Aaron Cooperband is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services and Equitable Advisors. Outside of his advisory role, he serves on the finance committee and board of a non-profit hospital foundation supporting a hospital in Guatemala. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm uses a model-based investment approach emphasizing asset allocation, portfolio optimization, and a range of program options including Unified Managed Accounts and third-party manager access.

John Reuscher is a financial advisor with OSAIC based in Novato, CA, holding the ChFC® designation and over 46 years of industry experience. His career includes roles at Reuscher Financial Group, Securities America Advisors, and Foothill Securities, Inc. Outside of advising, he is active in the local community as a Director of Administration for the Rotary Club of Novato and serves on the endowment committee for the Presbyterian Church of Novato. He is also involved in acting and producing for commercials, films, and web-based productions. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of advisory and brokerage services. The firm’s investment process utilizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party managers, with a platform characterized by its scale, affiliate network, and multiple custodial and lending programs.

Edgar De Luna is a financial advisor with LPL Financial in Novato, CA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His prior roles include positions at BMO Harris Bank, Wells Fargo Bank and Clearing, and J.P. Morgan Securities. Outside of his advisory work, he is involved with De Luna Orchards, an almond orchard in Orland, CA. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and extensive operational technology.

Keith Loegering is a financial advisor with LPL Enterprise holding Series 63 and Series 65 registrations and 29 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, Merrill, and Wells Fargo Investments. Outside of advising, he has worked as a rideshare driver and is involved in land development activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Paul Bailin is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop and implement financial plans tailored to their unique goals, leveraging Fidelity's resources to evaluate investment risks and tax-efficient investing considerations. Paul has extensive experience in financial services, having held multiple positions at TIAA from 2010 to 2023, including Senior Director of Institutional Lifetime Income Distribution and Director of TIAA Global Asset Management. Prior to that, he worked as a Financial Advisor at Merrill Lynch Bank of America and UBS Financial Services. He holds a California Insurance License. Outside of work, Paul enjoys concerts, music, scuba diving, swimming, tennis, and traveling.

Adrian Kula is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at AXA Advisors, Equitable Advisors, and JPMorgan Chase Bank, N.A. prior to his current roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with clients retaining final decision-making authority.

Jennifer Marshall is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at Charter Capital Corp dba First Capital Group, Golden 1 Credit Union, LoanDepot, and Wells Fargo Home Mortgage. Outside of her financial career, she creates hand-made pottery under the name Funny Farm Pottery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,000 advisors.

Taylor Loughlin is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

David Tornes is a Series 66-licensed financial advisor with Edward Jones in Sausalito, CA, where he has worked since 2020. He has five years of industry experience and previously held roles at Red1 Realty, On The Run Drive-Thru LLC, and Key Realty Ltd. Outside of advising, he holds an Ohio real estate license managed through a holding company and makes referrals to other agents. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Daniel Murphy is a financial advisor at Morgan Stanley with 44 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works at Morgan Stanley Private Bank, N.A. since 2015. He holds a Series 63 designation and is based in San Rafael, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Leo Coppeta is a financial advisor with LPL Financial in Mill Valley, California, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 1993. 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, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with various strategic and tactical investment options.

Eavenson Horter is a financial advisor at UBS Financial Services with 21 years of industry experience. He previously worked at J.P. Morgan Securities Inc and JPMorgan Chase bank for nine years. Horter serves as a strategic advisor to California Labs, Inc., a technology company focused on family communication devices. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Eddy Gutierrez is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. His prior roles include positions at Oppenheimer and Bank of America, N.A. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Gutierrez is managing partner of California Street Wealth Management LLC and CEO of Chaves Ventures Corp, both financial services firms based in San Rafael, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically provided on a discrete basis.

Richard Mansfield is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, Morgan Stanley, and E*Trade Capital Management. Outside of his advisory role, he owns rental properties. Charles Schwab 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 discretionary separately managed accounts and offers integrated custody, brokerage, and cash management services.

John Williams is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and tailored financial planning using structured processes and firm-approved tools.

Susan Brennan is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2002, including roles at Wells Fargo Investments and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Peter Cook Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Wells Fargo Investments and Wells Fargo Clearing since 2004. Outside of his advisory role, he is involved in endorsing a book titled "MAKE YOUR DESTINY HAPPEN." Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients nationwide. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeffrey Schottenstein is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Merrill, Bank of America, and First Republic Investment Management. Outside of his advisory work, he serves as president of the Sara Schottenstein Foundation, which supports the development of new cancer treatments, and is a board member of the Gastric Cancer Foundation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by a manager solutions team, with an emphasis on eligible strategies and an ESG eligibility framework.

Angela Herico is a financial advisor with Wells Fargo Clearing in Corte Madera, CA. She holds the Series 66 designation and has 10 years of industry experience, all 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 roughly $671 billion in assets with over 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Geoffrey Aden is a financial advisor at OSAIC with 35 years of industry experience. His prior roles include positions at Woodbury Financial Services, Cetera Advisors, and LPL Financial. He operates a sole proprietorship providing insurance case design and serves as a trustee managing family investment activities. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supported by various advanced tools and strategies.