Nicolas Haralambidis is a financial advisor with Eagle Strategies (NY Life), holding a Series 66 designation and based in Santa Rosa, California. He began his advisory career in 2025 and has prior experience working at Oregon State University’s Impact Studio and as a board member at Novato High School. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement plan advisory services. The firm offers multiple program types tailored to client objectives, with most assets managed on a non-discretionary basis.

Monique Pearl is a financial advisor with Principal Financial Services, holding a Series 66 designation and six years of industry experience. Her previous roles include positions at The Prudential Insurance Company of America, LPL Enterprise, JPMorgan Securities LLC, and Edward Jones. She is also involved in the sales and service of life, annuities, disability, long-term care, health, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Zachary Bressick is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has been associated with Eagle Strategies since 2022 and has concurrent experience with NYLIFE Securities LLC and New York Life Insurance Company since 2014. Bressick serves as a board member for the nonprofit organization The Zones and is involved with the Leadership Santa Rosa Alumni Association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional investors, and plan sponsors. The firm offers multiple advisory program types and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Cheyenne Walker is a CFP® with 22 years of industry experience, currently advising at NewEdge Advisors. Her prior experience includes roles at Hanson McClain Advisors and Securities America. She is also a licensed independent life and variable contracts insurance agent in California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, combining in-house and third-party manager solutions supported by technology and centralized due diligence.

Paul Carpenter is a CFP® with two years of industry experience, currently serving as a financial advisor at Equity Services, Inc. He previously worked at Client Centered Financial and has a background including roles at Apple Inc. and various academic positions. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms utilizing both discretionary and non-discretionary management, combining long-term strategies with options for shorter-term trading.

Stephen Higgins is a financial advisor with Eagle Strategies (New York Life) in Santa Rosa, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior work includes six years at JPMorgan Chase Bank. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and advisory services related to insurance and annuity products.

Brenzel Guillory is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 10 years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for seven years each, as well as earlier stints at Wells Fargo Bank. Wells Fargo Advisors is a national securities firm that provides 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 from Wells Fargo Investment Institute and third-party sources.

Nicholas Mendelson is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and research.

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.

Jason Brown is a financial advisor with J.P. Morgan Securities in Santa Rosa, CA, holding a Series 66 designation and 12 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2012. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

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.

Drake Medeiros is a financial advisor at Raymond James Financial Services Advisors, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked with Raymond James and First Tech Federal Credit Union since 2013. Medeiros also provides financial advice as an associate at Addison Avenue Investment Services. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses analytical tools and risk profiling to tailor recommendations and supports clients in implementing them through various advisory programs.

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.

Keli Reindahl is a financial advisor with Merrill in Santa Rosa, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she serves as a co-trustee for a private trust established in 2023. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies and serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 44 years of industry experience, currently serving as an advisor at LPL Financial since 2009. She has held advisory roles at Scarbrough Financial Group, LLC since 2005 and previously worked at Associated Planners Investment Advisory Inc. and other firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

Odalis Medianero is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and New York Life. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as charitable and registered investment companies. The firm uses a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios and manages oversight of affiliated and unaffiliated sub-advisers.

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.