Craig Meier is a financial advisor at Wells Fargo Clearing with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Wells Fargo entities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a fiduciary role when providing investment advice and a discretionary option for plan-level investment selection.

Thomas Strohl Jr. is a CFP® credentialed financial advisor at OSAIC with 28 years of industry experience. He joined OSAIC in 2025 after spending 27 years with Lincoln Financial Advisors Corporation. Outside of advisory services, he is an insurance agent offering disability, long-term care, and life insurance products through Lincoln National Life Insurance Company, and he is a limited partner in an LLC managing business expenses. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and multiple platforms. The firm offers integrated brokerage and advisory services along with various portfolio management tools, supporting both discretionary and non-discretionary accounts, and utilizes third-party providers to deliver a broad range of investment solutions.

Ami Ibarra is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has been with J.P. Morgan Securities since 2012 and also works with JPMorgan Chase Bank, NA. Outside of her advisory role, she is involved in real estate investing and rents properties to young professionals in Africa. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage and investment management capabilities.

Amanda Luong is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to provide clients with comprehensive financial planning services. She meets with clients to assess their planning needs and assists in creating and implementing holistic financial plans. Amanda aims to foster a supportive and welcoming environment as clients build relationships with the Fidelity team. Amanda has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before assuming her current position. She holds a California Insurance License, supporting her work in financial planning and advisory services. Outside of her professional role, Amanda has interests in art, fitness, food, social events, reading, and traveling.

Aaron Gabriel is a CFP® professional with 37 years of experience in the financial industry, currently affiliated with Raymond James Financial. He has been associated with Raymond James Financial Services Advisors Inc. and The Gabriel Group since 2014. Outside of his advisory work, he is also a singer, songwriter, and recording artist involved with Rocky Michaels Music. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools and supports its clients through advisory programs and institutional consulting across a large advisor network.

Walter Gowen IV is a financial advisor with Fisher Investments in San Mateo, CA, holding a Series 65 designation and with 7 years of industry experience. He has been with Fisher Investments since 2012. Fisher Investments serves a diverse global clientele, including institutional and private investors such as pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across various asset classes. The firm employs a centralized investment process that integrates quantitative and qualitative research to construct globally diversified portfolios, and offers additional services including sub-advisory and retirement plan management.

Luke Andreassen is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2018, with prior experience at TD Ameritrade and Scottrade. Outside of his advisory role, he is listed as an owner of Rendezvous North Beach, a business started by his wife. Charles Schwab serves a large client base primarily composed of 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 investment solutions supported by multi-asset model portfolios, due diligence on alternative investments, and an integrated operational structure.

Edward Rusnak is a financial advisor with OSAIC, holding a Series 66 designation and bringing 21 years of industry experience. He spent 20 years with Lincoln Financial Advisors before joining OSAIC in 2025. Outside of advisory work, he conducts personal financial educational seminars as an instructor for local employee assistance programs. OSAIC serves a broad range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisers and advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to manage diversified portfolios across various asset classes and offers integrated brokerage, advisory, and third-party managed account services.

Erik Swoope is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and its Private Bank division. Outside of his advisory work, he coaches middle school to college-aged students in football and basketball and co-owns a hair salon in San Ramon, California. 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, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning supported by analytical tools and emphasizes a broad range of advisory programs and institutional consulting services.

Jennifer Kirby is a financial advisor at Edward Jones in Alameda, CA, with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gary Klein is a financial advisor with LPL Financial based in Hayward, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at Trilogy Capital, Inc., National Planning Corporation, and Trilogy Financial Services. He is also an insurance agency agent specializing in universal life and term insurance. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives who may use various strategies and proprietary tools.

Christina Ward is a financial advisor with Raymond James & Associates in San Mateo, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Raymond James, she worked at Accenture for three years. She is the founder and director of Work for America, Inc., a nonprofit organization focused on creating employment opportunities for adults with intellectual and developmental disabilities. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering customized financial planning and consulting through various advisory programs.

Luis Castro is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works collaboratively with clients to understand their financial priorities and develop strategies aimed at achieving their short-, mid-, and long-term objectives. He provides guidance on various financial topics, including general investing, retirement planning, and preparing for unexpected expenses. Luis holds the Personal Investment Advisor (PIA) designation. He has completed an Accredited Certificate Program from the London School of Economics and earned a Bachelor's Degree from the University of Southern California. He also holds a High School Diploma from Woodside Priory. Luis supports clients by connecting them with specialists from Bank of America in areas such as banking, credit, home financing, and small business solutions, providing comprehensive financial advice that adjusts as clients' needs evolve.

Cary Koh is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Ting & Associates team. Since joining the firm in 2013, he has focused on building and strengthening client relationships to support their long-term financial success. He works closely with individuals and families to understand their goals, values, and priorities and to develop practical strategies for college education planning, family wealth management, retirement income, liquidity management, and portfolio management services. Before entering the financial industry, Cary was a concert violinist and professional conductor. He holds a bachelor's degree in music from the University of California, Berkeley, and a master's degree in violin performance from the Manhattan School of Music in New York City. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Cary is also fluent in English and Mandarin. Cary serves as Bank of America's Corporate Board Representative on the Board of Trustees for Cal Performances at UC Berkeley. He is a Past President of the Rotary Club of Burlingame & Hillsborough and was previously a Board Trustee of the Crowden Music Center in Berkeley. In his personal time, Cary enjoys golfing and playing chamber music.

Tyler Jones is a Series 66-licensed financial advisor with Morgan Stanley in San Mateo, CA, bringing four years of industry experience. Before joining Morgan Stanley in 2021, he worked at Citibank and Bank of America. Outside of his advisory role, he teaches mathematics fundamentals to students. Morgan Stanley Wealth Management is a large institution serving both individual and institutional clients with a range of advisory programs, including tailored financial planning that integrates firm-approved tools and modeling techniques.

Khoa Le is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA before joining Charles Schwab in 2025. Outside of his advisory role, he engages in ride-sharing and food delivery services as an Uber driver. Charles Schwab 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 separately managed accounts, supported by centralized custody and operational infrastructure.

Christopher Mcclure is a financial advisor at OSAIC with 31 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation for 31 years before joining OSAIC in 2025. Mcclure holds a Series 63 designation and is involved in the life settlements business through approved vendors. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by a range of tools and third-party platforms.

Thomas Quinby is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2023. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with an emphasis on assets held in Ameriprise-managed accounts and the use of algorithmic automation in generating recommendations.

Susan He is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She has worked with Fidelity since 2019, initially as a Financial Consultant. Prior to joining Fidelity, Susan held roles in financial services including Relationship Manager at Citigroup from 2017 to 2019, Relationship Banker at JPMorgan Chase from 2016 to 2017, and Insurance Agent at Transamerica Insurance from 2014 to 2016. She is a CERTIFIED FINANCIAL PLANNER and Client Private Wealth Advisor with over a decade of experience. Susan holds a California Insurance License and has expertise in partnering with clients to assist them in their financial journey. She aims to provide peace of mind for her clients, enabling them to focus on their priorities. Outside of her professional work, Susan's personal interests include art, puzzles, reading, traveling, volunteering, and yoga.

Clark Geranen is a financial advisor with LPL Financial in Danville, California. He holds the Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2020, he worked at Cordoba Corporation and Parsons Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management access, and institutional platforms.