Lenore Rostoni is a financial advisor with LPL Financial in San Rafael, CA, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. She has worked at LPL Financial since 2013, with a brief period in 2017 at National Planning Corporation. 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, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Melodye Jung is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Her prior work experience includes roles at Charles Schwab Bank, Wedgewood Weddings and Events, and Hilton Hotels of San Francisco. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering integrated brokerage, advisory, custody, and cash management services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach with strategic asset allocation and periodic reviews.

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 at Wells Fargo Clearing with 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, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support its investment strategies.

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 with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing six years of industry experience. Her prior roles include positions at Claraphi Advisory Network, Marin Country Club, and California State University, Chico. Outside of her advisory work, she manages a rental property in Novato, California. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions.

Susan Vidalon Suzuki is a Series 66 licensed financial advisor with eight years of industry experience, currently serving at Equitable Advisors since 2018. Her prior work includes roles at AXA Advisors, Pandora Media Inc., and Santa Clara University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment solutions through a network of Investment Adviser Representatives, utilizing both third-party program sponsors and proprietary resources.

Barry Williams is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in corporate benefits, personal retirement planning, and retirement income. Barry focuses on education and transparency in wealth management strategies to help clients better understand investment behavior during volatile markets. Barry began his investment career after graduating from the University of California Berkeley. He initially worked with PaineWebber, which was later acquired by UBS, where he remained for three years. In 2003, he joined Citi SmithBarney, navigating complex market conditions in the early 2000s. Since 2010, Barry has been with Merrill Lynch Wealth Management. In 2013, he earned his Chartered Retirement Plan Counselor™ (CRPC) designation, enhancing his expertise in retirement strategies. He also holds the Personal Investment Advisor (PIA) designation. Barry is involved in his community through coaching at Sleepy Hollow School. His personal interests include adventure sports, golfing, scuba diving, and swimming. He works closely with clients to develop personalized financial strategies aimed at achieving long-term goals.

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.

Sally Louie is a financial advisor with LPL Financial in Vallejo, CA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. She has worked with LPL Financial since 2007 and had prior roles at The Golden 1 Credit Union and U.S. Bancorp Investments. Louie serves as a board member and foster mom for the Contra Costa SPCA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, utilizing various investment strategies and support tools.

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 41 years of industry experience. His prior work includes roles at Citigroup Global Markets and various divisions of Morgan Stanley, where he has been since 2007. He also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Emma Taylor is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds a Series 63 designation and has previously worked at Charles Schwab for 14 years before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines in-house research with third-party analytics to support its investment selections and portfolio strategies.

Brett Oland is a financial advisor at Charles Schwab in Oakland, CA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Charles Schwab in 2025, he worked at PRUCO Securities, LLC, Fisher Investment, and TD Ameritrade. Before his financial services career, he held positions at Monkey Sports, Braum's, A-Game Grill, and Allen Sports Association. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary managed account options supported by multi-asset model portfolios and alternative investment due diligence.

David Cohen is a financial advisor at Wells Fargo Clearing with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Wells Fargo since 2016 and previously at Prudential Equity Group, LLC from 1997 to 2003. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with diversified investment evaluation and offers both brokerage and advisory solutions through a large network of advisors.

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.