Charles Webb is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2013. He holds Series 63 and Series 65 licenses and is based in San Diego, CA. Outside of his advisory role, his spouse owns a clothing store called Wild Dove Boutique. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and offers a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a range of supplemental portfolio management techniques and integrated retirement plan services.

Remy Jacobson is a financial advisor with United Planners' Financial Services of America and holds the Series 66 designation. He has six years of industry experience and concurrently serves as an instructor at Napa Valley College. His work history includes roles at Jacobson Wealth Management and Tax Alpha, as well as a background in the hospitality industry. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent advisors. The firm offers both advisory and brokerage services, utilizing multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Anne Golden is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and over 44 years of industry experience. Her career includes roles at First Republic and its affiliated firms from 2004 to 2023 before joining Rockefeller Capital Management and Rockefeller Financial LLC in 2023. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management, financial planning, and brokerage services through a Private Advisor model supported by a consolidated investment platform delivering diverse discretionary and non-discretionary solutions.

Holly Utermoehlen is a financial advisor at Principal Financial Services with 14 years of industry experience. She holds Series 65 and Series 63 licenses and has been with Principal Securities Inc. since 2016, as well as Principal Life Insurance Company since 2011. Her outside business activities include work related to fixed insurance, health, dental, vision, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various arrangements.

Richard Jacobson is a CFP® professional with 23 years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has been with United Planners since 2016 and also operates Jacobson Wealth Management, Inc. Outside of financial advising, he is involved in real estate through Seminary Properties LLC. United Planners Financial Services is a national wealth-management enterprise supporting a diverse client base with advisory and brokerage services. The firm employs a largely non-discretionary management approach and is structured as a limited partnership with many advisors as partners.

Steven Peterson is a CFP® with four years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner in 2026, he held roles at Focus Partners Wealth, LLC, Adero Partners, LLC, UBS, and Cynthia Nowicki Moore, CFP. Outside of finance, he worked for two years at Percival Brewing Company. Mariner serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its scale.

Jonathan Bartfeld is a Series 65-licensed financial advisor at Cerity Partners LLC with three years of industry experience. Prior to joining Cerity Partners, he worked at West Coast Financial LLC and has professional experience in the wine industry with Sonoma Creek Vineyards and Larson Family Winery. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services utilizing proprietary quantitative methods and access to alternative and private market solutions.

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.

Jackson Rabuck is a CFP® with 12 years of industry experience, currently serving as an advisor at Cerity Partners LLC. Prior to joining Cerity Partners in 2025, he worked at West Coast Financial, LLC for eight years. He continues to hold a role as a member and general partner of West Coast Financial, LLC, which manages several private real estate funds outside of Cerity Partners. Cerity Partners advises a diverse client base including individuals, families, trusts, foundations, and institutional investors, managing approximately $166.2 billion in client assets as of 2025. The firm offers customized wealth management services and employs a comprehensive investment approach that integrates proprietary quantitative methods with third-party strategies and private market solutions.

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.

Efrain Acosta is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he held roles at Redwood Credit Union and worked in education at Napa Valley College, Vintage High School, and Redwood Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

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.