Austin Fitzpatrick is a Financial Advisor based in Napa, California, affiliated with Merrill Lynch Wealth Management. He works with individuals and families to develop personalized financial strategies aimed at helping clients make confident decisions about their financial futures. His focus includes college education planning, family wealth management strategies, and personal retirement planning. Austin's approach integrates principles learned from his experience as a former collegiate and professional athlete, emphasizing discipline, preparation, and a long-term perspective. He assists clients in navigating important financial decisions such as retirement preparation, wealth building and preservation, major life transitions, and legacy creation. He holds the Chartered Retirement Planning Counselor™ (CRPC™) designation and the Personal Investment Advisor (PIA) professional designation. He earned a Bachelor's Degree in Finance from California State University, Stanislaus. Beyond his professional work, Austin is involved in his community through participation with St. Helena Little League. His personal interests include baseball, cooking, fishing, hiking, and reading.

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.

James Dimarco is a financial advisor with LPL Financial in Napa, CA, holding a Series 66 designation and 18 years of industry experience. His prior firms include Waddell & Reed, where he worked for seven years, and Financial Advocates Investment Management. 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 range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Ronald Boyce is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has been with Charles Schwab since 2011. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and a centralized operational structure.

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 Series 66-licensed financial advisor with 24 years of industry experience. He is currently with LPL Financial and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, Wells Fargo Investments LLC, Harrisdirect LLC, and Morgan Stanley DW Inc. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

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.

Michael Jankiewicz is a financial advisor with UBS Financial Services based in Napa, California, holding a Series 63 designation and with 40 years of industry experience. He has worked at Painewebber Incorporated since 1985. Outside of his advisory role, he serves as President of the Napa Valley Baseball Club Inc. UBS Financial Services 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 provides a broad range of capital markets and research resources.

Julie Cutler is a financial advisor at OSAIC with six years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and Cornerstone Capital. OSAIC serves a diverse client base that includes individual investors, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm provides a range of services including brokerage, investment advisory, financial planning, and access to third-party money managers, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

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.

Grant Smith is a Series 66 licensed financial advisor with seven years of industry experience, currently affiliated with LPL Financial in Napa, CA. His prior experience includes roles at Oppenheimer & Co. Inc and Financial Advocates Investment Management. Outside of advising, he has been involved in operating a small real estate rental business. 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 advisory and brokerage services, utilizing a variety of investment strategies and platforms supported by advanced operational tools.

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 and two years of industry experience. Prior to joining LPL Financial, he worked at Costco Wholesale for 11 years. 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, model portfolios, third-party asset management, and institutional platforms, supporting more than 22,800 advisors and overseeing over $819 billion in discretionary assets.