Rupa Jack is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney since 2009, currently also serving at Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Johanna Arrancha Bernal is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and two years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, N.A., Westamerica Bancorporation, and Pechanga Resort & Casino. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its investment process and offers a broad range of products through its affiliation with the larger J.P. Morgan broker-dealer and banking organization.

Zoubir Belkacemi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at J.P. Morgan Securities since 2019 and concurrently at JPMorgan Chase Bank, N.A. since 2016. Prior to that, he was employed at UBER Technologies from 2014 to 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Tatia Mac Kinnon is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Kevin Jaggie is a CFP® with 29 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he is involved in a farming business in Sonoma, 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 IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial products, such as insurance-related vehicles and bank deposit sweep options.

Kevin Wilson is a financial advisor at Wells Fargo Clearing with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing and its affiliated entities since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ariel Castillo is a financial advisor at Edward Jones in Benicia, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at First Republic Bank from 2016 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Gary Scott is a CFP® professional with over 31 years of industry experience, currently serving at Edward Jones since 1994. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a rental property owner in Sonoma, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, SMAs, and affiliated mutual funds, operating under a fiduciary standard.

Jennifer Sunseri is a financial advisor at Edward Jones with a Series 66 designation and eight years of experience at the firm. Prior to joining Edward Jones, she worked at Traffic Fax and held positions with the Napa Valley Unified School District and as a self-employed professional. She is in the process of closing her sole proprietorship, Sunseri Fiduciary Services, where she served as a professional fiduciary. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Alberto Fuentes Perez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he managed two businesses—Volt Auto Glass, an auto glass repair company, and JF Marketing, an online marketing firm. He dedicates significant time to these entrepreneurial ventures alongside his advisory work. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Michael Fragoso is a financial advisor with Osaic, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Lincoln Financial Advisors Inc. and Acord & Fong Wealth Strategies. Outside of advising, he provides security services at conferences and conducts non-variable insurance and annuity sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios that can include a variety of investment types and may be managed on discretionary or non-discretionary bases.

Peter Stewart is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, he worked for Youngs Market/RNDC for nine years. He also serves as Vice President of Mayacamas Fire, where he participates in board meetings and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages over $1 trillion in assets and offers both discretionary and non-discretionary strategies, supported by a large network of advisors and branch offices nationwide.

Karimah Karah is a financial advisor with Ameriprise in Vallejo, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she is involved in family-run Airbnb businesses and serves as a trustee on the Solano Community College Board. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Alison Russell is a Series 66-licensed financial advisor at Edward Jones in Napa, California, with experience at the firm dating back to 2017. She previously worked at LPL Financial, operating under Napa Valley Financial from 2015 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 advisors.

Ashton Urda is a financial advisor at LPL Financial with six years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2019. 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 provides a range of advisory programs, financial planning, and brokerage services supported by proprietary and third-party research.

Misty Jones is a financial advisor with UBS Financial Services in Napa, CA, holding Series 63 and Series 66 licenses and carrying 26 years of industry experience. She has been with UBS Financial Services since 2000. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, employing proprietary research and model-based asset allocations to tailor strategies to client goals.

Essam Ibrahim is a financial advisor at OSAIC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aig Financial Advisors since 2005 before joining OSAIC in 2023. Outside of his advisory role, he owns a mortgage brokerage and operates as a real estate broker and tax preparer. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a large network of advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Megan Linford is an Investment Consultant at Fidelity Investments, where she partners with individuals and their families to create, implement, and monitor financial plans aimed at achieving their personal financial goals. She has held several roles at Fidelity Investments, including Planning Consultant from 2022 to 2023 and Relationship Manager from 2018 to 2022. Prior to joining Fidelity, Megan worked as a Financial Advisor at Merrill Lynch from 2017 to 2018. She holds a California Insurance License. Outside of her professional work, Megan is interested in family activities, golf, spending time at the lake, parenthood, and caring for pets.

Matthew Heil is a Wealth Management Advisor with the Mazzucco Group at Merrill Lynch Wealth Management in San Francisco. In his current role, Matthew provides in-depth analysis, customized advice, and high-touch service to individuals, families, and institutions. He specializes in family wealth management strategies, legacy planning, philanthropic and values-based investing, and services tailored for endowments, foundations, and non-profits. Matthew works closely with clients to help them pursue their long-term financial goals, aligning resources and strategies with their priorities and aspirations. Matthew has worked in financial services since 2015. Prior to joining Merrill, he served as CFO of Equeum, a fintech firm, and held roles in financial analytics as well as development and management positions in educational institutions. He earned a Bachelor of Arts degree from the University of California, Los Angeles, with a focus on History and European Studies. Matthew is a Personal Investment Advisor (PIA) and is fluent in English and Spanish. Beyond his professional responsibilities, Matthew has demonstrated ongoing community involvement, including advisory roles with St. Helena Montessori and Pacific Oaks Academy, as well as past board memberships with Gladwyne Montessori and the Napa Valley Little League. He is affiliated with the Napa Valley Grapegrowers and participates actively in volunteer leadership. Outside of work, Matthew enjoys spending time with his wife, Jenny, and their four children. His personal interests include playing tennis, coaching youth sports, snowboarding, and making wine.

Mohammad Qureshi is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Charles Schwab, TD Ameritrade, and Global Philanthropy Advisors. Outside of his advisory role, he owns and operates a used car wholesale business. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.