Bonnie Copeland is a financial advisor at UBS Financial Services with 28 years of industry experience. She has held her current position since 2011. Copeland holds the Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and investment solutions.

Michaela Gomez is a financial advisor at Edward Jones in Napa, CA, holding a Series 66 designation. She began her advisory career at Edward Jones in 2023 after ten years at Providence Queen of the Valley Medical Center. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Dustin Donnell is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Vacaville, CA. Outside of his advisory role, Donnell is involved in local sports officiating, serving as Umpire in Chief for the Vacaville American Little League and working as an umpire and official for regional baseball organizations. Edward Jones is a full-service wealth management firm serving 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 is notable for its extensive network of advisors and branch offices, its fiduciary standard, and additional affiliated services such as trust and securities-based lending.

Amon Allahyari is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., LPL Financial, Charles Schwab, and Ameriprise Advisor Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Jose Perez is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2016 and Wells Fargo Bank NA since 2014. Outside of his advisory role, Perez works as a banquet food server and provides in-home supportive services for the elderly in Napa County. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, providing both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and offering a range of financial product options including insurance-related vehicles and bank deposit sweep programs.

Matthew Wieckowski is a financial advisor with Merrill, holding a Series 66 designation and beginning his career in the financial industry in 2026. Prior to joining Merrill and Bank of America, he worked in business development and owned a metals recycling business. He has also held positions in education and retail. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alec Umutyan is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked at Sotheby's International Realty and has experience in hospitality and education. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office to tailor financial plans and portfolio management.

John Cordeiro is a financial advisor with LPL Financial in Napa, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. Prior to joining LPL Financial in 2015, he worked at Waddell & Reed from 1997 to 2015. Outside of his advisory work, he is the owner of BraKat Vineyards, which sells grapes to a winery. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of professionals to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Pina Carino is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, Wells Fargo Clearing, and UBS Financial Services. Outside of her advisory work, she serves on the boards of the Alzheimer Association and Sons & Daughters of Italy Napa, both nonprofit organizations involved in fundraising. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and an investment committee to support its advisory process.

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 at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative and qualitative research to build model portfolios and incorporates ESG criteria 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.

Carl D. Agostini is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Edward Jones, Next Financial Group, LPL Financial, and currently Cetera. Cetera Investment Advisers LLC serves individual and institutional clients across the United States, offering a broad range of portfolio management, financial planning, and retirement services through a multi-manager platform that provides access to both affiliated and third-party investment strategies.

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, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Financial Advocates Investment Management, E*Trade Securities, Harrisdirect, New England Securities, and Waddell & Reed. 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, various portfolio programs, and institutional platforms, delivering advice through a large network of investment adviser representatives using a range of investment strategies and research tools.

Dustin Smith is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. He previously worked at NYLIFE Securities LLC and New York Life Insurance Company and spent five years at FrSky RC Inc and 17 years at Adventure RV Napa. Dustin is based in Napa, CA. 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. The firm offers model-based and discretionary investment strategies for a broad client base, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.