Patrick Conroy is a financial advisor at J.P. Morgan Securities with Series 66 and Series 63 credentials. He has been in the industry since 2024, with prior experience at New York Life and Equitable Advisors. Outside of his financial career, he has involvement with Rodney Strong Winery Estates. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. Their advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research to offer written asset allocation advice and investment manager searches.

Misty Jones is a financial advisor with UBS Financial Services in Napa, CA, holding Series 63 and Series 66 licenses and carrying 26 years of industry experience. She has been with UBS Financial Services since 2000. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor strategies to client goals.

Matthew Heil is a Wealth Management Advisor with the Mazzucco Group at Merrill Lynch Wealth Management in San Francisco. In his current role, Matthew provides in-depth analysis, customized advice, and high-touch service to individuals, families, and institutions. He specializes in family wealth management strategies, legacy planning, philanthropic and values-based investing, and services tailored for endowments, foundations, and non-profits. Matthew works closely with clients to help them pursue their long-term financial goals, aligning resources and strategies with their priorities and aspirations. Matthew has worked in financial services since 2015. Prior to joining Merrill, he served as CFO of Equeum, a fintech firm, and held roles in financial analytics as well as development and management positions in educational institutions. He earned a Bachelor of Arts degree from the University of California, Los Angeles, with a focus on History and European Studies. Matthew is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Beyond his professional responsibilities, Matthew has demonstrated ongoing community involvement, including advisory roles with St. Helena Montessori and Pacific Oaks Academy, as well as past board memberships with Gladwyne Montessori and the Napa Valley Little League. He is affiliated with the Napa Valley Grapegrowers and participates actively in volunteer leadership. Outside of work, Matthew enjoys spending time with his wife, Jenny, and their four children. His personal interests include playing tennis, coaching youth sports, snowboarding, and making wine.

Patrick Giamanco is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Envestnet | Yodlee for 13 years. Outside of finance, he operates an online artwork sales business focused on photography. 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, including discretionary and non-discretionary investment strategies, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Shawn Campas is a CFP® with 12 years of industry experience, currently with OSAIC since 2024. He previously worked at Woodbury Financial Services for 10 years and Stark Miller FBG for 14 years. Campas is involved in community service as a member of the Rotary Club of Novato Endowment Board. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by risk assessment tools.

Natalie Patterson is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. She has held roles including Retirement Investment Specialist and positions at Passarell Tax and Bookkeeping Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct algorithm-driven model portfolios from mutual funds, ETFs, and ETPs.

Christopher McDonald is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and four years of industry experience. His prior work history includes roles at The Renaissance Group and various personal consulting and accounting businesses. In addition to advising, he operates Napa Valley Consulting, providing fractional finance and accounting services. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

Angelina Hansen is a CFP® professional with six years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors. She has worked at Cambridge since 2020 and operates Open Trail Financial Consultants. Prior to her financial advisory career, she was employed at Carneros Resort and Spa. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through multiple platforms with discretionary and non-discretionary management options.

Marianne Depetris is a financial advisor with Wells Fargo Clearing in Napa, CA, holding a Series 63 designation and 44 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions.