Benjamin Bergfelt is a financial advisor with UBS Financial Services in Napa, California, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2000. Outside of his advisory role, he serves on an interview panel for prospective candidates to service academies, working with Congressman Mike Thompson. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Britni Hastings is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked with JPMorgan Chase Bank, N.A. since 2011. 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, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lisa Gardere is a financial advisor with Edward Jones in Napa, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked at CUSO Financial Services LP, Bank of America NA, and Merrill Lynch. She holds a Real Estate Sales Agent License in California and is listed as a referral agent with Twin Oaks Realty. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, supported by a nationwide network of over 23,000 financial advisors and managing approximately $1.01 trillion in assets.

David Castleberry Jr. is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Based in Napa, CA, he has been with the firm for more than a decade. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and insights from its Global Investment Committee.

Sean Desmarais is a financial advisor with Morgan Stanley in Napa, California, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley Private Bank, Global Investment Management, NMS Capital Asset Management, and Silicon Valley Bank. Morgan Stanley Wealth Management provides a wide range of advisory programs for individuals and institutional clients, offering financial planning that incorporates structured discovery and firm-approved tools. The firm manages substantial client assets and supports plans both directly and through employer agreements.

Michael Geitner is a financial advisor with LPL Financial in Napa, California. He holds Series 63 and Series 65 designations and has 18 years of industry experience. Prior to joining LPL Financial in 2018, he worked at E*Trade Securities LLC and E*Trade Capital Management LLC. He is also involved with Vintage Wealth Advisors, an investment-related business associated with his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, 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, retirement consulting, and brokerage services.

Dustin Smith is a financial advisor with Merrill Lynch Wealth Management, working out of the Gainesville, Florida office. He focuses on helping individuals and business owners simplify their financial strategies and achieve their goals by emphasizing tax efficiency, retirement planning, and personalized approaches. Dustin assists clients in areas such as college education planning, corporate benefits, family wealth management, philanthropic planning, portfolio management, and tax minimization. Dustin’s professional background includes over a decade of experience in economics and finance, including 12 years as an Economic Researcher with the International Monetary Fund. He served six years in the Marine Corps Reserves as an M1A1 tank mechanic before transitioning to finance. He holds a Bachelor’s degree in Business/Economics from SUNY Cortland and a Master’s degree in Finance from Johns Hopkins University. He carries the Personal Investment Advisor (PIA) designation. Outside of his professional work, Dustin is a member of the American Legion. He lives in Keystone Heights, Florida, with his wife and two sons. His personal interests include biking, golfing, hunting, pickleball, running, swimming, and spending time with his family.

Nathan Krill is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in helping individuals and families build and grow their wealth with an emphasis on retirement planning and financial confidence. Drawing on his experience as a former professional athlete, Nathan applies the principles of discipline, preparation, and long-term goal setting to his financial advisory practice. Nathan holds a Bachelor's Degree from Wesleyan University and a Master's Degree from the University of San Francisco. He has earned the professional designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His approach focuses on thoughtful financial planning, disciplined investment strategies, and personalized guidance to assist clients in maximizing their wealth. Outside of his professional work, Nathan enjoys a variety of activities including basketball, biking, camping, football, golfing, pickleball, scuba diving, spending time with his family, and watching movies. He is committed to serving his clients and community with a focus on helping them uncover what matters most to them and pursue their financial goals accordingly.

Diane Mcminds is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Daniel Dwyer is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has previously worked at Edward Jones, JP Morgan Chase bank, J.P. Morgan Securities, First Republic Securities Company, and Merrill Lynch. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and integrates research from Wells Fargo Investment Institute and third-party sources in its investment approach.

Alyssa Connor is a financial advisor with LPL Financial in Vacaville, CA, holding Series 65 and Series 63 credentials and 12 years of industry experience. Her career includes roles at Waddell & Reed Inc and various insurance carriers related to W&R insurance agencies. She also operates a separate financial advisory business entity for tax and investment purposes. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by research, model portfolios, and diverse investment strategies.

James Urda is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at LPL Financial since 2006. He holds Series 63 and Series 65 licenses and has a background that includes managing non-variable insurance products such as long-term care, fixed annuities, term, and disability insurance. Outside of his advisory work, he is involved with Urda Estate Vineyards LLC, a business he owns in Napa, California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and advanced portfolio management options.

Karin Alvarado is a financial advisor at OSAIC with 26 years of industry experience. She previously worked at Woodbury Financial Services for 14 years before joining OSAIC in 2024. Alvarado holds Series 63 and Series 65 licenses and is involved in several business ventures including serving as partner and CEO of New Aspect Capital Strategies, LLC, which focuses on protective put strategies. OSAIC serves a broad range of retail and institutional clients through a large network of advisers and platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios that include stocks, bonds, options, mutual funds, ETFs, and alternative investments.

Amanda Keller is a Series 66-credentialed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2010. She has 22 years of industry experience. In addition to her advisory role, she works as an independent insurance agent for various companies. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements.

William Hjerpe is a financial advisor with Ameriprise in Napa, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Briana Roemmick is a financial advisor with Edward Jones in Fairfield, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2024, she worked in the mortgage industry with firms including Edge Home Finance, CrossCountry Mortgage, Caliber Home Loans, and VITEK Mortgage. She continues to maintain a referral role with Edge Home Finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Ashlee Whittemore is a financial advisor at Morgan Stanley in Napa, CA, holding a Series 66 designation with three years of industry experience. Her prior work includes roles at Mango Publishing and positions in education at Cornell University and Justin-Siena High School. 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, including tailored financial planning supported by firm-approved tools and methodologies.

Lacy Senate is a financial advisor with Edward Jones, holding a Series 66 designation and 19 years of industry experience. She has been with Edward Jones since 2006. 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, managing approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors.

Yan Li is a financial advisor with Edward Jones in Fairfield, CA, holding a Series 66 designation and 11 years of industry experience. Prior to joining Edward Jones in 2023, Yan worked at Merrill from 2014 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Courtney Guerci is a financial advisor with Wells Fargo Clearing in Napa, CA, holding Series 66 and Series 63 licenses and having nine years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Bank, NA since 2016. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.