Ryan Mason is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Wells Fargo Investments, Banc of America Investment Services, and Morgan Stanley DW. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset managers, and institutional platforms.

Ronnie Fuiava is a financial advisor with Morgan Stanley Wealth Management in Santa Rosa, CA, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning supported by firm-approved tools and methodologies.

Tanya Hosner is a financial advisor at Morgan Stanley with 6 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Based in Santa Rosa, CA, her career has been focused within the firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery processes and firm-approved tools to model client outcomes.

Diane Mcminds is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Daniel Dwyer is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Edward Jones, JP Morgan Chase bank, J.P. Morgan Securities, First Republic Securities Company, and Merrill Lynch. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Salvador Rodriguez is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has prior work history with Merrill, Bank of America, PepsiCo, and Kohl's Department Stores. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Peter Monteleone is a financial advisor at Edward Jones in Sonoma, CA, holding a Series 66 designation. He has one year of industry experience, including running a business consulting practice prior to joining Edward Jones. Before his financial services career, he spent nearly two decades at Martine's Wines. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Thomas Commander is a CFP® and ChFC® affiliated with Edward Jones in Sonoma, CA, with seven years of industry experience. His prior roles include positions at CWM, LLC and Carson Wealth Management. Outside of finance, he has been involved with the athletic department at Vintage High School since 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Jack Tran is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles and bank deposit sweep programs.

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.

James Urda is a CFP® professional at LPL Financial with 33 years of industry experience. He worked at Edward Jones from 2002 to 2006 before joining LPL Financial, where he has been since 2006. Outside of his advisory work, he is the owner of Urda Estate Vineyards LLC, a business unrelated to investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 research and advisor tools.