Top planning for children with special needs financial advisors in Petaluma, CA

Alicia Marquez is a Series 66-licensed financial advisor at Merrill with 8 years of industry experience. She has been with Bank of America and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Russell Albright is a financial advisor at Sovran Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has held positions at multiple firms including RWA Wealth Partners, Polaris Wealth Advisory Group, and Bank of the West. He is also the owner of Russell Albright CTFA, LLC, an entity established for tax management and income purposes related to his wealth management business. Sovran Advisors serves individual, corporate, and retirement plan clients by providing financial planning, advisory services, and portfolio management through various program types. The firm utilizes a combination of active and passive investment strategies implemented via written investment policy statements and third-party managers, supported by technology-enabled rebalancing and administrative services.

Elliot Sandvig is a CFP® and Series 66 licensed financial advisor at Edward Jones with six years at the firm and a total of five years in the industry. His prior experience includes roles at Medtronic and Ascent Services Group, as well as research work at the University of California, Davis (Bers Lab). 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 through a large network of advisors and branch offices.

Leah Ponce De Leon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked at LPL Financial since 2024 and previously spent seven years with CUSO Financial Services and nine years with Redwood Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Foster is a financial advisor with J.P. Morgan Securities who holds the Series 66 designation and has 19 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2019 and previously held roles at Bank of America and Merrill Lynch Pierce Fenner & Smith Inc from 2011 to 2019. 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 applying an ESG eligibility framework in its investment recommendations.

Amanda Quicke is a financial advisor at Wells Fargo Advisors with 18 years of industry experience. She has worked at various Wells Fargo entities since 2009. Amanda is a Series 66 license holder and has partial ownership in an investment-related business, Granite Wealth Management, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options using proprietary research and tools, with services tailored to clients who meet specific net-worth criteria.

Rudenca Blloshmi serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, she helps clients develop personalized wealth management strategies tailored to their individual financial goals. She provides access to Merrill’s investment insights alongside the banking and lending solutions offered by Bank of America. Rudenca focuses on client areas including family wealth management, personal retirement planning, philanthropic planning, tax minimization, retirement income, special needs planning, managing new wealth, and women and wealth. Rudenca holds multiple professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). She attended Pace University without earning a degree and conducts business in both English and Albanian. Rudenca is involved with the Global Albanians Foundation and enjoys baseball, biking, golfing, music, and photography in her personal time.

Matthew Seale is a financial advisor with Edward Jones in Baytown, TX, holding CFP® and ChFC® designations and registered Series 63 and Series 66. He has 21 years of industry experience, all with Edward Jones since 2004. 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, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a network of more than 23,700 financial advisors.

Lanis Webb is a financial advisor at G. A. Repple & Company with 25 years of industry experience. He holds a Series 66 designation and has been with G. A. Repple & Company since 2012. In addition to his advisory role, Webb works as an independent fixed insurance sales agent. G. A. Repple & Company provides investment advisory and financial planning services to a diverse client base, including retail individuals, retirement plans, trusts, estates, and corporate entities, employing various analytical approaches to portfolio construction and offering multiple investment program options.

Evan Hirano is a CFP® and CFA® with 10 years of industry experience. He has worked at Mok Capital Management since 2015 and at Purshe Kaplan Sterling Investments since 2017. Mok Capital Management provides investment advisory and financial planning services to individuals, living trusts, charities, pension and profit-sharing plans, and business entities. The firm employs a value-oriented investment approach combining fundamental and technical analysis, managing portfolios primarily of stocks, bonds, and ETFs with periodic rebalancing aligned to client objectives.