Christopher Stafford is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at Exchange Bank and held various roles within legal offices and banking institutions. He serves as Treasurer and a board member for the Analy High School Education Foundation, a not-for-profit organization in Sebastopol, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a network of over 23,000 financial advisors and 15,000 branch offices nationwide.

Richard Duarte is a financial advisor with LPL Financial in Rohnert Park, CA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1994. In addition to his advisory role, Duarte is involved in independent insurance sales through Crumbley Financial Services. 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, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced advisor tools and a broad network of over 22,800 advisors.

Letizia Veronese is a Series 66 licensed financial advisor with Edward Jones, based in Sonoma, CA, and has two years of industry experience. She has been with Edward Jones since 2007. 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, operating under a fiduciary standard.

Michael Lightner is a financial advisor with Edward Jones in Petaluma, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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 through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Elliot Sandvig is a CFP® and Series 66 licensed financial advisor at Edward Jones with six years at the firm and a total of five years in the industry. His prior experience includes roles at Medtronic and Ascent Services Group, as well as research work at the University of California, Davis (Bers Lab). 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 and investment solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Jane Sa is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Chase Bank, Edward Jones, and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Timothy Russell is a financial advisor with LPL Financial who holds a Series 66 designation and has 40 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he is involved in selling non-variable insurance products, including life, disability, and long-term care insurance, through his business Valley Oak Wealth Management. 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 provides comprehensive financial planning and investment management services through a large network of advisors, offering a variety of model portfolios and third-party asset management options.

Kevin Mazariegos Tecun is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services and Fidelity Investments since 2018 and 2025, respectively, with prior experience at PricewaterhouseCoopers and the Marin YMCA. Outside of his advisory role, he is an owner involved in real estate investing through two separate entities. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products, including multi-manager and fund-of-funds structures.

Joseph Klein is a financial advisor at Edward Jones with 14 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Leerink Swann LLC and Verdant Power Inc., where he serves as a director involved in board strategy calls related to renewable energy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a wide network of financial advisors and offers a range of advisory solutions under a fiduciary standard.

Thupten Namgyal is a financial advisor with OSAIC in Novato, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. He spent 10 years at Woodbury Financial Services, Inc. before joining OSAIC in 2024. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated advisory and brokerage services, utilizing asset-allocation tools and access to third-party money managers to construct portfolios across a variety of asset classes.

Krista Neary is a Series 66 licensed financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2016, based in Cotati, CA. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Chadwick Clarke is a financial advisor at OSAIC with eight years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services Inc., Alvarado Financial Services, and Larkspur Financial Advisors. Additionally, he serves as President and CEO of Clarke Financial Consulting, which provides corporate group benefits including health, life, and disability policies. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and unified managed accounts, using a variety of asset-allocation tools and third-party solutions to construct diversified portfolios.

Michael Dolan is a financial advisor with Charles Schwab, holding Series 63 and Series 65 credentials and over 26 years of industry experience. He has worked at Lloyds of London and John Hancock as a principal since 2015 and has been affiliated with Charles Schwab & Co., Inc. since 2012. Dolan receives residuals from insurance policies sold prior to his time at Schwab. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services, offering a combination of non-discretionary and discretionary investment solutions supported by comprehensive research and integrated operational infrastructure.

William Ospina Torres is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at BMO Harris Bank, Asset Retention Insurance Services, Inc., and SchoolsFirst Federal Credit Union. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a wide network of over 22,800 advisors.

Christopher Nugent is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with UBS Financial Services and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, and UBS Financial Services in earlier roles. Nugent has also been affiliated with the University of California, Irvine in a professional capacity. 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 utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Leah Ponce De Leon is a financial advisor at LPL Financial with four years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Redwood Credit Union and CUSO Financial Services. Leah is also involved in Redwood Wealth Management, a DBA related to her LPL 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Mohammed Bunyad is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Bank of the West prior to his current role. J.P. Morgan Securities 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Christopher Irvin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at Western International Securities, Inc. and has been self-employed since 1989. Irvin also teaches international business to MBA students at Sonoma State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, utilizing a broad range of investment strategies and operational tools.

Matthew Foster is a financial advisor with J.P. Morgan Securities who holds the Series 66 designation and has 19 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2019 and previously held roles at Bank of America and Merrill Lynch Pierce Fenner & Smith Inc from 2011 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Julie Dunn is a financial advisor at Edward Jones with 15 years of experience in the industry. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary investment products.