James Wandzilak is a CFP® professional with 33 years of industry experience. He has worked at Edward Jones since 2000 and has additional experience with Wells Fargo Securities Inc. and Wells Fargo Bank, N.A. since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Joel Parrish is a financial advisor with Edward Jones in Petaluma, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Gregory Nikolaieff is a financial advisor at Ameriprise in Novato, CA, holding a Series 66 designation with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations through a centralized consulting team.

Elizabeth Roberts is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Citigroup Global Markets. Outside of her advisory work, she serves as an executor and co-trustee for her mother’s estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm’s approach includes tailored financial planning supported by proprietary tools and emphasizes advisory services alongside broader investment offerings.

Anagha Madrigal is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. Her career includes prior roles at Fidelity and UBS Financial Services. She is based in San Rafael, CA. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options.

Katherine Engel is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients achieve their financial goals through personalized wealth management strategies that adapt to changing market conditions. Her client focus areas include Family Wealth Management Strategies, Personal Retirement Planning, and Individual and Corporate Investment Strategy. Katherine earned her CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2022, enhancing her expertise in the financial services sector to better assist her clients. She holds a Bachelor's Degree from Fordham University and a Master's Degree from the University of Sydney. She carries professional designations including Personal Investment Advisor (PIA). Engaged in her community, Katherine participates in organizations such as 100 Women Who Care and Soroptimists International. She volunteers with local groups including the Community Resources for Children Development Committee, Leadership Napa Valley Class 35, Napa United Soccer as a coach, and the Napa Valley Support Services Committee. Her personal interests include cooking, football, reading, running, scuba diving, soccer, softball, spending time with her family, traveling, and watching movies.

Richard Pitt is a financial advisor with Ameriprise in Santa Rosa, CA, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of advisory services, he is involved in independent insurance brokering across several health insurance providers. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Evan Bernardy is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is also active as an artist and musician. 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, utilizing both in-house and third-party strategies across various investment approaches.

Sean O'Brien is a financial advisor with Edward Jones in Napa, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he is part owner of a construction company, O'Brien Builders, based in Fairfield, CA. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Justin Adams is a financial advisor with Raymond James & Associates in San Rafael, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Amy Knopka is a financial advisor at UBS Financial Services with 12 years of industry experience. She has been with UBS since 2013 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Jordan Parker is a financial advisor with LPL Financial in San Rafael, CA, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2008. 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, wrap and model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jonathan Thompson is the Resident Director at Merrill, where he has been serving clients since 2005. In his role, Jonathan emphasizes a comprehensive approach to wealth management, beginning with understanding each client’s unique needs and goals. He connects clients with the investment expertise of Merrill Lynch Wealth Management and the banking services of Bank of America to address various financial aspects. His focus areas include college education planning, family and international wealth management, retirement planning, tax minimization, and small business strategies, among others. Jonathan holds a Bachelor’s degree in Finance from Azusa Pacific University and the Chartered Retirement Planning Counselor™ (CRPC) designation. He works closely with professionals, business owners, and affluent families to develop wealth management strategies aimed at optimizing wealth while managing risk. Jonathan is also committed to his local community in Novato and Marin County, where he volunteers by coaching youth sports. Outside of his professional responsibilities, Jonathan enjoys tennis, golf, hiking, and spending time with his family.

Gary Norman is a financial advisor with Edward Jones in Napa, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which have been with Edward Jones since 2005. 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 strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Sara Cassidy is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Kelly O’Toole is a financial advisor with Morgan Stanley in Napa, California, holding Series 66 and Series 63 licenses and having 12 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney in 2026, Kelly spent 10 years at Wells Fargo Clearing. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients directly as well as through corporate financial planning agreements.

Nicholas Knudsen is a Series 66-licensed financial advisor with five years of industry experience, currently working at J.P. Morgan Securities in San Rafael, CA. His career includes roles at Prudential Insurance Company of America, Target Corporation, and Edward Jones, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework in its recommendations.

Timothy Baughman is a financial advisor with Merrill in San Rafael, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2015. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm integrates strategic and tactical asset allocation with tax-aware strategies and supports various investment restrictions and cash management options.

Hugo Mendoza Solis is a financial advisor at Edward Jones with 10 years of industry experience. He has previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. He serves on the board of the Sonoma Valley Education Foundation and participates on the Micro Loan Committee at La Luz Center, focusing on community economic development and education. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm is known for its extensive advisor network and affiliated capabilities beyond traditional advisory services.

Fredy Tanchez is a Series 66 credentialed advisor at Merrill with three years of industry experience. He previously worked at Flynn Restaurant Group LLC before joining Merrill. 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 institutions.