Lena Trotter Beasley is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2015 to 2017. Outside of her financial advisory role, she is involved with Smitty's Best BBQ. 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 municipal entities, providing financial planning and non-discretionary investment consulting through various specialized programs and services.

Quentin Aknin is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he has worked as an independent contractor driver for Uber after business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and market outlook models.

Betsy Bliss is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 licenses and 48 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Prior to that, she was with Cibc World Markets Corp. and Oppenheimer. 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, investment manager searches, and customized reporting. The firm’s process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Terrence Kotsatos is a CFP® and ChFC® with 28 years of industry experience. He has been with Edward Jones since 2010, based in Albany, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shannon Bennett is a financial advisor with Raymond James & Associates in San Rafael, CA, holding a Series 66 credential and 23 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Tayo Ogundiya is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2020. In this role, he partners with clients to develop comprehensive long-term financial plans and detailed investment strategies that incorporate workplace benefits and equity compensation. He emphasizes establishing long-term relationships based on trust and reliability to help clients work toward their financial goals. Tayo has been with Fidelity Investments since 2010, holding various roles including Relationship Manager, Financial Consultant, Service and Trading Manager, and High Net Worth Supervisor. He holds a California Insurance License. Outside of his professional responsibilities, Tayo enjoys concerts, hiking, movies, music, and writing.

Piers Cornelius is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 designations and 26 years of industry experience. He has been with J.P. Morgan Securities since 2008 and has worked at JPMorgan Chase Bank, N.A. since 2016. Based in San Francisco, CA, his career spans roles within the same institution over nearly two decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, utilizing forward-looking capital market assumptions and an ESG eligibility framework.

Sakiko Kono is a financial advisor with Ameriprise in Richmond, CA, holding a Series 63 designation and 32 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as president of the board of directors for Himawari-Kai and has participated in independent film acting and jazz singing as performing arts activities. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies and tax-efficient withdrawal planning. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

Askar Habybayli is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining J.P. Morgan Securities, his work history includes roles at JPMorgan Chase Bank, Columbia Sportswear, and various other positions across retail and fitness industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, supported by centralized due diligence combining quantitative and qualitative research.

Mason Billings is a financial advisor at Stifel with 9 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. since 2015. Based in San Francisco, CA, he provides advisory services to a diverse client base. Stifel serves individuals, including high net worth and non-HNW clients, as well as institutional clients such as pension plans and charitable organizations. The firm offers brokerage and investment advisory services, utilizing a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Michael Heckmann is a financial advisor with Stifel in San Rafael, California, holding a Series 63 designation and 37 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in rental property management. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

David Clarke is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Morgan Stanley in prior roles. Outside of his advisory work, Clarke has ownership interests in several ventures including DCC Ventures, LLC and Sunnyside Water Sports, a watercraft rental business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations through a combination of research, planning tools, and client meetings, with optional implementation across brokerage and advisory programs.

Scott Sinclair is a financial advisor with Wells Fargo Clearing in San Francisco, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Prudential Equity Group, LLC for 15 years before joining Wells Fargo in 2016. Outside of his advisory role, he is a co-owner of Sinclair Sunwear, a small business specializing in hat sales. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Henry Korngut is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services, Pacific Wealth Group, First Allied Securities, Round Hill Securities, and J.P. Morgan Securities. Outside of his advisory work, he serves as treasurer and board member for Valley Girls Softball and is involved in divorce financial resolution and insurance advisory businesses. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional clients, offering a range of brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization and supports multiple investment programs delivered through a complex network of affiliated broker-dealers, RIAs, and asset managers.

Gabriel Gutierrez Rodriguez is a Financial Consultant at Fidelity Investments, where he partners with clients to utilize a range of financial products and services aimed at advancing their financial goals. He has held this role since 2025, following his position as an Investment Consultant at Fidelity Investments from 2023 to 2025. Prior to his current tenure at Fidelity, Gabriel worked as a Financial Consultant at E*TRADE from 2019 to 2023. His earlier experience includes roles as a Premier Banker at Wells Fargo from 2018 to 2019 and as a Private Client Banker at JP Morgan Chase from 2013 to 2018. Gabriel holds a California Insurance License.

Brad Waitrovich is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and having 10 years of industry experience. His career includes roles at Merrill, Wells Fargo, First Republic, and J.P. Morgan Chase Bank. 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. The firm’s advisory process combines quantitative and qualitative research, emphasizing non-discretionary recommendations supported by centralized due diligence.

Shawn Huynh is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 17 years of industry experience. He has worked at JP Morgan Chase Bank, Citigroup, UnionBanc Investment Services, and Wells Fargo Clearing. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens with qualitative research and may incorporate an ESG eligibility framework.

John Kelly is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a scoreboard operator for the NBA's Golden State Warriors. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to inform its investment approach and provides a range of brokerage and advisory solutions through a broad network of financial professionals.

Kin Hung Chan is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of finance, he has experience with Typhoon Club Magazine and held roles at the University of California Santa Cruz. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates both quantitative and qualitative research in its recommendations.

Patrick Farley is a financial advisor with RBC Capital Markets offering 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch Pierce Fenner & Smith Inc., Bank of America, N.A., and City National Bank. Outside of his advisory role, he serves on the board of directors for the Marin Highlanders Rugby Club, a nonprofit sports organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.