Gerardo Martin is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has held various roles including involvement with the Napa County Hispanic Chamber of Commerce and the Napa Valley College Foundation. He also ran as a mayoral candidate and has operated his own business, Gerardo Martin Inc, since 2017. 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 wide range of advisory and brokerage services, supported by proprietary research and technology, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

William Tang is a financial advisor with Wells Fargo Clearing based in Napa, CA. He holds a Series 66 designation and has 27 years of industry experience, including ten years at Wells Fargo Investments, LLC prior to his current role. 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 provides both brokerage and advisory solutions.

Richard Duarte is a financial advisor with LPL Financial in Rohnert Park, CA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1994. In addition to his advisory role, Duarte is involved in independent insurance sales through Crumbley Financial Services. 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 financial planning and investment management services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced advisor tools and a broad network of over 22,800 advisors.

Dena Debenedetti is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked at Waddell & Reed for 34 years and operates Pinnacle Plan Management, Inc., a separate business entity. Based in Napa, CA, she has been with LPL Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing a variety of investment strategies and tools supported by technology, while overseeing more than $819 billion in discretionary assets.

Erika Uribe is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018. Outside of finance, Uribe has managed and bartended at Ristorante Allegria since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions. The firm provides tailored financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Letizia Veronese is a Series 66 licensed financial advisor with Edward Jones, based in Sonoma, CA, and has two years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Lightner is a financial advisor with Edward Jones in Petaluma, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Kirk Mulligan is a Senior Financial Advisor with extensive experience in personal and corporate advisory services, focusing on personal and family wealth strategies, legacy planning, and corporate benefits and executive compensation. Based in the Sonoma Valley, he works closely with family-owned businesses in the Napa and Sonoma Valleys to provide personal wealth strategies and holistic wealth planning. His approach helps clients bridge generational gaps by supporting legacy succession, wealth transfer, and related tax considerations. With 35 years in the financial services industry, Kirk has expertise in corporate benefits, employee benefits planning, institutional consulting, and retirement income strategies. He assists clients with defined contribution and defined benefit plans, as well as fiduciary and compliance-related challenges. Kirk's professional designations include Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor's degree from the University of California system. Kirk lives in Sonoma Valley, California, where he enjoys gardening and spending time with his family and dogs.

Elliot Sandvig is a CFP® and Series 66 licensed financial advisor at Edward Jones with six years at the firm and a total of five years in the industry. His prior experience includes roles at Medtronic and Ascent Services Group, as well as research work at the University of California, Davis (Bers Lab). 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Alexandria Reilly is a Series 66-credentialed financial advisor with Edward Jones in Sonoma, CA. She has been with Edward Jones since 2025 and has no prior industry experience. Outside of her advisory role, she has been involved with the KHR McNeely Family Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

Jon Niebling is a financial advisor with Morgan Stanley in Napa, California, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and affiliated with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, he has authored a fiction e-book under the pen name Jon Gregory and serves as Communications Director for a dive-related charity in Napa. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and modeling techniques.

John Heflebower is a financial advisor with Merrill in Napa, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Merrill since 1989 and Bank of America since 2010. Outside of advising, he occasionally consults for the wine industry and is involved as a limited partner in LLCs related to movie production. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and institutions.

David Boerio is a financial advisor with Edward Jones in Napa, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at BancWest Investment Services, Bank of the West, Bank of America, and Merrill Lynch. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Tiffany Walls is a financial advisor with UBS Financial Services in Napa, CA, holding a Series 66 designation and bringing 16 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she operates a personal business providing notarization services. 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 combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Jorge Rey Prada is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for four years before joining Morgan Stanley in 2019. 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 and tailored financial planning, managing approximately $2.74 trillion in client assets.

Jane Sa is a financial advisor with Fidelity Investments, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Chase Bank, Edward Jones, and Morgan Stanley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, model portfolios, and fund advisory services.

Timothy Russell is a financial advisor with LPL Financial who holds a Series 66 designation and has 40 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he is involved in selling non-variable insurance products, including life, disability, and long-term care insurance, through his business Valley Oak Wealth Management. 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 comprehensive financial planning and investment management services through a large network of advisors, offering a variety of model portfolios and third-party asset management options.

Jared Worthington is a financial advisor with Cetera holding a Series 66 designation and no prior industry experience. His work history includes roles at several firms since 2026 and prior experience in logistics and robotics sectors. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of advisors and provides access to multiple investment strategies and third-party managers.

Kevin Mazariegos Tecun is a financial advisor with Fidelity, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Fidelity Brokerage Services and Fidelity Investments since 2018 and 2025, respectively, with prior experience at PricewaterhouseCoopers and the Marin YMCA. Outside of his advisory role, he is an owner involved in real estate investing through two separate entities. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of investment products, including multi-manager and fund-of-funds structures.

Joseph Klein is a financial advisor at Edward Jones in Sonoma, CA, with 14 years of industry experience. His prior roles include positions at Verdant Power Inc., where he served as a director involved in strategic board activities, and Leerink Swann LLC. Klein holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services.