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.

Karimah Karah is a financial advisor with Ameriprise in Vallejo, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she is involved in family-run Airbnb businesses and serves as a trustee on the Solano Community College Board. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Alison Russell is a Series 66-licensed financial advisor at Edward Jones in Napa, California, with experience at the firm dating back to 2017. She previously worked at LPL Financial, operating under Napa Valley Financial from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 advisors.

Misty Jones is a financial advisor with UBS Financial Services in Napa, CA, holding Series 63 and Series 66 licenses and carrying 26 years of industry experience. She has been with UBS Financial Services since 2000. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor strategies to client goals.

Matthew Heil is a Wealth Management Advisor with the Mazzucco Group at Merrill Lynch Wealth Management in San Francisco. In his current role, Matthew provides in-depth analysis, customized advice, and high-touch service to individuals, families, and institutions. He specializes in family wealth management strategies, legacy planning, philanthropic and values-based investing, and services tailored for endowments, foundations, and non-profits. Matthew works closely with clients to help them pursue their long-term financial goals, aligning resources and strategies with their priorities and aspirations. Matthew has worked in financial services since 2015. Prior to joining Merrill, he served as CFO of Equeum, a fintech firm, and held roles in financial analytics as well as development and management positions in educational institutions. He earned a Bachelor of Arts degree from the University of California, Los Angeles, with a focus on History and European Studies. Matthew is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Beyond his professional responsibilities, Matthew has demonstrated ongoing community involvement, including advisory roles with St. Helena Montessori and Pacific Oaks Academy, as well as past board memberships with Gladwyne Montessori and the Napa Valley Little League. He is affiliated with the Napa Valley Grapegrowers and participates actively in volunteer leadership. Outside of work, Matthew enjoys spending time with his wife, Jenny, and their four children. His personal interests include playing tennis, coaching youth sports, snowboarding, and making wine.

Alfonso Madrigal Pantoja is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. He has previously worked at firms including J.P. Morgan Securities and Wells Fargo Bank. Outside of his advisory role, he works part-time as a Receiving Associate at Home Depot on weekends. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Harish Kumar is a financial advisor with LPL Financial based in Fairfield, CA. He holds the Series 66 designation and has five years of industry experience. His prior roles include positions at Bank of America, Merrill, and SafeAmerica Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing both discretionary and non-discretionary strategies supported by technology and research tools.

Christopher McDonald is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and four years of industry experience. His prior work history includes roles at The Renaissance Group and various personal consulting and accounting businesses. In addition to advising, he operates Napa Valley Consulting, providing fractional finance and accounting services. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

Shelley Cole is a financial advisor at Cetera with 31 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at several firms, including VOYA Financial Advisors and her own Cole & Cole Financial Advisors. Outside of financial advising, she is involved in real estate sales and management through Cole and Cole Group and works as an independent insurance agent. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple program structures.

Marianne Depetris is a financial advisor with Wells Fargo Clearing in Napa, CA, holding a Series 63 designation and 44 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions.