Christopher McDonald is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and four years of industry experience. His prior work history includes roles at The Renaissance Group and various personal consulting and accounting businesses. In addition to advising, he operates Napa Valley Consulting, providing fractional finance and accounting services. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

Shelley Cole is a financial advisor at Cetera with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including VOYA Financial Advisors and her own Cole & Cole Financial Advisors. Outside of financial advising, she is involved in real estate sales and management through Cole and Cole Group and works as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures.

Marianne Depetris is a financial advisor with Wells Fargo Clearing in Napa, CA, holding a Series 63 designation and 44 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions.