Mary Geong is a financial advisor with Cetera, holding a Series 66 designation and bringing 27 years of industry experience. She has held roles at Avantax Advisory Services and Avantax Insurance Agency and served on the California Board of Accountancy for four years. Outside of her advisory work, she serves as a trustee for Alta Bates Summit Medical Center’s philanthropy board and is the treasurer of the Piedmont Asian American Club, a nonprofit focused on educational and cultural activities. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

George Pieper is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His prior work experience includes roles at First Republic Bank and Techtronic Industries in sales and finance capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process that combines quantitative and qualitative research and incorporates ESG considerations into its recommendations.

Diann Robinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments and Ameriprise. Robinson serves as a trustee and power of attorney for a family trust. Wells Fargo Advisors is a national securities firm delivering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, supported by extensive research and a range of brokerage and advisory solutions.

Nicholas Billeci is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2017. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2015 to 2017, and as a Financial Advisor at Edward Jones from 2013 to 2015. His work centers on partnering with clients to create financial plans and investment strategies tailored to their unique family needs, emphasizing clear and timely communication. Nicholas holds a California Insurance License. Outside of his professional career, he has interests that include fitness, golf, movies, music, pets, and traveling.

Rico Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with J.P. Morgan in various capacities since 2012, including roles at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research with forward-looking capital market assumptions to build model portfolios, incorporating an ESG framework and offering broader derivatives and commodities capabilities.

Garrett Baker is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. In this role, he partners with clients to help them work toward their financial goals, focusing on areas such as investment strategy, retirement planning, and income protection. Prior to this, he worked as a Customer Relations Specialist II at Guidestone Financial Resources from 2011 to 2012. Garrett holds a Certified Financial Planner (CFP®) designation and maintains a California Insurance License. Outside of his professional responsibilities, he has personal interests that include baseball, biking, golf, family activities, and parenthood.

Richard Rosenberg is a financial advisor with LPL Financial in Walnut Creek, CA, holding a Series 66 credential and 30 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Equitable Advisors from 2002 to 2004. Rosenberg is involved with Rosenberg Wealth Management as an investor relations representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a wide range of financial planning and investment management services through a large network of advisors.

Michael Olff is a CFP® professional with 18 years of industry experience. He has been with Cambridge Investment Research Advisors since 2010 and previously worked at Woodbury Financial Services and FSC Securities Corporation. Outside of his advisory work, he is involved in tax preparation through Strategic Tax & Financial Group and serves as president of Strategic Business Consultants. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and provides access to multiple platforms and proprietary model strategies.

Eric Gross is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Mass Mutual Investors Services in Pleasant Hill, CA, where he has worked since 2013. He also serves as president of his own investment advisory firm, Eric F Gross Inc, which he established in 2023. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client data and analytical tools to deliver comprehensive financial plans, with additional offerings such as estate and employer-sponsored planning programs.

Chase Young is a financial advisor at OSAIC with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors, Mass Mutual Investors Services, and MetLife Securities. In addition to his advisory role, he is licensed to offer various insurance products, including accident, health, disability, long-term care, traditional life insurance, and annuities. OSAIC serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with tools for asset allocation and portfolio optimization, offering a range of brokerage and advisory services through a multi-advisor platform.

Michelle Dow is a financial advisor at Merrill with 13 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2012. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using a mix of model-based and discretionary investment strategies.

Akash Chauhan is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career with Northwestern Mutual as a Financial Representative in 2021 and joined Fidelity Investments the same year. At Fidelity, he has served in multiple capacities including Relationship Manager, Planning Consultant, and Investment Consultant. As a Certified Financial Planner®, Akash works closely with clients to develop financial plans tailored to their specific needs and goals. He emphasizes understanding clients' current financial circumstances to present appropriate ideas and strategies. Akash holds a California Insurance License. Outside of his professional responsibilities, he has interests in baseball, comedy, food, football, and traveling.

Mohammad Reza Shabani is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and Wells Fargo in various roles since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary framework. The firm supports its advisory process with centralized due diligence and incorporates ESG criteria into its recommendations.

Michael Peters is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding Series 63 and Series 65 credentials. He has 32 years of industry experience, including previous roles at Wells Fargo Clearing and Wells Fargo Investments, LLC. He also owns MJP Wealth Management LLC, an investment-related business based in San Francisco. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. Its approach includes tailored recommendations supported by Wells Fargo research and planning tools, with clients having flexibility in how they implement advice.

Benjamin Broadley is a financial advisor with Fidelity Investments and holds a Series 66 designation. He joined Fidelity in 2025 and previously held academic roles at California State University, Chico, including work with the Department of Economics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of algorithmic methods and AI in research.

Lacey Wedell is a financial advisor with Morgan Stanley in Pleasanton, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Morgan Stanley since 2006, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and market modeling techniques.

Peter Economos is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in building companies and managing relationships, with a background as a technology executive and entrepreneur. Before joining Merrill, Peter founded and led Passbox, an early group buying software platform, and Enkarma Technology, a software distribution partner for Sun Microsystems. He also participated in a Nasdaq IPO with Intraware and began his career at Netscape Communications. Peter holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He graduated from the University of California, Berkeley in 1996 with a B.A. degree and played varsity baseball during his studies. Peter focuses on developing and optimizing client relationships through the Economos Group, applying his extensive business experience to provide insight and sound judgment. Residing in Alamo with his wife and three children, Peter is involved in his community as a baseball coach and church volunteer. Outside of work, he enjoys mountain biking, coaching baseball, and spending time with his family.

Shyamali Mukherjee is a financial advisor with Mass Mutual Investors Services. She holds a Series 66 designation and has been with the firm since 2026. Prior to her advisory role, she has worked at Sandia National Lab since 2010. Mass Mutual Investors Services 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, money-manager programs, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Yia Lee is a Financial Consultant at Fidelity Investments, a position held since 2026. Prior to this role, Yia served as a Planning Consultant from 2024 to 2025, a Relationship Manager from 2023 to 2024, and a Customer Relationship Advocate from 2022 to 2023, all within Fidelity Investments. Yia's approach centers on fostering client relationships built on honesty, communication, and trust to develop personalized financial plans that align with individual client goals and circumstances. Yia holds a California Insurance License. Outside of work, Yia enjoys camping, attending social events with friends, watching movies, participating in outdoor adventures, and traveling.

Randi Bednarczyk is a financial advisor at Raymond James Financial with 10 years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for six years. She is also involved in owning and operating two support companies, Diamond Oak Wealth Partners and RBK Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advice supported by analytical tools and maintains unique municipal advisory capabilities and specialized retirement plan consulting services.