Jack Hollmeyer is a financial advisor with Raymond James Financial, holding a Series 66 designation and two years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2024 and previously with Northwestern Mutual Investment Services. Outside of advisory roles, Hollmeyer has experience in basketball coaching and support roles within community recreation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm employs analytical tools for tailored, non-discretionary advice and supports a broad advisor network with programs that include municipal and public finance services.

Yu Sun Chan is a Financial Advisor at Merrill Lynch Wealth Management. He has been active in the financial services industry since 2009 and joined Merrill Lynch in 2021. As a Certified Financial Planner® (CFP) professional since 2011, he holds additional professional designations including Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). Yu Sun Chan focuses on developing tailored financial strategies by thoroughly understanding the unique circumstances, goals, and values of individuals, families, and businesses. His expertise areas include education planning, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, individual and corporate investment strategy, tax minimization, and retirement income. He earned a Bachelor of Science degree from Rutgers University, College of Engineering, which provides him with analytical skills useful for financial planning. Originally from New Jersey, Yu Sun Chan relocated to California in 2013. Outside of his professional work, he enjoys painting, antiquing, drawing/sketching, football, hiking, spending time with family, and traveling. He is fluent in English and Chinese.

Dale Whitmer is a financial advisor at Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation with 17 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that incorporates firm-approved tools and market modeling techniques.

Athena Yost is a financial advisor with Charles Schwab & Co., Inc. She holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to joining Schwab in 2022, she worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and offers multi-asset model portfolios alongside alternative investment options.

Laurence White is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 10 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Stephany Thompson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, following a 30-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee’s analytical tools.

Sarah Draper is a financial advisor with J.P. Morgan Securities in Walnut Creek, CA. She holds a Series 66 designation and has four years of industry experience. Previously, she worked at Citigroup for eleven years. Outside of her advisory role, she is involved with Raga Yoga Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Megan Lee is a financial advisor at Charles Schwab with a Series 66 credential and two years of industry experience. She previously worked at United States Liability Insurance and has a background that includes full-time education. 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. The firm offers a combination of non-discretionary and discretionary management options with a focus on multi-asset portfolios and alternative investment due diligence.

Dana Aboud is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal and third-party teams.

David Bobrowsky is a CFP® and ChFC® with 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. He also serves on the board of the Contra Costa Jewish Community Center and has independent insurance agency activities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, providing a range of portfolio management solutions and access to both proprietary and third-party strategies.

Hunter Risbeck is a financial advisor with LPL Financial holding a Series 66 designation and one year of industry experience. His prior work includes roles at Royal Ambulance and teaching positions at Chabot College and San Francisco State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutional clients, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Candice Wiegand is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Walnut Creek, California. She works closely with individuals, families, and their businesses to integrate multiple aspects of their finances into a cohesive whole, helping them align their finances with their overall goals and uncover greater meaning and happiness in their lives. Candice has worked in wealth management since 2002, bringing extensive experience and a seasoned perspective to her clients. Her expertise focuses on areas such as college education planning, managing new wealth, personal retirement planning, socially responsible and values-based investing including ESG considerations, as well as women and wealth. Candice approaches client relationships by understanding their life priorities and creating personalized plans designed around their goals and aspirations. She is recognized for her responsiveness, problem-solving skills, and genuine interest in her clients' well-being. Candice holds a Master's degree from the College for Financial Planning and a Bachelor's degree from the University of California system. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Outside of work, she enjoys cooking, music, reading, yoga, and spending time with her family and their dachshund, Twiggy. Candice is also involved in community activities including volunteering and fundraising for Muttvill Senior Dog Rescue.

Mark Werner is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently affiliated with LPL Financial in Walnut Creek, CA, having previously worked at firms including Fred Alger & Company, LLC and Ashfield Capital Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios and research from multiple sources.

Vy Tieu is a Financial Solutions Advisor with Merrill Lynch Wealth Management. She holds the Professional Investment Advisor (PIA) designation. Vy has extensive experience in the financial services industry, having worked in roles that involve investment portfolio management and client service for high net worth individuals. She joined the Economos Group in November 2023 as a Registered Wealth Management Client Associate. Vy earned a B.S. in Finance from the University of Illinois at Chicago (UIC). Originally from Vietnam, she currently resides in the Bay Area.

Yama Jamili is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining LPL Financial in 2023, he was with BMO Bank NA and BancWest Investment Services, where he served as Head of Northern California and Pacific Northwest Private Wealth. Outside of his advisory roles, he is co-owner of M & J Family LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios, third-party subadvisors, and technology-driven approaches.

Alastair Patterson is a CFP® certificant with eight years of industry experience, currently advising at Wells Fargo Advisors. He previously worked at Morgan Stanley Private Bank and Morgan Stanley for five years, and has held roles at Bank of America and Merrill. Outside of his advisory work, he operates a rideshare business through Lyft in San Francisco. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and integrates advisory services with various financial products and referral channels.

Thomas Bilotti is a financial advisor with OSAIC in Danville, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with OSAIC since 2007 and also operates Bilotti Financial Group, where he provides securities and advisory services. In addition to his advisory roles, Bilotti is involved in fixed insurance product sales and mortgage origination through Freedom Equity Group Financial Services and acts as an agent for various insurance companies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services utilizing asset-allocation tools, risk tolerance assessments, and access to third-party managers across multiple investment vehicles.

David Ellman is a financial advisor with Wells Fargo Clearing in Concord, CA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, and BancWest Investment Services. He also holds a California real estate license and is responsible for licensing oversight within the state. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mia Jay is a Series 66-registered financial advisor at UBS Financial Services with one year of industry experience. She has previously worked at Northwestern Mutual and held roles outside finance, including at The Well Coffeehouse and Sisi Cafe. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and capital markets solutions supported by proprietary research and institutional trading capabilities.

Desiree Wodicker is a financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Ameriprise Financial Services. Outside of her advisory role, she has independent contractor positions, including work with Instagram and marketing-related activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, including discretionary and non-discretionary management, model portfolios, and institutional client solutions.