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.

Heather Cheney is a financial advisor with LPL Financial in Petaluma, CA, holding a Series 66 designation and 20 years of industry experience. Her career includes prior roles at Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. 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 portfolio programs, and institutional platforms, supported by technology tools for operational and research purposes.

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.

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.

Risa Scott Smith is a financial advisor at LPL Financial with three years of industry experience and holds a Series 65 designation. Her prior roles include positions at Western International Securities, Inc., Ute Scott-Smith, and the University of Hawai'i. She has experience outside finance, having worked at San Lorenzo Bikinis in 2020. 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 financial planning and asset management services through a large network of advisors, supported by research, technology tools, and various financial products.

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.

Nicole Wade is a financial advisor at Edward Jones with 11 years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at JP Morgan Securities and Rancho Cotate High School. Wade has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of over 23,000 financial advisors and manages approximately $1.01 trillion in assets.

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.

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.