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 at Wells Fargo Clearing with 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, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment strategies.

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 with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Her prior roles include positions at Claraphi Advisory Network, Marin Country Club, and California State University, Chico. Outside of her advisory work, she manages a rental property in Novato, California. 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 employs over 14,000 advisors, offering 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 41 years of industry experience. His prior work includes roles at Citigroup Global Markets and various divisions of Morgan Stanley, where he has been since 2007. He also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Emma Taylor is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds a Series 63 designation and has previously worked at Charles Schwab for 14 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines in-house research with third-party analytics to support its investment selections and portfolio strategies.

David Cohen is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo since 2016 and previously at Prudential Equity Group, LLC from 1997 to 2003. 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 combines research and analytics with diversified investment evaluation and offers both brokerage and advisory solutions through a large network of advisors.

Thomas Nowrouzi is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on understanding clients' goals to help build a clear path toward financial security. He has experience in various financial roles, including serving as an Investment Consultant at Fidelity Investments from 2020 to 2023 and as a Financial Advisor at Edward Jones from 2018 to 2020. His areas of expertise include planning for retirement, investment strategies, and navigating complex financial decisions. Thomas holds a California Insurance License. Outside of his professional work, he has interests in cooking and baking, fitness, food, outdoor adventures, snowboarding, and traveling.

Riley Gabriel Lee is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing and implementing long-term investing plans tailored to the specific goals of his clients. His work focuses on delivering practical and personalized advice through a goals-based approach, leveraging the resources available at Merrill to help families and businesses achieve financial confidence. Riley and his team assist clients in areas including education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He emphasizes a deep understanding of each client's goals, priorities, and approach to work and life to provide guidance that aims to bring clients closer to their financial milestones. Riley holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned both his Bachelor's and Master's degrees from Northern Arizona University and is a member of the Northern Arizona University Alumni Association. Outside of his professional commitments, Riley enjoys hiking, music, running, swimming, and tennis, and values spending time with his family.

William Robinson is a financial advisor with Morgan Stanley in San Rafael, CA, holding a Series 66 license and 12 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2023, he worked at Bank of America and Merrill from 2013 to 2023. Outside of advising, he is involved in property management as a partner in real estate ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individual and institutional clients. The firm emphasizes a structured financial planning process supported by firm-approved tools and serves clients through both direct and employer-sponsored arrangements.

Maria Potter is a financial advisor at Charles Schwab with 16 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2014. Potter holds the Series 63 and Series 66 designations. Charles Schwab & Co., Inc. serves primarily 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 portfolios and offers a centralized structure supporting a large client base.

Jackson Roberts is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Financial Life Insurance and Equitable Advisors, LLC. Outside of his advisory role, he is involved with JDR Group Holdings, LLC, a family-owned holding company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on non-discretionary, written asset allocation advice and manager searches, supported by a centralized due diligence process and a range of investment options that may include ESG considerations.

Besart Morina is a financial advisor with LPL Financial in Larkspur, CA, holding a Series 66 designation and 21 years of industry experience. He has previously worked at Unionbanc Investment Services, Wells Fargo Clearing, Wells Fargo Investments, LLC, and Chase Investment Services Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering a range of financial planning and portfolio management solutions that include model portfolios and third-party asset management.

Nicholas Spangler is a Financial Consultant at Fidelity Investments, a position he has held since 2021. In this role, he partners with clients to develop personalized financial plans that reflect their unique values and vision for the future. He focuses on understanding clients' lifestyle and retirement goals to create strategies tailored to their individual priorities. Prior to joining Fidelity Investments, Nicholas worked as a Financial Planner at Marina Capital from 2018 to 2021 and at Securities America Advisors from 2014 to 2018. He began his career as a Financial Advisor at MassMutual, where he worked from 2011 to 2014. Nicholas holds a California Insurance License.

Mario Diaz is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. Prior to joining Fidelity, he worked in various roles including at R&R Craftails Inc and Oakland Pro Soccer LLC. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is noted for its use of systematic methodologies, oversight of sub-advisers, and its formal advisory role to multiple registered investment companies.

Anthony Martino is a financial advisor with Fidelity Investments in San Rafael, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at firms including MML Investors Services, LLC, MassMutual Life Insurance Co, Lenox Advisors, and Rare Society. He also operates as an insurance broker for Lenox Advisors, specializing in life, disability, long-term care, fixed annuities, and health insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including charitable funds and registered investment companies, with a noted role in constructing model portfolios and employing systematic methodologies supported by AI and long-term asset allocation benchmarks.

Colin Wells is a financial advisor with Stifel in San Rafael, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analyses and guidance to support client decision-making.

Patrick Bell is a financial advisor at Edward Jones with 22 years of industry experience. He has held his current role since 2018 and previously worked at Klarity FX from 2014 to 2018. He holds Series 63 and Series 66 designations and is based in San Rafael, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices across the United States.