Samantha De Vito is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with an ESG eligibility framework, supporting its recommendations through centralized due diligence.

Bonnie Copeland is a financial advisor at UBS Financial Services with 28 years of industry experience. She has held her current position since 2011. Copeland holds the Series 63 and Series 65 licenses. 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 provides a broad range of capital markets and investment solutions.

Michaela Gomez is a financial advisor at Edward Jones in Napa, CA, holding a Series 66 designation. She began her advisory career at Edward Jones in 2023 after ten years at Providence Queen of the Valley Medical Center. 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.

Jose Perez is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016 and Wells Fargo Bank NA since 2014. Outside of his advisory role, Perez works as a banquet food server and provides in-home supportive services for the elderly in Napa County. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Mary Hanson is a financial advisor with Cambridge Investment Research Advisors in Concord, CA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2012, following positions at VOYA Financial Advisors and MSI Financial Services. Hanson is a board member of the Professional Women's Referral Group and serves as a networking leader for the San Ramon Chamber of Commerce. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and offers various advisory services through proprietary and third-party platforms.

Sally Louie is a financial advisor with LPL Financial in Vallejo, CA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has worked with LPL Financial since 2007 and had prior roles at The Golden 1 Credit Union and U.S. Bancorp Investments. Louie serves as a board member and foster mom for the Contra Costa SPCA. 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, and institutional platforms, utilizing various investment strategies and support tools.

Alec Umutyan is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Sotheby's International Realty and has experience in hospitality and education. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office to tailor financial plans and portfolio management.

Pina Carino is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, Wells Fargo Clearing, and UBS Financial Services. Outside of her advisory work, she serves on the boards of the Alzheimer Association and Sons & Daughters of Italy Napa, both nonprofit organizations involved in fundraising. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and an investment committee to support its advisory process.

Mark Baca is a financial advisor with Cetera, holding the ChFC® designation and over 40 years of industry experience. He has an extensive career history including long-term roles at Cetera Advisor Networks LLC and American River Wealth Management. Baca also operates The Baca Group, an insurance services business. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning, and consulting services.

Benjamin Bergfelt is a financial advisor with UBS Financial Services in Napa, California, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves on an interview panel for prospective candidates to service academies, working with Congressman Mike Thompson. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Lisa Gardere is a financial advisor with Edward Jones in Napa, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at CUSO Financial Services LP, Bank of America NA, and Merrill Lynch. She holds a Real Estate Sales Agent License in California and is listed as a referral agent with Twin Oaks Realty. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, supported by a nationwide network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets.

Kevin Stromfeld is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, initially working as a Financial Consultant before his current role. Prior to joining Fidelity, he worked as a Wealth Management Advisor at TIAA from 2018 to 2020 and as an Investment Counselor at Fisher Investments from 2013 to 2018. Kevin holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP). He possesses a California Insurance License. Outside of his professional work, Kevin enjoys baseball, family activities, skiing, and traveling.

David Castleberry Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Based in Napa, CA, he has been with the firm for more than a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and insights from its Global Investment Committee.

Rachel Braswell is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, JP Morgan Chase Bank, Merrill, and Bank of America. Outside of her financial career, she has provided in-home supportive care for a family member with a disability. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and operates under a fiduciary standard.

Nicholas Gomez is a financial advisor with LPL Financial in Concord, CA, holding a Series 66 credential and 16 years of industry experience. His prior experience includes roles at JP Morgan Securities, Bank of America, Merrill, and Newbridge Financial Services Group. He is also licensed as an insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of investment adviser representatives, employing various portfolio strategies and technology tools to support its advisors.

Carl D. Agostini is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Edward Jones, Next Financial Group, LPL Financial, and currently Cetera. Cetera Investment Advisers LLC serves individual and institutional clients across the United States, offering a broad range of portfolio management, financial planning, and retirement services through a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Adrian Kula is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at AXA Advisors, Equitable Advisors, and JPMorgan Chase Bank, N.A. prior to his current roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with clients retaining final decision-making authority.

Andrew Vasquez is a financial advisor with Mass Mutual Investors Services based in Pleasant Hill, CA. He holds the ChFC® designation and securities licenses Series 63 and Series 65, and has 30 years of industry experience. His career includes 22 years at Metlife Securities Inc. before joining Mass Mutual Investors Services and MassMutual Life Insurance Co. Mass Mutual Investors Services 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, structuring planning engagements as annual, collaborative relationships that use firm-approved software tools to analyze goals and provide written recommendations.

Sean Desmarais is a financial advisor with Morgan Stanley in Napa, California, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Global Investment Management, NMS Capital Asset Management, and Silicon Valley Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering financial planning that incorporates structured discovery and firm-approved tools. The firm manages substantial client assets and supports plans both directly and through employer agreements.

Nathan Krill is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families build and grow their wealth with an emphasis on retirement planning and financial confidence. Drawing on his experience as a former professional athlete, Nathan applies the principles of discipline, preparation, and long-term goal setting to his financial advisory practice. Nathan holds a Bachelor's Degree from Wesleyan University and a Master's Degree from the University of San Francisco. He has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach focuses on thoughtful financial planning, disciplined investment strategies, and personalized guidance to assist clients in maximizing their wealth. Outside of his professional work, Nathan enjoys a variety of activities including basketball, biking, camping, football, golfing, pickleball, scuba diving, spending time with his family, and watching movies. He is committed to serving his clients and community with a focus on helping them uncover what matters most to them and pursue their financial goals accordingly.