Nicole Reynolds is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Sonoma, CA, with four years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2003. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related and bank deposit sweep options among its investment offerings.

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.

Kristen Kaczmark is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Charles Schwab bank and Charles Schwab & Co., Inc. from 2010 to 2019 and had a brief tenure at Peninsula Wealth, LLC. She has been with Morgan Stanley Private Bank and MORGAN STANLEY SMITH BARNEY LLC since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and modeling techniques.

Brooks Crissey is a CFP® professional with 18 years of industry experience, currently serving at LPL Financial since 2024. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is involved with Desward Peak Partners LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by extensive advisor tools and a broad platform.

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.

Jacob Brodt is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked for BancWest Investment Services Inc. and Bank of the West from 2000 to 2023. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by advisory tools and a broad network of over 22,800 advisors.

Philippe Hobson is a financial advisor with Edward Jones in Healdsburg, CA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. 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 strategies under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Pamela Kezer is a financial advisor at Morgan Stanley in Santa Rosa, CA, with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2009 and 2016, respectively. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

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. Prior to joining LPL Financial, she worked at Kaiser Permanente from 2013 to 2019. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Tawny Britton is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Santa Rosa, CA. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Anthony Parmisano is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2008 and with Morgan Stanley Private Bank, National Association since 2015. Parmisano serves as Vice President and board member of the Petaluma Golf and Country Club, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gavin Cahill is a financial advisor with LPL Financial based in Santa Rosa, CA. He holds a Series 66 designation and has experience working at Redwood Credit Union and Southern Glazer's Wine and Spirits. 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 services including financial planning, model portfolio programs, and access to third-party asset management, supported by a large network of advisors and a variety of operational tools.

Anna Guyer is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. 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 and estate planning strategies, managing approximately $2.74 trillion in client assets.

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 bringing 47 years of industry experience. He has been with LPL Financial since 2009 and has operated his own business since 1979. Outside of advisory work, he provides basic tax preparation services through Walsvick Financial & Tax Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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.