Nicole Wade is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at JP Morgan Securities LLC. Outside of finance, she has experience coaching volleyball with Aftershock Volleyball Club and teaching at Rancho Cotate High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment options, operating under a fiduciary standard and maintaining a large nationwide network of advisors and branch offices.

Carl D. Agostini is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Edward Jones, Next Financial Group, LPL Financial, and currently Cetera. Cetera Investment Advisers LLC serves individual and institutional clients across the United States, offering a broad range of portfolio management, financial planning, and retirement services through a multi-manager platform that provides access to both affiliated and third-party investment strategies.

Jennifer Marshall is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at Charter Capital Corp dba First Capital Group, Golden 1 Credit Union, LoanDepot, and Wells Fargo Home Mortgage. Outside of her financial career, she creates hand-made pottery under the name Funny Farm Pottery. 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 investment strategies and affiliated financial services through a nationwide network of more than 23,000 advisors.

Justin Pigeon is a CFP® and holds a Series 66 license with 10 years of industry experience, all of which have been at Edward Jones since 2016. He is based in Santa Rosa, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Andrew Whittaker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and held roles at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA prior to that. 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 grounded in modern portfolio theory. The firm’s approach includes preparation of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related investment options alongside traditional products.

George Elias is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior experience includes roles at Sorrento Pacific Financial, Bank of America, Merrill, and Morgan Stanley. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Ryan Mason is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 66 designation and 25 years of industry experience. Prior to joining LPL Financial in 2024, he worked for Ameriprise and Ameriprise Financial Services, Inc. for a combined 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of representatives. The firm offers a broad range of advisory programs, financial planning services, and technology-driven investment solutions.

Peter Monteleone is a financial advisor at Edward Jones in Sonoma, CA, holding a Series 66 designation. He has one year of industry experience, including running a business consulting practice prior to joining Edward Jones. Before his financial services career, he spent nearly two decades at Martine's Wines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm 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.

Thomas Commander is a financial advisor at Edward Jones in Sonoma, CA, with seven years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining Edward Jones, he worked at CWM LLC and Carson Wealth Management. Outside of finance, he is involved with the Athletic Department at Vintage High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the U.S. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jack Tran is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles and bank deposit sweep programs.

Ian Copple is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He previously worked at LPL Financial and Redwood Credit Union. 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 broad range of advisory services through a large nationwide network of financial advisors and branch offices.

Jane Costello is a financial advisor at Edward Jones in Santa Rosa, CA, with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Outside of her advisory role, she is involved with Costello Ranch FLP, a family ranch in Stevensville, MT. 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 supported by a large nationwide network of advisors and branch offices.

Martin Benck is a financial advisor with LPL Enterprise in Santa Rosa, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has a long tenure with Prudential Insurance Company of America and its affiliated entities dating back to 1991. His other business activities include work related to non-variable insurance and property and casualty insurance. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Matthew Harrelson is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at WorkCare, Inc., Seattle Children’s Hospital, and InHealth, PLLC. Matthew is based in Sonoma, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Todd Gerber is a financial advisor at Edward Jones with 51 years of industry experience. He holds a Series 63 designation and has worked at firms including Wells Fargo Clearing, A.G. Edwards & Sons, Commonwealth Financial Network, and Citigroup Global Markets. Gerber has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and supports its services with a large nationwide network of financial advisors and branch offices.

Kenneth Lazzini is a financial advisor with Charles Schwab in Santa Rosa, CA, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Cambridge Investment Research Advisors, Waddell & Reed, and various insurance carriers. He has been with Charles Schwab and its affiliated entities since 2018. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through wrap fee programs and managed-account services. The firm offers both non-discretionary advisory guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with centralized custody and operational support.

Juan Flores is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Frank Galan is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LLC, and Ford Fairfield. He also served four years in the United States Coast Guard. Merrill, together 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 individuals, high-net-worth clients, and institutional investors.

Henry Choi is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Edward Jones in Novato, CA, having joined the firm in 2025. Prior to Edward Jones, he worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for a combined nine years and has earlier experience at Artech Information Systems. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large national network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Matthew Walls is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked for five years at Cintas Corporation. Outside of his advisory role, he owns a rental property in Nevada that is managed by a third-party management company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, supported by a large network of financial advisors and branch offices nationwide.