Leslie Kollar is a financial advisor at Stifel with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill, RBC Capital Markets, J.P. Morgan Securities, and Jpmorgan Chase Bank before joining Stifel in 2023. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Jacob Schiller is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been employed by Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Christopher Madril serves as Vice President and Branch Leader at Fidelity Investments. In this role, he leads his team to provide clients with financial plans tailored to benefit them and their families both now and in the future. He emphasizes access to Fidelity's brand, technology, and cost-efficient investment platform in his approach to client service. Mr. Madril has extensive experience in the financial services industry. He has held various positions, including Branch Manager at Fidelity Investments since 2017, Assistant Branch Manager from 2016 to 2017, Private Banker at Morgan Stanley from 2014 to 2016, and multiple roles at Wells Fargo Bank from 2006 to 2014, such as Branch Manager and Relationship Manager. He began his career as a Financial Services Professional at New York Life in 2005. He holds a California Insurance License, supporting his work in financial planning and investment management.

Avery Tannenbaum is a financial advisor at Osaic Wealth, Inc. based in San Ramon, CA, holding a Series 66 credential with one year of industry experience. Prior to joining Osaic, Avery worked at Equitable Advisors, LLC and Ascend Financial Group, and has a background that includes five years at Seattle University and ten years with CMG/Diversified Mortgage Group. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment process centers on model-based asset allocation and portfolio optimization, supported by discretionary strategies and third-party manager selections.

Ian McGee is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2020, following 15 years at Ameriprise Financial Services, Inc. in Walnut Creek, CA. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Charles Noriega is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and 10 years of industry experience. He previously worked at Mutual of Omaha Investor Services, Inc. and Mutual of Omaha Insurance Company. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Daschel Grammer is a CFP® professional with eight years of industry experience, currently affiliated with Raymond James Financial in San Ramon, CA. He has previously worked at Securian Financial Services Inc and American Century Investment Services, Inc. Grammer also serves as an independent contractor financial advisor at Summit Financial Group. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning, investment consulting, and advisory services for individual, high-net-worth, institutional, and charitable clients. The firm offers customized, non-discretionary planning using analytical and risk-profiling tools and supports a wide network of advisors with specialized municipal and public finance advisory services.

Jennifer Kwock Lau is a financial advisor with Ameriprise in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the Festival Opera and is the East Bay Vice President for the UCLA Alumni Association San Francisco Bay Area Network. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies.

Andy Hawkey is a CFP® professional with 35 years of industry experience, currently serving as an advisor at OSAIC since 2002. He previously spent over two decades at Pim Financial Services, Inc. Outside of his advisory role, Hawkey is a licensed life insurance agent and occasionally works with third-party specialists to evaluate life insurance and fixed annuity options for clients. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, and is notable for its scale, complex affiliate network, and private-equity ownership.

David Liebowitz is a financial advisor with UBS Financial Services in Danville, CA, holding a Series 63 designation and bringing 33 years of industry experience. His career includes roles at Bank of America, Merrill, Morgan Stanley, Citigroup Global Markets, Wells Fargo Clearing, and Prudential Equity Group. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services across a broad range of investment products and capital markets activities.

Francesco Jones is a financial advisor at Merrill with 14 years of experience at the firm and a total of 10 years in the industry. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies from internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mc Rae Grace is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Charles Schwab, Grace worked at Equitable Advisors for two years and has a varied background including roles outside of finance. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts.

Kimberly Damiani is a Certified Financial Planner® with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She has worked at Raymond James since 2023 and previously held roles at Summit Financial Group and Securian Financial Services. Damiani serves on the board and investment committee of the Three Valleys Community Foundation, contributing to the foundation’s investment oversight. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm offers non-discretionary planning tailored to client goals, supported by analytical tools and a range of advisory programs.

James Dyer is a financial advisor at Merrill with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1993, as well as at Bank of America, N.A. since 2011. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jaime Fukumae is a Certified Financial Planner® with 28 years of experience and currently affiliated with Cambridge Investment Research Advisors. His prior experience includes eight years at LPL Financial, and he has operated his own CPA tax practice since 1987. He is also involved in community activities as a board member of the East Bay Youth Athletic League. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary strategies.

William Finnegan is a financial advisor with OSAIC based in Lafayette, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Royal Alliance Associates, Sii, Double Diamond Financial, Coinbase Capital Markets Corp, and Osaic FS, Inc. Outside of his advisory work, he serves as an assistant boys' basketball coach at Oceanside Schools. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and various portfolio management solutions. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed investment strategies across multiple custodial and program arrangements.

Tracy Parker is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and 30 years of industry experience. She has worked at Merrill since 1996. Outside of her advisory role, she is involved in managing a family-run LLC related to cellular site properties. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brendan Stone is a financial advisor with LPL Financial in Walnut Creek, CA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fremont Bank, Bank of America, Merrill, and Allen Lund Company. 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 and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Matthew Tekeste is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining the firm, he worked at California State University Channel Islands and Blenders in the Grass. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Gabriel Jay is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at UBS Financial Services since 2008. Based in Walnut Creek, CA, he holds the Series 66 designation. Outside of his advisory role, he serves as Treasurer on the board of directors for the Fore Our Schools Foundation, a nonprofit focused on fundraising for Moraga schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial solutions including discretionary portfolio management and alternative products.