Julie Dunn is a financial advisor at Edward Jones with 15 years of experience in the industry. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary investment products.

Shehzad Bhatti is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA. He holds Series 63 and Series 66 designations and has nine years of industry experience, having worked with Wells Fargo since 2015. 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 provides both brokerage and advisory solutions.

Miranda Sandvig is a financial advisor at Edward Jones in Santa Rosa, CA, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at the University of California from 2014 to 2018. Sandvig serves as a board member of Goodwill-Redwood Empire, participating in board, finance, and investment committee meetings. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and integrated trust, mutual fund, and securities-based lending services.

Fernando Carrillo is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been assisting families, individuals, and small businesses with their finances since 1998. Fernando joined Merrill Lynch in 2016 after a career spanning both the for-profit and non-profit sectors. His primary focus is to help clients develop and implement Wealth Management Plans to achieve their financial goals. Fernando's expertise includes portfolio management services, small business strategies, socially responsible and values-based investing, ESG investing, and retirement income planning. He has experience collaborating with other professionals within Merrill Lynch and Bank of America to address clients' comprehensive financial needs. Fernando holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree in Finance and Business Administration from Escuela Politécnica del Ejército in Quito, Ecuador. Fernando is bilingual in Spanish and English. He is involved in community organizations such as the Petaluma Health Center and the Santa Cruz County Immigrant Project (SCCIP). Fernando resides in Sonoma County with his sons Antonio and Mateo.

Mohammad Isnain is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo Clearing Services LLC since 2018, also maintaining a role with Wells Fargo Bank NA since 2015. 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 grounded in modern portfolio theory. The firm’s approach includes an explicit focus on insurance-related investment vehicles and bank deposit sweep options, serving institutional clients with tailored solutions.

Christopher South is a financial advisor at Edward Jones in Santa Rosa, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he served as CEO and founder of Spot Trender Inc., a market research software company, where he remains involved in an advisory capacity. He also serves on the advisory board for the SRJC Student Investment Program. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Jeffrey Cote is a financial advisor at Charles Schwab with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab and Charles Schwab & Co., Inc. since 2009. Outside of his financial career, he is active as a local theater performer and serves on the board of the 6th Street Playhouse in Santa Rosa, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset strategic investment approach supported by centralized custody and operational infrastructure.

Taylor Novak is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, Novak worked at Old Republic Title for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors.

Michael Reilly is a financial advisor at Edward Jones with 34 years of industry experience. He has been with Edward Jones since 1989. Outside of his advisory role, he is listed as an owner of a rental property business. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Khoi Vu is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Edward Jones, JP Morgan Chase Bank, and JCrew. Outside of his advisory role, he serves as a youth pastor at Lighthouse Christian Church Sonoma. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related investment options and bank deposit sweep programs.

Robert Trent is a financial advisor at LPL Financial with 23 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 advisers. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research support.

Ryan Lotspeich is a financial advisor with Wells Fargo Clearing in Petaluma, CA, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Bank and its related entities since 2011. Outside of his advisory role, he is a co-owner and silent partner of LUMA HOME EDIT, a home decor consulting business. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Darrin Donnelly is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outcome simulations.

Zachary Hirsekorn is a financial advisor with Morgan Stanley in Santa Rosa, California, holding a Series 66 designation and three years of industry experience. He has been with Morgan Stanley and its Private Bank since 2022 and also works as a spin instructor at a local exercise studio, RISE Cycle Co. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models.

Kelly Stromgren is a financial advisor with Stifel, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. She has been with Stifel since 2007. Outside of her advisory role, Stromgren serves on the Board of Directors and Finance Committee of the Humane Society of Sonoma County, where she is also Treasurer and a member of the Executive Committee. Stifel serves a diverse client base that includes individuals, institutions, and municipal entities, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Ryan Powell is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2011. 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 under management through a large nationwide network of advisors and branch offices and offers a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds.

Bethany Flint is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at Soco Holdings LLC and Esquared Electrical Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools.

Shaun Pierce is a financial advisor at LPL Financial with a Series 66 designation. He has been with LPL Financial since 2024 and has prior experience at Costco Wholesale. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and participant advice programs.

Leif Tinsley is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, Cuso Financial Services, and Patelco Credit Union. He is also involved with Patelco Financial Solutions in connection with his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven strategies.

Edward Stephens is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 licenses and with 40 years of industry experience. Prior to joining Osaic in 2023, he worked for FSC Securities Corporation for 36 years. He also provides estate and gift tax planning and business consulting through a sole proprietorship and serves as a director for a local winery family corporation. Stephens is involved with nonprofit organizations, including serving as treasurer for Wilderness History and Open Access and as an investment committee member for the Community Foundation of Mendocino County. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers. The firm offers integrated investment advisory and brokerage services, utilizing asset-allocation tools and third-party platforms to manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.