Benjamin Gongora is a financial advisor at Charles Schwab with 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment options supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Lindsey Stone is a CFP® with 11 years of industry experience and has been with Edward Jones since 2014. She holds the Series 66 designation and is based in Sonoma, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering both discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors and 15,000 branch offices.

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.

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.

Robert Lockhart is a financial advisor at Raymond James Financial with 18 years of industry experience. He holds a Series 66 designation and 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 his firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutions. The firm offers tailored non-discretionary planning and analytical tools, supports institutional consulting, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Luke Mazza is a financial advisor with Ameriprise in Sonoma, CA. He holds Series 65 and Series 66 licenses and has worked in financial services since 2022, including prior roles at Pacific Private Money Inc and M Capital Technologies LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and ongoing advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

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 63 and Series 66 credentials and six years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2019. Prior to his advisory role, 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 through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

James Wandzilak is a CFP® professional with 33 years of industry experience. He has worked at Edward Jones since 2000 and has additional experience with Wells Fargo Securities Inc. and Wells Fargo Bank, N.A. since 1994. 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 nationwide network of financial advisors and branch offices.

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 one year of industry experience. She holds a Series 66 designation and previously worked with LPL Financial / Nexus Wealth Partners and Lincoln Financial Advisors. Outside of finance, she has a background as a songwriter and singer dating back to 2009. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and investment advisory services supported by various asset-allocation tools and third-party platforms.

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.

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 financial advisor with Edward Jones in Napa, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 21 years of industry experience, all of which have 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 range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee solutions, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Kelly O’Toole is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Wells Fargo Clearing. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a range of advisory programs, including tailored financial planning. The firm employs structured planning tools and investment analyses to support financial planning and manages approximately $2.74 trillion in client assets.

Hugo Mendoza Solis is a financial advisor with Edward Jones in Sonoma, CA, holding Series 63 and Series 65 designations and bringing nine years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. He is involved with the La Luz Center’s Micro Loan Committee and serves on the board of the Sonoma Valley Education Foundation. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients across a broad spectrum of needs. The firm offers comprehensive investment advisory programs, including discretionary and non-discretionary strategies, and supports its clients with affiliated mutual funds, tax-efficient services, and a nationwide network of over 23,700 financial advisors.