Benjamin Stewart is a financial advisor with Ameriprise, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Ameriprise Financial Services since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with tax-aware withdrawal strategies and a written Recommendation Report developed through research and algorithmic tools.

Peter Wierzbicki is a financial advisor with Cambridge Investment Research Advisors who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Cambridge Investment Research Advisors since 2008 and with its affiliated entities since 2003. Outside of his advisory work, he serves as president of a homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving individuals, retirement plans, charitable organizations, and trusts through a network of independent Financial Professionals. The firm offers a range of services including financial planning, investment management, and retirement plan advisory, utilizing various custody platforms and both proprietary and third-party model strategies.

Steven Daniels is a financial advisor with Morgan Stanley in Healdsburg, CA, holding a Series 63 designation and over 40 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and worked with Morgan Stanley Smith Barney since 2009, following prior tenure at Citigroup Global Markets starting in 1983. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools, with approximately $2.74 trillion in client assets under management.

Michael Tomren is a financial advisor with LPL Financial in Santa Rosa, CA, holding the CFP® and ChFC® designations and over 28 years of industry experience. Prior to joining LPL Financial in 2024, he spent nine years with Commonwealth Financial Network. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support both discretionary and non-discretionary management.

Clark Matthiessen is a CFP® professional with 27 years of experience in the financial services industry. He has worked at LPL Financial since 2024 and has extensive tenure with Redwood Credit Union and Cuso Financial Services, L.P. since 2001. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by research and technology solutions.

Meredeth Bertacco is a CFP® with 15 years of industry experience, currently serving at Edward Jones since 2011. She is based in Sebastopol, CA. Outside of her advisory role, she is an owner and operating member of Gold Dirt Vineyards LLC, a vineyard project in Sebastopol focused on fruit production. 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 approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large national network of financial advisors and branch offices.

Evert Fernandez is a financial advisor with LPL Financial in Sebastopol, CA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, Fernandez teaches small business startup classes at the Redwood Empire Small Business Development Center and provides occasional Spanish translation and interpretation services for employee surveys and benefits enrollment. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs along with research-supported portfolio management and a variety of non-advisory financial products and services.

Pamela Demarco is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Bank NA for eleven years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and fund advisory services.

Michael Long is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America, Inc. for 15 years. Outside of his advisory role, he operates a fishing charter business in Bodega Bay that he runs occasionally on weekends. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes.

Veronika Carter is a Series 65 licensed financial advisor with five years of industry experience. She is currently with LPL Financial and has prior experience at Tomren Wealth Management, Fox Properties, and Aspen Home Care. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios.

Brian Sullivan is a CFP® with 12 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at Tomren Wealth Management, Commonwealth Financial Network, and Madison Avenue Securities, LLC. He maintains an active role with Tomren Wealth Management alongside his position at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Christopher Nolan is a financial advisor with Raymond James & Associates in Healdsburg, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting through various advisory programs and institutional solutions.

Olivia Foppiano is a financial advisor at Edward Jones with five years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2021, she worked at Charles Schwab & Co., Inc. and SoFi, among other roles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including diverse client segments from non-high-net-worth households to corporate and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Michael Defazio is a financial advisor at LPL Financial with 19 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining LPL Financial in 2024, he worked at Redwood Credit Union and Cuso Financial Services, LP. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Joseph Sobolewski is a financial advisor at Edward Jones in Healdsburg, CA, with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2002. 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 and investment strategies, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets.

Bryan Anderson is a CFP® and Series 66-registered financial advisor with Edward Jones in Healdsburg, CA. He has 18 years of industry experience, all spent with Edward Jones since 2008. In addition to his advisory role, Anderson teaches a personal finance course as adjunct faculty at Wayland Baptist University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Philippe Hobson is a financial advisor with Edward Jones in Healdsburg, CA, holding Series 63 and Series 66 designations and 19 years of industry experience. He has been with Edward Jones since 2006. 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 strategies under a fiduciary standard. The firm is notable for its extensive network of advisors and branches, as well as affiliated capabilities including a trust company and proprietary mutual funds.

Cara Widmer is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million 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 operates a large nationwide network of financial advisors and branch offices and offers additional capabilities such as trust services and securities-based lending.

James Maresca is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He worked at Edward Jones for two years prior to joining LPL Financial in 2011. He has authored a book on investing that he is seeking to publish commercially. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Dan Rasmus is a Planning Consultant at Fidelity Investments. In this role, he works closely with clients to understand their unique personal and financial profiles, collaborating to build and implement financial plans aimed at pursuing their long-term goals. Dan has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. He holds a California Insurance License, supporting his work in the financial services industry. Outside of his professional responsibilities, Dan enjoys fitness, hiking, and outdoor adventures.