Matthew Mayer is a Wealth Management Advisor with the Mayer Group, operating within Merrill Lynch Wealth Management. He works alongside a team of specialists, including his father and client associate Elizabeth, providing goals-based wealth management to accomplished professionals, families, and business owners. Matthew's primary focus is on wealth planning, assisting clients with family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, as well as retirement income. In September 2022, he earned the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services. He holds a bachelor's degree from the University of Colorado. Outside of his professional responsibilities, Matthew enjoys cooking, golfing, music, reading, skiing, and spending time with his family. He lives in Petaluma with his wife Alexandria and their two dogs.

Valerie Krebs is a financial advisor with LPL Financial based in San Rafael, CA, holding Series 63 and Series 66 designations and possessing 13 years of industry experience. Her work history includes positions at J.P. Morgan Securities, Wells Fargo Clearing, and Mechanics Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

William Schrader is a financial advisor with Charles Schwab, holding a Series 63 designation and having 37 years of industry experience. He has been with Charles Schwab since 1989 and with Charles Schwab Bank since 2005. 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 both non-discretionary and discretionary investment options, combining centralized custody and advisory functions with multi-asset model portfolios and a formal alternative investment process.

Andrew Mayer is a Wealth Management Advisor at Merrill Lynch Wealth Management in San Francisco. Since joining Merrill Lynch in 1983, he has focused on helping clients build, manage, and transfer wealth. Over his more than 38 years of experience, Andrew has developed expertise in guiding clients through various market environments and addressing key client priorities such as growing assets and creating lasting income in a tax-efficient manner. In 2018, Andrew’s practice became multi-generational when his son Matthew joined Merrill Lynch. Together with Elizabeth Murphy-Jinich, a Registered Senior Wealth Management Client Associate, they form the Mayer Group, a team committed to understanding each client’s individual circumstances and applying established financial strategies to help clients achieve their financial goals confidently. Andrew holds a Bachelor's Degree from Skidmore College and the Personal Investment Advisor (PIA) designation. Andrew and his wife have lived in Marin County for over 30 years, where they raised their two children. Outside of work, Andrew’s interests include golf, cooking, and bluegrass music.

Elizabeth Strong Coover is a financial advisor with LPL Financial based in Novato, CA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. Her prior work includes roles at Spc and Sigma Financial Corporation spanning over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by various model portfolios, research resources, and technology-driven investment solutions.

Peter Barry is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Raymond James since 2018 and previously spent time at Dipsea Capital. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through non-discretionary, goal-specific recommendations.

Taylor Wood is a financial advisor with RBC Capital Markets holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2019, Wood worked at Merrill and held positions in the wine industry at Buena Vista Winery and Rams Gate Winery. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a variety of advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers to tailor strategies based on clients’ risk profiles.

Lenore Rostoni is a financial advisor with LPL Financial in San Rafael, CA, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. She has been with LPL Financial since 2013, including a brief period with National Planning Corporation in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios and research from multiple sources.

Melodye Jung is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Her prior work experience includes roles at Charles Schwab Bank, Wedgewood Weddings and Events, and Hilton Hotels of San Francisco. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering integrated brokerage, advisory, custody, and cash management services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach with strategic asset allocation and periodic reviews.

Kuosen Fung is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes positions at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Cooper Guthrie is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Ross Gompertz is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked at Tesla for three years and Bechtel for ten years. Outside of his advisory role, he owns and operates a general engineering contracting business in Marin County, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Isabel Bassi is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and six years of industry experience. She previously worked at Claraphi Advisory Network, LLC and has a background that includes roles at Marin Country Club and California State University, Chico. 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 across more than 14,000 advisors, offering a blend of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Marcus Alphin is the Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he provides guidance and ongoing coaching to associates with the aim of maximizing their potential and ensuring the delivery of a client experience that meets Fidelity's Standard of Care. Marcus has extensive experience in the financial services industry, having served as an Affluent Business Leader at Wells Fargo Advisors, LLC from 2010 to 2023. He holds a California Insurance License. Outside of his professional responsibilities, Marcus enjoys spending time at the beach, golfing, skiing, surfing, traveling, and volunteering.

Joshua Wulkan is a financial advisor at Edward Jones with 7 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Greg Morris Cards, Inc. and spent 15 years at Huggins and Scott Auctions. Edward Jones is a 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 advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

George Buck is a financial advisor with Raymond James Financial in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 46 years of industry experience. He has been with Raymond James Financial since 1999. Outside of his advisory role, he serves as an independent contractor financial advisor for Elevon Wealth Management and is a board member involved in decision-making for a rental property in Honolulu. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through client interviews and risk profiling, with a distinctive focus on non-discretionary advisory services.

Brian Asher is a financial advisor with Morgan Stanley in Richmond, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee for a trust based in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Christopher Owen is a financial advisor with LPL Financial in San Francisco, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is the owner and broker of JSF Benefits Inc., an insurance agency specializing in group and individual life, health, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, combined with research support and a range of services including discretionary and non-discretionary management.

Emma Taylor is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

David Cohen is a financial advisor with Wells Fargo Clearing in San Rafael, CA, holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.