James Gilmore is a financial advisor at Ameriprise with nine years of industry experience. His prior roles include positions at Janus Henderson Distributors US LLC, Janus Henderson Investors US LLC, Janus Distributors LLC, and Janus Management Holdings Corp. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, providing written recommendation reports and ongoing advice based on investment research, algorithmic tools, and third-party data.

Francis Dolan is a financial advisor with Morgan Stanley in Napa, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following a 12-year tenure at Bank of America and Merrill. Outside of his advisory role, he is involved in a family-held LLC for a vacation home shared among siblings. Morgan Stanley Wealth Management provides a range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and investment models while offering various retail and institutional investment options.

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.

Stephanie Olson is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Her professional activities include advisory roles connected to Green River Financial Services and Cambridge Investment Research. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, trusts, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals with a range of portfolio management options and institutional features.

Aurelia Dukes is a financial advisor with Osaic Wealth, Inc. based in Sonoma, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She previously worked at Lincoln Financial Advisors Corporation for 27 years before joining Osaic in 2025. Outside of her advisory role, Dukes is an insurance agent offering accident/health, disability income, and traditional life insurance. Osaic Wealth serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk assessments, and third-party managers to construct portfolios managed on either a discretionary or non-discretionary basis.

Sunny Sharma is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Irving Fisher Private Wealth Management, Commonwealth Financial Network, LPL Financial, and Edward Jones. Outside of advising, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple custody platforms and proprietary as well as third-party model-based solutions.

Walter Bennett Jr. is a financial advisor with Charles Schwab in Napa, CA, holding a Series 63 designation and 29 years of industry experience. He has worked at Charles Schwab since 1991 and at Charles Schwab Bank since 2005. 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 advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and extensive due diligence on alternative investments.

Alexandria Costello is a Series 66 credentialed financial advisor with Edward Jones in San Rafael, CA. She has held roles in environmental and consulting firms including RPS Group and BDO USA, with experience spanning various industries since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Irene Stanley is a financial advisor at UBS Financial Services with 32 years of industry experience. She has held positions at UBS since 2017 and previously worked at Morgan Stanley Smith Barney from 2009 to 2017. She holds Series 63 and Series 65 designations. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm leverages proprietary research and institutional trading capabilities alongside wealth management services.

Jeffrey Ranke is a financial advisor with LPL Financial in San Anselmo, CA, holding Series 63, 65, and 66 registrations and 23 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he operates an online shoe sales business as part of a family enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven approaches across its national network of investment adviser representatives.

William Roland is a financial advisor with LPL Financial who holds a Series 63 designation and has 36 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 23 years before joining LPL Financial in 2021. Roland also conducts non-variable insurance sales, including life, health, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services with discretionary and non-discretionary management supported by in-house and third-party research.

Rodney Williams is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill, Bank of America, and Morgan Stanley Smith Barney prior to his current role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides customized planning primarily through its Financial Advisors and Estate Planning Strategies Group.

James Carabini is a financial advisor with Ameriprise in Sonoma, CA, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet certain asset thresholds, offering written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm uses a combination of research, modeling, and tax-efficiency analysis to generate tailored recommendations, with a focus on assets held in Ameriprise Managed Accounts.

Sweeti Shah is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Bank of America, N.A. and Merrill since 2016. 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Cowles is a financial advisor with Edward Jones, holding the Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019. Outside of his advisory role, he manages and operates Blue Star Wine Country Tours, a wine tour company based in Sonoma, California, which he runs occasionally on weekends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, all operating under a fiduciary standard.

Matthew Morgan is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to his advisory role, his background includes positions at the University of California, Davis, Peet's Coffee, and the College of Marin. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while addressing conflicts of interest.

Matthew Lightner is a CFP® professional with over 21 years of experience in financial advising. He has been with Edward Jones since 2004. Outside of his advisory role, he owns a recreational vehicle rental business in Sonoma, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors across the United States.

Joiya Mitchell is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2015, serving in various positions including Assistant Branch Leader, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, Joiya worked as an Active Trader Consultant at E*Trade Financial from 2006 to 2014. With over 20 years of experience in financial services, Joiya leverages her expertise and the resources available at Fidelity to assist clients in planning and investing with intentionality. She values maintaining high ethical standards and integrity in her work, aiming to help clients transition through life confidently by crafting thoughtful financial plans tailored to their goals. Joiya holds a California Insurance License. In her personal time, Joiya enjoys cooking and baking, family activities, hiking, singing, and volunteering. She is also engaged in parenthood, balancing her professional and personal commitments.

Arley Maldonado Herrera is a Financial Consultant currently working at Fidelity Investments since 2026. In this role, he assists clients with financial planning by collaborating with them to understand their long-term and short-term goals and build customized financial plans aimed at meeting their unique needs. He aims to ensure that clients feel confident and comfortable with their financial strategies. Prior to his current role, Arley held several positions within Fidelity Investments, including Investment Consultant from 2025 to 2026 and Planning Consultant from 2023 to 2025. Before joining Fidelity, he worked at Charles Schwab as a Financial Consultant Partner and Investment Consultant between 2022 and 2023. He has also held roles at Patelco Credit Union, including Member Solutions Specialist and Senior Member Service Representative from 2020 to 2022. Arley holds a California Insurance License. Outside of his professional work, he has an interest in movies.

Will Martens is an Investment Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and build personalized financial roadmaps. Through thoughtful planning and guidance, he helps clients make informed decisions and maintain confidence in their strategies. Prior to joining Fidelity in 2026, Will worked at Valley Oak Wealth Management. He served as a Financial Advisor from 2025 to 2026 and as a Research & Investment Analyst from 2020 to 2025. He holds a California Insurance License.