Ehsan Gorjizadeh is a financial advisor with Wells Fargo Clearing in Corte Madera, CA, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2013. Outside of his advisory role, he is involved in bookkeeping for a gas station in Mill Valley, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Fernando Lema is a financial advisor at RBC Capital Markets with two years of industry experience. He holds a Series 66 designation and has worked at City National Bank since 2024, with prior experience at First Republic Bank from 2007 to 2023. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on client risk profiles, utilizing both in-house and third-party managers.

Brooks Crissey is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2024. His prior experience includes roles at Ameriprise and Wells Fargo Advisors. He is also involved with Desward Peak Partners LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Ylisa Sanford is a Certified Financial Planner (CFP®) with 27 years of industry experience. She is currently with Morgan Stanley, where she has worked since 2020, after previously spending 15 years at Ameriprise Financial Services, Inc. Sanford serves as Development Chair for the Giants Community Fund, a nonprofit organization in San Francisco. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines a broad range of retail and institutional services with specialized offerings such as private funds and principal trading activities.

Charles Walker is a financial advisor with Edward Jones in Petaluma, CA. He holds the Series 66 designation and has one year of experience with Edward Jones, following prior roles at Exchange Bank and several other firms. Outside of his advisory work, he is a co-owner of a rental property business in Grass Valley, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices across the country.

Jacob Brodt is a financial advisor at LPL Financial with 21 years of industry experience. He holds the Series 66 designation and has previously worked at BancWest Investment Services Inc. and Bank of the West for 23 years. 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 variety of advisory programs, financial planning, and retirement plan consulting with both discretionary and non-discretionary management options.

Cody Dial is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns a rental property in Denver, Colorado. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alaina Skolnik is a financial advisor with LPL Financial in Rohnert Park, CA, holding a Series 66 designation and seven years of industry experience. She has been with LPL Financial since 2017 and previously worked at Kaiser Permanente. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gavin Cahill is a financial advisor at LPL Financial based in Santa Rosa, CA, holding a Series 66 designation. He joined LPL Financial in 2026 and has prior experience at Redwood Credit Union, Hermitage Brewing Company, and Southern Glazer's Wine and Spirits. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and third-party research.

Christopher Waddill is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2007. Outside of his advisory role, he volunteers as a firefighter with the Sonoma Valley Fire District. 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 employs research and analytics from Wells Fargo Investment Institute and third parties, offering both brokerage and advisory solutions across a broad range of financial products.

Daniel Pribble is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill from 2019 to 2024. His background also includes roles outside finance, such as involvement with Maritime Wine Trading Collective. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs.

Mark Walsvick is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 66 designation and over 47 years of industry experience. He has been with LPL Financial since 2009 and has operated independently since 1979. Outside of his advisory role, he provides basic tax preparation services through a related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and a combination of discretionary and non-discretionary management strategies.

Christopher Goff is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA. He holds the Series 66 designation and has four years of industry experience. Prior to his current role, he has been associated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory solutions, combining large-scale resources with research-driven investment strategies.

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.

Heather Cheney is a financial advisor with LPL Financial in Petaluma, CA, holding a Series 66 designation and bringing 20 years of industry experience. Her prior work includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

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.

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.

Risa Scott Smith is a Series 65-licensed financial advisor with LPL Financial, bringing three years of industry experience. Her prior roles include positions at Western International Securities, Inc. and a teaching background at the University of Hawai'i and California State University, Chico. She has also been involved in entrepreneurial and community activities, including a brief role with San Lorenzo Bikinis and work at Bohemian Grove. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutional clients. The firm offers a range of financial planning and advisory programs, supported by extensive research, model portfolios, and technology-driven strategies.

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.