Christel Robbins-Whittier is a Financial Consultant at Fidelity Investments, a role she has held since 2019. She has been with Fidelity Investments since 1998, with previous positions including Retirement Planner, Relationship Manager, Financial Representative, and Senior Investment Data Analyst. Her experience spans various aspects of financial planning and client relationship management within the firm. Robbins-Whittier holds a California Insurance License, which supports her work in the financial services sector. She is committed to partnering with clients and their families to work towards their financial goals. Outside of her professional career, she has personal interests that include cars, family activities, movies, pets, Pilates, and traveling.

Paul Schieber is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding Series 63, 65, and 66 licenses and 34 years of industry experience. His prior roles include positions at Fidelity Investments and Principal Funds Distributor. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alexander Taft is a financial advisor at UBS Financial Services in Mill Valley, CA, holding Series 63 and Series 65 designations with 36 years of industry experience. He has been with UBS since 1989. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Matthew Mayer is a Wealth Management Advisor with the Mayer Group, operating within Merrill Lynch Wealth Management. He works alongside a team of specialists, including his father and client associate Elizabeth, providing goals-based wealth management to accomplished professionals, families, and business owners. Matthew's primary focus is on wealth planning, assisting clients with family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, as well as retirement income. In September 2022, he earned the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services. He holds a bachelor's degree from the University of Colorado. Outside of his professional responsibilities, Matthew enjoys cooking, golfing, music, reading, skiing, and spending time with his family. He lives in Petaluma with his wife Alexandria and their two dogs.

Valerie Krebs is a financial advisor with LPL Financial based in San Rafael, CA, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. Her career includes roles at J.P. Morgan Securities and Wells Fargo Clearing before joining LPL Financial and Mechanics Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting both discretionary and non-discretionary account management with access to third-party subadvisors and customized strategies.

William Schrader is a financial advisor with Charles Schwab, holding a Series 63 designation and having 37 years of industry experience. He has been with Charles Schwab since 1989 and with Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 offers both non-discretionary and discretionary investment options, combining centralized custody and advisory functions with multi-asset model portfolios and a formal alternative investment process.

Andrew Mayer is a Wealth Management Advisor at Merrill Lynch Wealth Management in San Francisco. Since joining Merrill Lynch in 1983, he has focused on helping clients build, manage, and transfer wealth. Over his more than 38 years of experience, Andrew has developed expertise in guiding clients through various market environments and addressing key client priorities such as growing assets and creating lasting income in a tax-efficient manner. In 2018, Andrew’s practice became multi-generational when his son Matthew joined Merrill Lynch. Together with Elizabeth Murphy-Jinich, a Registered Senior Wealth Management Client Associate, they form the Mayer Group, a team committed to understanding each client’s individual circumstances and applying established financial strategies to help clients achieve their financial goals confidently. Andrew holds a Bachelor's Degree from Skidmore College and the Personal Investment Advisor (PIA) designation. Andrew and his wife have lived in Marin County for over 30 years, where they raised their two children. Outside of work, Andrew’s interests include golf, cooking, and bluegrass music.

Elizabeth Strong Coover is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 37 years of industry experience. She has previously worked at Spc and Sigma Financial Corporation, with tenures spanning two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Peter Barry is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James since 2018, previously working at Dipsea Capital. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and advisory services through various specialized programs and leveraging a broad range of portfolio management styles and affiliated research.

Taylor Wood is a financial advisor with RBC Capital Markets holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2019, Wood worked at Merrill and held positions in the wine industry at Buena Vista Winery and Rams Gate Winery. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a variety of advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers to tailor strategies based on clients’ risk profiles.

Lenore Rostoni is a financial advisor with LPL Financial in San Rafael, CA, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. She has worked at LPL Financial since 2013, with a brief period in 2017 at National Planning Corporation. 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 portfolios, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Melodye Jung is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Her prior work experience includes roles at Charles Schwab Bank, Wedgewood Weddings and Events, and Hilton Hotels of San Francisco. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering integrated brokerage, advisory, custody, and cash management services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach with strategic asset allocation and periodic reviews.

Kuosen Fung is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes positions at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Cooper Guthrie is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, 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 supported by research from Wells Fargo Investment Institute and third-party providers.

Ross Gompertz is a financial advisor at Wells Fargo Clearing with a Series 66 credential and two years of industry experience. Before joining Wells Fargo in 2024, he worked at Tesla for three years and at Bechtel for ten years. He also owns a general engineering contracting business in Marin County, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm combines large-scale resources and research-based investment approaches to provide both brokerage and advisory solutions.

Christian Lowe is a Planning Consultant at Fidelity Investments, where he assists individuals and families in developing personalized financial strategies that integrate investments, retirement planning, and long-term goals. He employs a disciplined, client-focused approach to financial planning. Prior to his current role, Christian served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and was a Financial Solutions Representative at Merrill Lynch from 2015 to 2021. He holds a California Insurance License. Outside of his professional work, Christian has interests in fitness, hiking, music, outdoor adventures, traveling, and food.

Isabel Bassi is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Claraphi Advisory Network, LLC and Marin Country Club. 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.

Marcus Alphin is the Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he provides guidance and ongoing coaching to associates with the aim of maximizing their potential and ensuring the delivery of a client experience that meets Fidelity's Standard of Care. Marcus has extensive experience in the financial services industry, having served as an Affluent Business Leader at Wells Fargo Advisors, LLC from 2010 to 2023. He holds a California Insurance License. Outside of his professional responsibilities, Marcus enjoys spending time at the beach, golfing, skiing, surfing, traveling, and volunteering.

Brian Asher is a financial advisor with Morgan Stanley in Richmond, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee for a trust based in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Emma Taylor is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.