Sui Ha Mok is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and previously worked at Stanford Health Care and PharMerica. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Karl Arias is a financial advisor with Edward Jones in Walnut Creek, CA, holding a Series 66 designation and two years of industry experience. He previously worked at JPMorgan Chase Bank for 18 years before joining Edward Jones in 2023. 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 advisory and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Russel Singer is a financial advisor with Mass Mutual Investors Services in Pleasanton, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with METLIFE Securities Inc. from 2006 to 2017. Singer also operates as an independent insurance agent offering fixed annuities and Medicare-related products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning and asset management using a collaborative approach supported by firm-approved analytical tools.

Jeffrey Miller is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with MML Investors Services Inc since 2009 and MassMutual Life Insurance Company since 2008. Outside of his advisory work, Miller serves as a high school swim coach. MassMutual Investors Services operates as a subsidiary of MassMutual and provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, along with educational seminars.

Connor McGuire is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 66 designation and possessing 10 years of industry experience. He has worked at Morgan Stanley since 2015, including roles with Morgan Stanley Private Bank, National Association since 2018. 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, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Jeffrey Bohn is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2005. 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 discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Sally Jermain is a CFP® with 25 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has held prior positions at LPL Financial and 1st Global Advisors Inc., and she maintains ownership of a Qigong and Medical Qigong business as well as a DJ services venture. Jermain is also involved in Fukumae & Saman LLC and Jaime T. Fukumae CPA. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Sarah Rush is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Osaic since 2025. Her prior roles include positions at Lincoln Financial Advisors, Wells Fargo Clearing, and Merrill. In addition to her advisory work, she holds insurance agent licenses and offers life insurance, annuities, and long-term care insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm utilizes a model-based investment approach with various advisory programs and third-party manager options.

Brianna Visalli is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Before entering financial services, she had a professional athletic career, including playing in the National Women’s Soccer League and the Barclay’s Women’s Super League. She also worked in Stanford University’s Athletics Department for two years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its recommendations through various advisory programs and technology-driven solutions.

Masoud Rahimi is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held roles at Charles Schwab as a Financial Consultant from 2018 to 2024 and at Fidelity Investments as a Financial Representative from 2017 to 2018. His work focuses on understanding the unique needs of each client, including retirement planning, wealth building, and managing life transitions. He emphasizes transparency, integrity, and personalized guidance in his approach to helping clients achieve their financial goals. Masoud holds a California Insurance License. Outside of his professional work, he has interests in camping, fitness, golf, outdoor adventures, parenthood, and traveling.

Kenneth Lee is a financial advisor at LPL Financial with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. Outside of his advisory role, he is involved with Leemann LLC, a home-based business related to rental property management. 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 portfolio programs, third-party asset management access, and institutional platforms, with investment strategies implemented through a network of investment adviser representatives.

David Marchetti is a Planning Consultant at Fidelity Investments, where he collaborates closely with clients and their families to clarify their financial situations and identify their priorities. He develops personalized financial plans in partnership with wealth management teams to support clients' financial goals. His experience at Fidelity Investments includes roles as a Financial Representative and Relationship Manager prior to his current position. David holds a California Insurance License. Outside of his professional career, David enjoys camping, attending concerts, fishing, exploring culinary experiences, watching football, and listening to music.

Jane Lang is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Edelman Financial Engines. Her work history includes roles at Financial Engines Advisors L.L.C., Herrmann & Cooke, Inc., HC Financial Advisors, Inc., and the University of California, Los Angeles. Edelman Financial Engines offers technology-driven investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, providing diversified portfolios with an emphasis on rebalancing and long-term investment strategies.

Timothy Cariolano is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 63 designation and 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as Monte Carlo simulations to support its financial planning process.

Mei Cheung is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and 12 years of industry experience. Her prior roles include positions at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A., where she worked for eight years, as well as BancWest Investment Services, Inc. and BMO Bank NA. 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 portfolio programs, third-party asset management, and institutional platforms.

Celeste Gurule is a CFP® with 39 years of industry experience, currently serving at OSAIC since 2025. She previously worked for Lincoln Financial Advisors Corporation for 38 years. Gurule is involved with California Fringe Benefit, offering various insurance products, and owns Momentum Value Partners, LLC, which provides fixed and indexed annuities and other insurance products. OSAIC Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance analysis and multiple investment program options.

Claude Bishop is a financial advisor at Osaic with 24 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors and Kestra Financial Services. Outside of his advisory role, he owns a CPA firm through which he provides tax preparation and planning services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a variety of brokerage and advisory services, utilizing a model-based investment approach with multiple program options and a network of affiliated entities.

Gregory Hunter is a financial advisor at Cetera with 27 years of industry experience and a Series 66 designation. He has held various roles within Avantax and Cetera since 2007 and operates multiple tax and accounting businesses as managing partner and president. Hunter also provides fixed indexed annuities sales and financial planning services through his own entities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform with access to a broad range of program options and third-party managers.

Karen Mcleland is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. Her prior roles include three years at A. G. Edwards & Sons, Inc. She is also a certified aerobic instructor and owns a Jazzercise franchise in Dublin, CA. 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 a range of brokerage and advisory solutions supported by extensive research and analytics.

Rashell Miszanczuk is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has 10 years of industry experience, including prior roles at Morgan Stanley and UBS Financial Services. She is currently based in Castro Valley, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.