Shelby Buccellato is a financial advisor with Morgan Stanley in Orinda, CA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Allison Schwarz is a Certified Financial Planner (CFP®) with five years of industry experience. She is currently with Wells Fargo Clearing and previously worked at Russell Investments Implementation Services, LLC and Penserra Securities. 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 and offers both brokerage and advisory solutions utilizing research from Wells Fargo Investment Institute and third-party sources.

Norman Ng is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has been with Morgan Stanley since 2015 and joined Morgan Stanley Private Bank, N.A. in 2025. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools including Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations to model financial outcomes.

Griffin Turner is a financial advisor at UBS Financial Services with a Series 66 designation and one year of experience. His career includes roles at Morgan Stanley and teaching positions at several universities and a high school. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and advisory solutions.

Thomas Taylor is a CFP® professional with 34 years of industry experience, currently affiliated with Cetera. His career includes multiple roles within Cetera entities since 2013. Outside of financial advising, he owns and oversees operations of a retreat and inn in Big Bear City, California. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, charitable clients, and institutions. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to both affiliated and third-party investment managers.

Majid Saber is a financial advisor with J.P. Morgan Securities in Oakland, CA, holding Series 63 and Series 65 licenses and nine years of industry experience. He previously worked at Wells Fargo Bank, N.A. for 13 years before joining J.P. Morgan in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates ESG criteria where applicable.

Matthew Giacoletti is a financial advisor at Wells Fargo Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked at V3 Talent Partners, Adams and Martin Group, and several other firms. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad planning menu and utilizes proprietary research and tools to develop tailored recommendations, delivering services that cover a wide range of financial needs.

Barry Tague is a CFA® charterholder and securities professional with 30 years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where he has worked since 2022. His prior experience includes roles at RBI Capital Management, LLC, and Spring Point Capital, LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research with an ESG eligibility framework and offers access to derivatives and commodities capabilities.

Benjamin Blake is a CFP® and holds a Series 66 license with 10 years of experience in the financial industry. He has been with Edward Jones since 2016, advising clients from the Oakland, CA area. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm offers a variety of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Cathy Zaeni is a financial advisor at Morgan Stanley with 15 years of industry experience and holds a Series 66 designation. She has worked at Morgan Stanley Smith Barney LLC since 2011 and at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and offers planning through structured discovery conversations and firm-approved tools.

Nico Martinez-Mejia is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has been with Fidelity Investments since 2019, progressing through positions including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Universal Banker at Bank of the West from 2018 to 2019. Nico holds insurance licenses in Arkansas and California, supporting his expertise in financial planning and client relationship management. His approach focuses on understanding clients' individual goals and values to develop tailored financial plans aimed at achieving clarity and confidence in their financial futures. Outside of his professional work, Nico has interests in comedy, fitness, food, golf, outdoor adventures, and pets.

Edward Caballero is a financial advisor at LPL Financial with 14 years of industry experience. He holds the CFP® designation and the Series 66 license. Prior to joining LPL Financial in 2024, he worked at Commonwealth Financial Network, Bank of America, N.A., and Merrill Lynch. Caballero is also involved in tax preparation and accounting through his work with 17 Mile Drive Accountancy. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining model portfolios, third-party subadvisors, and customized strategies supported by advanced operational and research tools.

Annie Reese is a CFP® with four years of industry experience, currently serving at Charles Schwab in Oakland, CA. Her prior work includes roles at TD Ameritrade and Charles Schwab Bank. Outside of finance, she has experience with Mercy Ships International and student activities at Texas A&M University. Charles Schwab & Co., Inc. serves a large client base, 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 provides integrated brokerage, custody, and cash-sweep services.

David Wong is a Series 66-credentialed financial advisor with 19 years of industry experience. He is currently with Morgan Stanley in Walnut Creek, CA, where he has worked since 2018, including a role at Morgan Stanley Private Bank, N.A. Prior to that, he was employed at Citigroup Global Markets and MyVest. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

David Zeising is a Senior Financial Advisor and Senior Vice President with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1994 and has over 20 years of experience providing clients with financial solutions and wealth strategies tailored to their risk tolerance, time horizon, liquidity needs, and overall investment goals. His primary areas of practice include retirement planning and professional asset management strategies. David holds a Bachelor's Degree from San Jose State University and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He focuses on a wide range of client needs, including college education planning, legacy planning, tax minimization, and retirement income, applying a personalized financial strategy to help clients pursue their goals. David resides in Danville with his wife, Kim, and their three sons.

Gokhan Guvenc is a financial advisor at Charles Schwab with 16 years of industry experience. His background includes roles at Wells Fargo Advisors LLC, TD Ameritrade, and Charles Schwab Bank SSB. He holds Series 63 and Series 65 licenses. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, employing multi-asset model portfolios and centralized operational support.

Matthew Mcguire is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at Patelco Credit Union and McGuire Appraisal Service. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis. The firm constructs model portfolios from mutual funds, ETFs, and ETPs using systematic methodologies and oversees multiple registered investment companies and fund-of-funds.

Fabian Nunez is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cetera and Cetera Investment Services LLC since 2019, following three years at Foresters Financial Services. Outside of his advisory role, he streams self-playing video games with friends on Twitch. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors, with assets under management exceeding $256 billion.

Rockne Schatz is a CFP® professional with 43 years of industry experience. He is currently with OSAIC and has previously worked at Securities America Advisors and Capital Strategies & Investments, Inc. Schatz is involved in the transition of his financial services company to Park Place Advisors. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform, offering brokerage and advisory services including financial planning, managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization across various programs and third-party manager options.

Kirsten Gruber is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. She has previously worked at Strategic Wealth Advisors Group, LPL Financial, Nurtured Wealth, and Bank of America. Outside of her Ameriprise role, she is employed as an associate advisor and paraplanner with MacKelfresh & Associates LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.