Kelly Stromgren is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, Stromgren serves on the Board of Directors and Finance Committee of the Humane Society of Sonoma County, where she is also Treasurer and a member of the Executive Committee. Stifel serves a diverse client base that includes individuals, institutions, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Bethany Flint is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at Soco Holdings LLC and Esquared Electrical Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Shaun Pierce is a financial advisor at LPL Financial with a Series 66 designation. He has been with LPL Financial since 2024 and has prior experience at Costco Wholesale. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and participant advice programs.

Leif Tinsley is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Cuso Financial Services, and Patelco Credit Union. He is also involved with Patelco Financial Solutions in connection with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Edward Stephens is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and with 40 years of industry experience. Prior to joining Osaic in 2023, he worked for FSC Securities Corporation for 36 years. He also provides estate and gift tax planning and business consulting through a sole proprietorship and serves as a director for a local winery family corporation. Stephens is involved with nonprofit organizations, including serving as treasurer for Wilderness History and Open Access and as an investment committee member for the Community Foundation of Mendocino County. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Paul Sullivan is a CFP®-designated financial advisor with LPL Financial, where he has worked since 2012. He has 26 years of industry experience. Paul serves as a successor trustee and power of attorney for family living trusts, including a special needs trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from internal and third-party sources.

Gregory Block is a CFP®-credentialed financial advisor with 25 years of industry experience. He has worked at Lincoln Financial Advisors for 22 years before joining OSAIC and currently practices at LPL Financial in Santa Rosa, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Joseph Fanucchi is a financial advisor with Cetera, holding CFP® and Series 66 credentials and bringing 22 years of industry experience. He has worked at Cetera and its affiliate entities since 2013 and also serves as a financial advisor for GBA Wealth Group, a financial services firm. Cetera Investment Advisers LLC operates a large nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and emphasizes a multi-manager platform with various model portfolios and third-party managers.

Anthony Feeney is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining the firm, he worked at CellularWorld Inc and briefly as an Uber driver. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices.

Andrew Aviles is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and advanced planning tools in its financial planning process.

David Wood Jr. is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently with LPL Financial since 2024, having previously worked for Lincoln Financial Advisors Corp for 17 years. Outside of his advisory role, he owns a mini storage business and is involved in several business entities related to tax and investment management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Cynthia Buckman is a financial advisor at Stifel with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel Nicolaus since 2013. Outside of her advisory role, she serves as Secretary for Kirk Buckman Electric, Inc., an electrical contracting business. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.

Matthew Anderson is a financial advisor at Edward Jones in Healdsburg, CA, holding CFP® and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Airbnb from 2018 to 2020. He serves as Vice President of the Rio Vista Estates Owners Association board. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, supported by a large network of financial advisors and branch offices nationwide.

Joseph Marincik is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation with 15 years of industry experience. He has been with Morgan Stanley since 2011. Outside of advising, he is involved in managing a family trust rental property through a property management company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and market simulations.

Alan Berman is a CFP® professional with 42 years of experience in the financial industry. He has worked at LPL Financial since 2020 and previously spent 11 years at Sagepoint Financial, Inc. In addition to his advisory work, Berman operates a non-investment related business called Signed Baseball Magic. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and services including financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Bruce Tonascia is a Wealth Management Advisor with Merrill Lynch Wealth Management, serving clients in the Sonoma and Napa areas since 1984. He specializes in family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and values-based investing, tax minimization, and retirement income. Bruce works with individuals, families, entrepreneurs, executives, and business owners, offering personalized wealth management strategies and customized portfolio management, while regularly tracking progress through formal and informal reviews. Bruce holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Chartered Retirement Planning Counselor™ (CRPC), Accredited Wealth Management Advisor™ (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his Bachelor of Science degree from the University of Southern California and his Master of Business Administration from the University of San Francisco. Outside of his professional work, Bruce and his wife Cindy live in Santa Rosa, California, with their dogs Hank and Banjo. His personal interests include baseball, football, reading, running, traveling, and spending time with his family. Bruce is also engaged in supporting local communities through volunteer work.

William Buckley is a financial advisor at Wells Fargo Clearing with 7 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with investment options that include insurance-related vehicles and bank deposit sweep programs.

Edwin Ascencio is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial, Bank of America, Citibank, and JPMorgan Chase Bank, among others. 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. The firm’s IPS-driven process incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jason Meinerding is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior roles include positions at J.P. Morgan Securities, JP Morgan Chase Bank, and Charles Schwab. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, providing tailored investment solutions and acting as an ERISA fiduciary.

Jackson Yates is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and five years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA from 2021 to 2025. Outside of his advisory role, Yates is involved with Sweetwater Spectrum, serving on its finance committee. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through both direct and employer-based agreements.