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.

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 roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily through investment adviser representatives using various portfolio strategies.

Elizabeth Ford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and 15 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors, LLC and Wells Fargo Bank, N.A. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of over 14,000 financial advisors.

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.

Daniel Johnson is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent five years with Security People Inc, doing business as Digilock. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Natalie Castello is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2008, including their Private Bank since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analyses.

James Maresca is a financial advisor with LPL Financial, holding a Series 66 designation and 19 years of industry experience. He worked at Edward Jones for two years before joining LPL Financial in 2011. Maresca is also the author of a book on investing, which he is seeking to publish commercially. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive advisor-facing technology and oversight of over $819 billion in discretionary assets.

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 financial advisor at LPL Financial with three years of industry experience and holds a Series 65 designation. Her prior roles include positions at Western International Securities, Inc., Ute Scott-Smith, and the University of Hawai'i. She has experience outside finance, having worked at San Lorenzo Bikinis in 2020. 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 asset management services through a large network of advisors, supported by research, technology tools, and various financial products.

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.

Nicole Wade is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2017, with prior experience at JP Morgan Securities LLC. Before her financial career, she was involved with Rancho Cotate High School and Aftershock Volleyball Club. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.

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 in Santa Rosa, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. 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 both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

George Elias is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Sorrento Pacific Financial, Bank of America, Merrill, and Morgan Stanley. 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 portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational tools for its network of over 22,800 advisors.