Thomas Commander is a financial advisor at Edward Jones in Sonoma, CA, with seven years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Edward Jones, he worked at CWM LLC and Carson Wealth Management. Outside of finance, he is involved with the Athletic Department at Vintage High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ian Copple is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at LPL Financial and Redwood Credit Union. 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 broad range of advisory services through a large nationwide network of financial advisors and branch offices.

Matthew Harrelson 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 WorkCare, Inc., Seattle Children’s Hospital, and InHealth, PLLC. Matthew is based in Sonoma, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mila Coffey is a CFP® and PFS™ with 29 years of experience in financial advisory and tax services. She is currently with Cetera and has held roles at multiple related firms since 1997, including Avantax and PH Tax & Wealth Solutions, CPAs, Inc. Outside of her advisory work, she serves on the board of the Contra Costa College Foundation and volunteers as an ambassador for the East Bay Regional Park District. Cetera Investment Advisers LLC is a large SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement a range of portfolio strategies across discretionary and non-discretionary program structures.

Todd Gerber is a financial advisor at Edward Jones with 51 years of industry experience. He holds a Series 63 designation and has worked at firms including Wells Fargo Clearing, A.G. Edwards & Sons, Commonwealth Financial Network, and Citigroup Global Markets. Gerber has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and supports its services with a large nationwide network of financial advisors and branch offices.

James Urda is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2006. He holds Series 63 and Series 65 licenses and has a background that includes managing non-variable insurance products such as long-term care, fixed annuities, term, and disability insurance. Outside of his advisory work, he is involved with Urda Estate Vineyards LLC, a business he owns in Napa, California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and advanced portfolio management options.

Karin Alvarado is a financial advisor at OSAIC with 26 years of industry experience. She previously worked at Woodbury Financial Services for 14 years before joining OSAIC in 2024. Alvarado holds Series 63 and Series 65 licenses and is involved in several business ventures including serving as partner and CEO of New Aspect Capital Strategies, LLC, which focuses on protective put strategies. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Amanda Keller is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2010. She has 22 years of industry experience. In addition to her advisory role, she works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

William Hjerpe is a financial advisor with Ameriprise in Napa, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Briana Roemmick is a financial advisor with Edward Jones in Fairfield, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked in the mortgage industry with firms including Edge Home Finance, CrossCountry Mortgage, Caliber Home Loans, and VITEK Mortgage. She continues to maintain a referral role with Edge Home Finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Ashlee Whittemore is a financial advisor at Morgan Stanley in Napa, CA, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Mango Publishing and positions in education at Cornell University and Justin-Siena High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jin Cheng Wu is a financial advisor at Merrill with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Bank of America, Merrill, JPMorgan Chase Bank, and JP Morgan Securities LLC. Outside of his advisory role, he is the sole owner of a rental property business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yan Li is a financial advisor with Edward Jones in Fairfield, CA, holding a Series 66 designation and 11 years of industry experience. Prior to joining Edward Jones in 2023, Yan worked at Merrill from 2014 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Courtney Guerci is a financial advisor with Wells Fargo Clearing in Napa, CA, holding Series 66 and Series 63 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank, NA since 2016. 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 approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Wendell Thomas is a financial advisor with Primerica Advisors in Suisun City, CA, holding Series 65 and Series 63 licenses with six years of industry experience. He previously worked at Wells Fargo Bank for 17 years and has been a self-employed DJ since 2010. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody. The firm maintains a large network of advisors and approximately $15.5 billion in assets under management.

Justin Katz is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and CreativeLive, Inc. Katz is also the owner and sole operator of a photography business based in Portland, Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by LPL Research and third-party subadvisors.

Arnoldo Santiago is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at UBS, Bank of America, and Merrill over his career. Santiago is based in Napa, CA. UBS Financial Services 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 and model-based asset allocations to tailor client solutions.

John Whittemore is a financial advisor at Morgan Stanley with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Prior to that, he was with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.

Joseph Long is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. His prior experience includes nearly two decades at CUSO Financial Services, L.P. and a long-standing role at Patelco Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Cheryl Tinseth is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and bringing 27 years of industry experience. She has been associated with Cetera Wealth Services, LLC since 2013 and operates Mistretta Tinseth, a firm she has been involved with since 1996. In addition to her advisory role, Cheryl is a CPA and owner of TINSETH ACCOUNTANCY, providing accounting, bookkeeping, tax preparation, and management consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures with ongoing supervision.