Andrea Camahort is a financial advisor with Morgan Stanley in San Rafael, CA, holding a Series 66 designation and five years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. Outside of her advisory role, she owns MRJ Home Staging Designs, a home staging business based in Hercules, California. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services through various programs including Corporate Financial Planning agreements.

Mark Cordeiro is a financial advisor with Morgan Stanley in Napa, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Cordeiro serves on the boards of Napa Valley College Foundation, Napa Valley College, and the Boys & Girls Club of Petaluma. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs a structured planning process supported by proprietary tools and offers its services both directly and through corporate agreements.

Matthew Tarantino is a financial advisor with LPL Financial based in Novato, CA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2018, he worked at the University of the Pacific from 2016 to 2018. Outside of his advisory role, he serves as an assistant baseball coach at Marin Sports Academy. 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 financial planning, asset management programs, and institutional platforms, combining advisory and non-advisory financial services with oversight of over $819 billion in discretionary assets.

John Orofino is a financial advisor with Morgan Stanley in San Rafael, CA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jeffrey Burke is a financial advisor with UBS Financial Services, holding the Series 66 designation and bringing 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves as an investment manager and trustee for family trusts. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad array of capital markets services.

Zachary Taylor is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Morgan Stanley and Merrill. Outside of his advisory role, he is involved in property management as a sole proprietor in Florida. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

John Giffin is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at J.P. Morgan Securities for six years before joining Linsco/Private Ledger in 2007. 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 broad range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Fatima Sosa Ortiz is a Financial Advisor at Merrill Lynch Wealth Management in Napa Valley. She assists individuals and families in making informed financial decisions and developing strategies that support their long-term goals. Fatima focuses on personal retirement planning, managing new wealth, and empowering women in financial decision-making. Before joining Merrill in 2022, she worked with business owners at JPMorgan Chase in St. Helena, which helped her build strong client relationships and guide people through various financial opportunities and challenges. Fatima holds a Bachelor's Degree from Pacific Union College and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She communicates fluently in English and Spanish. Fatima is involved in several professional and community organizations such as Girls on the Run, Leadership Napa Valley, the Napa County Hispanic Chamber of Commerce, Soroptimist International of St. Helena Sunrise, and The Order Sons and Daughters of Italy in America Napa Lodge #2043. Outside of her professional role, she enjoys cooking, hiking, music, painting, reading, running, skiing, traveling, writing, and spending time with family.

Mark Porter is a financial advisor with Ameriprise in El Sobrante, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in a Herbalife distributorship focused on health and vitamin products. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Gerlynbee Buencamino is a financial advisor with LPL Financial in Sonoma, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Prior to joining LPL in 2024, Buencamino worked at Redwood Credit Union for 10 years and CUSO Financial Services, LP for 8 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Timothy Robbins is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked previously at Merrill and Bank of America, N.A. Before his career in finance, he was involved in the restaurant business for seven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG considerations.

Spencer Ziemer is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes roles at Bank of America, Exchange Bank, and various soccer organizations, as well as ownership of Spencersells LLC, where he sources and sells vintage items online. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Catheryne Diprete is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and the Global Investment Committee’s analyses. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Marisa Goldstein is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 20 years of industry experience. She has been with Morgan Stanley since 2013 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing comprehensive financial planning and investment advisory services. The firm employs structured planning tools and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Christopher Harris is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Financial Advocates Investment Management. Outside of his work at LPL, he provides investment advisory services through Financial Advocates Investment Management, an independent firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports investment adviser representatives with model portfolios, third-party asset management, and customized strategies across various account types.

Griffin Barash is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Woodbury Financial Services, Inc. for 12 years. Barash also operates a sole proprietorship focused on fixed insurance research and sales. OSAIC Wealth serves a wide range of clients, including retail investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation efforts.

Brenda Donohue is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 credentials and 16 years of industry experience. Her prior work history includes positions at Morgan Stanley and The Vanguard Group, Inc. She is currently based in Napa, CA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to a diverse client base, including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model strategies.

Jackson Joyce is a Financial Consultant at Fidelity Investments, where he has been serving since 2023. In this role, he collaborates closely with clients to analyze their portfolios and assist them in making informed financial decisions aligned with their life and family goals. Jackson's experience at Fidelity Investments spans several roles, including Investment Consultant (2022-2023), Planning Consultant (2021-2022), and Financial Representative (2020-2021). This progression reflects his ongoing commitment to supporting clients in their financial planning and investment needs. He holds a California Insurance License, which complements his financial advisory capabilities.

Scott Geller is a financial advisor with Morgan Stanley in San Rafael, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His work history includes roles at Wells Fargo Clearing, Bank of America, and Merrill prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides a structured planning process that utilizes firm-approved tools and modeling techniques.

David Grodin is a financial advisor with Mass Mutual Investors Services in Sonoma, CA, holding a Series 66 designation and 20 years of industry experience. He has been with the firm and its affiliate, Mass Mutual Life Insurance, since 2006. Outside of his advisory work, he is the managing partner of Grodin Financial and Insurance Services, LLC, and is involved in owning and managing the books for Inspiration Vineyards, a grape-growing enterprise. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations focused on investment categories and strategies.