Corey Hayashi is a CFP® and Series 66-registered financial advisor with Edward Jones in Alameda, CA. He has 15 years of industry experience and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management and over 23,700 financial advisors nationwide. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Wandzilak is a CFP® professional with 33 years of industry experience. He has worked at Edward Jones since 2000 and has additional experience with Wells Fargo Securities Inc. and Wells Fargo Bank, N.A. since 1994. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Joel Parrish is a financial advisor with Edward Jones in Petaluma, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of advisors and branch offices.

Gregory Nikolaieff is a financial advisor at Ameriprise in Novato, CA, holding a Series 66 designation with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations through a centralized consulting team.

Richard Pitt is a financial advisor with Ameriprise in Santa Rosa, CA, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 1996. Outside of advisory services, he is involved in independent insurance brokering across several health insurance providers. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Evan Bernardy is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is also active as an artist and musician. 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 a range of financial planning and investment management services, utilizing both in-house and third-party strategies across various investment approaches.

Sara Cassidy is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Evert Fernandez is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with LPL Financial since 2009 and previously was affiliated with Associated Planners Investment Advisory Inc. and Associated Securities Corp. From his other activities, he teaches small business startup classes at the Redwood Empire Small Business Development Center and provides Spanish translation services for business-related projects. 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, portfolio management, and institutional platforms, with advisors employing a range of strategies including model portfolios and third-party subadvisors.

Celena Helm is a financial advisor with LPL Financial in Rohnert Park, CA, holding Series 66 and Series 63 licenses and six years of industry experience. Her prior roles include positions at BMO Harris Bank, U.S. Bancorp Investments, U.S. Bank, Exchange Bank, Westamerica Bank, and Wells Fargo. 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 through a large network of investment adviser representatives using various portfolio strategies and technology tools.

Hugo Mendoza Solis is a financial advisor with Edward Jones in Sonoma, CA, holding Series 63 and Series 65 designations and bringing nine years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. He is involved with the La Luz Center’s Micro Loan Committee and serves on the board of the Sonoma Valley Education Foundation. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients across a broad spectrum of needs. The firm offers comprehensive investment advisory programs, including discretionary and non-discretionary strategies, and supports its clients with affiliated mutual funds, tax-efficient services, and a nationwide network of over 23,700 financial advisors.

John Tornes is a CFP® and Series 66 registered financial advisor with Edward Jones in Novato, CA, where he has worked since 2008. He has 18 years of industry experience. Outside of his advisory role, he is involved in rental real estate ownership in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

John Moller is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to his financial advisory career, he was involved with Bay Laurel Culinary Inc and studied at Le Cordon Bleu San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing over $1 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Michael Long is a financial advisor at OSAIC with 43 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Securities America, Inc. for 15 years. Outside of his advisory role, he operates a fishing charter business in Bodega Bay that he runs occasionally on weekends. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct portfolios across various asset classes.

Dylan Carey is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. He previously worked at LPL Financial and Redwood Credit Union before joining Fidelity in 2025. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to build model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as a registered commodity pool operator and provides advisory services to multiple registered investment companies and fund-of-funds.

Ryan Roland is a financial advisor with LPL Financial holding a Series 66 designation and has been in the industry since 2022. His prior work experience includes roles at ClearView Wealth Partners, CED Inc, and Apple. 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 and model portfolio programs, and supports advisors with technology tools and various institutional platforms.

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.

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.

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.

John Giffin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at J.P. Morgan Securities for six years before joining Linsco/Private Ledger in 2007. 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 a broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Gerlynbee Buencamino is a financial advisor with LPL Financial in Sonoma, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining LPL in 2024, Buencamino worked at Redwood Credit Union for 10 years and CUSO Financial Services, LP for 8 years. 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, third-party asset management, and institutional platforms.