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, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has worked at Prudential Insurance Company of America since 1991 and joined LPL Enterprise in 2024. Benck is also involved in the selling and servicing of homeowners and auto insurance policies through Prudential. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and nonprofit entities. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers a range of services including financial planning, access to third-party asset managers, and insurance product facilitation through affiliated entities.

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.

Michael Reid is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

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.

Jeffrey Gospe is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of the Rincon Valley Union School District and as an advisory board member for Santa Rosa City Schools. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by advanced tools and a variety of investment and private fund services.

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.

Champhang Wolfard is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 1998. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, focusing on advisory services without individual security recommendations as part of standalone plans.

William Bertacco is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for American AgCredit, ACA from 2013 to 2023. He serves as a board member of The Farm Bureau Foundation of Sonoma County and is a managing member of Gold Dirt Vineyards, LLC. 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 nationwide network of more than 23,000 financial advisors.

Fadi Azhari is a financial advisor at Edward Jones in Santa Rosa, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, he held roles at InflexAI, LLC, CelerData, PingCAP, Inc., and several other technology firms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs and investment solutions. The firm is notable for its extensive national advisor and branch network, as well as its affiliated capabilities including a trust company, mutual funds, and securities-based lending.

Matthew Davis is a financial advisor with Morgan Stanley in Santa Rosa, California, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of his advisory work, he serves as a board member of the Santa Rosa Memorial Hospital Foundation and participates on the finance committee of the Bennett Valley Community Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies supported by its Global Investment Committee.

Michael Burchardt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. 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 services include investment policy statement preparation, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Matthew Crooks is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he was employed at Barnett Waddingham LLP from 2014 to 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices across the country.

Matthew James is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2022 and Bank of America, N.A. since 2023. Prior to his financial industry roles, he has experience with University Corporation and at Blue C Sushi, as well as an academic background at San Francisco State University. 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. The firm offers model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jefferson Buller is a financial advisor at Merrill with 25 years of experience at the firm and holds Series 66 and Series 63 designations. He has two years of industry experience. Outside of his advisory role, he is the sole owner of a short-term vacation rental business in Hawaii. 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. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Richard Butler is a financial advisor at Edward Jones in Santa Rosa, CA, holding a Series 66 designation. He joined Edward Jones in 2026 and has prior experience in hospitality and corporate service roles. Edward Jones is a full-service wealth management firm serving over 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 manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.