John Moller is a Series 66 licensed financial advisor with six years of industry experience. He has been with Edward Jones since 2019. Prior to his advisory career, he worked at Bay Laurel Culinary Inc for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate accounts. The firm manages over $1 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.

Michael Long is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America, Inc. for 15 years and EPlanning Advisors Inc for 5 years. Outside of his advisory role, Long runs a fishing charter in Bodega Bay on weekends. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process relies on model-based asset allocation and portfolio optimization, with a range of managed account programs and third-party manager options.

Dylan Carey is a Series 66 licensed financial advisor at Fidelity with six years of industry experience. His prior roles include positions at LPL Financial, Redwood Credit Union, and CUSO Financial Services. Carey is based in Petaluma, California. Fidelity's Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm utilizes a systematic investment process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction.

Ryan Roland is a financial advisor with LPL Financial based in Petaluma, California. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at ClearView Wealth Partners, CED Inc, Demo Sport, Apple, and the University of Oregon. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, serving individuals, retirement plans, banks, and trust companies.

Ashley Loza is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, she worked at JP Morgan Securities LLC and JP Morgan Chase Bank, and has also been involved in bookkeeping and entrepreneurial activities, including running Ashley Loza Bookkeeping and participating with dKomplex Inc. 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, supported by a nationwide network of financial advisors and branch offices.

Matthew Tarantino is a financial advisor with LPL Financial based in Novato, CA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2018, he worked at the University of the Pacific from 2016 to 2018. Outside of his advisory role, he serves as an assistant baseball coach at Marin Sports Academy. 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 financial planning, asset management programs, and institutional platforms, combining advisory and non-advisory financial services with oversight of over $819 billion in discretionary assets.

Timothy Robbins is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America, N.A. Before his career in finance, he was involved in the restaurant business for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG considerations.

Spencer Ziemer is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Exchange Bank, and various soccer organizations, as well as ownership of Spencersells LLC, where he sources and sells vintage items online. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Edward Ranchigoda is a financial advisor with Edward Jones, holding a Series 66 designation and currently based in Petaluma, CA. He began his career at Edward Jones in 2026 and has prior experience at Digital Meaning and RanchWin Inc., among other roles. 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 wide range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Michelle Moller is a CFP® and holds a Series 66 designation with 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Darrel Lavilla is a financial advisor with Edward Jones in Petaluma, CA, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he owns an Airbnb property in Kailua Kona, HI, managed through a property management company. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options supported by a nationwide network of over 23,700 financial advisors.

Elizabeth Strong Coover is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 37 years of industry experience. She has previously worked at Spc and Sigma Financial Corporation, with tenures spanning two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Charles Walker is a financial advisor at Edward Jones in Petaluma, CA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Exchange Bank and The Vanguard Group Inc. Outside of his advisory work, he is a co-owner of a rental property in Grass Valley, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and a nationwide network of financial advisors and branch offices.

Alaina Skolnik is a financial advisor with LPL Financial in Rohnert Park, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial, she worked at Kaiser Permanente from 2013 to 2019. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Edward Bustamante is a Series 63-registered financial advisor with Cambridge Investment Research Advisors in Rohnert Park, CA, and has 36 years of industry experience. He previously worked at Mutual Securities, Inc. from 2008 to 2020 before joining Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. in 2020. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, and retirement-plan advisory services across multiple platforms and custodians. The firm offers both discretionary and non-discretionary management and includes proprietary model strategies under the Founders Gate Capital brand.

Heather Cheney is a financial advisor with LPL Financial in Petaluma, CA, holding a Series 66 designation and 20 years of industry experience. Her career includes prior roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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 range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by technology tools for operational and research purposes.

Cara Widmer is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates a large nationwide network of financial advisors and branch offices and offers additional capabilities such as trust services and securities-based lending.

Aaron Cooperband is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services and Equitable Advisors. Outside of his advisory role, he serves on the finance committee and board of a non-profit hospital foundation supporting a hospital in Guatemala. OSAIC Wealth 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 emphasizing asset allocation, portfolio optimization, and a range of program options including Unified Managed Accounts and third-party manager access.

John Reuscher is a financial advisor with OSAIC based in Novato, CA, holding the ChFC® designation and over 46 years of industry experience. His career includes roles at Reuscher Financial Group, Securities America Advisors, and Foothill Securities, Inc. Outside of advising, he is active in the local community as a Director of Administration for the Rotary Club of Novato and serves on the endowment committee for the Presbyterian Church of Novato. He is also involved in acting and producing for commercials, films, and web-based productions. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of advisory and brokerage services. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers, with a platform characterized by its scale, affiliate network, and multiple custodial and lending programs.

Dan Rasmus is a Planning Consultant at Fidelity Investments. In this role, he works closely with clients to understand their unique personal and financial profiles, collaborating to build and implement financial plans aimed at pursuing their long-term goals. Dan has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before becoming a Planning Consultant. He holds a California Insurance License, supporting his work in the financial services industry. Outside of his professional responsibilities, Dan enjoys fitness, hiking, and outdoor adventures.