Annika Jean Erickson is a financial advisor at Morgan Stanley in Napa, CA, holding Series 63 and Series 66 designations with one year of industry experience. Her prior work includes roles outside finance, such as positions at Hog Island Oyster Co. and Napa Valley Country Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Erick Rosales is a financial advisor with LPL Financial based in Napa, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, Morgan Stanley, and Wells Fargo Bank. He is also involved with Travis Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services through a broad network of investment adviser representatives, utilizing a mix of model portfolios, third-party subadvisors, and customized strategies.

Bonnie Copeland is a financial advisor at UBS Financial Services with 28 years of industry experience. She has held her current position since 2011. Copeland holds the Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment solutions.

Michaela Gomez is a financial advisor at Edward Jones in Napa, CA, holding a Series 66 designation. She began her advisory career at Edward Jones in 2023 after ten years at Providence Queen of the Valley Medical Center. 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.

Kristen Kaczmark is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Charles Schwab bank and Charles Schwab & Co., Inc. from 2010 to 2019 and had a brief tenure at Peninsula Wealth, LLC. She has been with Morgan Stanley Private Bank and MORGAN STANLEY SMITH BARNEY LLC since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that uses firm-approved tools and modeling techniques.

Brooks Crissey is a CFP® professional with 18 years of industry experience, currently serving at LPL Financial since 2024. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. Outside of his advisory work, he is involved with Desward Peak Partners LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by extensive advisor tools and a broad platform.

Ylisa Sanford is a Certified Financial Planner (CFP®) with 27 years of industry experience. She is currently with Morgan Stanley, where she has worked since 2020, after previously spending 15 years at Ameriprise Financial Services, Inc. Sanford serves as Development Chair for the Giants Community Fund, a nonprofit organization in San Francisco. Morgan Stanley Wealth Management offers advisory programs to both individual and institutional clients, providing tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines a broad range of retail and institutional services with specialized offerings such as private funds and principal trading activities.

Jose Perez is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016 and Wells Fargo Bank NA since 2014. Outside of his advisory role, Perez works as a banquet food server and provides in-home supportive services for the elderly in Napa County. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Jacob Brodt is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 66 designation and previously worked for BancWest Investment Services Inc. and Bank of the West from 2000 to 2023. 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 financial planning and investment management services, including model portfolios and third-party asset management, supported by advisory tools and a broad network of over 22,800 advisors.

Pamela Kezer is a financial advisor at Morgan Stanley in Santa Rosa, CA, with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2009 and 2016, respectively. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Cody Dial is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns a rental property in Denver, Colorado. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alaina Skolnik is a financial advisor with LPL Financial in Rohnert Park, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial, she worked at Kaiser Permanente from 2013 to 2019. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Tawny Britton is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Santa Rosa, CA. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Alec Umutyan is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Sotheby's International Realty and has experience in hospitality and education. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office to tailor financial plans and portfolio management.

John Cordeiro is a financial advisor with LPL Financial in Napa, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2015, he worked at Waddell & Reed from 1997 to 2015. Outside of his advisory work, he is the owner of BraKat Vineyards, which sells grapes to a winery. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of professionals to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Pina Carino is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds the Series 63 and Series 65 designations. Prior to joining Morgan Stanley, she worked at Bank of America, Merrill, and Wells Fargo. Carino serves on the boards of the Alzheimer Association in San Rafael, CA, and the Sons & Daughter of Italy Napa 501c8, both nonprofit and community organizations involved in fundraising. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and scenario modeling.

Anthony Parmisano is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2008 and with Morgan Stanley Private Bank, National Association since 2015. Parmisano serves as Vice President and board member of the Petaluma Golf and Country Club, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

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.