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 a Series 66 credential and two years of industry experience. Before joining Wells Fargo in 2024, he worked at Tesla for three years and at Bechtel for ten years. He also owns a general engineering contracting business in Marin County, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm combines large-scale resources and research-based investment approaches to provide both brokerage and advisory solutions.

Christian Lowe is a Planning Consultant at Fidelity Investments, where he assists individuals and families in developing personalized financial strategies that integrate investments, retirement planning, and long-term goals. He employs a disciplined, client-focused approach to financial planning. Prior to his current role, Christian served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and was a Financial Solutions Representative at Merrill Lynch from 2015 to 2021. He holds a California Insurance License. Outside of his professional work, Christian has interests in fitness, hiking, music, outdoor adventures, traveling, and food.

Isabel Bassi is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Claraphi Advisory Network, LLC and Marin Country Club. 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.

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 credentials and bringing 47 years of industry experience. He has been with Raymond James Financial Services since 1999 and Raymond James Financial since 2009. Outside of his advisory work, Buck serves as an independent contractor financial advisor for Elevon Wealth Management and is a board member involved in decision-making for a rental real estate property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, supports extensive advisory programs, and uniquely maintains a municipal advisor affiliation to enhance its public finance work.

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 and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, all with LPL Financial since 2010. Owen is also the owner and broker of JSF Benefits Inc., an insurance agency focused on group and individual life, health, and disability insurance. 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 extensive operational and research tools.

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.

Thomas Nowrouzi is a Financial Consultant currently working at Fidelity Investments. In this role, he focuses on understanding clients' goals to help build a clear path toward financial security. He has experience in various financial roles, including serving as an Investment Consultant at Fidelity Investments from 2020 to 2023 and as a Financial Advisor at Edward Jones from 2018 to 2020. His areas of expertise include planning for retirement, investment strategies, and navigating complex financial decisions. Thomas holds a California Insurance License. Outside of his professional work, he has interests in cooking and baking, fitness, food, outdoor adventures, snowboarding, and traveling.

Riley Gabriel Lee is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in developing and implementing long-term investing plans tailored to the specific goals of his clients. His work focuses on delivering practical and personalized advice through a goals-based approach, leveraging the resources available at Merrill to help families and businesses achieve financial confidence. Riley and his team assist clients in areas including education planning, legacy planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He emphasizes a deep understanding of each client's goals, priorities, and approach to work and life to provide guidance that aims to bring clients closer to their financial milestones. Riley holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He earned both his Bachelor's and Master's degrees from Northern Arizona University and is a member of the Northern Arizona University Alumni Association. Outside of his professional commitments, Riley enjoys hiking, music, running, swimming, and tennis, and values spending time with his family.

William Robinson is a financial advisor with Morgan Stanley in San Rafael, CA, holding a Series 66 license and 12 years of industry experience. Prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2023, he worked at Bank of America and Merrill from 2013 to 2023. Outside of advising, he is involved in property management as a partner in real estate ventures. 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. The firm emphasizes a structured financial planning process supported by firm-approved tools and serves clients through both direct and employer-sponsored arrangements.

Maria Potter is a financial advisor at Charles Schwab with 16 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2014. Potter holds the Series 63 and Series 66 designations. 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 combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers a centralized structure supporting a large client base.

Jackson Roberts is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience 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 investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, manager selection, and customized performance reporting through a non-discretionary process that incorporates quantitative modeling and ESG considerations.

Besart Morina is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His prior experience includes roles at Unionbanc Investment Services, Wells Fargo Clearing, Wells Fargo Investments, and Chase Investment Services Corp. He operates a DBA business entity for his LPL practice under the name Tiburon Wealth Advisors. 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, supporting its extensive network of investment adviser representatives.

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.