Michele De George is a financial advisor with LPL Financial, holding a Series 66 designation and 26 years of industry experience. She has worked at firms including Ameriprise Financial Services, Wells Fargo, and U.S. Bancorp Investments. Outside of her advisory work, she is involved with Crossroads Christian Church in Vacaville, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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 institutional platforms.

Jardee Worcester is a financial advisor with Ameriprise in Vacaville, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Ameriprise, he spent 20 years at Janssen Supply Chain / ALZA Corporation. Outside of his advisory role, he teaches knitting, crochet, and sewing classes and provides long arm quilting services. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies.

Jean Chai is a financial advisor with Ameriprise in Vacaville, CA, holding a Series 63 designation and 35 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he is a co-owner of Nut Tree Properties, LLC, a real estate business. Ameriprise is a large institutional firm offering retirement-income planning services primarily for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored retirement income recommendations delivered through a centralized consulting team.

Eric Gonzales is the Senior Resident Director of the Merrill Napa Office and a Personal Investment Advisor. In his current role, he leads a team of over a dozen advisors, assisting them in their professional development and business pursuits. He is also the founder of the Gonzales Group, which provides wealth management services focused on satisfying clients' priorities beyond investment management, primarily serving hardworking client families in Napa, Sonoma, and Solano counties. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, personal retirement planning, and portfolio management services, with an emphasis on socially responsible, values-based, and ESG investing. Eric serves active and retired wine industry executives, business owners, and multigenerational families, offering comprehensive strategies including access to residential, securities-based, and commercial lending. Eric holds a Bachelor's Degree from the University of California. He is actively involved in his community, serving as a board member for Community Action of Napa Valley and the MCA Board at Nelda Mundy Elementary. He is the creator and sponsor of the Diversity & Inclusion Scholarship Program at Justin-Siena High School and has held several previous roles with the school, including membership on its Foundation Board and Parents Association Executive Board.

Martina Yossef is a financial advisor at Merrill with a Series 66 credential and four years of experience at the firm. Her prior work includes roles at Bank of America, Pearl Orthodontics, and several hospitality companies. 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 strategies for a range of individual and institutional investors.

Kenneth Rode is a financial advisor at LPL Financial with experience beginning in 2025. He has been associated with G&J Seiberlich & Company LLP since 2009. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, with a broad range of advisory and brokerage services delivered through a large network of investment adviser representatives.

Michael Gradl is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. His career includes roles at Travis Credit Union since 2018, as well as prior experience with Cuso Financial Services and IFMG Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors and employs various investment strategies supported by research and technology tools.

Matthew Hefner is a financial advisor at Osaic with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Securities America Advisors, Inc. and Mass Mutual Investors Services. Outside of his advisory role, he is involved in insurance sales and services through PRJ Insurance & Wealth Management. Osaic Wealth serves a broad range of retail and institutional clients, providing brokerage and advisory services across multiple programs including financial planning, advisor-managed portfolios, and retirement consulting. The firm uses a model-based investment approach supported by portfolio optimization and risk assessment tools.

Angela Denna is a Series 66-licensed financial advisor with LPL Financial in Napa, California, with 17 years of industry experience. She previously worked at Waddell & Reed and Financial Advocates Investment Management. Outside of her advisory role, she is a notary public and is involved in a family trucking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and utilizes model portfolios, third-party subadvisors, and customized strategies.

Dustin Donnell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Vacaville, CA. Outside of his advisory role, Donnell is involved in local sports officiating, serving as Umpire in Chief for the Vacaville American Little League and working as an umpire and official for regional baseball organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices, its fiduciary standard, and additional affiliated services such as trust and securities-based lending.

Amon Allahyari is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., LPL Financial, Charles Schwab, and Ameriprise Advisor Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Sally Louie is a financial advisor with LPL Financial in Vallejo, CA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has worked with LPL Financial since 2007 and had prior roles at The Golden 1 Credit Union and U.S. Bancorp Investments. Louie serves as a board member and foster mom for the Contra Costa SPCA. 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, including financial planning, model portfolios, and institutional platforms, utilizing various investment strategies and support tools.

Matthew Wieckowski is a financial advisor with Merrill, holding a Series 66 designation and beginning his career in the financial industry in 2026. Prior to joining Merrill and Bank of America, he worked in business development and owned a metals recycling business. He has also held positions in education and retail. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Cordeiro is a financial advisor with LPL Financial in Napa, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2015, he worked at Waddell & Reed from 1997 to 2015. Outside of his advisory work, he is the owner of BraKat Vineyards, which sells grapes to a winery. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of professionals to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Britni Hastings is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model portfolios and incorporates ESG criteria in its recommendations.

Michael Geitner is a financial advisor with LPL Financial in Napa, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, E*Trade Securities, Harrisdirect, New England Securities, and Waddell & Reed. 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 financial planning, various portfolio programs, and institutional platforms, delivering advice through a large network of investment adviser representatives using a range of investment strategies and research tools.

Alyssa Connor is a financial advisor with LPL Financial in Vacaville, CA, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. Her background includes five years with Waddell & Reed Inc. and various insurance carriers at W&R Insurance Agencies. Outside of advisory work, she operates a financial advisory LLC for tax and investment purposes. 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 portfolio programs, and institutional platforms, with a focus on providing scalable investment solutions through both discretionary and non-discretionary strategies.

Amanda Keller is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 22 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2010 and previously spent five years at Thrivent Investment Management. In addition to her advisory role, she is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base, including individuals, institutions, pension funds, and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Briana Roemmick is a financial advisor with Edward Jones in Fairfield, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked in the mortgage industry with firms including Edge Home Finance, CrossCountry Mortgage, Caliber Home Loans, and VITEK Mortgage. She continues to maintain a referral role with Edge Home Finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Lacy Senate is a financial advisor with Edward Jones, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2006. 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 strategies, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.