Kelly Stromgren is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, Stromgren serves on the Board of Directors and Finance Committee of the Humane Society of Sonoma County, where she is also Treasurer and a member of the Executive Committee. Stifel serves a diverse client base that includes individuals, institutions, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Bethany Flint is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at Soco Holdings LLC and Esquared Electrical Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Shaun Pierce is a financial advisor at LPL Financial with a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Costco Wholesale for 11 years. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.

Leif Tinsley is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Edward Jones, Cuso Financial Services, and Patelco Credit Union, where he continues to be involved. 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, third-party asset management, and institutional platforms.

Edward Stephens is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and with 40 years of industry experience. Prior to joining Osaic in 2023, he worked for FSC Securities Corporation for 36 years. He also provides estate and gift tax planning and business consulting through a sole proprietorship and serves as a director for a local winery family corporation. Stephens is involved with nonprofit organizations, including serving as treasurer for Wilderness History and Open Access and as an investment committee member for the Community Foundation of Mendocino County. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Gregory Block is a CFP® professional with 25 years of industry experience. He has worked at LPL Financial since 2025, following a 22-year tenure at Lincoln Financial Advisors and earlier roles at OSAIC and D.A. Davidson & Co. He is based in Santa Rosa, CA. 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 advisory and brokerage services, including financial planning, model portfolio programs, and access to third-party asset management, supported by advanced operational tools and a broad network of over 22,800 advisors.

Joseph Fanucchi is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. He has worked at Cetera and its affiliate entities since 2013 and also serves as a financial advisor for GBA Wealth Group, a financial services firm. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and emphasizes a multi-manager platform with various model portfolios and third-party managers.

Anthony Feeney is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining the firm, he worked at CellularWorld Inc and briefly as an Uber driver. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices.

Andrew Aviles is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and advanced planning tools in its financial planning process.

David Wood Jr. is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. His career includes 17 years at Lincoln Financial Advisors Corp and six years at Mass Mutual Investors Services prior to joining LPL Financial. Outside of his advisory role, he is involved in managing non-investment business entities including Marys Folly LLC and Valley Mini Storage. 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, utilizing various investment strategies and operational tools across a broad platform of financial products and services.

Cynthia Buckman is a financial advisor at Stifel with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel Nicolaus since 2013. Outside of her advisory role, she serves as Secretary for Kirk Buckman Electric, Inc., an electrical contracting business. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Joseph Marincik is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation with 15 years of industry experience. He has been with Morgan Stanley since 2011. Outside of advising, he is involved in managing a family trust rental property through a property management company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and market simulations.

Alan Berman is a CFP® with 42 years of industry experience, currently affiliated with LPL Financial since 2020. His prior roles include positions at SagePoint Financial, OSAIC Services, and American General Securities. Outside of his advisory work, he is involved in a business offering signed baseball memorabilia. 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 provides a range of advisory and brokerage services through a large network of investment adviser representatives, utilizing diversified strategies and technology tools to support account management.

Bruce Tonascia is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients in the Sonoma and Napa areas since 1984. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, tax minimization, and retirement income. Bruce works with individuals, families, entrepreneurs, executives, and business owners, offering personalized wealth management strategies and customized portfolio management, while regularly tracking progress through formal and informal reviews. Bruce holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Accredited Wealth Management Advisor™ (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor of Science degree from the University of Southern California and his Master of Business Administration from the University of San Francisco. Outside of his professional work, Bruce and his wife Cindy live in Santa Rosa, California, with their dogs Hank and Banjo. His personal interests include baseball, football, reading, running, traveling, and spending time with his family. Bruce is also engaged in supporting local communities through volunteer work.

William Buckley is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding a Series 66 designation and eight years of industry experience. He has been with Wells Fargo Clearing since 2007. 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 a range of brokerage and advisory solutions.

Edwin Ascencio is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial, Bank of America, Citibank, and JPMorgan Chase Bank, among others. 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. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jason Meinerding is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, and Charles Schwab. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary.

Jackson Yates is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2021 to 2025. Outside of his advisory role, Yates is involved with Sweetwater Spectrum, serving on its finance committee. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct and employer-based agreements.

Deidre Mc Aloon is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. 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 supported by structured discovery processes and advanced modeling tools.

Jeffrey James is a financial advisor at Merrill with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 1994, also working at Bank of America, N.A. since 2011. Outside of his advisory roles, he is vice president of the Sonoma-Marin Fair Board and serves on the advisory board of the Farm Bureau Foundation of Sonoma County. He is also the owner of Stony Point Vineyards. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, and institutional investors, offering managed account programs, third-party manager selection, discretionary portfolio management, brokerage execution, and custody services. The firm emphasizes a diverse set of investment strategies governed by its CIO and platform oversight, with integration alongside Bank of America affiliates to support comprehensive financial services.