Jacob Zoller is a financial advisor with Charles Schwab in Walnut Creek, CA, holding a Series 66 designation and three years of industry experience. Prior to his current roles at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB, he worked various jobs including positions at Ivar's Salmon House and periods of full-time education. Charles Schwab & Co., Inc. serves a large client base, 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 mix of non-discretionary and discretionary investment solutions using multi-asset model portfolios, with integrated brokerage, custody, and advisory services.

Thomas Kennedy is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Ramona Conklin is a CFP® with seven years of industry experience and has been with Wells Fargo Clearing since 2012. She holds the Series 66 designation and is based in Walnut Creek, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

John Slonaker is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Hall Equities Group, and Ginsberg Financial Services. His current involvement includes running CalBay Investments, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

David Chase is a financial advisor at Castlewood Financial Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has held roles outside of finance, including senior director of planning at Amtrak, where he was involved in corporate budgeting and analysis. He has worked at Castlewood Financial Advisors since 2008 and has prior experience at Amtrak, Central Garden and Pet, and Lucy Pet Foods. Castlewood Financial Advisors primarily serves pooled investment vehicles and institutional clients, focusing on managing institutional mandates and portfolios. The firm combines asset-based and occasional hourly billing and operates with a structure tailored to institutional governance and pooled-vehicle administration.

Gilbert Kuo is a financial advisor with Kun Lun Development Corporation in Danville, CA, holding Series 63 and Series 65 designations and 31 years of industry experience. He has been with Kun Lun Development Corporation since 1995. Kun Lun Development Corporation primarily serves high-net-worth individuals, offering discretionary investment supervisory services, portfolio management, and investment consultations. The firm is notable for its performance-based fee arrangements, market-timing service, and negotiable advisory program terms tailored to its concentrated client base.

Yeh Chwen Kuo is a financial advisor at Kun Lun Development Corporation with 20 years of industry experience. He holds a Series 66 designation and has been with Kun Lun Development Corporation since 2008. Kun Lun Development Corporation primarily serves high-net-worth individuals, offering discretionary portfolio management, investment supervision, and various advisory programs. The firm is notable for its focus on performance-based fee arrangements and a concentrated client base, providing services tailored specifically to high-net-worth clients.