Matthew Larrabure is a financial advisor at RBC Capital Markets with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill and Bank of America. Outside of his advisory role, he teaches hunter education classes for the California Department of Fish and Wildlife and serves as a committee member for the Sonoma Marin Area Rail Transit. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with tailored portfolio management strategies, integrating both in-house and third-party investment resources.

Brock Scigliano is a financial advisor with LPL Financial in San Rafael, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. His prior roles include positions at Fidelity Investments, Prudential, and TD Ameritrade. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jess Perez is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2008. In this role, Jess applies expertise in comprehensive financial planning to assist clients in developing personalized strategies that align with their values and goals. As a CFP4 professional, Jess emphasizes the importance of listening to clients to build lasting relationships and provide guidance through various life changes. Jess holds a California Insurance License, supporting the ability to offer informed advice on insurance-related matters as part of holistic financial plans. Beyond professional commitments, Jess engages in personal interests including biking, fitness, golf, caring for pets, and traveling.

Gustavo Sanchez is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Patelco Credit Union and Sonoma State University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage a broad range of investment products and model portfolios.

Jennifer Earnest is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo and Equitable. Earnest serves as Treasurer and Board Member of the San Rafael High School Athletic Boosters and is Secretary of the Marin Professional Women's Network. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screening and qualitative research to offer written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Joanny Rivera is a financial advisor with Wells Fargo Clearing in Corte Madera, CA, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Wells Fargo, Rivera worked at U.S. Bancorp Investments and U.S. Bank. Rivera has held roles in the film industry, including positions at the Napa Valley Film Festival and the California Film Institute. 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 supported by research and analytics from Wells Fargo Investment Institute.

Jeffrey Limeta is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Before joining Fidelity in 2025, he worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities from 2023 to 2025, and prior to that was employed at Cover Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. Its investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering diversified model portfolios composed of mutual funds, ETFs, and ETPs.

Bryce McConnell is a financial advisor at Morgan Stanley in San Rafael, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs that include tailored financial planning and extensive investment services. The firm uses structured planning tools and models to assist clients and manages approximately $2.74 trillion in client assets.

Marygrace Elizondo is a CFP® professional with 38 years of industry experience, currently serving as an advisor at LPL Financial since 2001. She operates Whitecap Insurance Services, an insurance agency she co-manages with her husband, who is a commercial insurance broker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Shawn Travers is a financial advisor at Morgan Stanley with 26 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and UBS Financial Services. He is based in San Rafael, California. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm employs a structured planning process using firm-approved tools and offers a broad array of retail and institutional investment solutions.

Joe Cline is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and All of Us Securities, LLC. Outside of his advisory work, he serves as a finance council member for St. Hilary Church, a religious school in Tiburon, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis.

Di Wu is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Bank of America, Merrill, HSBC, and E*TRADE. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and supports portfolio implementation through affiliated investment-management entities.

Thomas Velasquez is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Investments and Wells Fargo Clearing since 2001. Outside of his advisory work, he owns a vacation rental property in Princeville, Hawaii. 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 supported by research from Wells Fargo Investment Institute and third-party sources.

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.

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.

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.

Konstantinos Grigorakis is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held roles at Bank of America, N.A. and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

James Watts Jr. is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bank of America and Merrill Lynch. Outside of advising, he has a 50% ownership in Watts Development, LLC, a real estate business based in Atlanta, GA. 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 investment approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.