Cynthia Buckman is a financial advisor at Stifel with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel Nicolaus since 2013. Outside of her advisory role, she serves as Secretary for Kirk Buckman Electric, Inc., an electrical contracting business. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Anderson is a financial advisor at Edward Jones in Healdsburg, CA, holding CFP® and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Airbnb from 2018 to 2020. He serves as Vice President of the Rio Vista Estates Owners Association board. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, supported by a large network of financial advisors and branch offices nationwide.

William Buckley is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Edwin Ascencio is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial, Bank of America, Citibank, and JPMorgan Chase Bank, among others. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jason Meinerding is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, and Charles Schwab. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary.

Jackson Yates is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2021 to 2025. Outside of his advisory role, Yates is involved with Sweetwater Spectrum, serving on its finance committee. 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 employs a structured planning process using firm-approved tools and serves clients through both direct and employer-based agreements.

Deidre Mc Aloon is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding Series 65 and Series 63 credentials and 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models to assist clients in financial planning.

Sherif Abdel Hamid is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, Advisory Cloud, and Bank of West. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

John Ringgenberg is a CFP® and ChFC® with 33 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2020. Prior to that, he was employed at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association from 2012 to 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Richard Ogg is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax and Total Administrative Services Corporation in addition to his current role. Outside of advising, he teaches Social Security classes at Santa Rosa Junior College and serves as a board member and counselor at Santa Rosa Bible Church. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, providing advisors access to affiliated and third-party managers along with various program structures and investment strategies.

Shaan Raja is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds a Series 66 designation and previously worked at JP Morgan Securities LLC for seven years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Galletti is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Bank, NA since 2011. His current role at Wells Fargo Clearing began in 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary.

Blake Schmidt is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017 and was previously with Alpha Wealth Management and Rosso Pizzeria. Schmidt holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Drew Skraboly is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. Outside of his advisory role, Skraboly owned and operated Level Up Scripts, a sole proprietorship involved in creating and selling digital assets online, and managed a TikTok account focused on video game content. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Cho is a financial advisor at Morgan Stanley with 24 years of industry experience. He has held positions at Morgan Stanley Private Bank, NA since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, Cho serves as secretary for Trusted Advisors Group, a professional networking organization, and is involved with Santa Rosa United 05B ECNL, a youth sports and education group. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Kelly Mills is a Series 66 licensed financial advisor at Edward Jones in Santa Rosa, CA, with seven years at the firm and a total of 13 years of industry experience. Prior to joining Edward Jones in 2019, Mills worked at Montgomery Taylor Wealth Management for six years. Outside of advising, Mills is involved with a nonprofit organization in Pleasant Hill focused on timing and score keeping for racing events and serves as an overnight residential counselor at Victor Treatment Center supervising youth during overnight hours. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Joshua Clay is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at various Wells Fargo entities since 2005 and is also involved with Longs Drywall, a business he has maintained since 2003. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary investment advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s approach includes a broader set of financial product offerings than typical for large institutional advisers, incorporating insurance-related vehicles and bank deposit sweep options.

Natalie Rodriguez Gutierrez is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Redwood Credit Union, CUSO Financial Services, Bank of The West, and Farmers Insurance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Norman Eisley is a CFP®-designated financial advisor with Edward Jones in Santa Rosa, CA, where he has worked since 2005. He has 20 years of industry experience and holds Series 63 and Series 66 licenses. Outside his advisory role, Eisley serves as a lay leader for the Sonoma County Jewish Community Center, leading holiday services for senior citizens and producing religious holiday videos. He also provides business intelligence consulting through Gerson Lehrman Group Councils. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Andrew Newsom is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2024, he worked at Preservation Wealth for six years and held roles at Apple and New Life Christian Fellowship. He holds Series 63, Series 65, and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.