Michael Reilly is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and having 33 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated capabilities such as a trust company and proprietary mutual funds.

Douglas Mazzucco is a Senior Vice President, a Private Wealth Advisor, and the founder of the Mazzucco Group at Merrill Private Wealth Management in San Francisco. He provides tailored advice and focused attention to a highly successful clientele, serving a limited number of individuals and families. His approach centers on delivering an integrated perspective, technical insight, and intensive service, aligning with the needs and aspirations of his clients. With over 25 years of experience, Douglas has dedicated his career to advancing the priorities of high-net-worth clients. He emphasizes understanding each client's financial balance sheet and circles of influence to identify efficiencies across various aspects of client wealth. His expertise includes portfolio management, client reporting, risk management strategies, concentrated stock diversification, personalized cash-flow analysis and budgeting, and long-term wealth planning. Douglas also collaborates closely with clients' external tax and legal advisors to enhance transparency and unify financial disciplines. He measures success strictly by client outcomes. Douglas began his career at Merrill in 1994 and was among the first Private Wealth Advisors at the firm's initial Private Wealth Management Group office in Menlo Park, California. He spent seven years at UBS Financial Services from 2009 to 2016 before returning to Merrill in 2017. He holds a Bachelor of Arts degree in Economics from the University of Rhode Island. Douglas and his wife Kim reside in Napa Valley with their two teenage daughters. He has also served as a long-term board member of JustGive.org.

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.

Gregory Block is a CFP®-credentialed financial advisor with 25 years of industry experience. He has worked at Lincoln Financial Advisors for 22 years before joining OSAIC and currently practices at LPL Financial in Santa Rosa, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Jimmie Alexander is a CFP® professional with 31 years of industry experience, currently affiliated with OSAIC since 2024. His prior experience includes roles at Securities America Advisors, Inc. and Lincoln Financial Group. Outside of financial advising, he works as a clinical laboratory scientist at Kaiser Permanente. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering integrated brokerage and advisory services. The firm employs a range of asset-allocation tools and third-party resources to manage portfolios across various investment types.

Anthony Feeney is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining the firm, he worked at CellularWorld Inc and briefly as an Uber driver. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a large network of financial advisors and branch offices.

Andrew Aviles is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley since 2014. 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 discovery conversations and advanced planning tools in its financial planning process.

John Walker is a financial advisor with Edward Jones in Petaluma, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has been with Edward Jones since 2015. 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 range of investment strategies and advisory services through a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

David Wood Jr. is a ChFC® credentialed financial advisor with 32 years of industry experience. He is currently with LPL Financial since 2024, having previously worked for Lincoln Financial Advisors Corp for 17 years. Outside of his advisory role, he owns a mini storage business and is involved in several business entities related to tax and investment management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Cynthia Buckman is a financial advisor at Stifel with 21 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Stifel Nicolaus since 2013. Outside of her advisory role, she serves as Secretary for Kirk Buckman Electric, Inc., an electrical contracting business. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and investment advisory services with a proprietary investment methodology developed by its Investment Strategy Group.