Odunayo Ogunbameru is a financial advisor at Merrill with Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Merrill in 2025, he worked at U.S. Bancorp Investments, Inc. for three years and Bank of America, N.A. for one year. He also held positions at U.S. Bank and Guaranty Trust Bank PLC. Merrill, together 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marco Carrasco is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at J.P. Morgan Securities and Mutual of Omaha Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement consulting, and brokerage services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Shane Westhoelter is a financial advisor with Cambridge Investment Research Advisors in San Ramon, CA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His work history includes roles at Continuity Partners Group, Gateway Financial Advisors, and a longstanding position with the National Information Network Ministry. Outside of his advisory work, he is involved in various entrepreneurial ventures including founding multiple retail businesses, serving on nonprofit boards such as the Amyotrophic Lateral Sclerosis Association of New Mexico, and authoring industry articles and a book on life planning. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a large network of financial professionals, utilizing multiple platforms and proprietary model strategies.

Tiffany Diaz is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. She has worked at LPL Financial since 2024 and has been associated with BMO Bank N.A. since 2012. Outside of her advisory work, Diaz is a notary public in California and operates systems for K & D Productions. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alice Wilms is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at New York Life and Thrivent Financial, in addition to consulting and self-employed roles. Wilms serves on the board of Save World Children, a nonprofit where she focuses on building partnerships and raising awareness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Deepa Venkatachalam is a financial advisor with J.P. Morgan Securities in San Ramon, CA. She holds a Series 66 designation and has seven years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisor, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver non-discretionary asset allocation advice, investment manager searches, and customized performance reporting.

Peter Waldron is a financial advisor at Osaic with 22 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for 21 years. Outside of his advisory role, he manages Trailblazer Wealth LLC and Waldron Partners LLC, and oversees term life insurance operations through Eggers, LLC. Osaic Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers brokerage and advisory services using a model-based investment approach, supported by tools for asset allocation, portfolio optimization, and risk management.

Neelofar Hossaini is a financial advisor with Wells Fargo Clearing in Danville, CA, holding a Series 63 designation and eight years of industry experience. She has held various roles within Wells Fargo entities since 2014. Outside of her advisory work, she is an authorized signer for a local hair salon’s business accounts in case of emergencies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Steven Kay is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its related entities since 2013, as well as Pension Planners Securities, Inc. from 2003 to 2008. In addition to his advisory role, he is involved in fixed life and health insurance through his business, Steve Kay Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment solutions.

Nicholas Economos is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has over 20 years of experience providing financial advice and portfolio management services to high net-worth individuals, businesses, endowments, and foundations. Nick manages his own personalized and defined investment strategies on a discretionary basis, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. He focuses on areas such as divorce transition planning, family wealth management strategies, personal retirement planning, individual and corporate investment strategy, tax minimization, and serving women and wealth. Nick graduated cum laude from California Polytechnic State University with a bachelor's degree in Business, concentrating in Finance, while playing varsity soccer. He holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He has been named to Forbes' "Best-in-State Wealth Advisors" list annually from 2018 through 2024. His team has been trained by the Ritz Carlton leadership group to provide attentive and high-quality client service. Outside of his professional work, Nick is a four-time Ironman triathlete and enjoys basketball, biking, golfing, running, soccer, and swimming. He lives in Alamo, California with his wife Melissa and their three children. He is involved with organizations such as Compassion International, New Life Church, Build a Bike, Invest in Hope (Helping our Patriots everywhere), and Monte Vista High School.

Min Deng is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Charles Schwab in San Ramon, CA. Prior to his current tenure at Charles Schwab, which began in 2013, he worked at MSI Financial Services, Inc. from 2007 to 2013. Outside of his advisory work, he is connected to a retail business partnership involving the application for an Offsale Beer and Wine Retail license in California. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of brokerage, advisory, custody, and cash-sweep services through integrated wrap fee programs and affiliated managed-account and financial planning services.

Ken Ngo is a CFP® professional affiliated with Edelman Financial Engines, with nine years of industry experience. His career includes roles at Wells Fargo Clearing, Charles Schwab Bank, JPMorgan Chase Bank, and Fidelity Brokerage Services. He is based in Danville, CA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, managing diversified portfolios with a long-term focus and offering both discretionary and non-discretionary advice.

Marian Nguyen is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked at Rainer Wealth Management and H&R Block. Outside of her advisory role, she is the owner of Reiki Properties, LLC, a real estate business based in Scottsdale, AZ. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to proprietary and third-party investment strategies across multiple platforms.

Jeffrey Martin is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Martin is also a 40% owner of Martin Financial Group, an investment management business based in Brentwood, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored recommendations.

Ralph Short Jr. is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services in various locations from 2016 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies to clients’ risk profiles and utilizes both in-house and third-party investment managers.

Oscar Subuyuc Xil is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2019. Prior to this, his work experience includes roles at Baja Fresh, DoorDash, and Buffalo Wild Wings. 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 supported by centralized due diligence and incorporates a range of eligible strategies, including ESG frameworks.

Samantha Sagers Davenport is a financial advisor with Mass Mutual Investors Services in Brentwood, CA. She holds Series 63 and Series 65 licenses and has 22 years of industry experience, all with Mass Mutual Financial and MML Investors Services. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements and specializes in event-driven planning programs such as divorce and estate-settlement planning.

Kathryn Pancoast is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 11 years with A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from its investment institute and third-party sources.

Umberto Leone is a Certified Financial Planner (CFP®) with 15 years of industry experience, all of which has been with Edward Jones since 2011. He is based in Concord, CA, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds under a fiduciary standard.

Jason Cooke is a CFP® with 28 years of experience in financial advising. He is currently with Edelman Financial Engines, where he has worked since 2022. Prior to that, he was with Herrmann & Cooke, Inc. for nine years. Outside of his advisory role, he serves as a commissioner on the City of Walnut Parks Commission and is the CFO on the board of Alumni Alliance, a nonprofit supporting former foster youth. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and serves a large client base through advisor-led and online platforms.