Jose Jimenez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America N.A. and Merrill from 2012 to 2022 before joining J.P. Morgan Securities in 2022. 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 screens and qualitative research to build model asset allocations and incorporates ESG eligibility frameworks where applicable.

Max Cluer is an advisor with LPL Financial, holding Series 63 and Series 65 licenses. Based in Napa, CA, he has been in the financial industry for one year and previously worked at Vintage Wealth Advisors and Renew Wealth Management. Outside of finance, he is involved with Top Hat Wine Tours. 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 financial planning and investment management services through a large network of investment adviser representatives.

Aurelia Dukes is a financial advisor at OSAIC with 34 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Lincoln Financial Advisors Corporation. Dukes is also licensed to offer accident, health, disability income, and traditional life insurance. OSAIC Wealth serves a wide range of retail and institutional clients through a multi-advisor platform that provides brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Ashneil Prakash is a financial advisor at Edward Jones in Fairfield, CA, holding a Series 66 credential with three years of industry experience. Before joining Edward Jones in 2023, he was involved with American Smog Inc. for 17 years. 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 wide range of investment advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Walter Bennett Jr. is a financial advisor with Charles Schwab in Napa, CA, holding a Series 63 designation and 29 years of industry experience. He has worked at Charles Schwab since 1991 and at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and extensive due diligence on alternative investments.

Phillip Cordano is a CFP® professional with 25 years of industry experience, currently advising at Osaic. Prior to joining Osaic in 2025, he spent 24 years with Lincoln Financial Advisors Corp. He is also licensed to offer health, long-term care, and traditional life insurance products. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and unified managed accounts. The firm’s investment process focuses on model-based asset allocation, portfolio optimization, and multiple implementation options through affiliated broker-dealer and RIA relationships.

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.

James Calforda is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has worked at LPL Financial since 2007 and was previously with Wells Fargo Investments from 2001 to 2007. 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 portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Matthew Morgan is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at the University of California, Davis, and Peet's Coffee. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in delivering diversified model portfolios.

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.

Rupa Jack is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009, currently also serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Johanna Arrancha Bernal is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and two years of industry experience. Her career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Westamerica Bancorporation, Pechanga Resort & Casino, and Golden Years Care Home. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and incorporates ESG criteria into its recommendations.

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.

Kevin Jaggie is a CFP® professional with 30 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously spent 12 years at Merrill. Outside of his advisory role, he is involved in a small farming business in Sonoma, 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 offers both brokerage and advisory solutions supported by research and analytics.

Kevin Wilson is a financial advisor with Wells Fargo Clearing in Napa, California, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

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.

Jennifer Sunseri is a financial advisor at Edward Jones with a Series 66 designation and eight years of experience at the firm. Prior to joining Edward Jones, she worked at Traffic Fax and held positions with the Napa Valley Unified School District and as a self-employed professional. She is in the process of closing her sole proprietorship, Sunseri Fiduciary Services, where she served as a professional fiduciary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Peter Keating is a financial advisor with LPL Financial in Novato, CA, 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 also serves as a trustee for a family marital trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm supports diverse investment strategies and combines advisory services with a variety of financial products and partnerships.

Michael Fragoso is a financial advisor with Osaic Wealth, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors, Acord & Fong Wealth Strategies, and several other firms. Outside of financial advising, he provides security services at events and conducts non-variable insurance and annuity sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.