Mark Rubin is a financial advisor with Raymond James & Associates in San Rafael, CA, holding Series 63 and Series 65 credentials and possessing 35 years of industry experience. He has been with Raymond James & Associates since 2016 and is also involved with Heather 8 Designs, a real estate brokerage. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Doug Williams is Vice President and Wealth Planner at Fidelity Investments, where he has been working since 2021. He has over a decade of experience in the financial services industry, focusing on clients' goals and concerns through a goals-based wealth planning process. Doug utilizes global resources and current web technology to assist clients in pursuing the financial lifestyles that are meaningful to them. Prior to his current role, Doug held positions as Senior Private Client Advisor at Bank of the West from 2018 to 2021, Financial Advisor at Merrill Lynch from 2014 to 2018, Director at Credit Suisse from 2010 to 2014, and Director at UBS Private Wealth Management from 2008 to 2010. He holds a California Insurance License.

Killian Adwell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at Henry's House of Coffee, Uber Technologies, Amazon, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds and ETFs.

Jennifer Butters is a financial advisor with Edward Jones in San Rafael, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Edward Jones since 1999. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Eric Medina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Clearing, where he accumulated several years of experience before joining his current firm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting with client-directed decision-making. The firm’s advisory process involves centralized due diligence combining quantitative and qualitative research and may incorporate ESG considerations.

David Tsang is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2015. Outside of his advisory role, he works part-time as a taxi driver for Uber and owns a marriage agency that assists individuals in finding marriage partners. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Jeremy Gee is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Schwab in 2026, he worked at Northwestern Mutual in various roles from 2021 to 2026. He is based in Oakland, CA. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary advice and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational services.

Sean Reilly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in 1996 as an equity markets trader within the Ultra High Net Worth Investment Group and later transitioned into a financial advisor role serving a sophisticated and diverse clientele. His experience spans developing complex equity and options strategies, as well as expertise in fixed-income markets and alternative investments. Sean contributes to his team's asset allocation strategies and works closely with clients to align their investment objectives with their personal risk tolerances. As a member of Reilly, Terrazas, Krone and Associates, Sean serves high net worth and ultra high net worth clients, including entrepreneurs, physicians, attorneys, entertainment and sports personalities, and multiple generations of families. His client focus areas include college education planning, family wealth management strategies, managing new wealth, portfolio management services, sports and entertainment, and retirement income. Sean's approach involves facilitating collaboration with clients' attorneys and accountants to coordinate investment, wealth transfer, and philanthropic strategies. Sean holds a Bachelor's Degree from the University of Iowa and has earned the Personal Investment Advisor (PIA) designation. He is involved in his community through coaching Little League baseball and is a member of the Mill Valley Little League organization. Outside of work, Sean enjoys baseball, football, golfing, reading, spending time with his family, and swimming.

Troy Evans is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as the Medical Equipment and Winter Gear Coordinator and a Duty Officer for the Marin County Sheriff's Office Search and Rescue Unit, where he develops search plans and participates as a medic and rope technician rescuer. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Steven Ching is a CFP®-designated financial advisor with 15 years of experience. He has been with Wells Fargo Clearing since 2016 and worked previously at Morgan Stanley. Outside of his advisory role, he manages a trust for a family member and is involved in several business entities related to building management and real estate. 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 combines research and analytics with a diversified investment approach and offers both brokerage and advisory solutions.

Kevin Gunn is a financial advisor with LPL Financial in Larkspur, CA, holding Series 63, 65, and 66 licenses and possessing 13 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank, among other financial firms. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Stacy Hering Astor is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Sagepoint Financial, Inc. and Sentra Securities Corporation. Outside of her advisory role, she owns a financial and insurance services corporation that sells various types of insurance and serves as a trustee managing trust funds for beneficiaries. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a platform notable for its scale, affiliate network, and private-equity ownership.

Sean Anderson is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles in security firms and the California Highway Patrol. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by advanced modeling tools and a structured planning process.

Undralyn Williams Reed is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and previously worked at TIAA Kaspick from 2013 to 2022. Reed is based in Oakland, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Candace Mcconnell is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2016 and Morgan Stanley Smith Barney LLC since 2015. Outside of her advisory role, she serves as Treasurer for the Miller Creek School Home & School Club in San Rafael, California. 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, including tailored financial planning supported by firm-approved tools and analysis methods.

Ian Goertz is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Investments and Morgan Stanley & Co. LLC. He is based in Corte Madera, 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 offers both brokerage and advisory solutions.

Sherry Roozrokh is a financial advisor with Wells Fargo Clearing in Corte Madera, CA, holding Series 65 and Series 66 registrations and bringing 24 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is involved in designing and implementing low volume retail clothing through a business she co-owns with her spouse. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory while providing brokerage and advisory solutions.

Russell Huebschle is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2019. His prior experience includes roles at Wells Fargo Clearing, Robert Baird & Co., and Credit Suisse Securities (USA) LLC. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

Joshua Fishman is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments and other advisory firms, including Personal Capital Advisors Corporation and Empower Advisory Group. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process with a five-member committee, integrates tax-aware strategies, and manages risk through various defensive tactics and targeted trading.

Reza Abcari is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Charles Schwab in Oakland, CA. He has been with Charles Schwab and Charles Schwab Bank since 2019, following prior roles at AXA-Advisors, LLC and The Entrust Group. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment guidance, financial planning, and custody services within an integrated, large-scale platform.