Debora Kenyon is a financial advisor with Morgan Stanley in Stockton, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and modeling techniques.

Brendan Cornies is a Financial Advisor at Merrill Lynch Wealth Management, providing clients with access to a range of investment resources and banking services through Bank of America. Since beginning his career in the financial services industry in 2018 and joining Merrill in 2019, he has focused on supporting clients with various aspects of their financial lives. His areas of expertise include college education planning, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Brendan holds a bachelor's degree in business from Saint Francis College and a master's degree in general business from Brooklyn College. He also holds the Professional Investment Advisor (PIA) designation. Outside of his professional work, Brendan enjoys spending time with his family, engaging in sports such as football, golf, ice hockey, and soccer, and listening to music. He approaches financial planning collaboratively to create personalized strategies aimed at helping clients pursue their financial goals.

Erica Taylor is a financial advisor with Merrill holding a Series 66 designation and three years of industry experience. Her prior roles include positions at Wells Fargo Bank and Uber Technologies. She is based in Stockton, CA. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Barbara Moore is a financial advisor with Ameriprise in Stockton, CA, holding a Series 63 license and with 34 years of industry experience. She has worked with Ameriprise Financial Service, LLC since 1992 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of advising, she serves as Treasurer of the San Joaquin Zoological Society and is a Director and Secretary on the Board of Directors for Rialto Bridge Office Park. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, typically with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Pavinderjit Kooner is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he focuses on developing personalized wealth management strategies tailored to clients’ unique financial situations and goals. He works closely with clients to understand their short-, mid-, and long-term objectives, providing guidance in areas such as retirement planning, college education funding, family wealth management, legacy planning, tax minimization, and small business strategies. Pavinderjit also facilitates access to the investment insights of Merrill Lynch and the banking, lending, and financing solutions of Bank of America. With expertise as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Pavinderjit supports clients through all stages of wealth management, addressing concerns related to investing, retirement income, and employee financial health. His approach centers on uncovering what matters most to clients and creating flexible strategies to help them pursue their financial goals amid evolving market conditions. Pavinderjit holds a Bachelor’s Degree from San Francisco State University. Outside of his professional work, he has personal interests in cooking, football, music, and traveling.

Guillermo Roses is a financial advisor at Charles Schwab with 36 years of industry experience. He holds the ChFC® designation and Series 66 and 63 licenses. His prior experience includes positions at Morgan Stanley and E*Trade Securities LLC. He retains residual commission payments from prior insurance sales but currently does not participate in insurance activities. Charles Schwab serves a large client base 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset, model portfolio investment approach supported by centralized custody and operational functions.

Sabrina Mohabat is a financial advisor at Fidelity with Series 66 and Series 63 credentials and 10 years of industry experience. She previously worked at JP Morgan Chase Bank, N.A. and JP Morgan Securities LLC. Outside of finance, she owns Boujee Bar LLC, a dessert cart business specializing in cotton candy rentals. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and is notable for its use of model portfolios and formal advisory roles with registered investment companies.

Manpreet Kaur is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several major firms, including Bank of America and Merrill. Outside of her advisory role, she serves as secretary for AnchorJoy Properties LLC, a property management entity associated with her personal real estate holdings. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Shad Roundy is a financial advisor at Osaic with 13 years of industry experience. He has held positions at Edward Jones, Merrill, and Bank of America prior to joining Osaic. Roundy is also a licensed insurance agent, appointed to sell life insurance and annuities as a sole proprietorship. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm offers integrated brokerage and advisory services and employs proprietary tools and third-party platforms to construct diversified portfolios across a range of asset classes.

Mike Phan is a financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Ericsson for six years. Outside of his advisory role, he is involved in collectible sales in Stockton, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices.

Chaz Myers is a financial advisor at Stifel with one year of industry experience. He holds the Series 66 designation and has prior work experience at the University of the Pacific and East Carolina University. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Jacquelyn Wright is a financial advisor with Edward Jones in Brentwood, CA, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as president of the Krey Parents Club in Brentwood, overseeing meetings, fundraising, and event planning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Phyllis Klein is a financial advisor at OSAIC with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Goodheart Management Services, Signator Investors, and Goodheart & Associates. Klein teaches a Money Management course at CSU Stanislaus and serves on the board of the Temple Israel Jewish Community Tzedakah Fund. OSAIC serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various investment platforms and tools to construct portfolios tailored to clients’ risk tolerance and investment objectives.

Bhawan Deep is a CFP® and Series 66-registered advisor with Wells Fargo Clearing, based in Tracy, CA. He has 18 years of industry experience, including roles at Wells Fargo Advisors, LLC from 2012 to 2016 before joining Wells Fargo Clearing in 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 advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Byron Covington Jr. is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Before entering financial services, he worked at Visby Medical and BD Biosciences. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of educational seminars and specialized planning programs.

Teresa Wong is a financial advisor at LPL Financial with 28 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2015. 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 range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Austin Hunt is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has two years of industry experience. He is also the owner of The Homestead, a bar and restaurant in San Francisco, where he is involved in payroll, bookkeeping, hiring, and strategic planning. Additionally, he is a partner at CNEM, providing hospitality and digital marketing consulting. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software to analyze goals and deliver written recommendations through collaborative annual planning engagements.

Lisa Ferrante is a financial advisor with Edward Jones in Brentwood, CA, holding Series 63 and Series 66 credentials and over 26 years of industry experience. She has been with Edward Jones since 1999. Outside of her advisory role, she owns rental properties in Bradenton, FL that are professionally managed. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and advisory services supported by a nationwide network of over 23,000 financial advisors.

David Roche is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 37 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Wells Fargo Advisors Financial Network LLC for 16 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with discretionary and non-discretionary management supported by model portfolios and third-party research.

Raj Natarajan is a financial advisor at Merrill with a Series 66 designation. He has held positions at several firms including Ameritas Advisory Services, Ameritas Investment Company, Ameritas Life Insurance Corp., and David White & Associates from 2025 to 2026, as well as Tech Mahindra Americas from 2015 to 2019. Prior to joining Merrill and Bank of America in 2026, he was self-employed for five years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies across a range of client types, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.