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.

Desiree Bunch is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns two businesses focused on residential solar system design and architecture with her spouse. 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 approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Williams is a financial advisor with Wells Fargo Clearing in Novato, CA, holding a Series 66 designation and 20 years of industry experience. His career includes long-term roles at Wells Fargo Bank and Wells Fargo Advisors, with a focus on retirement plan consulting and investment advisory services. 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 a broader range of financial product offerings than typical large institutional advisers.

Jack Mc Cormick is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. He specializes in retirement planning and client strategy, providing personalized approaches to help clients define and pursue their financial goals. Jack focuses on delivering detailed analyses and market research to ensure clients understand their financial situations fully. With over five years of experience at Merrill, Jack has developed a comprehensive understanding of building financial plans from the ground up, having also worked on the operational side of the firm. He holds an Associate's Degree from Santa Rosa Junior College and a Bachelor of Science in Economics from the University of Redlands. Additionally, Jack has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English and Spanish. A fifth-generation Sonoma County resident, Jack is active in his community through volunteer work with the Made In Santa Rosa Education Foundation and the Santa Rosa Junior College Water Polo program. Outside of work, he enjoys coaching water polo, tinkering on cars, cycling, and participating in triathlons.

Holly Garretson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds a Series 66 designation and is based in Santa Rosa, CA. Outside of her advisory role, she owns rental properties in Santa Rosa. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates through a nationwide network of over 23,700 financial advisors.

Timothy Carroll is a financial advisor with Edward Jones in Santa Rosa, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Homeguide Mortgage and CMG Mortgage from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices across the United States.

Samboun Sim is a Financial Advisor with Merrill Lynch Wealth Management based in the Santa Rosa, Sonoma County area. He has over a dozen years of experience in the financial sector, focusing on helping clients develop strategies to pursue their short-, mid-, and long-term financial goals. His services include education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He works closely with clients through open and honest conversations to understand what matters most to them and to provide effective ideas and appropriate solutions. His approach incorporates a holistic use of Merrill's investing and retirement planning resources, as well as access to Bank of America's banking, credit, business, and lending services. Samboun holds a Bachelor's Degree from Sonoma State University and the Personal Investment Advisor (PIA) designation. Outside of his professional role, he enjoys personal interests such as basketball, cooking, drawing/sketching, fishing, football, spending time with his family, traveling, and watching movies.

Michael Cowley is a financial advisor with Wells Fargo Clearing in Santa Rosa, California, holding Series 63 and Series 66 licenses and 11 years of industry experience. He has been with Wells Fargo Clearing and affiliated Wells Fargo entities since 2016. Outside of his advisory work, he co-owns a spice and seasoning business and a digital graphic design company. 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 roughly $671 billion in assets across more than 14,000 advisors and offers both brokerage and advisory solutions.

Dawn Dyanna Dhyanna is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 42 years of industry experience. Her career includes significant tenures at Western International Securities, The Social Equity Group, and Financial West Group. She has a business entity for tax and investment purposes established since 2006 and has engaged in non-variable insurance activities since 1984. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support a range of investment strategies.

Meredeth Bertacco is a CFP® and holds a Series 66 license, working with Edward Jones in Sebastopol, CA, with 14 years of industry experience. She has been with Edward Jones since 2011. Outside of her advisory role, she is involved as an owner and operating member of Gold Dirt Vineyards LLC, a vineyard project in Sebastopol. 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 nationwide network of more than 23,700 financial advisors and offers a range of investment strategies and affiliated financial products.

Marco Rivera is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 24 years of industry experience. Prior to joining LPL Financial in 2024, he spent 12 years at Ameriprise Financial Services, Inc. He is also involved with Desward Peak Partners LLC, a business entity for tax and investment purposes. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios and research from LPL Research and third-party subadvisors.

Luke Mazza is a financial advisor at Ameriprise in Sonoma, CA, holding Series 65 and Series 66 licenses. He has prior experience at Pacific Private Money Inc and M Capital Technologies LLC, and has worked in various roles including at Fitch Ratings and the State Compensation Insurance Fund. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on tax-aware withdrawal strategies and dependable income sources for clients near or in retirement.

Ronald Riggan is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He previously worked at Securities America Advisors and Waddell & Reed Inc. In addition to his advisory role, Riggan is a pilot with United Airlines, a position he has held since 1993. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities. The firm integrates brokerage and advisory services, employing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios that include various asset types on both discretionary and non-discretionary bases.