John Engstrom is a Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he works closely with clients to understand their personal and financial goals, analyze their current financial situation, and develop tailored plans to help them achieve their definition of success. He continues to monitor and update these plans to ensure clients remain on track toward their objectives. John has extensive experience in the financial services industry, having served as an Investment Consultant at Fidelity Investments from 2016 to 2019 and as a Financial Advisor at Ameriprise Financial from 2013 to 2016. Earlier in his career, he was an Account Executive at Accredited Home Lenders from 2003 to 2005. He holds a California Insurance License.

Patrick Giamanco is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked at Envestnet | Yodlee for 13 years. Outside of finance, he operates an online artwork sales business focused on photography. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary investment strategies, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Shawn Campas is a CFP® with 12 years of industry experience, currently with OSAIC since 2024. He previously worked at Woodbury Financial Services for 10 years and Stark Miller FBG for 14 years. Campas is involved in community service as a member of the Rotary Club of Novato Endowment Board. OSAIC Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients. The firm provides a range of brokerage and advisory services through a multi-advisor platform, utilizing model-based asset allocation and portfolio optimization supported by risk assessment tools.

Christopher McDonald is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 credentials and four years of industry experience. His prior work history includes roles at The Renaissance Group and various personal consulting and accounting businesses. In addition to advising, he operates Napa Valley Consulting, providing fractional finance and accounting services. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutions, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through multiple platforms and proprietary model strategies.

Angelina Hansen is a CFP® professional with six years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors. She has worked at Cambridge since 2020 and operates Open Trail Financial Consultants. Prior to her financial advisory career, she was employed at Carneros Resort and Spa. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organization clients by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides services through multiple platforms with discretionary and non-discretionary management options.

David Roggenkamp is a financial advisor with LPL Financial in San Rafael, CA, holding a Series 63 designation and 37 years of industry experience. Prior to joining LPL Financial in 2026, he worked at Commonwealth Financial Network, Signator Investors, Inc., and Transamerica Financial Advisors. Outside of his advisory role, he is involved in fixed insurance sales. 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 financial planning and investment management services, utilizing a variety of model portfolios and third-party strategies, supported by advanced operational tools and a broad array of non-advisory financial products.

Marianne Depetris is a financial advisor with Wells Fargo Clearing in Napa, CA, holding a Series 63 designation and 44 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap‑fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a wide range of brokerage and advisory solutions.

Nancy Tattersall is a CFP® registered financial advisor with Pinnacle Retirement & Financial Planning in San Rafael, CA. She has 30 years of experience with the firm and holds the Series 63 license. Pinnacle Retirement & Financial Planning is an independent firm serving clients with personalized retirement and financial planning services.

Philip Rice is a financial advisor at Warm Springs Advisors Inc. with six years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Private Wealth Partners from 2014 to 2019. Warm Springs Advisors offers discretionary asset management and modular financial planning to individual and high-net-worth clients. The firm emphasizes long-term, value-oriented equity selection and uses strategic asset-allocation adjustments, managing approximately $131 million across a small number of client accounts.

Nathaniel Cornell is a financial advisor at Warm Springs Advisors Inc. with 13 years of industry experience. He also serves as President and Director of Home Savings Bank in Wapakoneta, Ohio, and holds executive roles at Cornell and Finkelmeier, Inc., a property and casualty insurance firm. Warm Springs Advisors provides discretionary asset management combined with modular financial planning and consulting to individual and high-net-worth clients. The firm emphasizes long-term, value-oriented equity selection and strategic asset-allocation adjustments, managing concentrated portfolios on a discretionary basis.