Kevin Jaggie is a CFP® with 29 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in a farming business in Sonoma, 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 modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Gary Scott is a CFP® professional with over 31 years of industry experience, currently serving at Edward Jones since 1994. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a rental property owner in Sonoma, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Peter Keating is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His prior roles include positions at Western International Securities, Wells Fargo Clearing, and UBS Financial Services. He is also a trustee of the Keating Marital Trust. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Richardson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked with JP Morgan Chase Bank and J.P. Morgan Securities LLC since 2018. Prior to his financial career, he was employed at Worldwide Golf Shops and the San Francisco Giants. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Issa Musallam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked within various Wells Fargo entities since 2014. Outside of his advisory role, he is a co-owner of a Levantine Mediterranean restaurant in Petaluma, CA. 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 solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Robert Schulman is a financial advisor with Edward Jones in Novato, CA, holding Series 63 and Series 65 credentials and serving clients for 30 years. He has been with Edward D. Jones & Co., L.P. since 1996. 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 about 23,701 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Peter Stewart is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, he worked for Youngs Market/RNDC for nine years. He also serves as Vice President of Mayacamas Fire, where he participates in board meetings and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Patrick Conroy is a financial advisor at J.P. Morgan Securities with credentials including Series 66 and Series 63 licenses and approximately one year of industry experience. His prior work history includes roles at Equitable Life Insurance Company, New York Life, and NYLIFE Securities LLC. Outside of finance, he has been involved with Rodney Strong Winery Estates since 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence, using an ESG eligibility framework, and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Patrick Giamanco is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Envestnet | Yodlee for 13 years. Outside of finance, he operates an online artwork sales business focused on photography. 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, including discretionary and non-discretionary investment strategies, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Shawn Campas is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for 10 years and has been associated with Stark Miller FBG (BAMCO Financial) since 2012. In addition to his advisory role, Campas volunteers on the Rotary Club of Novato Endowment Board, where he contributes to community project decisions. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of advisers. The firm offers integrated brokerage, advisory services, and access to third-party investment managers, utilizing asset-allocation tools and automated portfolio rebalancing.

Angelina Hansen is a CFP® with six years of industry experience currently affiliated with Cambridge Investment Research Advisors. She has worked with Cambridge Investment Research since 2020 and operates Open Trail Financial Consultants. Prior to her financial career, she was employed at Carneros Resort and Spa from 2015 to 2019. Hansen is also Licensed as an agent for life and health insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.