Sean Callinan is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Fisher Investments since 2004. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach utilizing both quantitative and qualitative analysis and incorporates tax-aware strategies and risk management techniques.

Douglas Quintero is a Series 66-registered financial advisor with Morgan Stanley, based in Healdsburg, CA, and has 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America, as well as Merrill, spanning over a decade. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

William Bertacco is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for American AgCredit, ACA from 2013 to 2023. He serves as a board member of The Farm Bureau Foundation of Sonoma County and is a managing member of Gold Dirt Vineyards, LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Steven Mac Near is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior experience includes roles at LPL Financial, Next Financial Group, and Waddell & Reed, among others. Outside of advising, he operated MacNear Marine Surveys and Appraisals for over three decades. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and program structures.

Daniel Myers is a CFP® certificant and holds a Series 66 license with Edward Jones in Windsor, CA. He has 17 years of industry experience and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm offers a range of advisory strategies and investment solutions, operates under a fiduciary standard, and manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 financial advisors.

Julie Lynch is a financial advisor with LPL Financial in Santa Rosa, CA, holding Series 63 and Series 66 designations and having 14 years of industry experience. She previously worked at CUSO Financial Services and has been associated with Redwood Credit Union since 2014. Outside of her advisory role, she is an owner and landlord of a rental property in Ukiah, CA. 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. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and multiple investment strategies.

Jonathan Perez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and Bank of America, among other firms. Outside of his advisory roles, he has been involved with Dos Bros Management and previously operated a gardening business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering services on a non-discretionary basis.

Symon Davis is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and is also associated with JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he serves as co-trustee for The Joann Allen Davis Trust. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Julie Dunn is a financial advisor at Edward Jones with 15 years of experience in the industry. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary investment products.

Paul Sullivan is a CFP®-designated financial advisor with LPL Financial, where he has worked since 2012. He has 26 years of industry experience. Paul serves as a successor trustee and power of attorney for family living trusts, including a special needs trust. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing a range of model portfolios and research from internal and third-party sources.

Matthew Anderson is a financial advisor at Edward Jones in Healdsburg, CA, holding CFP® and Series 66 credentials with four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Airbnb from 2018 to 2020. He serves as Vice President of the Rio Vista Estates Owners Association board. Edward Jones is a wealth management firm serving individual and institutional clients with a broad range of advisory services, supported by a large network of financial advisors and branch offices nationwide.

Aleia Coate is a financial advisor with Edward Jones, holding the ChFC® designation and securities licenses Series 63 and Series 66. She has nine years of industry experience, including 19 years at Umpqua Bank before joining Edward Jones in 2018. Outside of her advisory role, she is the owner of Ole Times Barber Shop in Cotati, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and supports its services through a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Matthew Hills is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he held roles at Red Hills Consulting and General Construction Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Monica Esquivel is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2023. Outside of her advisory role, she teaches Spanish to employees through Encore Events Rentals. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and operating a large network of financial advisors and branch offices nationwide.

James Bucheister is a Series 65-licensed advisor with North Coast Asset Management, Inc. in Windsor, CA, where he has worked since 2002. He has 23 years of industry experience and is also a certified public accountant (CPA). North Coast Asset Management provides investment advisory and portfolio management services to individual and high-net-worth clients, focusing on personalized account relationships. The firm’s affiliation with an accounting firm allows coordination or referral for accounting and tax services.

Brandon Bucheister is a financial advisor at North Coast Asset Management, Inc. with seven years of industry experience. He has held his current role since 2018 and previously worked at CalFIRE from 2014 to 2018. He holds a Series 65 designation. North Coast Asset Management provides investment advisory and portfolio management services to individual and high-net-worth clients, managing a small client base with a focus on individualized account relationships. The firm is affiliated with an accounting firm, enabling coordination or referrals for accounting and tax services.