Yan Li is a financial advisor with Edward Jones in Fairfield, CA, holding a Series 66 designation and 11 years of industry experience. Prior to joining Edward Jones in 2023, Yan worked at Merrill from 2014 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients through a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jill Guintu is a CFP® professional at Osaic Wealth with 31 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years and Wagner Loftin Investment Services LLC for 29 years. Outside of financial advising, she is involved in essential oils product consulting and owns a yacht marketing and maintenance business. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization supported by various financial tools and third-party managers.

Wendell Thomas is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 credentials and six years of industry experience. He has worked at Primerica since 2017 and previously spent 17 years at Wells Fargo Bank. In addition to his advisory role, he is a self-employed DJ. Primerica Advisors offers a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Sam Black is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of investment guidance using multi-asset model portfolios and alternative investment options.

Jonathan Korzekwa is a financial advisor at Fidelity with 10 years of industry experience and holds a Series 66 designation. His prior work includes roles at JP Morgan Securities, Charles Schwab, ETrade, and earlier periods at Fidelity, along with business experience in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Gabriel Jay is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at UBS Financial Services since 2008. Based in Walnut Creek, CA, he holds the Series 66 designation. Outside of his advisory role, he serves as Treasurer on the board of directors for the Fore Our Schools Foundation, a nonprofit focused on fundraising for Moraga schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial solutions including discretionary portfolio management and alternative products.

Gordon Clakley is a financial advisor with Raymond James & Associates in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2006 and previously worked at Moors & Cabot Inc and Wells Fargo Investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning, investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and offering municipal advisory and market-making services.

Brian Corley is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked extensively with First Republic Investment Management and related entities since 2011. Corley serves on the advisory board for Golden Gate University's Ageno School of Business and is a member of investment committees at CSU Monterey Bay and the Diocese of Monterey. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services tailored through proprietary research and model-based asset allocations.

Joseph Long is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Patelco Credit Union for 20 years and CUSO Financial Services for 19 years prior to joining LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, a range of portfolio programs, and institutional platforms, supporting advisors with diverse investment strategies and operational tools.

Huong Tran is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 designation and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Cheryl Tinseth is a financial advisor with Cetera, holding Series 63, 65, and 66 designations and bringing 27 years of industry experience. She has been associated with Cetera Wealth Services, LLC since 2013 and operates Mistretta Tinseth, a firm she has been involved with since 1996. In addition to her advisory role, Cheryl is a CPA and owner of TINSETH ACCOUNTANCY, providing accounting, bookkeeping, tax preparation, and management consulting services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures with ongoing supervision.

Ross Gaudoin is a financial advisor at UBS Financial Services with 17 years of industry experience. He has held positions at UBS since 2021 and previously worked at First Republic Investment Management, Inc. and Astera Financial Group, LLC. He holds Series 65 and Series 63 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and affiliated banking services.

Kerry Farley is a financial advisor at RBC Capital Markets with 12 years of industry experience. He holds a Series 66 designation and has previously worked at City National Bank, Bank of America, and Merrill Lynch. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services, implementing tailored strategies through a combination of in-house and third-party investment managers.

Kevin Marani is a financial advisor with LPL Enterprise holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Appreciation Financial, Pinnacle Equity Management, LLC, and Trajan Advisors. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a broad network of investment adviser representatives. The firm’s investment approach is typically model-driven, utilizing portfolios developed by internal research, third-party strategists, or TAMP sponsors, and also offers financial planning, access to third-party asset managers, and affiliated insurance and trustee services.

Liyuan Lee is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial, Lee worked at Sid Financial Services for five years and at Riverbed Technology for seven years. Lee holds the Series 63 and Series 65 credentials and is based in Concord, CA. 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.

Carl Ilg is a financial advisor with RBC Capital Markets and holds the Series 66 designation. He has 24 years of industry experience, including roles at Merrill, Bank of America, and City National Bank. He is based in Greenbrae, CA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored investment strategies and a mix of in-house and third-party managers, supported by RBC’s capital-markets capabilities.

Carter Lewis is a financial advisor at RBC Capital Markets with a Series 66 designation and less than one year of industry experience. His prior work includes roles in education at the University of San Francisco, Hamilton High School, and Santan Junior High School. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers and providing discretionary and non-discretionary portfolio management and related financial services.

Steve Freedman is a financial advisor with Wells Fargo Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Scottrade and Wells Fargo Clearing Service, LLC, and he owns and manages a business involved in music and artwork sales. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions, providing a broad range of investment and financial planning services supported by Wells Fargo research and tailored client recommendations.

Nathan Powell is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials. He has been in the financial industry since 2026. Prior to joining the firm, he held various roles including positions at Lenox Advisors and MassMutual Life Insurance Company. Outside of finance, his background includes experience in service and retail businesses as well as education. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment and educational programs.

Emmet Yeazell is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 50 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously spent 11 years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm manages approximately $671 billion in assets and operates with more than 14,000 financial advisors.