Edward Bustamante is a financial advisor with Cambridge Investment Research Advisors and holds a Series 63 designation. He has 36 years of industry experience, including 12 years at Mutual Securities, Inc. before joining Cambridge Investment Research Advisors in 2020. Cambridge Investment Research Advisors serves a diverse client base ranging from individual investors to institutional retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a variety of portfolio management options, including proprietary model strategies and access to third-party managers, tailored to client objectives.

Elizabeth Ford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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, with a notable inclusion of insurance-related investment options alongside traditional offerings.

Cara Widmer is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates a large nationwide network of financial advisors and branch offices and offers additional capabilities such as trust services and securities-based lending.

Daniel Johnson is a Series 66-credentialed financial advisor with Morgan Stanley Wealth Management, based in Santa Rosa, CA, with four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent five years at Security People Inc, dba Digilock. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and scenario modeling.

Natalie Castello is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2008, including their Private Bank since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analyses.

James Maresca is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He worked at Edward Jones for two years prior to joining LPL Financial in 2011. He has authored a book on investing that he is seeking to publish commercially. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, 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, model portfolios, and retirement plan consulting.

Dan Rasmus is a Planning Consultant at Fidelity Investments. In this role, he works closely with clients to understand their unique personal and financial profiles, collaborating to build and implement financial plans aimed at pursuing their long-term goals. Dan has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. He holds a California Insurance License, supporting his work in the financial services industry. Outside of his professional responsibilities, Dan enjoys fitness, hiking, and outdoor adventures.

Bruce Terry is a financial advisor at Cambridge Investment Research Advisors with 35 years of industry experience. He holds a Series 63 designation and has worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2020, following a 12-year tenure at Mutual Securities, Inc. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm provides financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, offering a range of portfolio management and model-based solutions tailored to client objectives.

Sean Callinan is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Fisher Investments since 2004. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach utilizing both quantitative and qualitative analysis and incorporates tax-aware strategies and risk management techniques.

Justin Pigeon is a CFP® and holds a Series 66 license with 10 years of industry experience, all of which have been at Edward Jones since 2016. He is based in Santa Rosa, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Andrew Whittaker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and held roles at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA prior to that. 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 services grounded in modern portfolio theory. The firm’s approach includes preparation of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related investment options alongside traditional products.

George Elias is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior experience includes roles at Sorrento Pacific Financial, Bank of America, Merrill, and Morgan Stanley. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Ryan Mason is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Ameriprise and Ameriprise Financial Services, Inc. for a combined 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs, financial planning services, and technology-driven investment solutions.

Ronnie Fuiava is a financial advisor with Morgan Stanley Wealth Management in Santa Rosa, CA, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Morgan Stanley since 2017. 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. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning supported by firm-approved tools and methodologies.

Tanya Hosner is a financial advisor at Morgan Stanley with 6 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Based in Santa Rosa, CA, her career has been focused within the firm. 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, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model client outcomes.

Douglas Quintero is a Series 66-registered financial advisor with Morgan Stanley, based in Healdsburg, CA, and has 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America, as well as Merrill, spanning over a decade. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Jack Tran is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles and bank deposit sweep programs.

Jane Costello is a financial advisor at Edward Jones in Santa Rosa, CA, with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Outside of her advisory role, she is involved with Costello Ranch FLP, a family ranch in Stevensville, MT. 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 solutions supported by a large nationwide network of advisors and branch offices.

Martin Benck is a financial advisor with LPL Enterprise in Santa Rosa, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has a long tenure with Prudential Insurance Company of America and its affiliated entities dating back to 1991. His other business activities include work related to non-variable insurance and property and casualty insurance. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Kenneth Lazzini is a financial advisor with Charles Schwab in Santa Rosa, CA, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Waddell & Reed, and various insurance carriers. He has been with Charles Schwab and its affiliated entities since 2018. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through wrap fee programs and managed-account services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with centralized custody and operational support.