Benjamin Bergfelt is a financial advisor with UBS Financial Services in Napa, California, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves on an interview panel for prospective candidates to service academies, working with Congressman Mike Thompson. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

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.

Lisa Gardere is a financial advisor with Edward Jones in Napa, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at CUSO Financial Services LP, Bank of America NA, and Merrill Lynch. She holds a Real Estate Sales Agent License in California and is listed as a referral agent with Twin Oaks Realty. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, supported by a nationwide network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets.

David Castleberry Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Based in Napa, CA, he has been with the firm for more than a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and insights from its Global Investment Committee.

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.

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.

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.

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 Desmarais is a financial advisor with Morgan Stanley in Napa, California, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Global Investment Management, NMS Capital Asset Management, and Silicon Valley Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering financial planning that incorporates structured discovery and firm-approved tools. The firm manages substantial client assets and supports plans both directly and through employer agreements.

Michael Geitner is a financial advisor with LPL Financial in Napa, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, E*Trade Securities, Harrisdirect, New England Securities, and Waddell & Reed. 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 financial planning, various portfolio programs, and institutional platforms, delivering advice through a large network of investment adviser representatives using a range of investment strategies and research tools.

Dustin Smith is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, and he has business experience outside finance with FrSky RC Inc and Adventure RV Napa. 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 for individuals, high-net-worth clients, and institutional accounts.

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.

Nathan Krill is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families build and grow their wealth with an emphasis on retirement planning and financial confidence. Drawing on his experience as a former professional athlete, Nathan applies the principles of discipline, preparation, and long-term goal setting to his financial advisory practice. Nathan holds a Bachelor's Degree from Wesleyan University and a Master's Degree from the University of San Francisco. He has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach focuses on thoughtful financial planning, disciplined investment strategies, and personalized guidance to assist clients in maximizing their wealth. Outside of his professional work, Nathan enjoys a variety of activities including basketball, biking, camping, football, golfing, pickleball, scuba diving, spending time with his family, and watching movies. He is committed to serving his clients and community with a focus on helping them uncover what matters most to them and pursue their financial goals accordingly.