Douglas Caesare is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and totaling 31 years of industry experience. He has worked at LPL Financial for over 14 years, with a brief period at Grove Point Advisors and Grove Point Investments. Outside of his advisory role, he serves on the boards of several nonprofit organizations in Santa Rosa, including Santa Rosa Memorial Park, the Independent Order of Odd Fellows, and Santa Rosa Mortuary/Eggen and Lance Chapel. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Toni Sprouse is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation with 14 years of industry experience. She has worked at Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by firm-approved tools and serves clients both directly and through corporate agreements.

Fiona Domergue is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation with one year of industry experience. Her prior work includes positions at Sonoma State University, McNears Saloon and Dining House, and Santa Rosa Junior College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and a centralized investment committee to support its advisory process.

John Moller is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his financial advisory career, he was involved with Bay Laurel Culinary Inc and studied at Le Cordon Bleu San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Michael Long is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America, Inc. for 15 years. Outside of his advisory role, he operates a fishing charter business in Bodega Bay that he runs occasionally on weekends. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes.

Joanne Leach is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing a research-driven approach and a mix of discretionary and non-discretionary services for retirement plans.

Veronika Carter is a Series 65 licensed financial advisor with five years of industry experience. She is currently with LPL Financial and has prior experience at Tomren Wealth Management, Fox Properties, and Aspen Home Care. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Dylan Carey is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. He previously worked at LPL Financial and Redwood Credit Union before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and provides advisory services to multiple registered investment companies and fund-of-funds.

Oaeza Pathan is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding Series 63 and Series 66 designations and five years of industry experience. Pathan has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets through a network of over 14,000 advisors and offers both brokerage and advisory solutions.

Alvaro Pulido is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank NA. 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 offers both brokerage and advisory solutions, utilizing research and analytics grounded in diversification and modern portfolio theory.

Diana Van Winden is a CFP® professional with 32 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors from 2013 to 2016. Outside of her advisory role, she has an 18% ownership interest in a vineyard and winery lease in Napa, California. 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 combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Jason Black is a Series 66-licensed financial advisor with Edward Jones in Santa Rosa, CA, with 16 years of industry experience. He has been with Edward Jones since 2009. 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, operating under a fiduciary standard.

Beth Wyatt is a Certified Financial Planner (CFP®) with 39 years of experience in the financial services industry. She has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Wyatt is based in Santa Rosa, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Ryan Roland is a financial advisor with LPL Financial holding a Series 66 designation. He has experience working at LPL Financial and ClearView Wealth Partners since 2024, with prior roles at CED Inc, Demo Sport, Apple, and the University of Oregon. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Ashley Loza is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at JP Morgan Securities LLC and JP Morgan Chase Bank, and has also been involved in bookkeeping and entrepreneurial activities, including running Ashley Loza Bookkeeping and participating with dKomplex Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of financial advisors and branch offices.

John Demarest is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Morgan Stanley Smith Barney LLC for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by a broad range of portfolio management styles and affiliated research.

Ernest Dunlap is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015, as well as Morgan Stanley Smith Barney LLC since 2011. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Aimee Matthews is a financial advisor with Ameriprise in Rohnert Park, CA, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliate since 2014. Outside of her advisory role, Matthews serves on the board of directors for Autumn Hill HOA and is a children’s book author and illustrator under the name A.R. Matthews. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

Brian Sullivan is a CFP® with 12 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Tomren Wealth Management, Commonwealth Financial Network, and Madison Avenue Securities, LLC. He maintains an active role with Tomren Wealth Management alongside his position at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Anber Saleem is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Saleem has worked with Wells Fargo Clearing and related affiliates since 2016. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.