Janet Attard is a financial advisor with J. Oliver Maxwell, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has held roles at firms including WestPac Wealth Partners, Pacific Advisors, and Vanguard Properties, where she is also an active REALTOR. Additionally, she maintains ongoing involvement in healthcare as a nurse at Alta Bates Medical Center and has experience as a legal nurse consultant. J. Oliver Maxwell, LLC provides fiduciary, non-discretionary financial planning and advisory services primarily to high-income individuals, medical professionals, families, entrepreneurs, businesses, and charitable organizations. The firm emphasizes client-directed advice, comprehensive planning, and business-owner advisory work grounded in CEPA exit-planning methodology, while also offering educational seminars and publications.

Patrick Coyne is a CFP® professional with 13 years of industry experience, operating Wealth Management Advisors, LLC in Ukiah, CA. He has been with the firm since 1982, which he founded and continues to lead. Wealth Management Advisors, LLC provides comprehensive financial planning and investment management services primarily to high-net-worth individuals, high-income professionals, retirement plans, and clients approaching retirement. The firm employs a disciplined investment process focusing on diversification, quality long-term holdings, and an asset-allocation model, typically managing portfolios on a discretionary basis with ongoing monitoring and quarterly reporting.

Antonio Andrade is the sole advisor at Antonio Andrade, Cfp, an independent firm based in Ukiah, CA. He holds the CFP® designation and has 25 years of experience with his current firm, along with a total of seven years in the financial industry. Outside of advising, he operates a seasonal income tax preparation service for individuals. The firm provides comprehensive, fee-only financial planning and investment advisory services to individuals, high-net-worth clients, small businesses, estates, and trusts. It emphasizes a non-discretionary investment approach using core index funds and individualized asset-allocation models, with financial planning as a prerequisite for portfolio implementation.

Angie Grainger is a CFP®, PFS™, and licensed CPA with 11 years of industry experience. She is currently with Prosperent Capital, LLC and has prior experience with firms including Aspiriant, LLC, and Better Life Financial Group, Inc. In addition to financial advising, she provides accounting and tax advice through her active CPA practice. Prosperent Capital, LLC offers discretionary investment management and financial planning primarily for individual and high-net-worth clients. The firm uses a long-term, diversified investment approach focused on low-cost, passive funds, supplemented by fundamental analysis and third-party tools, and also operates affiliated accounting and insurance service lines.

Shawna Marion is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial and FMR Parts. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Charles Garman is a financial advisor with J.P. Morgan Securities who holds a Series 66 designation and has four years of industry experience. He previously worked at Merrill and Bank of America for twelve years. J.P. Morgan Securities 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 to deliver customized investment advice.

Rand Rodgers is a financial advisor with LPL Financial who holds a Series 63 designation and has 33 years of industry experience. His previous roles include positions at Equitable Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also involved with a separate wealth management business, Rodgers & Goldsmith Wealth Management, based in Ukiah, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for research and operational support.

Damon Gardner is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. His prior work includes roles at Fiumara Law, PC and his own law practice, the Law Offices of Damon Gardner. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Robert Clark is a financial advisor with Edward Jones in Ukiah, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, he is a shareholder in Pieta Land Co, a land corporation based in Windsor, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of investment strategies, tax-efficient services, and affiliated capabilities under a fiduciary standard.

Gabriel Strong is a financial advisor at LPL Financial in Lakeport, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His prior roles include positions at JE Strong Financial Network and a teaching tenure at San Diego State University. In addition to his advisory work, he owns a commercial cattle operation through Strong Made Genetics LLC. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor tools and a broad non-advisory financial services capability.

Brian Locatelli is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked both at Raymond James and the Savings Bank of Mendocino County. Outside of his advisory role, he serves as Vice President on the advisory board of Hospice of Ukiah. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, corporations, and institutional clients. The firm emphasizes non-discretionary planning tailored to client goals, utilizing analytical tools and supporting a broad advisor network.

Jennifer Strong is a CFP® professional with 28 years of experience in the financial advisory industry. She has worked at LPL Financial since 2017 and previously served at Investment Centers of America, Inc. and Lake Community Bank from 1998 to 2017. Outside of her advisory work, she owns and operates Strong Made Genetics LLC, a commercial cattle operation in Kelseyville, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Goldsmith is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 29 years of industry experience. His career includes positions at Equitable Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons. He is also a member of John L. Goldsmith LLC, an accounting-related business based in Ukiah, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. It offers a wide range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive technology and operational resources.

Brent Clausen is a financial advisor with Edward Jones in Ukiah, California, holding Series 63 and Series 66 licenses. He has 40 years of industry experience, having been with Edward D. Jones & Co., L.P. since 1985. 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, managing approximately $1.01 trillion in assets with a large national network of advisors and branch offices.

Charles Kelly is a financial advisor at LPL Financial with 53 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Linsco/Private Ledger Corp. since 1999. Kelly serves as a board member for the Mendocino County Employees Retirement Association, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions supported by both proprietary research and third-party strategies.

Robert Mcallister is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 36 years of industry experience. His prior firms include Sorrento Pacific Financial, Securities America Advisors, Financial Partners Wealth Strategies, Raymond James Financial Services, and Ameritas Investment Company. He operates under the McAllister Financial Group, a DBA associated with his LPL business. 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.

Tyler Clark is a Certified Financial Planner (CFP®) and holds a Series 66 license with five years of industry experience. He has worked at Edward Jones since 2019 and previously at Mark Davis Insurance. Clark attended California State University Chico and was a student from 2005 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.