Ross Monten is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following four years at Edward Jones. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, including tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning solutions.

Eric Gonzales is the Senior Resident Director of the Merrill Napa Office and a Personal Investment Advisor. In his current role, he leads a team of over a dozen advisors, assisting them in their professional development and business pursuits. He is also the founder of the Gonzales Group, which provides wealth management services focused on satisfying clients' priorities beyond investment management, primarily serving hardworking client families in Napa, Sonoma, and Solano counties. His areas of expertise include college education planning, family wealth management strategies, legacy planning, liquidity management, philanthropic planning, personal retirement planning, and portfolio management services, with an emphasis on socially responsible, values-based, and ESG investing. Eric serves active and retired wine industry executives, business owners, and multigenerational families, offering comprehensive strategies including access to residential, securities-based, and commercial lending. Eric holds a Bachelor's Degree from the University of California. He is actively involved in his community, serving as a board member for Community Action of Napa Valley and the MCA Board at Nelda Mundy Elementary. He is the creator and sponsor of the Diversity & Inclusion Scholarship Program at Justin-Siena High School and has held several previous roles with the school, including membership on its Foundation Board and Parents Association Executive Board.

Joseph Corsino is a financial advisor with Edward Jones in Napa, CA, holding a Series 66 designation and seven years of industry experience. His prior work includes positions at Residential Bancorp and Primary Residential Mortgage Inc before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Mark Cordeiro is a financial advisor with Morgan Stanley in Napa, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Cordeiro serves on the boards of Napa Valley College Foundation, Napa Valley College, and the Boys & Girls Club of Petaluma. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process supported by proprietary tools and offers its services both directly and through corporate agreements.

Kenneth Rode is a financial advisor at LPL Financial with experience beginning in 2025. He has been associated with G&J Seiberlich & Company LLP since 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, with a broad range of advisory and brokerage services delivered through a large network of investment adviser representatives.

Zachary Taylor is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley and Merrill. Outside of his advisory role, he is involved in property management as a sole proprietor in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

John Giffin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at J.P. Morgan Securities for six years before joining Linsco/Private Ledger in 2007. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Fatima Sosa Ortiz is a Financial Advisor at Merrill Lynch Wealth Management in Napa Valley. She assists individuals and families in making informed financial decisions and developing strategies that support their long-term goals. Fatima focuses on personal retirement planning, managing new wealth, and empowering women in financial decision-making. Before joining Merrill in 2022, she worked with business owners at JPMorgan Chase in St. Helena, which helped her build strong client relationships and guide people through various financial opportunities and challenges. Fatima holds a Bachelor's Degree from Pacific Union College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She communicates fluently in English and Spanish. Fatima is involved in several professional and community organizations such as Girls on the Run, Leadership Napa Valley, the Napa County Hispanic Chamber of Commerce, Soroptimist International of St. Helena Sunrise, and The Order Sons and Daughters of Italy in America Napa Lodge #2043. Outside of her professional role, she enjoys cooking, hiking, music, painting, reading, running, skiing, traveling, writing, and spending time with family.

Michael Gradl is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 33 years of industry experience. His career includes roles at Travis Credit Union since 2018, as well as prior experience with Cuso Financial Services and IFMG Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management services through a large network of advisors and employs various investment strategies supported by research and technology tools.

Marisa Goldstein is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and investment advisory services. The firm employs structured planning tools and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Brenda Donohue is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her prior work history includes positions at Morgan Stanley and The Vanguard Group, Inc. She is currently based in Napa, CA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Michael Manfred is a financial advisor at LPL Financial with one year of industry experience. He has been a partner at Manfred & Hunt, LLP since 2014. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for research and operational assistance.

David Grodin is a financial advisor with Mass Mutual Investors Services in Sonoma, CA, holding a Series 66 designation and 20 years of industry experience. He has been with the firm and its affiliate, Mass Mutual Life Insurance, since 2006. Outside of his advisory work, he is the managing partner of Grodin Financial and Insurance Services, LLC, and is involved in owning and managing the books for Inspiration Vineyards, a grape-growing enterprise. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations focused on investment categories and strategies.

Teresa Updegraff is a financial advisor at OSAIC with a Series 65 designation and four years of industry experience. She previously worked at Sonoma Wealth Advisors and has held leadership roles at FlashPoint Leadership and Sonoma Leadership Systems. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment approach with asset allocation and portfolio optimization tools, supporting both discretionary and advisor-managed strategies.

Angela Denna is a Series 66-licensed financial advisor with LPL Financial in Napa, California, with 17 years of industry experience. She previously worked at Waddell & Reed and Financial Advocates Investment Management. Outside of her advisory role, she is a notary public and is involved in a family trucking business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various investment programs and utilizes model portfolios, third-party subadvisors, and customized strategies.

Robin Rocha is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, Robin collaborates with clients to understand their full financial picture and develop personalized wealth management strategies that address their unique priorities. Robin's approach includes helping clients navigate changes in life and finances while focusing on key life priorities such as family, finances, health, home, leisure, work, and giving. Robin's expertise encompasses areas such as college education planning, family wealth management strategies, personal retirement planning, special needs planning strategies, women and wealth, and retirement income. With a belief that managing wealth extends beyond building investment portfolios, Robin works one-on-one with clients to define what matters most as they prepare for the next stages in life. Robin holds a Bachelor's Degree from Wheaton College and is a Personal Investment Advisor (PIA). Outside of professional commitments, Robin is involved with community organizations including Collabra Care, Lincoln Theatre, and Strive for College. Additionally, Robin has professional associations with Napa Valley Vintners and has been a proprietor of Pellet Winery. Personal interests include basketball, dancing, football, traveling, and watching movies.

Fernando Lema is a financial advisor at RBC Capital Markets with a Series 66 designation and three years of industry experience. He has worked at First Republic Bank from 2007 to 2023 and at City National Bank since 2024. RBC Wealth Management, part of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Timothy Horton is a financial advisor with Cetera, holding a Series 63 designation and over 34 years of industry experience. His prior experience includes roles at First Allied Securities and First Allied Advisory Services. Outside of his advisory work, he serves as a trustee for the Napa Elks Lodge #832, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, financial planning services, and access to third-party money managers.

Annika Jean Erickson is a financial advisor with Morgan Stanley in Napa, CA, holding Series 66 and Series 63 licenses and having one year of industry experience. Her prior roles include positions at Hog Island Oyster Co. and Napa Valley Country Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Erick Rosales is a financial advisor with LPL Financial based in Napa, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at J.P. Morgan Securities, Morgan Stanley, and Wells Fargo Bank. He is also involved with Travis Credit Union in an investment-related capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory services through a broad network of investment adviser representatives, utilizing a mix of model portfolios, third-party subadvisors, and customized strategies.