Adrian Kula is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has worked at AXA Advisors, Equitable Advisors, and JPMorgan Chase Bank, N.A. prior to his current roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to build model asset allocations, with clients retaining final decision-making authority.

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.

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 at UBS Financial Services with 21 years of industry experience. He previously worked at J.P. Morgan Securities Inc and JPMorgan Chase bank for nine years. Horter serves as a strategic advisor to California Labs, Inc., a technology company focused on family communication devices. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

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.

Michelle Tang is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2026. In her role, she collaborates closely with clients to develop comprehensive financial plans and investment strategies tailored to their goals. Michelle's approach focuses on informed decision-making and building client confidence about their financial future. Before becoming a Financial Consultant, Michelle held several positions at Fidelity Investments, including Investment Consultant from 2025 to 2026, Relationship Manager from 2023 to 2025, and Financial Representative in 2023. She holds a California Insurance License, supporting her work in financial consulting. Outside of her professional responsibilities, Michelle enjoys participating in barre classes, attending social events with friends, and listening to music.

Steven Drackert is a financial advisor at Morgan Stanley in Oakland, CA, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including UBS Financial Services, First Republic Securities Company, and Wells Fargo Clearing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

John Williams is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs and tailored financial planning using structured processes and firm-approved tools.

Brennan Malone is a CFP® and holds a Series 66 license with 16 years of industry experience. He has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process that incorporates quantitative and qualitative research to construct diversified portfolios and provides a range of sub-advisory and retirement plan services.

John Kelson is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads a team focused on providing a holistic approach to wealth management. He manages personal wealth and portfolio strategies for a select group of clients, including executives, retirees, and entrepreneurs. John has expertise in various areas including corporate benefits, employee benefits planning, executive and equity compensation services, family wealth management strategies, legacy planning, personal retirement planning, portfolio management, tax minimization, and retirement income. His approach incorporates asset allocation, wealth preservation, estate and legacy strategies tailored to individual client goals and risk tolerance. He holds a Bachelor's Degree from the University of California System and has completed a Non Accredited Certificate Program from THE AMERICAN COLLEGE. His professional designations include CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, John has interests in baseball, camping, hiking, music, and running.

Susan Brennan is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2002, including roles at Wells Fargo Investments and Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeanette Strother is a Series 66-licensed financial advisor with Ameriprise, based in Oakland, CA, with 11 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she is involved in independent insurance brokering focused on long-term care. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendations and annual advice.

Peter Cook Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and 29 years of industry experience. He has worked at Wells Fargo Investments and Wells Fargo Clearing since 2004. Outside of his advisory role, he is involved in endorsing a book titled "MAKE YOUR DESTINY HAPPEN." Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients nationwide. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Helen Irungu is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. She holds Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 financial advisors and offers a range of brokerage and advisory solutions.

Joseph Theam is a financial advisor with Equitable Advisors in Oakland, CA, holding Series 63 and Series 66 designations and 12 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked with AXA-Advisors, LLC for six years during the same period. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset management programs. The firm delivers its services through a network of Investment Adviser Representatives and utilizes third-party asset managers and advisory programs alongside its own offerings.