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.

William Glascock is a CFP® and holds a Series 66 license, with eight years of experience in the financial industry. He has been with Edward Jones since 2018 and previously worked at Keysight Technologies, Inc. from 2014 to 2018. He is based in Santa Rosa, California. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including various types of households and corporate entities. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Donielle Davis is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. She has worked at Stifel Nicolaus since 2018 and previously spent 12 years at the Santa Rosa Golf and Country Club. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and planning, and provides both episodic fee-based financial planning and third-party adviser recommendations.

Samuel Slayden is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel since 2007. Outside of his advisory work, he owns and manages a family farm in Lakeport, California. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning analyses.

Jonathan Polkinghorn is a Series 66-licensed financial advisor at Edward Jones in Santa Rosa, CA, with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Kuhn Rikon and Gumas Advertising. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs and investment options, supported by a large network of financial advisors and branch offices nationwide.

Michael Brown is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2017, having previously worked at Wells Fargo Bank NA since 2011. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Fabiano Gomes is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at Morgan Stanley since 2019 and previously held positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Life Insurance Company, Marlin Adams, and Uber. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning services that include the use of firm-approved tools and models to assist in planning, though clients are responsible for implementing and updating those plans.

Jane Scarbrough is a CFP® with 43 years of industry experience, currently affiliated with LPL Financial since 2009. She also operates Scarbrough Financial Group, LLC, which she has managed since 2005. The firm, LPL Financial, is a national SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, corporations, and charitable organizations, through a variety of advisory programs and financial services.

Dmitry Leykin is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at JP Morgan Chase Bank, JP Morgan Securities, US Bank, and the Golden Gate Bridge Highway and Transit District. 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Tiffany Lam Balfour is a financial advisor with LPL Financial in Santa Rosa, CA, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. Her prior roles include positions at Bank of America, Merrill, NerdWallet, Truliant Federal Credit Union, and CUSO Financial Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Manotham Ward is a financial advisor at Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 66 licenses with 23 years of industry experience. He previously worked at Western International Securities, Inc. for four years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and extensive asset management services.

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.

Amanda Mauer is a financial advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2003. She holds Series 63 and Series 65 credentials. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Aaron Blum is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach involves structured financial planning supported by firm-approved tools and modeling techniques, serving clients through a broad range of investment and advisory offerings.

Juana Trejo Cervantes is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2013. Outside of her advisory role, she assists with Essence Landscaping in Ukiah, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options, tailored to plan objectives and demographics.

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.

Brianna O'Keefe is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Outside of her advisory role, she serves on the board, finance committee, and as treasurer for Verity, a nonprofit focused on sexual assault and human trafficking prevention, intervention, and counseling. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools without providing individual security recommendations in standalone plans.

Desiree Bunch is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she co-owns two businesses focused on residential solar system design and architecture with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Robert Williams is a financial advisor with Wells Fargo Clearing in Novato, CA, holding a Series 66 designation and 20 years of industry experience. His career includes long-term roles at Wells Fargo Bank and Wells Fargo Advisors, with a focus on retirement plan consulting and investment advisory services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Timothy Carroll is a financial advisor with Edward Jones in Santa Rosa, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked at Homeguide Mortgage and CMG Mortgage from 2014 to 2022. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs with discretionary and non-discretionary strategies, supported by a large network of financial advisors and branch offices across the United States.