Stewart Viets is a CFP®-credentialed financial advisor with 46 years of industry experience. He has been with OSAIC since 2025 and previously worked at Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory work, he is also a jazz saxophone musician. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, advisory services, financial planning, and access to multiple investment platforms. The firm employs asset-allocation tools and third-party solutions to construct diversified portfolios for its clients.

Cynthia Voth is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in the Napa office since 2003. She holds the Certified Investment Management Analyst® (CIMA®) designation along with credentials as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Cynthia advises individual clients, families, and business owners, providing customized investment strategies focused on retirement planning, wealth transfer, asset preservation, and employee benefit options including 401(k) and deferred compensation plans. Cynthia earned her bachelor's degree from Pacific Union College and is fluent in both English and Spanish. She brings extensive experience from her earlier career in San Francisco’s financial services industry and applies this knowledge to help clients achieve their short- and long-term financial goals. In addition to her professional work, Cynthia volunteers in her local community as a member of Soroptimist International of St. Helena Sunrise. She lives in St. Helena with her family and enjoys outdoor activities such as hiking and camping.

Aimee Matthews is a financial advisor with Ameriprise in Rohnert Park, CA, holding a Series 66 designation and nine years of industry experience. She has been with Ameriprise and its affiliate since 2014. Outside of her advisory role, Matthews serves on the board of directors for Autumn Hill HOA and is a children’s book author and illustrator under the name A.R. Matthews. Ameriprise provides a retirement-income planning service targeting individuals nearing or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income recommendations through a centralized consulting team.

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 Wealth Management Advisor serving client families primarily in Napa, Sonoma, and Solano counties. In his role, he leads more than a dozen advisors and focuses on fostering a positive office culture that reflects the communities they serve. Eric is also the founder of the Gonzales Group, which aims to measure wealth not just by dollars and cents but by how well it satisfies clients' priorities for themselves and their families. With expertise in family wealth management strategies, college education planning, legacy planning, philanthropic planning, and socially responsible investing, Eric serves active and retired wine industry executives, business owners, and generational families. He employs modern portfolio theory to design goals-based financial strategies that address clients' concerns such as outliving assets, optimizing cash flow, and coordinating financial planning with both spouses. Eric holds a Bachelor's Degree from the University of California and carries the Personal Investment Advisor (PIA) designation. He is active in his community, serving as a board member of Community Action of Napa Valley and contributing to various educational organizations such as Justin-Siena High School, where he created and sponsors a Diversity & Inclusion Scholarship Program. His personal interests include basketball, football, music, and spending time with his family.

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 with LPL Financial based in Napa, CA, with 18 years of industry experience including 17 years at G&J Seiberlich & Company LLP and one year at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios, third-party subadvisors, and technology-driven research.

Zachary Taylor is a financial advisor with Morgan Stanley in Napa, California, holding Series 63, 65, and 66 licenses with 17 years of industry experience. He has been with Morgan Stanley since 2016, working within both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory role, he is a sole proprietor involved in real estate property management in Lorida, Florida. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and various modeling tools, and manages approximately $2.74 trillion in client assets.

John Giffin is a financial advisor with LPL Financial in Sonoma, CA, holding the Series 63 and Series 65 designations and bringing 42 years of industry experience. He has been with Linsco/Private Ledger, affiliated with LPL Financial, since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, and institutional entities. The firm offers various advisory and brokerage services through a national network of investment adviser representatives, providing discretionary and non-discretionary management supported by extensive research and model portfolio options.

Fatima Sosa Ortiz is a Financial Advisor with Merrill Lynch Wealth Management in Napa, California. In her role, she works with individuals and families to help them make informed financial decisions and develop personalized strategies aligned with their long-term goals. She focuses on areas such as managing new wealth, personal retirement planning, and supporting women in taking an active role in their financial planning. Fatima's approach emphasizes listening to clients, providing tailored guidance, and building long-term relationships that adapt to changing needs. Before joining Merrill in 2022, Fatima gained experience working with business owners at JPMorgan Chase in St. Helena, where she developed a foundation in client relationship management and financial decision support. She 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). Fatima is bilingual in English and Spanish. As a Napa Valley native, Fatima is engaged with her community through involvement with 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 (OSDIA) Napa Lodge #2043. Outside of her professional activities, she enjoys cooking, hiking, music, painting, reading, running, skiing, spending time with family, traveling, and writing.

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 with LPL Financial in Napa, California, holding over one year of industry experience. He previously worked at Manfred & Hunt, LLP for twelve years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a broad range of advisory programs, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and multiple investment strategies.

Cynthia Autenreith is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Financial Engines Advisors L.L.C. and Charles Schwab. 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 advisory programs, financial planning, and brokerage services supported by model portfolios and research from multiple sources.

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 four years of industry experience. She holds a Series 65 designation and previously worked at Sonoma Wealth Advisors and FlashPoint Leadership. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and risk-tolerance assessments to construct diversified portfolios across various asset classes.

Angela Denna is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and has been affiliated with Financial Advocates Investment Management since 2015. Outside of her advisory work, she is also a notary public and is involved in a family trucking business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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, and retirement plan consulting.

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.

Colin Phelps is a financial advisor at Morgan Stanley in Napa, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at UBS Financial Services, Charles Schwab, Fidelity Investments, and BioMarin Pharmaceutical. 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 and financial planning services utilizing a structured discovery process and firm-approved tools.