante, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in a Herbalife distributorship focused on health and vitamin products. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gerlynbee Buencamino is a financial advisor with LPL Financial in Sonoma, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining LPL in 2024, Buencamino worked at Redwood Credit Union for 10 years and CUSO Financial Services, LP for 8 years. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Tonu Viitas is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and with 23 years of industry experience. He previously worked at Sagepoint Financial, Inc. for 17 years before joining OSAIC. Outside of his advisory role, he serves as treasurer for the Estonian Society of San Francisco, a nonprofit organizing community events. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services with a model-based investment process that includes portfolio optimization, discretionary management, third-party manager options, and a range of custodial and legacy programs.

Ron Silva is a CFP® with 32 years of experience in the financial services industry. He has been with LPL Financial since 2013 and previously worked at National Planning Corporation, Sterling Financial Services, Inc., and OSAIC. Silva also operates Silva Financial Planning Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of investment adviser representatives.

Maria Dominguez is a financial advisor at Wells Fargo Clearing with 4 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2021, having worked concurrently at Wells Fargo Bank, N.A. since 2003. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice, and includes a discretionary 3(38) investment management option for clients who delegate authority.

Hisashi Sano is a financial advisor at LPL Enterprise with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, employer-sponsored retirement plans, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Marisa Goldstein is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and investment advisory services. The firm employs structured planning tools and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

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.

Pamela Regatuso is a financial advisor at Fidelity with 10 years of industry experience. Her work history includes roles at Fidelity Investments, Morgan Stanley, Wells Fargo Clearing, and her own fiduciary practice. She holds Series 66 and Series 63 credentials. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a range of investment vehicles.

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 a Series 65 designation and four years of industry experience. She previously worked at Sonoma Wealth Advisors and has held leadership roles at FlashPoint Leadership and Sonoma Leadership Systems. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment approach with asset allocation and portfolio optimization tools, supporting both discretionary and advisor-managed strategies.

Michael Felton is a financial advisor at OSAIC with 35 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Securities America Advisors, Inc., Brecek & Young Advisors, Inc., and Valic Financial Advisors. Outside of advisory, he is involved in insurance services, conducting risk analyses and reviewing clients’ insurance coverage as part of comprehensive financial planning. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach focuses on model-based asset allocation, portfolio optimization, and the use of discretionary and third-party managed strategies.

Michael Chong is a CFP® with 18 years of experience in the financial services industry. He currently works at LPL Financial and has held prior roles at Contra Costa Christian Schools, Big King Inc., Diablo Divorce, Ameritas Life Insurance/Union Central, Monument Impact, Waddell & Reed, and various insurance carriers. Outside of his advisory work, he is involved with Big King Inc., a business entity maintained for tax and investment purposes. 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 solutions, including model portfolios, third-party asset management access, and institutional platforms, supporting advisors with research tools and a broad suite of non-advisory financial services.

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 at LPL Financial with eight years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at BMO Investment Services, Edward Jones, Bank of America, Merrill Lynch, and Wells Fargo. From 2022 to 2025, he was self-employed as a day trader and options trader. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by proprietary research and operational tools.

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.

Ysela Madrigal is a financial advisor with Primerica Advisors in Concord, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. Prior to joining Primerica Advisors, she worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for a combined 14 years. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program featuring model-based investment strategies supported by third-party asset managers and custodians.

Fernando Lema is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. He has worked at First Republic Bank from 2007 to 2023 and at City National Bank since 2024. RBC Wealth Management, part of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through 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 66 and Series 63 licenses and having one year of industry experience. Her prior roles include positions at Hog Island Oyster Co. and Napa Valley Country Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.