Shelley Hancock is a financial advisor with Wells Fargo Clearing in Danville, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked for Wells Fargo Investments, LLC, from 2001 to 2011 and has been with Wells Fargo Clearing since 2016. 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 combines brokerage and advisory solutions with research-driven investment approaches.

Brian Stanley is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with JP Morgan Chase Bank and J.P. Morgan Securities LLC since 2016. Based in Dublin, California, his work focuses on institutional consulting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a range of investment strategies including those with ESG frameworks.

Logan Marts is a financial advisor at Osaic Wealth with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. His background includes roles outside finance, such as positions at Amazon and in interpreting services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multi-advisor platform solutions.

Seema Shrivastav is a financial advisor with J.P. Morgan Securities in Fremont, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. She has worked at Wells Fargo Clearing and Wells Fargo Bank NA for over a decade prior to joining J.P. Morgan. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria within a non-discretionary program where clients retain final decision-making authority.

Michael Martin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Cetera since 2021 and previously held positions at Wells Fargo Clearing, U.S. Bancorp Investments, Inc., and Wamu Investments, Inc. In addition to his advisory role, he is an insurance agent selling life, health, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various investment strategies and third-party managers.

Arnel Tecson is a Series 66 credentialed financial advisor with LPL Financial in San Ramon, CA, where he has worked since 2007, totaling 19 years of industry experience. Outside of his advisory role, he has been involved in a real estate rental business in Keller, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a broad range of financial planning and asset management services through a large network of investment adviser representatives.

Frank Abigana is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He is also the owner and president of Frank Raymond Inc., a tax and financial services company that provides tax preparation, planning, bookkeeping, tax problem resolution, and business consulting. Abigana has worked at several firms including Avantax and currently operates his own financial services business alongside his role at Cetera. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 independent advisors. The firm offers a multi-manager platform with flexible portfolio management solutions, including model portfolios, third-party managers, and bespoke strategies across various program structures and custodial relationships.

Don Willner is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Woodbury Financial Services, Inc. and Questar Asset Management. Outside of advising, he facilitates seminars focused on women's situational awareness and self-defense. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with tools for asset allocation, portfolio optimization, and offers a wide range of advisory and brokerage services through a multi-advisor platform.

Steven Polaski is a CFP® professional with 25 years of industry experience, currently advising at Cetera since 2023. He previously spent 18 years at Summit Financial Group Inc. and three years working with Livermore High School. Polaski is also a licensed insurance agent and occasionally places policies through approved companies. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Radhika Srinivasan is a financial advisor at Charles Schwab with 18 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Bank and Wells Fargo Clearing. 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 related managed-account and financial planning services. The firm provides a combination of non-discretionary and discretionary investment management with centralized custody and operational support.

George Arrivas is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Bank of America, Merrill, and earlier at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Smith is a financial advisor with J.P. Morgan Securities in San Ramon, CA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a 15-year tenure with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized Wealth Advisor program. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Frederick Lewis is a financial advisor at OSAIC with five years of industry experience and a Series 66 designation. Prior to joining OSAIC in 2025, he spent six years with Lincoln Financial Advisors. Outside of advisory work, he is also licensed as an insurance agent, offering and servicing fixed insurance products including fixed and indexed annuities as well as various types of health and life insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Robert Santos is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2014, following three years at Thrivent Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and may incorporate an ESG eligibility framework.

Scott Martinez is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank SSB since 2011. Charles Schwab & Co., Inc. serves a large client base 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 discretionary separately managed accounts, offering a multi-asset model portfolio approach supported by in-house research and alternative investment options.

Adam Ghinazzi is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Cetera Wealth Services since 2013. He is also affiliated with East Bay Financial Network, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes both affiliated and third-party managers.

Dominique Reyes is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 credential and has held positions at firms including Corebridge Financial and PAX Labs, Inc. Outside of finance, she has been involved with Heylo LLC for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research supported by a manager solutions team and offers broader derivatives and commodities capabilities.

Nathanael Silin is a financial advisor with Primerica Advisors in Newark, CA, holding Series 63 and Series 65 licenses and over 12 years of industry experience. He has been with Primerica Advisors since 2014 and has worked in related roles at Primerica Financial Services since 2012. Outside of his advisory work, he is involved in various delivery driving roles and operates a landscape contracting business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Robert Lee is a Series 66 licensed financial advisor with J.P. Morgan Securities in Danville, CA, having worked in the industry for eight years. His background includes two years with JPMC Bank NA before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and performance reporting. Their advisory process incorporates quantitative and qualitative research supported by a centralized due diligence team, and includes ESG considerations within a framework of eligible investment strategies.

Thayvi Ganeshalingam is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Thayvi worked as a Planning Consultant at Fidelity Investments from 2022 to 2025, a Relationship Manager from 2021 to 2022, and a Financial Representative from 2020 to 2021. Thayvi holds a California Insurance License. Thayvi focuses on working with clients to develop clear and personalized financial strategies. By understanding clients' goals, concerns, and priorities, Thayvi aims to simplify the financial planning process and support clients through major life transitions or long-term security planning. The goal is to help clients feel more confident and organized about their financial future and maintain focus on what matters most.