Joanny Rivera is a financial advisor with Wells Fargo Clearing in Corte Madera, CA, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Wells Fargo, Rivera worked at U.S. Bancorp Investments and U.S. Bank. Rivera has held roles in the film industry, including positions at the Napa Valley Film Festival and the California Film Institute. 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 supported by research and analytics from Wells Fargo Investment Institute.

Brian Brightbill II is a financial advisor at LPL Enterprise with 20 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked with Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved in financial planning through Bridgewater Partners Insurance and Financial Services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and corporations, offering financial planning, consulting, and access to various advisory and brokerage programs. The firm integrates adviser programs with insurance sales and collateralized lending services, employing a platform that combines in-house and third-party investment management solutions.

Christopher Chequer is a financial advisor at Morgan Stanley in Oakland, CA, with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. prior to that. His earlier career includes positions at Edward Jones and Blast 825 Taproom. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Jeffrey Limeta is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Before joining Fidelity in 2025, he worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities from 2023 to 2025, and prior to that was employed at Cover Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. Its investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering diversified model portfolios composed of mutual funds, ETFs, and ETPs.

Robin Ross is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Ross holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

Bryce McConnell is a financial advisor at Morgan Stanley in San Rafael, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs that include tailored financial planning and extensive investment services. The firm uses structured planning tools and models to assist clients and manages approximately $2.74 trillion in client assets.

Marygrace Elizondo is a CFP®-credentialed advisor with 38 years of industry experience, currently with LPL Financial since 2001. She operates Whitecap Insurance Services, an insurance agency she co-manages with her husband. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Shawn Travers is a financial advisor with Morgan Stanley in San Rafael, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm's financial planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Leon Worthy is a financial advisor with J.P. Morgan Securities in Oakland, CA, holding a Series 63 designation and over 32 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at Jpmorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Kegan Schroeter is a financial advisor with LPL Financial in Berkeley, CA, holding a Series 66 credential and two years of industry experience. Prior to his advisory role, he was involved in professional athletics and coaches recreational sports at UC Berkeley. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of representatives. The firm offers diverse advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced portfolio management technologies.

Joe Cline is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and All of Us Securities, LLC. Outside of his advisory work, he serves as a finance council member for St. Hilary Church, a religious school in Tiburon, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis.

Di Wu is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has prior work history at Bank of America, Merrill, HSBC, and E*TRADE, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process that combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework.

Thomas Velasquez is a financial advisor with Wells Fargo Clearing in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he owns a vacation rental property in Princeville, Hawaii. 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 solutions. The firm’s advisory process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related and bank deposit sweep options among its investment offerings.

Andrea Camahort is a financial advisor with Morgan Stanley in San Rafael, CA, holding a Series 66 designation and five years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. Outside of her advisory role, she owns MRJ Home Staging Designs, a home staging business based in Hercules, California. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services through various programs including Corporate Financial Planning agreements.

Sunita Joseph is a financial advisor with Charles Schwab in Berkeley, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves primarily 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 and discretionary investment solutions, supported by integrated custody and brokerage platforms.

Matthew Tarantino is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2018. Prior to this, he worked at the University of the Pacific from 2016 to 2018. Outside of advising, he serves as an assistant baseball coach at Marin Sports Academy. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios and research from internal and third-party sources.

John Orofino is a financial advisor with Morgan Stanley in San Rafael, CA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jeffrey Burke is a financial advisor with UBS Financial Services, holding the Series 66 designation and bringing 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves as an investment manager and trustee for family trusts. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad array of capital markets services.

Jeffrey Breininger is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves on the board of Blue Alliance, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

Mark Porter is a financial advisor with Ameriprise in El Sobrante, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in a Herbalife distributorship focused on health and vitamin products. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.