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 Series 66-credentialed financial advisor with Morgan Stanley Wealth Management, based in Santa Rosa, CA, with four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent five years at Security People Inc, dba Digilock. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and scenario modeling.

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.

Matthew Barlow is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities, Wells Fargo Clearing Services, and BMO Harris Bank. He is also a commissioned notary in the State of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by advanced research tools and a broad range of financial services.

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.

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.

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.

Sean Callinan is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Fisher Investments since 2004. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach utilizing both quantitative and qualitative analysis and incorporates tax-aware strategies and risk management techniques.

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.

Ryan Mason is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Investments, Banc of America Investment Services, and Morgan Stanley DW. 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 services, including access to model portfolios, third-party asset managers, and institutional platforms.

Ronnie Fuiava is a financial advisor with Morgan Stanley Wealth Management in Santa Rosa, CA, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning supported by firm-approved tools and methodologies.

Tanya Hosner is a financial advisor at Morgan Stanley with 6 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Based in Santa Rosa, CA, her career has been focused within the firm. 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 that utilizes structured discovery processes and firm-approved tools to model client outcomes.

Salvador Rodriguez is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has prior work history with Merrill, Bank of America, PepsiCo, and Kohl's Department Stores. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

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.

Douglas Quintero is a Series 66-registered financial advisor with Morgan Stanley, based in Healdsburg, CA, and has 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America, as well as Merrill, spanning over a decade. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

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.