Anthony Martino is a financial advisor with Fidelity Investments in San Rafael, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at firms including MML Investors Services, LLC, MassMutual Life Insurance Co, Lenox Advisors, and Rare Society. He also operates as an insurance broker for Lenox Advisors, specializing in life, disability, long-term care, fixed annuities, and health insurance. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm serves a diverse client base including charitable funds and registered investment companies, with a noted role in constructing model portfolios and employing systematic methodologies supported by AI and long-term asset allocation benchmarks.

Colin Wells is a financial advisor with Stifel in San Rafael, CA, holding a Series 66 designation and nine years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2017, following prior roles at Bank of America and Merrill. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing analyses and guidance to support client decision-making.

Patrick Bell is a financial advisor at Edward Jones with 22 years of industry experience. He has held his current role since 2018 and previously worked at Klarity FX from 2014 to 2018. He holds Series 63 and Series 66 designations and is based in San Rafael, 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 including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices across the United States.

Aaron Cooperband is a financial advisor at OSAIC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Woodbury Financial Services for 14 years before joining OSAIC in 2024. Cooperband serves as a board member of the Hospital de la Familia Foundation, a nonprofit supporting a hospital in Guatemala, providing financial oversight. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, and charitable organizations through a broad network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, employing asset-allocation tools and a range of investment products to create customized portfolios on discretionary or non-discretionary bases.

John Reuscher is a financial advisor with OSAIC in Novato, CA, holding the ChFC® designation and Series 66 license, with 46 years of industry experience. His career includes roles at Reuscher Financial Group, Securities America Advisors, and Foothill Securities. Outside of his advisory work, he is involved in acting and producing, and serves as a member of the endowment committee at the Presbyterian Church of Novato as well as Director of Administration for the Rotary Club of Novato. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing 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 with portfolio construction supported by asset-allocation tools, risk assessment, and access to third-party money managers and wrap programs.

Timothy Kwong is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Bank of America/Merrill Lynch, Citigroup, Wells Fargo Bank NA, and Charles Schwab Bank. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Edgar De Luna is a financial advisor with LPL Financial in Novato, CA, holding Series 63 and Series 66 credentials and bringing 15 years of industry experience. His prior roles include positions at BMO Harris Bank, Wells Fargo Bank and Clearing, and J.P. Morgan Securities. Outside of his advisory work, he is involved with De Luna Orchards, an almond orchard in Orland, CA. 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 a broad network of over 22,800 advisors and extensive operational technology.

Keith Loegering is a financial advisor with LPL Enterprise holding Series 63 and Series 65 registrations and 29 years of industry experience. His prior roles include positions at City National Bank, RBC Capital Markets, Bank of America, Merrill, and Wells Fargo Investments. Outside of advising, he has worked as a rideshare driver and is involved in land development activities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm’s investment approach is largely model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers additional services such as financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Paul Bailin is a Financial Consultant at Fidelity Investments. In this role, he partners with clients to develop and implement financial plans tailored to their unique goals, leveraging Fidelity's resources to evaluate investment risks and tax-efficient investing considerations. Paul has extensive experience in financial services, having held multiple positions at TIAA from 2010 to 2023, including Senior Director of Institutional Lifetime Income Distribution and Director of TIAA Global Asset Management. Prior to that, he worked as a Financial Advisor at Merrill Lynch Bank of America and UBS Financial Services. He holds a California Insurance License. Outside of work, Paul enjoys concerts, music, scuba diving, swimming, tennis, and traveling.

Adrian Kula is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has six years of industry experience, including positions at AXA Advisors and Equitable Advisors. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

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, California, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial, formerly Linsco/Private Ledger Corp., since 1993. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other 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 network of over 22,800 advisors with various strategic and tactical investment options.

Eavenson Horter is a financial advisor with UBS Financial Services, holding Series 63, 65, and 66 credentials and over 21 years of industry experience. Prior to joining UBS in 2019, he worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank from 2010 to 2019. He serves as a strategic advisor to California Labs, Inc., a technology company developing a family communication device. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining model-based asset allocations and proprietary research with institutional trading capabilities.

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 holding Series 63 and Series 65 licenses and has 22 years of industry experience. He worked at Pruco Securities, LLC for 20 years and has concurrently operated Hing Accountancy since 1994. Hing serves as a director for the Fox Family Foundation, a private foundation supporting the blind and visually impaired. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

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.