Bryden Craig is a financial advisor with Merrill holding a Series 66 designation and no prior industry experience. His work history includes positions at Bank of America, Merrill, Fidelity Investments, and Redwood Credit Union. 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 a range of model-based and discretionary investment strategies for individuals and institutional clients.

Michael Reilly is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory role, he is listed as an owner of a rental property business. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Ryan Powell is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 through a large nationwide network of advisors and branch offices and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds.

Erin Ackenheil is a financial advisor with Ameriprise in Novato, CA, holding a Series 66 designation and one year of industry experience. She has concurrently worked at Black Point Insurance since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Thomas Davis is a financial advisor with LPL Financial in Novato, CA, holding Series 63 and Series 65 designations and over 22 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2001. In addition to his advisory role, Davis has worked as an independent insurance agent selling fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while also maintaining extensive non-advisory financial services.

Jimmie Alexander is a financial advisor at OSAIC with 32 years of industry experience. He holds a CFP® designation and Series 63 and 66 licenses. Prior to joining OSAIC, he worked at Securities America Advisors, Inc. and Foothill Securities, Inc. Alexander also works as a clinical laboratory scientist at Kaiser Permanente. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of asset-allocation tools and third-party solutions to manage diversified portfolios tailored to client needs.

Sandy Magid is a financial advisor with Cetera, holding a Series 66 credential and bringing 27 years of industry experience. Prior to joining Cetera in 2025, he worked extensively with Avantax and maintained a longstanding role at Magid Accountancy Corporation, a CPA practice he has led since 2004. He is involved in various activities outside of direct advisory work, including serving as President and board member of the Marin County Estate Planning Council and holding trustee roles for multiple family trusts. Cetera Investment Advisers LLC serves a diverse client base including individual investors, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary accounts.

Anthony Feeney is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining the firm, he worked at CellularWorld Inc and briefly as an Uber driver. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices.

John Walker is a financial advisor with Edward Jones in Petaluma, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

Aurelia Dukes is a financial advisor with Osaic Wealth, Inc. based in Sonoma, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Outside of her advisory role, Dukes is an insurance agent offering accident/health, disability income, and traditional life insurance. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct portfolios managed on either a discretionary or non-discretionary basis.

William Roland is a financial advisor with LPL Financial in Petaluma, CA, holding a Series 63 designation and 36 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 23 years and Osaic FA, Inc. for 24 years. Roland is also a licensed agent selling life, health, and long-term care insurance. 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 financial planning, model portfolio programs, and access to third-party asset management, with various advisor tools and a broad range of financial services beyond investment advice.

James Carabini is a financial advisor with Ameriprise in Sonoma, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

John Cowles is a financial advisor with Edward Jones, holding the Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019. Outside of his advisory role, he manages and operates Blue Star Wine Country Tours, a wine tour company based in Sonoma, California, which he runs occasionally on weekends. 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 manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Matthew Lightner is a CFP® professional with over 21 years of experience in financial advising. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a recreational vehicle rental business in Sonoma, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors across the United States.

Arley Maldonado Herrera is a Financial Consultant currently working at Fidelity Investments since 2026. In this role, he assists clients with financial planning by collaborating with them to understand their long-term and short-term goals and build customized financial plans aimed at meeting their unique needs. He aims to ensure that clients feel confident and comfortable with their financial strategies. Prior to his current role, Arley held several positions within Fidelity Investments, including Investment Consultant from 2025 to 2026 and Planning Consultant from 2023 to 2025. Before joining Fidelity, he worked at Charles Schwab as a Financial Consultant Partner and Investment Consultant between 2022 and 2023. He has also held roles at Patelco Credit Union, including Member Solutions Specialist and Senior Member Service Representative from 2020 to 2022. Arley holds a California Insurance License. Outside of his professional work, he has an interest in movies.

Aleia Coate is a financial advisor with Edward Jones, holding the ChFC® designation and securities licenses Series 63 and Series 66. She has nine years of industry experience, including 19 years at Umpqua Bank before joining Edward Jones in 2018. Outside of her advisory role, she is the owner of Ole Times Barber Shop in Cotati, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jason Turner is a financial advisor at J.P. Morgan Securities with 15 years of industry experience and holds a Series 66 designation. His career includes roles at Merrill, Morgan Stanley, and Bank of America prior to joining J.P. Morgan. Outside of his advisory work, he serves as a recreational game official and umpire. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Hills is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at Red Hills Consulting and General Construction Group. 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Andrew Klase is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to understand their personal financial goals and utilizes Fidelity's resources to develop tailored financial plans and investment strategies. Andrew has been with Fidelity Investments since 2018, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Charles Schwab & Co Inc as a Client Relationship Specialist and at Schwab Charitable as a Donor Relations Specialist. He holds a California Insurance License.

William Ekren is a financial advisor with Edward Jones in Rohnert Park, California, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.