Austin Jamati is a CFP® professional at Mercer Global Advisors Inc. in Walnut Creek, CA, with experience at the firm since 2023 and prior work at KPMG. He has a background that includes university-level experience at the University of California, Los Angeles. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services as well as financial, tax, retirement, and estate planning. The firm uses a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios implemented through a variety of investment vehicles and offers additional specialized services and client education programs.

David Ventura is a CFP® with seven years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. based in Walnut Creek, CA. His career prior to joining Mercer included roles at Wealth Management Lab, New York Life Insurance, and Select Staffing/Visions of Video. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a comprehensive range of investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios using a mix of low-cost ETFs, index funds, separate account managers, and private fund platforms.

Aaron Langston is a CFP®-certified financial advisor with 18 years of industry experience. He has been with Mercer Global Advisors Inc. since 2015, holding various roles within the firm. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor tilts, with a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Lawrence Prozan is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. His prior roles include positions at Cetera Advisors LLC, LPL Financial, and running his own firm, Prozan Financial Services, for 25 years. He serves as a board member of the California Jewish Alumni Network. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines passive and active management with strategic asset allocation, supported by an internal Investment Committee and ongoing research.

Dallin Sorensen is a CFP® and Series 65–registered advisor at Mercer Global Advisors Inc. with one year of industry experience. His prior roles include positions at TaxHawk Inc., FamilyView Tax Advisory, and Fortress Financial Partners. He has also been involved in educational and community settings, including Brigham Young University Idaho. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified portfolios grounded in Modern Portfolio Theory and incorporates low-cost ETFs, index funds, and various specialized strategies.

Diane Parker is a financial advisor at Cetera Planning Partners with five years of industry experience. She holds Series 63 and Series 66 licenses and has also served as Wealth Management Coordinator at Sweeney Kovar Financial Advisors, Inc. Outside of financial services, she owns Best Friends Pet Sitters, providing in-home pet care. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios constructed with mutual funds and ETFs and provides additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party partnerships.

Michelle Le is a financial advisor at Sanctuary Advisors, LLC, holding a Series 66 designation. She has experience working at Sanctuary Securities, Inc. and Morling Financial Advisors. Michelle's background also includes an extended period of education spanning N. Torrance High School, El Camino College, and the University of California, Berkeley. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse range of clients, including individuals, corporations, pension plans, and charitable organizations, through a network of more than 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and uses various analytical approaches, acting as a fiduciary under written advisory agreements.

James Marchetti is a financial advisor at Rockefeller Financial LLC with 51 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill for 27 years and First Republic Investment Management and First Republic Securities for a combined seven years. Outside of advising, he owns High Marks LLC, a real estate business. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and consulting services through its Private Advisor model and integrated investment platform, including discretionary and non-discretionary solutions across multiple asset classes.

Vernon Yu is a financial advisor with Hightower Advisors in Orinda, CA, holding a Series 65 credential and three years of industry experience. Prior to joining Hightower in 2023, he worked at Stoic Partners Consulting Ltd from 2020 to 2023. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles and strategies.

Shivam Sami is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant from 2023 to 2025 and as a Relationship Manager from 2022 to 2023, both with Fidelity Investments. Before joining Fidelity, he worked as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021. Shivam works closely with his team to leverage Fidelity's brand, technology, and platform to assist clients in creating retirement, income, and wealth plans. He holds a California Insurance License, which supports his advisory capabilities. Outside of his professional life, Shivam enjoys activities such as spending time at the beach, family activities, visiting museums, outdoor adventures, traveling, and practicing yoga.

Felix Kwan is a CFP® with 23 years of industry experience, currently serving at Prime Capital Financial. His prior roles include positions at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. In addition to his advisory work, he is an agent involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm that serves individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm employs various investment strategies and maintains affiliated tax and family office practices.

Scott Sprague is a Certified Financial Planner® with 37 years of industry experience. He is currently with Private Advisor Group, LLC and has held prior roles with LPL Financial, Mariner Independent Advisor Network, and Sprague Wealth Solutions, which he has operated since 2010. He is also involved in non-variable insurance business activities through New West Insurance. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm offers managed account solutions and employs a fiduciary-based advisory model that integrates third-party managers and technology platforms to tailor investment strategies.

Stacey Quinn is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has held roles at multiple entities, including Phoenix Leadership Development, Inc., where she serves as president, and Quinn Property and Casualty as a partner. Her other business activities include involvement in estate planning education and commercial property insurance. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement advisory strategies through a large advisor network and multiple program platforms.

Anna Dearborn is a Series 66–licensed financial advisor with nine years of industry experience. She currently works at Principal Financial Services and has held roles at Principal Bank, Principal Trust Company, and Principal Securities since 2023. Prior to that, she was with Fidelity Investments, Bank of America, and Merrill. She also serves as a bank and trust officer at Principal Bank and Principal Trust Company, supporting retirement plan account relationships. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Halick is a financial advisor with Ameritas Advisory Services, LLC in San Ramon, CA, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, Garaventa Accountancy Corporation, and David White & Associates. Outside of financial advising, he serves as Treasurer of the Sacramento Safari Club, a chapter involved in environmental conservation. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a mix of model portfolios, mutual funds, ETFs, and other securities across multiple program platforms while leveraging third-party technology and managers.

Benjamin Buck is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2024. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., and Wells Fargo, spanning over a decade. Outside of his advisory work, he serves as a board member for the Benicia Arsenal Futbol Club, where he assists with organizational activities such as hiring and scheduling. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of firm- and third-party models to tailor investment strategies based on client risk tolerances, utilizing both passive and active portfolio exposures.

Amir Atabaki is a financial advisor at Hightower Advisors with 7 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Frontier Investment Management and CMY Fiduciary Services. He is based in San Ramon, CA. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services such as portfolio management, financial planning, and retirement consulting.

Joshua Erickson is a Wealth Management Advisor with Merrill Lynch Wealth Management, based in Walnut Creek, California. He has been with Merrill Lynch since 2012, bringing experience in corporate finance and real estate analysis. Prior to joining Merrill Lynch, he worked as a senior financial analyst in real estate for Gap, Inc., and as a Senior Associate at Panattoni Development Company, where he was involved in securing private and institutional equity investments for real estate projects across North America and Europe. Mr. Erickson earned a Bachelor's degree in Economics in 2002 and an MBA in 2006, both from Brigham Young University. He holds several professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, Joshua Erickson is an Eagle Scout and enjoys outdoor activities such as hiking, trail running, mountain biking, and backpacking, especially in the Sierra Nevada mountains. He is also actively involved in coaching his children's sports teams. He lives in Moraga, California with his wife, Rachel, their daughter, and three sons.

Christopher Kenny is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes roles at Bank of America, N.A. for 15 years, Merrill for 14 years, and Wells Fargo Investments, LLC for 5 years. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a wide range of investment strategies through more than 400 independent advisers and offers portfolio management, financial planning, retirement plan consulting, and access to both domestic and offshore solutions.

Kenneth Clift is a financial advisor with Hightower Advisors, holding Series 63 and Series 65 designations and 16 years of industry experience. He has worked with Charles Schwab, Schultz Collins Lawson Chambers, and has been with Hightower Advisors since 2020. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory model emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a broad range of investment options.