Charles Daniels III is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at First Allied Advisory Services, Inc., First Allied Securities, Inc., and Harvest Financial, LLC, where he also serves in an insurance capacity. Cetera Investment Advisers LLC is a multi-manager platform that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of independent advisors.

John Stoflet is a financial advisor at Edward Jones with 25 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

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 with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 17 years of industry experience. He 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 Raymond James. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored, non-discretionary planning and consulting using risk profiling and analytical modeling to support client goals.

Eric Medina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Bank NA before joining J.P. Morgan in 2023. J.P. Morgan Securities LLC 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 delivers these services on a non-discretionary basis, combining institutional advisory capabilities with affiliated brokerage and investment management functions.

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.

David Aanderud is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at LPL Financial, CUNA Mutual Group, Mutual of Omaha, and Wells Fargo. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm employs a tailored, non-discretionary approach using risk profiling and analytical tools, and it supports various advisory programs and specialized services including municipal and public-finance work.

Tashenah Mc Kneely is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 credential and has been associated with Merrill and Bank of America since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nicholas Alexiou is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to his advisory roles, he was affiliated with the University of California - San Diego and Oliver's Market. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework when recommending investment strategies.

Erin Hofacket is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. She has previously worked at Edward Jones, JP Morgan Chase Bank NA, First Republic Investment Management Inc, and Merrill Lynch. 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Joseph Everhart is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Wells Fargo and JPMorgan Chase Bank. Outside of finance, he owns a 3D printing company that sells products on Etsy and at conventions. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Katherine Engel is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on helping clients achieve their financial goals through personalized wealth management strategies that adapt to changing market conditions. Her client focus areas include Family Wealth Management Strategies, Personal Retirement Planning, and Individual and Corporate Investment Strategy. Katherine earned her CERTIFIED FINANCIAL PLANNER® (CFP) certification in 2022, enhancing her expertise in the financial services sector to better assist her clients. She holds a Bachelor's Degree from Fordham University and a Master's Degree from the University of Sydney. She carries professional designations including Personal Investment Advisor (PIA). Engaged in her community, Katherine participates in organizations such as 100 Women Who Care and Soroptimists International. She volunteers with local groups including the Community Resources for Children Development Committee, Leadership Napa Valley Class 35, Napa United Soccer as a coach, and the Napa Valley Support Services Committee. Her personal interests include cooking, football, reading, running, scuba diving, soccer, softball, spending time with her family, traveling, and watching movies.

Sean O'Brien is a financial advisor with Edward Jones in Napa, California, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory work, O'Brien is a part owner of a construction company in Fairfield, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors.

Nicole Sedano is a financial advisor at OSAIC with a Series 66 credential and one year of industry experience. Prior to joining OSAIC in 2025, she worked at LPL Financial / Nexus Wealth Partners and Lincoln Financial Advisors. Outside of finance, she has been involved in singing and songwriting since 2009. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by a range of asset-allocation tools and access to third-party money managers.

Collin Finegan is a financial advisor at Osaic Wealth, Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Bank of America Merrill Lynch. Finegan also owns Finegan Financial Services, LLC, through which he manages his Osaic commissions and financial planning services. Osaic Wealth serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Aric Koshiyama is a financial advisor with LPL Financial in Vacaville, CA, holding Series 63 and Series 65 designations and over 28 years of industry experience. He has worked at Travis Credit Union and LPL Financial since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Amy Knopka is a financial advisor at UBS Financial Services with 12 years of industry experience. She has been with UBS since 2013 and holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a range of capital markets services.

Gary Norman is a Chartered Financial Consultant (ChFC®) with 20 years of experience in the financial industry. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices.