Maecyn Larson is a financial advisor with First Command Advisory Services holding a Series 66 credential and six years of industry experience. Larson has worked at multiple affiliated First Command entities since 2019 and serves as an E-8 Reservist in the U.S. Navy Reserve, where he supervises junior enlisted sailors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

Lucas Desautels is a financial advisor with First Command Advisory Services in Fairfield, CA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at First Command Insurance Services, First Command Brokerage Services, and Family First Life. Outside of his advisory work, he is active as a firefighter with the Friberg Cooper Volunteer Fire Department and serves as the charitable treasurer for the Sheppard Spouses Club. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and several wrap-fee asset management programs, using a centrally managed investment approach with discretionary authority granted by clients.

Wyatt Knippen is a Senior Financial Advisor with Merrill Lynch Wealth Management, specializing in goals-based wealth management, customized investment strategies, and dedicated client service. He works closely with the Negrete & Associates team to develop tailored approaches that align with the unique circumstances and objectives of each client. Wyatt serves as a key client contact, focusing on building long-term relationships and remaining attentive to clients' evolving priorities, while leveraging the resources of Bank of America’s Retirement and Benefit Plan Services Group. Before joining Merrill Lynch in 2017, Wyatt spent 13 years as an insurance broker, gaining experience in client relations and financial planning. His areas of expertise include divorce transition planning, defined benefit and contribution plan services, employee financial health, managing new wealth, and personal retirement planning. He holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Wyatt earned a bachelor’s degree in business management from California State University-Sonoma and an MBA from Saint Mary’s College of California. Raised in Napa Valley, he enjoys outdoor activities such as camping, fishing, gardening, and hunting. In his personal time, Wyatt cultivates his garden, tending to fruit trees, tomatoes, and melons.

Joseph Loveless is a financial advisor with Charles Schwab, holding a Series 66 designation and based in Napa, CA. He has been with Charles Schwab and its related entities since 2026. His prior experience includes roles at Magnit Global and various other positions before entering the financial advisory field. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Ayezah Holmes is a financial advisor at Charles Schwab with a Series 66 designation and six years of industry experience. Her previous work includes roles at JP Morgan Chase, Independent Bank, and the University of North Texas. She is also a commissioned notary. 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 and discretionary investment guidance using multi-asset model portfolios and alternative investment options.

Danielle Solano is a financial advisor with Morgan Stanley in Napa, CA, holding a Series 66 designation and three years of industry experience. Prior to her advisory role, she spent 11 years at JD Jones Construction. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm’s financial planning process involves structured discovery and firm-approved tools, offering a range of investment and planning services without individual security recommendations in standalone plans.

Cory Synnestvedt is a financial advisor with Wells Fargo Clearing in Napa, CA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He was previously with Prudential Equity Group, LLC for six years before joining Wells Fargo in 2016. 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 a broad range of brokerage and advisory solutions.

Kristoffer Conrad Pingul is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to their individual needs. His approach includes ongoing advice and portfolio adjustments to align with clients' changing situations. His expertise encompasses employee benefits planning, retirement income, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and both individual and corporate investment strategies. He holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). Kristoffer earned a High School Diploma from Davis Senior High School, an Associate's Degree from Solano Community College, attended San Francisco State University without degree completion, and completed an Accredited Certificate Program at The American College of Financial Services. Kristoffer speaks Tagalog and English and is affiliated with the Iglesia Ni Cristo (Church of Christ). His personal interests include billiards, bowling, golfing, reading, spending time with family, tennis, traveling, volleyball, watching movies, and woodworking.

Justin Gomez is a CFP® and Series 66 licensed financial advisor with Edward Jones, based in Napa, CA. He has 11 years of industry experience, all with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charities. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated funds, operating under a fiduciary standard.

Richard Barry is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously held roles at Wells Fargo Clearing from 2009 to 2010 and at Merrill from 2008 to 2009. Barry holds an inactive attorney license from the Supreme Court of Pennsylvania. Wells Fargo Advisors is a national firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Maxim Sparks is a financial advisor at Morgan Stanley in Napa, CA, holding Series 63 and Series 65 licenses with one year of industry experience. His background includes roles at Hog Island Oyster Company and DigiTrade Ltd., as well as time spent as a full-time student and traveling. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment analyses to support client goals.

Ron Herring is a financial advisor with UBS Financial Services based in Napa, CA, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. He has worked at Painewebber Incorporated since 1987 and UILIC since 1986. Outside of his advisory role, he serves as head coach for the Napa Valley Basketball Alliance, a youth basketball program. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and custody solutions.

Melissa Bruner is a financial advisor with Wells Fargo Advisors in Fairfield, CA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory work, she has a minority ownership interest in a tax and accounting firm. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients who meet net-worth thresholds and utilizes Wells Fargo research and planning tools to develop customized recommendations.

Lennis Francis is a financial advisor with LPL Financial, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory role, he is involved in non-variable insurance and maintains an interest in Francis Financial Services, Inc., where he spends a small portion of his time managing commission and fee revenue deposits. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its advisors with diverse investment strategies, third-party asset management access, and technological tools, managing over $819 billion in discretionary assets.

Charles Daniels III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His work history includes roles at Harvest Financial, LLC, First Allied Securities, Inc., First Allied Advisory Services, Inc., and Cetera affiliates since 1999. He is also active as an insurance agent. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and over $256 billion in assets under management.

Emmanuel Rojas is a financial advisor at Charles Schwab with 11 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2019, following three years with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC. Charles Schwab & Co., Inc. serves a large client base, 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 and discretionary investment guidance using multi-asset model portfolios and integrates advisory, brokerage, custody, and cash-sweep services within its distinctive operational structure.

Brent Terrill is a financial advisor with Edward Jones in Vacaville, CA, holding Series 63 and Series 66 credentials. He has 39 years of industry experience and has been with Edward Jones since 1986. Outside of his advisory role, he is associated with Mason-Wilson LLC, a commercial office building business in Vacaville. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Cameron Cecil is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, he worked for six years in county assessor roles with San Mateo and Sacramento Counties. He is also a trustee of the Vacaville Museum, where he participates in policy administration, finance, and community relations. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Robert Lockhart is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 12 years before joining Raymond James in 2020. Outside of his advisory role, he serves as CEO of Align Financial Inc., a support company affiliated with his firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and analytical tools, supports institutional consulting, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Chris Silva is a ChFC® and holds a Series 66 license with 13 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.