James Carabini is a financial advisor with Ameriprise in Sonoma, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

John Cowles is a financial advisor with Edward Jones, holding the Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019. Outside of his advisory role, he manages and operates Blue Star Wine Country Tours, a wine tour company based in Sonoma, California, which he runs occasionally on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

James Calforda is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has worked at LPL Financial since 2007 and was previously with Wells Fargo Investments from 2001 to 2007. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Matthew Morgan is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at the University of California, Davis, and Peet's Coffee. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in delivering diversified model portfolios.

Matthew Lightner is a CFP® professional with over 21 years of experience in financial advising. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a recreational vehicle rental business in Sonoma, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors across the United States.

Aleia Coate is a financial advisor with Edward Jones in Sebastopol, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. She has 10 years of industry experience, including 19 years at Umpqua Bank before joining Edward Jones in 2018. Outside of finance, she is the owner of Ole Times Barber Shop in Cotati, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Jason Turner is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He previously worked at Morgan Stanley Private Bank and Merrill, among other firms. Outside of finance, he works as a recreational sports umpire. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research, with some strategies incorporating ESG criteria.

Rupa Jack is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009, currently also serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Johanna Arrancha Bernal is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and two years of industry experience. Her career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Westamerica Bancorporation, Pechanga Resort & Casino, and Golden Years Care Home. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and incorporates ESG criteria into its recommendations.

Andrew Klase is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to understand their personal financial goals and utilizes Fidelity's resources to develop tailored financial plans and investment strategies. Andrew has been with Fidelity Investments since 2018, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Charles Schwab & Co Inc as a Client Relationship Specialist and at Schwab Charitable as a Donor Relations Specialist. He holds a California Insurance License.

William Ekren is a financial advisor with Edward Jones in Rohnert Park, California, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Kevin Jaggie is a CFP® professional with 30 years of experience in the financial industry. He has worked at Wells Fargo Clearing since 2016 and previously spent 12 years at Merrill. Outside of his advisory role, he is involved in a small farming business in Sonoma, California. 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 and analytics.

Kevin Wilson is a financial advisor with Wells Fargo Clearing in Napa, California, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Gary Scott is a CFP® professional with over 31 years of industry experience, currently serving at Edward Jones since 1994. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a rental property owner in Sonoma, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Sunseri is a financial advisor at Edward Jones with a Series 66 designation and eight years of experience at the firm. Prior to joining Edward Jones, she worked at Traffic Fax and held positions with the Napa Valley Unified School District and as a self-employed professional. She is in the process of closing her sole proprietorship, Sunseri Fiduciary Services, where she served as a professional fiduciary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Peter Keating is a financial advisor with LPL Financial in Novato, CA, holding Series 63 and Series 65 credentials and bringing 56 years of industry experience. His prior roles include positions at Western International Securities, Wells Fargo Clearing, and UBS Financial Services. He also serves as a trustee for a family marital trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a broad range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm supports diverse investment strategies and combines advisory services with a variety of financial products and partnerships.

Issa Musallam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has worked with various Wells Fargo entities since 2006 and is currently based in Petaluma, CA. Outside of his advisory role, he co-owns a restaurant specializing in Levantine Mediterranean cuisine. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Robert Schulman is a financial advisor with Edward Jones in Novato, CA, holding Series 63 and Series 65 credentials and serving clients for 30 years. He has been with Edward D. Jones & Co., L.P. since 1996. 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 through a nationwide network of about 23,701 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Peter Stewart is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, he worked for Youngs Market/RNDC for nine years. He also serves as Vice President of Mayacamas Fire, where he participates in board meetings and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Alison Russell is a Series 66-licensed financial advisor at Edward Jones in Napa, California, with experience at the firm dating back to 2017. She previously worked at LPL Financial, operating under Napa Valley Financial from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 advisors.