Alison Russell is a Series 66-licensed financial advisor at Edward Jones in Napa, California, with experience at the firm dating back to 2017. She previously worked at LPL Financial, operating under Napa Valley Financial from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 advisors.

Ashton Urda is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. He has been with LPL Financial since 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by research and technology tools.

Renee Pierce is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 66 designation and 23 years of industry experience. She has worked at LPL Financial since 2006 and was previously with UBS Financial Services from 2004 to 2006. 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 and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by extensive operational tools and a broad network of more than 22,800 advisors.

Misty Jones is a financial advisor with UBS Financial Services in Napa, CA, holding Series 63 and Series 66 licenses and carrying 26 years of industry experience. She has been with UBS Financial Services since 2000. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor strategies to client goals.

Linda Pardini is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. She has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting with a range of portfolio management styles supported by firm research, and it provides municipal advisory services alongside market-making in municipal bonds.

John Paul Dunnbier is a financial advisor at LPL Financial in Santa Rosa, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. His prior roles include positions at The Social Equity Group, Inc., Western International Securities, Inc., and Financial West Group. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Matthew Heil is a Wealth Management Advisor with the Mazzucco Group at Merrill Lynch Wealth Management in San Francisco. In his current role, Matthew provides in-depth analysis, customized advice, and high-touch service to individuals, families, and institutions. He specializes in family wealth management strategies, legacy planning, philanthropic and values-based investing, and services tailored for endowments, foundations, and non-profits. Matthew works closely with clients to help them pursue their long-term financial goals, aligning resources and strategies with their priorities and aspirations. Matthew has worked in financial services since 2015. Prior to joining Merrill, he served as CFO of Equeum, a fintech firm, and held roles in financial analytics as well as development and management positions in educational institutions. He earned a Bachelor of Arts degree from the University of California, Los Angeles, with a focus on History and European Studies. Matthew is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Beyond his professional responsibilities, Matthew has demonstrated ongoing community involvement, including advisory roles with St. Helena Montessori and Pacific Oaks Academy, as well as past board memberships with Gladwyne Montessori and the Napa Valley Little League. He is affiliated with the Napa Valley Grapegrowers and participates actively in volunteer leadership. Outside of work, Matthew enjoys spending time with his wife, Jenny, and their four children. His personal interests include playing tennis, coaching youth sports, snowboarding, and making wine.

Jennifer Knapp is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services that incorporate firm-approved tools and models to support client decision-making.

Andrew Weber is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Wells Fargo Bank, Infinity Financial Services, Karp Capital Management Corporation, Bank of America, Merrill, and The Money Source. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering brokerage and advisory solutions supported by extensive research and analytics.

Christopher Arnold is a financial advisor with LPL Financial in Santa Rosa, CA, holding CFP® and ChFC® designations and possessing 12 years of industry experience. His prior roles include positions at TIAA-CREF, Lincoln Financial Advisors, and Allstate Financial Services, as well as operating his own insurance agency for 17 years. He currently has a financial institution duty role with Redwood Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various portfolio models and third-party subadvisors, supported by operational tools that aid advisors but are not used to make client investment decisions.

Christopher McDonald is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 registrations and four years of industry experience. His background includes roles at The Renaissance Group and ownership of several businesses, including McDonald & Associates, where he serves as a CPA, Napa Valley Consulting providing fractional finance and accounting services, and All About Speech Therapy as CFO. Cambridge Investment Research Advisors serves a diverse clientele ranging from individual investors to institutional retirement-plan sponsors, offering financial planning, investment management, and retirement advisory services through a broad network of independent professionals. The firm employs a range of portfolio management approaches, including proprietary and third-party model strategies, supporting both discretionary and non-discretionary investment implementations.

Steven Krikac is a CFP® professional with 21 years of industry experience, currently serving at Charles Schwab in Santa Rosa, CA. His prior roles include positions at Citigroup and Wells Fargo in both advisory and banking capacities. Outside of his financial advisory work, he occasionally acts as a notary for non-Schwab documents. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients 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 management solutions supported by multi-asset model portfolios and a formal alternative-investment process.

Marianne Depetris is a financial advisor at Wells Fargo Clearing with 44 years of industry experience. She holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following previous roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

James Bucheister is a Series 65-licensed advisor with North Coast Asset Management, Inc. in Windsor, CA, where he has worked since 2002. He has 23 years of industry experience and is also a certified public accountant (CPA). North Coast Asset Management provides investment advisory and portfolio management services to individual and high-net-worth clients, focusing on personalized account relationships. The firm’s affiliation with an accounting firm allows coordination or referral for accounting and tax services.

Brandon Bucheister is a financial advisor at North Coast Asset Management, Inc. with seven years of industry experience. He has held his current role since 2018 and previously worked at CalFIRE from 2014 to 2018. He holds a Series 65 designation. North Coast Asset Management provides investment advisory and portfolio management services to individual and high-net-worth clients, managing a small client base with a focus on individualized account relationships. The firm is affiliated with an accounting firm, enabling coordination or referrals for accounting and tax services.