Blake Schmidt is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017 and was previously with Alpha Wealth Management and Rosso Pizzeria. Schmidt holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Jason Turner is a financial advisor at J.P. Morgan Securities with 15 years of industry experience and holds a Series 66 designation. His career includes roles at Merrill, Morgan Stanley, and Bank of America prior to joining J.P. Morgan. Outside of his advisory work, he serves as a recreational game official and umpire. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Matthew Hills is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at Red Hills Consulting and General Construction Group. 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, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Nicholas Nicholson is a Wealth Management Advisor and founding member of The Nicholson Group at Merrill Lynch Wealth Management. He has been a financial advisor since 1993 and works with a collaborative team to support families with multigenerational wealth management, helping clients across generations understand and align their financial and life goals. Nicholas specializes in legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He provides clients with probability analyses to help determine retirement feasibility and tailors personalized strategies focusing on asset allocation and risk tolerance. He serves as a primary contact for clients' complete financial needs, including lending services and investment guidance. Nicholas holds a Bachelor's Degree from Santa Clara University and holds multiple professional designations including CERTIFIED FINANCIAL PLANNER4 (CFP), Certified Investment Management Analyst4 (CIMA), Certified Private Wealth Advisor4 (CPWA), and Personal Investment Advisor (PIA). He mentors younger financial advisors, speaks Russian fluently, and resides in Windsor with his wife and three sons.

Drew Skraboly is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. Outside of his advisory role, Skraboly owned and operated Level Up Scripts, a sole proprietorship involved in creating and selling digital assets online, and managed a TikTok account focused on video game content. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gregory Cho is a financial advisor at Morgan Stanley with 24 years of industry experience. He has held positions at Morgan Stanley Private Bank, NA since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory work, Cho serves as secretary for Trusted Advisors Group, a professional networking organization, and is involved with Santa Rosa United 05B ECNL, a youth sports and education group. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services through its Financial Advisors and Estate Planning Strategies Group.

Kelly Mills is a Series 66 licensed financial advisor at Edward Jones in Santa Rosa, CA, with seven years at the firm and a total of 13 years of industry experience. Prior to joining Edward Jones in 2019, Mills worked at Montgomery Taylor Wealth Management for six years. Outside of advising, Mills is involved with a nonprofit organization in Pleasant Hill focused on timing and score keeping for racing events and serves as an overnight residential counselor at Victor Treatment Center supervising youth during overnight hours. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

William Ekren is a financial advisor with Edward Jones in Rohnert Park, California, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors and more than 15,000 branch offices.

Aaron Foppe is a Series 66-licensed financial advisor with Edward Jones, based in Santa Rosa, CA, and has seven years of industry experience. He has worked at Edward Jones in multiple periods since 2018 and has prior experience at Valic Financial Advisors, Infiniti Marin, and Hansel Auto Group. Outside of his advisory work, he sells his own artwork. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high- and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, with a broad national network of advisors and branch offices.

Brandon Hibdon is a financial advisor with LPL Financial in Santa Rosa, CA, holding the CFP® and Series 66 designations and with 17 years of industry experience. He has worked with LPL Financial since 2020 and maintains roles at Lucia Securities, LLC and RJL Wealth Management, LLC dating back to 2010 and 2011 respectively. Hibdon also operates Lucia Capital Group, an investment-related business based in San Diego. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers comprehensive financial planning, advisory programs, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by various research and model portfolio options.

Joshua Clay is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at various Wells Fargo entities since 2005 and is also involved with Longs Drywall, a business he has maintained since 2003. 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 advice grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm’s approach includes a broader set of financial product offerings than typical for large institutional advisers, incorporating insurance-related vehicles and bank deposit sweep options.

Kelly Chidester is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 12 years of industry experience. Prior to joining LPL Financial in 2025, Chidester worked at Wedbush Securities Inc. for five years and spent 17 years with Robert Shiperly. Outside of finance, Chidester is the owner of a laser engraving and awards business in Santa Rosa, California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, with access to model portfolios, third-party research, and both discretionary and non-discretionary management options.

Matthew Richardson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked with JP Morgan Chase Bank and J.P. Morgan Securities LLC since 2018. Prior to his financial career, he was employed at Worldwide Golf Shops and the San Francisco Giants. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Natalie Rodriguez Gutierrez is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial, Redwood Credit Union, CUSO Financial Services, Bank of The West, and Farmers Insurance. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions, managing approximately $671 billion in assets through a network of more than 14,000 financial advisors.

Norman Eisley is a CFP®-designated financial advisor with Edward Jones in Santa Rosa, CA, where he has worked since 2005. He has 20 years of industry experience and holds Series 63 and Series 66 licenses. Outside his advisory role, Eisley serves as a lay leader for the Sonoma County Jewish Community Center, leading holiday services for senior citizens and producing religious holiday videos. He also provides business intelligence consulting through Gerson Lehrman Group Councils. 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 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.

Issa Musallam is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has worked within various Wells Fargo entities since 2014. Outside of his advisory role, he is a co-owner of a Levantine Mediterranean restaurant in Petaluma, CA. 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 process is IPS-driven and grounded in modern portfolio theory, serving as an ERISA fiduciary and including a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Andrew Newsom is a financial advisor at Edward Jones with eight years of industry experience. Prior to joining Edward Jones in 2024, he worked at Preservation Wealth for six years and held roles at Apple and New Life Christian Fellowship. He holds Series 63, Series 65, and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Steven Townsend is a financial advisor with Charles Schwab, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Charles Schwab since 2000 and also works at Charles Schwab Bank since 2005, both located in Santa Rosa, California. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and operates a centralized, integrated platform for advisory, brokerage, and custody services.

Jeffrey Crouch is a financial advisor with Edward Jones in Santa Rosa, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Edward Jones since 2016 and previously held roles at Steward Partners Investment Solutions, Morgan Stanley, and Citigroup Global Markets. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary advisory strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports its services with a large nationwide network of financial advisors and branch offices.

Kyle Stelling is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2009. He is based in Santa Rosa, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized activities such as relationships with investment companies and private funds.