Benjamin Crombie is a financial advisor with Edward Jones in Suisun City, CA, holding CFP® and Series 66 designations and bringing 19 years of industry experience. He previously worked at LPL Financial for 13 years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and offers a range of advisory programs and investment strategies under a fiduciary standard.

Melanie Whitehead is a CFP® professional with 25 years of industry experience. She has worked at Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. In addition to her advisory role, she is a notary public and holds responsibilities as an insurance agent offering health, disability, long-term care, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides a range of integrated financial services and uses various tools and platforms to manage portfolios across multiple asset classes.

Francis Dolan is a financial advisor with Morgan Stanley in Napa, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following a 12-year tenure at Bank of America and Merrill. Outside of his advisory role, he is involved in a family-held LLC for a vacation home shared among siblings. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models while offering various retail and institutional investment options.

Jose Jimenez is a Series 66-licensed financial advisor with 11 years of industry experience, currently with J.P. Morgan Securities since 2022. He previously worked at Bank of America N.A. and Merrill for ten years. 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 large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Max Cluer is an advisor at LPL Financial with Series 63 and Series 65 licenses and one year of industry experience. His prior roles include positions at Vintage Wealth Advisors and Renew Wealth Management. Outside of financial advising, he is involved with Top Hat Wine Tours. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various investment management options.

Aurelia Dukes is a financial advisor with Osaic Wealth, Inc. based in Sonoma, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Outside of her advisory role, Dukes is an insurance agent offering accident/health, disability income, and traditional life insurance. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct portfolios managed on either a discretionary or non-discretionary basis.

Ashneil Prakash is a financial advisor at Edward Jones in Fairfield, CA, holding a Series 66 credential with three years of industry experience. Before joining Edward Jones in 2023, he was involved with American Smog Inc. for 17 years. 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 wide range of investment advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sunny Sharma is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Irving Fisher Private Wealth Management, Commonwealth Financial Network, LPL Financial, and Edward Jones. Outside of advising, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple custody platforms and proprietary as well as third-party model-based solutions.

Walter Bennett Jr. is a financial advisor with Charles Schwab in Napa, CA, holding a Series 63 designation and 29 years of industry experience. He has worked at Charles Schwab since 1991 and at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and extensive due diligence on alternative investments.

Brenda Knudsen is a financial advisor at Fidelity with 23 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2025, following seven years at FIDELITY Brokerage Services LLC and six years at Lucia Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it applies systematic methodologies and oversight to its investment process.

Phillip Cordano is a CFP® professional with 25 years of industry experience, currently with OSAIC since 2025. He previously worked at Lincoln Financial Advisors Corp. for 24 years. Outside of advising, he offers health, long-term care, and traditional life insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using asset-allocation tools and risk assessments to manage portfolios that include a range of investment types on both discretionary and non-discretionary bases.

Styles Scroggins is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Scroggins held roles at Morgan Stanley, Northwestern Mutual, and worked for four years with Rover and the US Marine Corps. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

James Carabini is a financial advisor with Ameriprise in Sonoma, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

John Cowles is a financial advisor with Edward Jones, holding the Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019. Outside of his advisory role, he manages and operates Blue Star Wine Country Tours, a wine tour company based in Sonoma, California, which he runs occasionally on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

James Calforda is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has been with LPL Financial, including its predecessor LINSCO/PRIVATE LEDGER CORP., since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Lightner is a CFP® professional with over 21 years of experience in financial advising. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a recreational vehicle rental business in Sonoma, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors across the United States.

Kevin Zimmer is a financial advisor at LPL Financial with 33 years of industry experience. He has been with LPL Financial since 2008 and holds a Series 63 designation. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, supported by model portfolios and research from multiple sources.

Kim Albano is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and has worked at firms including JPMorgan Chase Bank, Merrill Lynch, Bank of America, and UBS. Prior to her current role, she was also involved with LeadHer and Door Dash. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amy Wasser is a CFP®-certified financial advisor with 27 years of industry experience. She has been with Raymond James Financial since 2022, following a 23-year tenure at Edward D. Jones & Co., L.P. Wasser is also involved with SilverTree Collective and is a member of Wasser Wealth Management, LLC, through which she works as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a broad client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored financial planning and investment consulting using analytical tools to support client goals and offers specialized programs such as wrap-fee advisory services and municipal and public finance consulting.

Christopher Micco is a Brokerage Services Advisor II at Merrill Lynch Wealth Management. He specializes in client relationship building through customer service, strategic wealth planning, and professional investment management. Christopher has over 30 years of experience in the financial services industry. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of California System. Christopher is a lifelong Bay Area resident and enjoys playing tennis, cooking, and traveling in his personal time.