Top financial advisors working with financial professionals in Napa, CA

Justin Gomez is a CFP® with 10 years of industry experience and has been with Edward Jones since 2015. He is based in Napa, CA, and holds the Series 66 designation. 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 wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Joshua Ingram is a financial advisor with Advisor Resource Council, holding a Series 66 designation and 14 years of industry experience. He has worked at Advisor Resource Council and LPL Financial since 2021, and previously was with Avantax Advisory Services and related firms from 2014 to 2021. Ingram also operates Napa Valley Financial, a registered investment advisor DBA. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, consulting, and retirement plan services through a network of Investment Adviser Representatives. The firm employs AI-driven model portfolios combined with fundamental analysis and provides coordinated estate-planning document preparation through outside legal professionals.

William Hjerpe is a financial advisor with Ameriprise in Napa, CA, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is involved in commercial real estate ownership. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Robert Blanusa is a financial advisor at The Mather Group, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked for Napa Wealth Management, Inc. for 10 years. The Mather Group serves high-net-worth individuals, family offices, trusts, corporations, and other entities by providing financial planning, investment management, tax and estate planning guidance, and family office services. The firm employs an evidence-based investment approach with customizable portfolios and incorporates AI and machine-learning tools alongside human oversight.

Jesus Villalpando is an advisor with LPL Financial in Napa, CA, holding Series 63 and Series 66 licenses and having two years of industry experience. His background includes roles at Redwood Credit Union, Wells Fargo, JPMorgan Chase, and several credit unions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by proprietary research and a range of portfolio management options.

Timothy Egan is a financial advisor at First Manhattan Co. LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Citigroup. First Manhattan Co. LLC provides investment management and financial planning primarily for high-net-worth individuals, as well as trusts, pension plans, charitable organizations, private investment vehicles, and institutional clients. The firm focuses on long-term, research-driven, value-oriented management of equity and fixed-income portfolios, combining active management with passive fund investments and integrated wealth planning.

Barbara Brewer is a financial advisor at RBC Capital Markets with 20 years of industry experience. She holds a Series 66 designation and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ Advisory Risk Profiles through a mix of in-house and third-party providers.

Anthony Lyons is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He works closely with clients to navigate financial complexities and support wealth growth over their lifetime. Anthony has held several roles in the financial advisory field, including Financial Advisor positions at PNCI and Edward Jones in 2021 and 2020, respectively. Prior to that, he served as a Private Wealth Advisor at Regions Bank from 2017 to 2020 and was Vice President - Planning & Development Manager at Arvest Wealth Management from 2016 to 2017. Outside of his professional career, Anthony has an interest in baseball, cars, family activities, football, and social events with friends.

Sulayman Nyang Jr. is a financial advisor at Edward Jones in Charlotte, NC, holding a Series 66 designation with 13 years of industry experience. He has been with Edward Jones since 2012. Outside of his advisory role, he serves as a mentor and business coach for at-risk young adults and holds positions on several nonprofit and advisory boards related to business coaching, education, and community initiatives. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services. The firm is notable for its extensive advisor network, comprehensive service offerings, and fiduciary standard of care.

Christian Nelson is a financial advisor at IEQ Capital, LLC with 20 years of industry experience. He holds Series 63, Series 66, and Series 65 credentials. Prior to joining IEQ Capital in 2019, Nelson worked at First Republic in various investment management and securities roles from 2015 to 2019. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, and various entities including trusts and foundations. The firm’s investment approach involves centralized macroeconomic research, client-specific Investment Policy Statements, and diversified portfolios composed of liquid strategies, third-party managers, and private alternative investments.