Krista Neary is a Series 66 licensed financial advisor at Edward Jones with 10 years of industry experience. She has been with Edward Jones since 2016, based in Cotati, CA. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brenda Ell is a financial advisor at Morgan Stanley in Santa Rosa, California, holding a Series 66 designation with 13 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. In addition to her advisory role, she serves as a trustee and co-trustee in trust activities. 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. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market modeling techniques in its financial planning process.

William Sa is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and CITIGROUP. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven investment advice and discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Henry Popko is a Series 66-credentialed advisor with Merrill in Santa Rosa, CA. He has been in the financial services industry since 2025, with prior experience at Bank of America, Redwood Credit Union, and JPMorgan Chase. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations using both model-based and discretionary investment strategies.

Biscain Mora is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. Prior to joining Schwab in 2022, Mora worked at Patelco Credit Union, Bank of the West, and Santa Rosa Junior College, among other roles. Mora also has experience outside finance, including several years in the food service industry with Round Table Pizza. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services. The firm’s integrated structure supports a large client base with centralized custody and order-routing, along with access to alternative investments and model portfolio strategies.

Erick Brown is a CFP® with 13 years of industry experience currently serving at J.P. Morgan Securities in Santa Rosa, CA. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016 and briefly worked at Wells Fargo Advisors. Outside of his financial advisory role, he is an owner and partner of a pool installation and service business. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Danielle Shubin is a financial advisor with Raymond James & Associates and holds a Series 66 designation. She has six years of industry experience, including roles at Buff and Nelsaon and Associates. She is based in Santa Rosa, California. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles supported by firm research and affiliated sub-advisers.

Nicholas Schweigert is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. He has worked at Bank of America and Merrill since 2013. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tom Dowse is a Series 66-licensed financial advisor with Morgan Stanley in Napa, California, and has 26 years of industry experience. He has been with Morgan Stanley and its private bank since 2014 and serves as President and CEO of Dowse Securities Management Corporation. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment programs.

Tracy Schmuhl is a CFP® with 11 years of industry experience, currently serving at Charles Schwab. Prior to joining Schwab in 2020, she worked at CapaBunga and Banc of America Investment Services, Inc. In addition to her advisory role, she provides notary services. Charles Schwab & Co., Inc. offers wealth advisory and managed-account services primarily to high- and ultra-high-net-worth clients, combining non-discretionary investment guidance with access to affiliated discretionary separate managed accounts and alternative investments through a large, integrated platform.

Newara Fatima is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and with Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Michael Oshea is a financial advisor with LPL Financial in Napa, CA, holding Series 63 and Series 66 designations and bringing 13 years of industry experience. His prior roles include positions at BMO Harris Bank, Equis Financial, NYLIFE Securities LLC, New York Life Insurance Company, Bank of San Francisco, and UnionBanc Investment Services. 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 and brokerage services, including financial planning, model portfolios, third-party asset management, and participant-level retirement advice, supported by technology tools and a broad platform of non-advisory financial services.

William Ospina Torres is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at BMO Harris Bank, Asset Retention Insurance Services, Inc., and SchoolsFirst Federal Credit Union. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive technology and a wide network of over 22,800 advisors.

Jackson Snyder is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors in Santa Rosa, CA. He has been with Cambridge since 2025 and has prior experience working with sports organizations such as the Minnesota Vikings, Houston Roughnecks, and Los Angeles Rams. 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 provides financial planning, investment management, and retirement advisory services through a network of independent professionals, offering both proprietary and third-party investment strategies across various custody platforms.

Jonathan Perez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and Bank of America, among other firms. Outside of his advisory roles, he has been involved with Dos Bros Management and previously operated a gardening business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering services on a non-discretionary basis.

Pamela Thompson is a CFP®-designated financial advisor with UBS Financial Services in Sacramento, CA, where she has worked since 2001. She has 28 years of industry experience. Outside of her financial advisory role, she and her husband perform music in wine tasting rooms, including Mangels Vineyards and Back Road Vines. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans that align with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Melissa Alfsen is a financial advisor at Stifel with 12 years of industry experience. She holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2022, following prior roles at Wells Fargo Clearing and Raymond James & Associates. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach relies on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Jordon Williams is a Series 66 licensed financial advisor with Wells Fargo Clearing, based in Santa Rosa, CA, and has six years of industry experience. He has worked at Wells Fargo Bank since 2016 and Wells Fargo Clearing since 2019. 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 offers both brokerage and advisory solutions.

Christopher Nugent is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with UBS Financial Services and has previously worked at JPMorgan Securities, JPMorgan Chase Bank, and UBS Financial Services in earlier roles. Nugent has also been affiliated with the University of California, Irvine in a professional capacity. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Carson Amiral is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Edward Jones in Santa Rosa, CA. His prior experience includes roles at Bank of America NA, Merrill Lynch, and Northwestern Mutual. Outside of finance, he is the president and owner of Making It Big, a women's clothing retailer in Bodega Bay, CA. 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 network of financial advisors and branch offices.