Gregory Soulsburg is a financial advisor with MassMutual Investors Services, holding a Series 66 credential and 25 years of industry experience. He has been with MML Investors Services since 2001 and with MassMutual since 2000. In addition to his advisory role, he is active as a sales agent with Silver Leaf Financial Management & Insurance Services. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers a variety of programs including wrap accounts, money-manager solutions, and educational seminars.

Sallyeann Brallier is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 35 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2010 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 based on investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Peggy Engel Kent is a financial advisor with Edward Jones in Sonoma, CA, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Jesus Villalpando is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at firms including Redwood Credit Union, Wells Fargo, and JPMorgan Chase. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning and third-party asset management, supported by a broad platform of proprietary tools and partnerships.

Soheil Zamanianpour is a Series 66-licensed financial advisor at Wells Fargo Clearing with seven years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2018 and has been with Wells Fargo Bank NA since 2004. 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 includes both discretionary and non-discretionary options, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Bess Mckay is a financial advisor with Morgan Stanley in Rohnert Park, CA, holding Series 63 and Series 66 licenses with 29 years of industry experience. She has been with Morgan Stanley since 2009. Outside her advisory role, she is involved in a trust-related business activity based in Mill Valley, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that utilizes structured discovery tools and modeling techniques.

Christopher Stafford 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 Exchange Bank and held various roles within legal offices and banking institutions. He serves as Treasurer and a board member for the Analy High School Education Foundation, a not-for-profit organization in Sebastopol, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a network of over 23,000 financial advisors and 15,000 branch offices nationwide.

Gerardo Martin is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has held various roles including involvement with the Napa County Hispanic Chamber of Commerce and the Napa Valley College Foundation. He also ran as a mayoral candidate and has operated his own business, Gerardo Martin Inc, since 2017. 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 wide range of advisory and brokerage services, supported by proprietary research and technology, managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

James Bertero is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has worked with Morgan Stanley and its Private Bank subsidiary since 2009 and 2015 respectively. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and modeling techniques, serving clients through both direct relationships and Corporate Financial Planning agreements.

William Tang is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 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 advisory options. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a focus on tailored solutions and fiduciary responsibility.

Sampuran Sekhon is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he held roles at Redwood Credit Union and the Santa Cruz Institute for Particle Physics, among other positions. He is involved in a local networking organization where he serves on the leadership team as Growth Coordinator. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies to assist clients in managing their assets.

Erin Burke is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She has been with J.P. Morgan Securities since 2012 and holds Series 63 and Series 65 licenses. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Richard Duarte is a financial advisor with LPL Financial in Rohnert Park, CA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been associated with Linsco/Private Ledger Corp. since 1994. In addition to his advisory role, Duarte is involved in independent insurance sales through Crumbley Financial Services. 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 management services, including access to model portfolios, third-party asset managers, and institutional platforms, supported by advanced advisor tools and a broad network of over 22,800 advisors.

Dena Debenedetti is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. She previously worked at Waddell & Reed for 34 years and operates Pinnacle Plan Management, Inc., a separate business entity. Based in Napa, CA, she has been with LPL Financial since 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing a variety of investment strategies and tools supported by technology, while overseeing more than $819 billion in discretionary assets.

Daniel Myers is a CFP® certificant and holds a Series 66 license with Edward Jones in Windsor, CA. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Erika Uribe is a financial advisor at Morgan Stanley with five years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2018. Outside of finance, Uribe has managed and bartended at Ristorante Allegria since 2003. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs for individuals and institutions. The firm provides tailored financial planning using structured processes and proprietary tools, managing approximately $2.74 trillion in client assets.

Oliver Trent is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Vintage Wine Estates, VML Winery, and Zoomcare. 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 broad range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various investment strategies supported by research and technology.

Letizia Veronese is a Series 66 licensed financial advisor with Edward Jones, based in Sonoma, CA, and has two years of industry experience. She has been with Edward Jones since 2007. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Lightner is a financial advisor with Edward Jones in Petaluma, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Edward Jones since 2012. 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 large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

Kirk Mulligan is a Senior Financial Advisor with extensive experience in personal and corporate advisory services, focusing on personal and family wealth strategies, legacy planning, and corporate benefits and executive compensation. Based in the Sonoma Valley, he works closely with family-owned businesses in the Napa and Sonoma Valleys to provide personal wealth strategies and holistic wealth planning. His approach helps clients bridge generational gaps by supporting legacy succession, wealth transfer, and related tax considerations. With 35 years in the financial services industry, Kirk has expertise in corporate benefits, employee benefits planning, institutional consulting, and retirement income strategies. He assists clients with defined contribution and defined benefit plans, as well as fiduciary and compliance-related challenges. Kirk's professional designations include Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He holds a bachelor's degree from the University of California system. Kirk lives in Sonoma Valley, California, where he enjoys gardening and spending time with his family and dogs.