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.

Karimah Karah is a financial advisor with Ameriprise in Vallejo, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she is involved in family-run Airbnb businesses and serves as a trustee on the Solano Community College Board. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

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.

Patrick Conroy is a financial advisor at J.P. Morgan Securities with credentials including Series 66 and Series 63 licenses and approximately one year of industry experience. His prior work history includes roles at Equitable Life Insurance Company, New York Life, and NYLIFE Securities LLC. Outside of finance, he has been involved with Rodney Strong Winery Estates since 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence, using an ESG eligibility framework, and offers services on a non-discretionary basis through a select group of Wealth Advisors.

Ashton Urda is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2019. 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 provides a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

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.

Alfonso Madrigal Pantoja is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. He has previously worked at firms including J.P. Morgan Securities and Wells Fargo Bank. Outside of his advisory role, he works part-time as a Receiving Associate at Home Depot on weekends. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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® professional with 12 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He previously worked at Woodbury Financial Services, Inc. for 10 years and has been associated with Stark Miller FBG (BAMCO Financial) since 2012. In addition to his advisory role, Campas volunteers on the Rotary Club of Novato Endowment Board, where he contributes to community project decisions. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a wide network of advisers. The firm offers integrated brokerage, advisory services, and access to third-party investment managers, utilizing asset-allocation tools and automated portfolio rebalancing.

Christopher Mcdonald is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and four years of industry experience. He has worked at Cambridge Investment Research and The Renaissance Group, and he operates his own businesses, including McDonald & Associates, where he serves as a CPA, and Napa Valley Consulting, providing fractional finance and accounting services. He is also the owner and CFO of All About Speech Therapy. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through a network of independent Financial Professionals, employing a range of investment strategies across multiple platforms and custody arrangements.

Angelina Hansen is a CFP® with six years of industry experience currently affiliated with Cambridge Investment Research Advisors. She has worked with Cambridge Investment Research since 2020 and operates Open Trail Financial Consultants. Prior to her financial career, she was employed at Carneros Resort and Spa from 2015 to 2019. Hansen is also Licensed as an agent for life and health insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management strategies and platform arrangements tailored to client objectives.

Marianne Depetris is a financial advisor with Wells Fargo Clearing in Napa, CA, holding a Series 63 designation and 43 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.