Pamela Kezer is a financial advisor at Morgan Stanley in Santa Rosa, CA, with 11 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2009 and 2016, respectively. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Cody Dial is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns a rental property in Denver, Colorado. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tawny Britton is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Santa Rosa, CA. She has worked at Morgan Stanley Smith Barney LLC since 2019 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including customized financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Anthony Parmisano is a financial advisor with Morgan Stanley in Santa Rosa, CA, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2008 and with Morgan Stanley Private Bank, National Association since 2015. Parmisano serves as Vice President and board member of the Petaluma Golf and Country Club, a nonprofit organization. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gavin Cahill is a financial advisor at LPL Financial based in Santa Rosa, CA, holding a Series 66 designation. He joined LPL Financial in 2026 and has prior experience at Redwood Credit Union, Hermitage Brewing Company, and Southern Glazer's Wine and Spirits. 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 variety of advisory programs, financial planning, and brokerage services, supporting both discretionary and non-discretionary management with access to model portfolios and third-party research.

Anna Guyer is a financial advisor at Morgan Stanley with 24 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 65 licenses. 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 estate planning strategies, managing approximately $2.74 trillion in client assets.

Christopher Waddill is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding a Series 66 designation and six years of industry experience. He has been with Wells Fargo Clearing since 2020 and has worked at Wells Fargo Bank, N.A. since 2007. Outside of his advisory role, he volunteers as a firefighter with the Sonoma Valley Fire 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 employs research and analytics from Wells Fargo Investment Institute and third parties, offering both brokerage and advisory solutions across a broad range of financial products.

Daniel Pribble is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill from 2019 to 2024. His background also includes roles outside finance, such as involvement with Maritime Wine Trading Collective. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes investment options such as insurance-related vehicles and bank deposit sweep programs.

Mark Walsvick is a financial advisor with LPL Financial in Santa Rosa, CA, holding a Series 66 designation and over 47 years of industry experience. He has been with LPL Financial since 2009 and has operated independently since 1979. Outside of his advisory role, he provides basic tax preparation services through a related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios, research, and a combination of discretionary and non-discretionary management strategies.

Christopher Goff is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA. He holds the Series 66 designation and has four years of industry experience. Prior to his current role, he has been associated with Wells Fargo Bank, N.A. since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of brokerage and advisory solutions, combining large-scale resources with research-driven investment strategies.

Elizabeth Ford is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors, LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional offerings.

Daniel Johnson is a Series 66-credentialed financial advisor with Morgan Stanley Wealth Management, based in Santa Rosa, CA, with four years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2022 and previously spent five years at Security People Inc, dba Digilock. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a broad range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and scenario modeling.

Natalie Castello is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various Morgan Stanley entities since 2008, including their Private Bank since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analyses.

James Maresca is a financial advisor with LPL Financial, holding a Series 66 credential and 19 years of industry experience. He worked at Edward Jones for two years prior to joining LPL Financial in 2011. He has authored a book on investing that he is seeking to publish commercially. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Sean Callinan is a financial advisor with Fisher Investments, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Fisher Investments since 2004. Fisher Investments serves a global client base including institutional and private clients such as pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach utilizing both quantitative and qualitative analysis and incorporates tax-aware strategies and risk management techniques.

Andrew Whittaker is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and held roles at Wells Fargo Advisors, LLC and Wells Fargo Bank, NA prior to that. 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 grounded in modern portfolio theory. The firm’s approach includes preparation of investment policy statements, investment recommendations, performance reporting, and participant education, with a notable inclusion of insurance-related investment options alongside traditional products.

Ronnie Fuiava is a financial advisor with Morgan Stanley Wealth Management in Santa Rosa, CA, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and provides tailored financial planning supported by firm-approved tools and methodologies.

Tanya Hosner is a financial advisor at Morgan Stanley with 6 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. Based in Santa Rosa, CA, her career has been focused within the firm. 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 that utilizes structured discovery processes and firm-approved tools to model client outcomes.

Douglas Quintero is a Series 66-registered financial advisor with Morgan Stanley, based in Healdsburg, CA, and has 20 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Bank of America, as well as Merrill, spanning over a decade. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Jack Tran is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He previously worked at JP Morgan Chase Bank and JP Morgan Securities for nine years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with options for discretionary management and a broader range of financial products including insurance-related vehicles and bank deposit sweep programs.