Matthew Corrado is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding a Series 63 designation and 38 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 services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research, custody, underwriting, and capital markets solutions.

Daniel Grover is a Certified Financial Planner® with 30 years of industry experience, currently serving at UBS Financial Services since 2021. His prior roles include positions at First Republic Investment Management and Wingspan Insurance Group. He is a member of the board of directors for Lafayette Partners in Education, a nonprofit supporting local public schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and model-based asset allocations.

Zoubir Belkacemi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities since 2019 and has a broader affiliation with JPMorgan Chase Bank, N.A. since 2016. 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. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with recommendations limited to eligible strategies and incorporating ESG criteria.

Eliza Nuffer is a financial advisor with UBS Financial Services, holding a Series 66 designation and four years of industry experience. She has worked at UBS since 2023 and previously spent time at Infinity Financial Services and Golden Gate University. 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Clinton Greene is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Shahan Avakian is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and its affiliated entities for 25 years. 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 combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Shalom Morgan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Wells Fargo Investments, LLC and Wells Fargo Clearing since 2005. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research and analytics.

Tatia Mac Kinnon is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that provide written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Margaret O'Hearn is a CFP® and holds a Series 66 designation with 15 years of industry experience, all with Raymond James & Associates in Walnut Creek, CA. She has been with the firm since 2011. 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 ranging from individuals and high-net-worth clients to institutional and municipal entities, offering financial planning and advisory services through multiple specialized programs.

Ariel Castillo is a financial advisor at Edward Jones in Benicia, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at First Republic Bank from 2016 to 2023. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Alberto Fuentes Perez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. Prior to his current role, he has been involved in managing a Volt Auto Glass business since 2023 and an online marketing firm, JF Marketing, since 2010. At Volt Auto Glass, he is owner and manager, responsible for organizing schedules and daily operations. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and offers discretionary separately managed account options, supported by third-party trade execution and custody services.

John Hutchinson is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. He spent 14 years at Stifel Nicolaus & Co Inc prior to his current role. Outside of his advisory work, he serves as co-executor and acting trustee for a family trust, managing related fiduciary responsibilities. 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, institutions, and municipal entities—and offers a range of financial planning, advisory, and consulting services supported by various portfolio management styles and affiliated research resources.

Megan Feeney is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Clearing Services since 2021 and previously held roles at US Sports Camps Inc. and the University of Redlands. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michael Fragoso is a financial advisor with Osaic Wealth, holding a Series 66 designation and three years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors, Acord & Fong Wealth Strategies, and several other firms. Outside of financial advising, he provides security services at events and conducts non-variable insurance and annuity sales. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

Lata Malla is a financial advisor at Merrill with a Series 66 designation and seven years of industry experience. She has worked at Merrill since 2017 and previously held roles at Bank of America and as an instructor at California State University, East Bay and College of San Mateo. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Helen Abe is a financial advisor at RBC Capital Markets with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and City National Bank. Outside of her advisory role, Abe teaches financial education courses for women through the Women's Bureau Financial Education Program and College of Marin, and she serves on the board and finance committee of Hospice by the Bay. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Kuang Te is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Nicholas Linton is a CFP® and CFA® with 13 years of industry experience. He is currently with Raymond James & Associates and has previously worked at firms including Summit Financial Group LLC, Securian Financial Services Inc, and LPL Financial, LLC. His background also includes experience in the insurance sector and a role at Lyft. 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, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Randall Colombo is a financial advisor at UBS Financial Services with 51 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at RBC Capital Markets and Morgan Stanley DW Inc. He is based in Walnut Creek, CA. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Karimah Karah is a financial advisor with Ameriprise in Vallejo, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she is involved in family-run Airbnb businesses and serves as a trustee on the Solano Community College Board. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.