James Hague is a financial advisor at Janian Investment Advisers, LLC in Santa Rosa, CA, holding a Series 65 designation with 14 years of industry experience. He has been with Janian Investment Advisers since 2012. Janian Investment Advisers provides discretionary portfolio management and financial planning primarily for individual investors and related entities. The firm utilizes bottom-up fundamental analysis and a portfolio-level risk framework, employing a range of strategies including third-party fund selection, bond-benchmarked allocations, and both hedged and unhedged equity security selection, with some portfolios incorporating derivatives and short positions.

Patrick Scott is the sole advisor at Scott & Associates Investment Advisory Services in St. Helena, CA, holding a Series 65 designation with 26 years of industry experience. He is also the owner of Scott & Associates CPA, a firm providing accounting and tax preparation services primarily to small businesses and individuals. Scott divides his professional time between his advisory and accounting practices. Scott & Associates Investment Advisory Services offers discretionary investment management to individuals, trusts, estates, and charitable organizations. The firm develops personalized investment policies and employs fundamental analysis, using both long-term and shorter-term strategies tailored to clients’ objectives, risk tolerance, and tax considerations.

Robert Fitzwilson is the founder and sole advisor of The Portola Group Inc, an independent firm based in Calistoga, CA. He holds 28 years of industry experience and has been with The Portola Group since 1979. Fitzwilson is also the founder and CEO of WealthKit, Inc., a software development company creating planning tools for investment professionals. The Portola Group provides investment supervisory and portfolio management services along with financial planning to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes client-specific investment policies, uses a range of active strategies, and offers retained personal CFO services, with a notable focus on serving charitable clients and avoiding commissions or sales-based compensation.

Christopher Leary is a CFP® with seven years of experience in financial advising. He is currently with Argos Wealth Advisors LLC, where he has worked since 2019, following prior roles at Bordeaux Wealth Advisors LLC and Brownson, Rehmus & Foxworth. Argos Wealth Advisors provides investment management and financial planning services to individual and high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes a risk-based, strategic asset allocation process with discretionary authority for manager selection and integrates financial planning into its portfolio services.

Scott Harris is a financial advisor at Larson Financial Group, LLC with 32 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Oakmont Financial Group, Intrua Financial, Golden State Wealth Management, and LPL Financial. Larson Financial Group provides financial planning, portfolio management, and retirement-plan consulting to individuals, trusts, corporations, nonprofits, and pension plans, with a focus on doctors and related businesses. The firm utilizes a combination of strategic and tactical investment approaches, including model portfolios and custom discretionary programs, and incorporates AI-assisted tools alongside human review.

Denis Wheatley is a financial advisor at Trek Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Trek Financial since 2016, following prior roles at World Equity Group and Innovative Retirement Advisors, LLC. He is also an agent for Innovative Retirement & Insurance Services, Inc., where he offers various insurance products including life, disability, and long-term care insurance. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, providing asset management, financial planning, and retirement-plan services. The firm employs a blend of strategic and tactical investment approaches, incorporating artificial intelligence tools and a diverse range of systematic strategies and alternative investment options.

Allison Metheny is a ChFC® and holds a Series 66 license, with six years of industry experience. She is currently affiliated with Eagle Strategies (NY Life) and has worked in various capacities at related firms since 2017. Allison serves as a New Member Experience Advisor for the Alpha Gamma Delta Sonoma State Chapter, where she supports leadership development and education among collegiate women. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers tailored advisory solutions across multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Harrison Saal is a financial advisor with Eagle Strategies (NY Life) based in Santa Rosa, CA, holding Series 63 and 66 licenses and having five years of industry experience. He has worked with several firms including Eagle Strategies LLC and New York Life Insurance Company. Additionally, he is involved in insurance brokering through Three Groves Insurance and Financial Services, LLC, focusing on life insurance, annuities, health insurance, and long-term care insurance. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and primarily manages assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Jose Anaya is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and eight years of industry experience. He has worked at Empower Financial Services, Inc., Expedition Financial and Insurance Services, NYLIFE Securities, LLC, and New York Life Insurance Co. Prior to his financial career, he was involved in the restaurant business. Outside of his advisory role, Anaya serves on the advisory board of the Young Professionals Network and is involved in coaching and officiating high school wrestling. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s integrated approach emphasizes long-term portfolio returns and client savings rates, delivering services through platforms affiliated with Empower’s recordkeeping and administrative systems.

David Felte is a financial advisor with Eagle Strategies (New York Life) based in Santa Rosa, California, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with New York Life and its affiliated entities since 2001 and has been associated with Salmon-Felte Insurance and Financial Services since 2005. Outside of his advisory role, he serves on the Sonoma State University Foundation Board and is a board member of the Brockway Springs Property Owners Association. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Stacy Wells is a financial advisor at Wealth Enhancement Advisory Services, LLC with 15 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked previously at firms including Frost Brokerage Services, Capital One Investing, Merrill, and Chase Investment Services Corp. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified, risk-class based investment process that combines passive and active management with quantitative and fundamental analysis.

Raymond Bramer is a financial advisor with Osaic Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 50 years of industry experience. His career includes roles at Arbor Point Advisors, Securities America, Verus Capital Partners, and Wells Fargo Clearing. Outside of advising, he owns an antique sales business and farmland in Iowa, which is rented for agricultural use. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment management and financial planning services delivered through multiple program models, utilizing proprietary and third-party platforms.

Paul Knoblich is a CFP®-certified financial advisor with 40 years of industry experience. He is currently with Independent Financial Group, LLC, where he has worked since 2022, following seven years at NPB Financial Group LLC. Knoblich has over four decades of experience in insurance sales and holds an officer/director position in an insurance business outside of his work at Independent Financial Group. Independent Financial Group, LLC serves a diverse client base, including individuals, high-net-worth clients, and institutional plans, offering financial planning and portfolio management through various platforms and third-party managers. The firm combines strategic asset allocation with active and passive investment strategies, operating as both a registered broker-dealer and investment adviser.

Robert Duffield is a financial advisor with Edward Jones in Santa Rosa, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he has ownership involvement in a vacation rental business managed primarily by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment programs and advisory services. The firm manages over $1 trillion in assets and is noted for its extensive advisor network and affiliated financial capabilities.

Holly Garretson is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. She holds a Series 66 designation and is based in Santa Rosa, CA. Outside of her advisory role, she owns rental properties in Santa Rosa. 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 strategies, separately managed accounts, and affiliated mutual funds. The firm reported approximately $1.01 trillion in assets under management and operates through a nationwide network of over 23,700 financial advisors.

Calvin Metcalf is a financial advisor with Merrill holding a Series 66 designation and one year of industry experience. He previously worked at Exchange Bank and has held positions in various industries including aviation and education. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Christopher Garcia is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior firms include Redwood Credit Union, CUSO Financial Services, TD Ameritrade, and Fidelity, among others. He is associated with Redwood Credit Union concurrently with his role at LPL Financial. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Mark Dunn is a financial advisor at Edward Jones with 11 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has been with Edward Jones since 2014. 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 through a nationwide network of about 23,701 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shelbi Cleaver is a Series 66-credentialed financial advisor with five years of industry experience, currently working at J.P. Morgan Securities in Santa Rosa, CA. Her prior work includes roles at Equitable Advisors, LLC and the University of San Diego. She was also involved with The Duck Drive in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Stefan Matwijiw is a financial advisor with Edward Jones in Santa Rosa, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Pond Robinson & Associates and Partner Engineering & Science, Inc. before joining Edward Jones in 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices across the United States.

Michael Veit is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various J.P. Morgan entities since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.

Matthew Barlow is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at J.P. Morgan Securities, Wells Fargo Clearing Services, and BMO Harris Bank. He is also a commissioned notary in the State of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms supported by advanced research tools and a broad range of financial services.

Justin Pigeon is a CFP® and holds a Series 66 license with 10 years of industry experience, all of which have been at Edward Jones since 2016. He is based in Santa Rosa, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of advisory programs and investment strategies under a fiduciary standard.

Salvador Rodriguez is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has prior work history with Merrill, Bank of America, PepsiCo, and Kohl's Department Stores. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Jane Costello is a financial advisor at Edward Jones in Santa Rosa, CA, with 12 years of industry experience and a Series 66 designation. She has been with Edward Jones since 2013. Outside of her advisory role, she is involved with Costello Ranch FLP, a family ranch in Stevensville, MT. 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 solutions supported by a large nationwide network of advisors and branch offices.

Andrew Laddaran is a financial advisor with J.P. Morgan Securities and holds a Series 66 credential. He has four years of industry experience with prior roles at New York Life and NYLIFE Securities LLC. Outside of finance, he has been involved in the restaurant industry for over ten years, including ownership and management roles. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Erin Burke is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She has been with J.P. Morgan Securities since 2012 and holds Series 63 and Series 65 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Charles Webster is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 13 years of industry experience, including a decade at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory role, he has worked as a club repair technician at Napa Golf Course since 2005. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Christopher Severson is a CFP®-designated financial advisor with 32 years of industry experience, currently with Edward Jones since 2020. His prior roles include positions at Wells Fargo Clearing and SoFi, as well as over a decade advising the Coquille Economic Development Company. Severson serves on the Investment Committee of the Coquille Indian Tribe, providing investment management advice, and is president of the board of the Sonoma Hometown Band. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, alongside affiliated mutual funds and trust services, and operates under a fiduciary standard.

Miranda Sandvig is a financial advisor at Edward Jones in Santa Rosa, CA, holding a Series 66 designation with seven years of industry experience. She has been with Edward Jones since 2019 and previously worked at the University of California from 2014 to 2018. Sandvig serves as a board member of Goodwill-Redwood Empire, participating in board, finance, and investment committee meetings. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and is known for its extensive network of financial advisors and integrated trust, mutual fund, and securities-based lending services.

Taylor Novak is a Series 66-credentialed financial advisor with seven years of industry experience, currently with Edward Jones since 2019. Prior to joining Edward Jones, Novak worked at Old Republic Title for four years. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of discretionary and non-discretionary investment strategies. The firm manages approximately $1.01 trillion in assets and operates through a nationwide network of over 23,700 advisors.

Douglas Mazzucco is a Senior Vice President, a Private Wealth Advisor, and the founder of the Mazzucco Group at Merrill Private Wealth Management in San Francisco. He provides tailored advice and focused attention to a highly successful clientele, serving a limited number of individuals and families. His approach centers on delivering an integrated perspective, technical insight, and intensive service, aligning with the needs and aspirations of his clients. With over 25 years of experience, Douglas has dedicated his career to advancing the priorities of high-net-worth clients. He emphasizes understanding each client's financial balance sheet and circles of influence to identify efficiencies across various aspects of client wealth. His expertise includes portfolio management, client reporting, risk management strategies, concentrated stock diversification, personalized cash-flow analysis and budgeting, and long-term wealth planning. Douglas also collaborates closely with clients' external tax and legal advisors to enhance transparency and unify financial disciplines. He measures success strictly by client outcomes. Douglas began his career at Merrill in 1994 and was among the first Private Wealth Advisors at the firm's initial Private Wealth Management Group office in Menlo Park, California. He spent seven years at UBS Financial Services from 2009 to 2016 before returning to Merrill in 2017. He holds a Bachelor of Arts degree in Economics from the University of Rhode Island. Douglas and his wife Kim reside in Napa Valley with their two teenage daughters. He has also served as a long-term board member of JustGive.org.

Kelly Mills is a Series 66 licensed financial advisor at Edward Jones in Santa Rosa, CA, with seven years at the firm and a total of 13 years of industry experience. Prior to joining Edward Jones in 2019, Mills worked at Montgomery Taylor Wealth Management for six years. Outside of advising, Mills is involved with a nonprofit organization in Pleasant Hill focused on timing and score keeping for racing events and serves as an overnight residential counselor at Victor Treatment Center supervising youth during overnight hours. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors and branch offices.

Matthew Richardson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. His prior experience includes roles at Worldwide Golf Shops and the San Francisco Giants. 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.

Michael Champion is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds a Series 66 designation and has worked with firms including Chase Investment Services Corp., Strategic Wealth Advisors Group, LPL Financial, and Waddell & Reed. Champion is based in Saint Helena, CA. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.