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.

Kevin Jaggie is a CFP® with 29 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in a farming business in Sonoma, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kevin Wilson is a financial advisor at Wells Fargo Clearing with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and its affiliated entities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Brandon Hibdon is a CFP® with 17 years of industry experience, currently affiliated with LPL Financial. He has held roles at Lucia Securities, LLC and RJL Wealth Management, LLC since 2010 and 2011 respectively. He is involved with Lucia Capital Group, an entity related to his LPL business operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad array of services with advanced operational and research tools.

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 in Santa Rosa, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Prior to joining LPL Financial in 2025, Chidester worked at Wedbush Securities Inc. for five years and Robert Shiperly for 17 years. Outside of financial advising, Chidester owns a local awards and laser engraving business. 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, model portfolio programs, and third-party asset management, supported by advanced operational tools and a large network of investment adviser representatives.

Gary Scott is a CFP® professional with over 31 years of industry experience, currently serving at Edward Jones since 1994. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a rental property owner in Sonoma, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Sunseri is a financial advisor at Edward Jones with a Series 66 designation and eight years of experience at the firm. Prior to joining Edward Jones, she worked at Traffic Fax and held positions with the Napa Valley Unified School District and as a self-employed professional. She is in the process of closing her sole proprietorship, Sunseri Fiduciary Services, where she served as a professional fiduciary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Matthew Richardson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. His prior experience includes roles 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 through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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® professional with 20 years of industry experience, currently serving at Edward Jones since 2005. He is also a business intelligence consultant for Gerson Lehrman Group and serves as a lay leader for the Sonoma County Jewish Community Center, where he leads holiday services and produces holiday videos for senior citizens. Additionally, he has responsibilities related to educational duties in a wealth management limited partnership. 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 and investment solutions, operating under a fiduciary standard and maintaining a large national network of financial advisors and branch offices.

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.

Peter Stewart is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, he worked for Youngs Market/RNDC for nine years. He also serves as Vice President of Mayacamas Fire, where he participates in board meetings and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Michael Champion is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked with firms including Chase Investment Services Corp., Strategic Wealth Advisors Group, LPL Financial, and Waddell & Reed. Champion is based in Saint Helena, CA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

Nicole Merchain is a CFP® with 15 years of experience in the financial industry, currently serving at Morgan Stanley in Santa Rosa, CA. She has worked with Morgan Stanley Smith Barney LLC since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she owns and operates an agricultural business called Nicole's Bee Biz. Morgan Stanley Wealth Management (MSWM) provides a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer-financed financial planning agreements.