Jennifer Marshall is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at Charter Capital Corp dba First Capital Group, Golden 1 Credit Union, LoanDepot, and Wells Fargo Home Mortgage. Outside of her financial career, she creates hand-made pottery under the name Funny Farm Pottery. Edward Jones is a full-service 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 investment strategies and affiliated financial services through a nationwide network of more than 23,000 advisors.

Taylor Loughlin is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

David Tornes is a Series 66-licensed financial advisor with Edward Jones in Sausalito, CA, where he has worked since 2020. He has five years of industry experience and previously held roles at Red1 Realty, On The Run Drive-Thru LLC, and Key Realty Ltd. Outside of advising, he holds an Ohio real estate license managed through a holding company and makes referrals to other agents. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Christopher Garner is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds a Series 66 designation and has worked previously at Raymond James & Associates, Morgan Stanley, and First Republic-related entities. Garner is based in San Francisco, CA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm provides tailored portfolio management and financial planning services through various wrap fee advisory programs, utilizing both in-house and third-party investment managers alongside specialized portfolio options.

Daniel Murphy is a financial advisor at Morgan Stanley with 44 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works at Morgan Stanley Private Bank, N.A. since 2015. He holds a Series 63 designation and is based in San Rafael, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Leo Coppeta is a financial advisor with LPL Financial in Mill Valley, CA, holding a Series 63 designation and bringing 36 years of industry experience. He has been with LPL Financial, including its predecessor Linsco/Private Ledger Corp., since 1993. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, and institutional services.

Eddy Gutierrez is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. His prior roles include positions at Oppenheimer and Bank of America, N.A. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Gutierrez is managing partner of California Street Wealth Management LLC and CEO of Chaves Ventures Corp, both financial services firms based in San Rafael, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically provided on a discrete basis.

Jim Hing is a financial advisor with LPL Enterprise in San Francisco, CA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with Pruco Securities, LLC since 2004 and has operated HING Accountancy since 1994. Hing serves as a director of the Fox Family Foundation, a private foundation supporting the blind and visually impaired. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm delivers investment advice primarily through investment adviser representatives who use LPL’s research, model portfolios, and third-party strategists, supported by integrated programs that include financial planning, asset management, and affiliated insurance products.

Richard Mansfield is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, Morgan Stanley, and E*Trade Capital Management. Outside of his advisory role, he owns rental properties. Charles Schwab 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 discretionary separately managed accounts and offers integrated custody, brokerage, and cash management services.

George Elias is a financial advisor with LPL Financial, holding a Series 66 designation and having 16 years of industry experience. His prior firms include Sorrento Pacific Financial, LLC, Bank of America, N.A., and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and model portfolio management, supported by research from both internal and third-party sources.

John Williams is a financial advisor with Morgan Stanley in San Rafael, CA, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Bank of America and Merrill from 2014 to 2023, before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Peter Cook Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he is involved in endorsing the book "MAKE YOUR DESTINY HAPPEN." Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Gloria Montesinos is a Series 66-licensed financial advisor with Merrill, where she has worked since 1991, accumulating 30 years of industry experience. She is based in Mill Valley, CA. Outside of her advisory role, she serves as an authorized check signer for a family-related business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a wide range of products and services.

Jeffrey Schottenstein is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, First Republic Investment Management, and J.P. Morgan. Outside of his advisory role, he serves as president of the Sara Schottenstein Foundation, which supports the development of new cancer treatments, and is a board member of the Gastric Cancer Foundation. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations and delivers its program on a non-discretionary basis.

Angela Herico is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2007 to 2016. She holds the Series 66 designation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Geoffrey Aden is a financial advisor at OSAIC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services Inc and Cetera Advisors. Outside of his advisory role, he operates a sole proprietorship providing insurance case design and serves as a trustee managing family trust investments. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, using various tools and third-party providers to construct and manage portfolios across a wide range of asset classes.

Christian Frederiksen is a financial advisor with Cetera who holds a Series 66 designation and has 28 years of industry experience. He has worked at Cetera and its affiliated entities since 2025, with prior experience at Avantax Investment Services and 1 St Global Capital Corp. Frederiksen is also a shareholder and officer of Frederiksen-Crawford CPAs Inc., a tax and consulting firm, and serves as vice president of Cyber 631 Inc., a company involved in cybersecurity software sales. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers diverse portfolio management and financial planning services through a large network of independent advisors, employing a multi-manager platform with a range of program structures and custodial relationships.

Samuel Oliver is a CFP® with 20 years of industry experience, currently affiliated with LPL Financial since 2021. He previously worked at Avantax Investment Services and Avantax Insurance Services and has operated Oliver Financial, Inc., a tax and investment business, since 1986. In addition to his advisory work, he owns a CPA business specializing in tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, and incorporates research from internal and third-party sources to support diversified and alternative investment strategies.

Elaine Yu is a financial advisor with LPL Financial in San Francisco, CA, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. She has been with LPL Financial since 2010 and also has a background with Graham Green dating back to 2005. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Sarah Pieri is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. She has held various roles including positions at RMI Mechanical Contractors and Sonoma State University. 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.