Sunny Sharma is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Irving Fisher Private Wealth Management, Commonwealth Financial Network, LPL Financial, and Edward Jones. Outside of advising, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple custody platforms and proprietary as well as third-party model-based solutions.

Alexandria Costello is a Series 66 credentialed financial advisor with Edward Jones in San Rafael, CA. She has held roles in environmental and consulting firms including RPS Group and BDO USA, with experience spanning various industries since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Ranke is a financial advisor with LPL Financial in San Anselmo, CA, holding Series 63, 65, and 66 licenses and possessing 23 years of industry experience. He has been with LPL Financial since 2007, following a brief period at Edward Jones. Outside of his advisory role, he is involved in an online shoe sales business operated as a family enterprise. 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, supporting advisors with tools such as machine learning for operational and research purposes.

Rodney Williams is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill, Bank of America, and Morgan Stanley Smith Barney prior to his current role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides customized planning primarily through its Financial Advisors and Estate Planning Strategies Group.

Phil Walker serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2018. In this position, he is engaged in connecting associates and clients to the company's mission through a development process focused on advancing Standards of Care. Prior to this, he held multiple roles at Fidelity Investments, including Regional Planning Consultant, Account Executive, Investments Consultant, Investment Solutions Representative, and Premium Service Trader, spanning from 2007 to 2018. Phil holds a California Insurance License, supporting his work within investment and insurance services. His tenure at Fidelity Investments demonstrates extensive experience across various facets of financial services and client engagement.

Melinda Fishel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2016. In addition to her advisory role, she serves on the finance and investment committee of Kiddo!, a nonprofit school endowment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on multiple portfolio management styles and affiliated research.

Edward Murphy is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at RBC Capital Markets. His prior experience includes nine years at UBS Financial Services and time at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate in-house and third-party managers, providing comprehensive portfolio management and financial planning services.

Sweeti Shah is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Bank of America, N.A. and Merrill since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Morgan is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to his advisory role, his background includes positions at the University of California, Davis, Peet's Coffee, and the College of Marin. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while addressing conflicts of interest.

Joiya Mitchell is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2015, serving in various positions including Assistant Branch Leader, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, Joiya worked as an Active Trader Consultant at E*Trade Financial from 2006 to 2014. With over 20 years of experience in financial services, Joiya leverages her expertise and the resources available at Fidelity to assist clients in planning and investing with intentionality. She values maintaining high ethical standards and integrity in her work, aiming to help clients transition through life confidently by crafting thoughtful financial plans tailored to their goals. Joiya holds a California Insurance License. In her personal time, Joiya enjoys cooking and baking, family activities, hiking, singing, and volunteering. She is also engaged in parenthood, balancing her professional and personal commitments.

Yingyu Situ is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, Yingyu worked at Bank of America/Merrill Lynch for eight years and has held positions at East West Bancorp and Full Steam Staffing. Outside of finance, Yingyu was involved with Chinese Learning Paradise for six years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Grace Reyes is a financial advisor at OSAIC with 38 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Reyes has worked at OSAIC and its predecessor firms since 2016, including Securities America Advisors, Inc. Prior to that, she spent 17 years at Foothill Securities, Inc. and three years at Kaiser Permanente. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk-tolerance questionnaires, and portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Will Martens is an Investment Consultant at Fidelity Investments, where he partners with clients to understand their financial goals and build personalized financial roadmaps. Through thoughtful planning and guidance, he helps clients make informed decisions and maintain confidence in their strategies. Prior to joining Fidelity in 2026, Will worked at Valley Oak Wealth Management. He served as a Financial Advisor from 2025 to 2026 and as a Research & Investment Analyst from 2020 to 2025. He holds a California Insurance License.

Jack Lin is a Series 66 licensed financial advisor with 18 years of industry experience. He has worked at Cetera and its affiliated entities since 2023, following nine years at Ameriprise Financial Services, Inc. in various advisory roles. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Andrew Klase is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He collaborates with clients to understand their personal financial goals and utilizes Fidelity's resources to develop tailored financial plans and investment strategies. Andrew has been with Fidelity Investments since 2018, progressing through various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked at Charles Schwab & Co Inc as a Client Relationship Specialist and at Schwab Charitable as a Donor Relations Specialist. He holds a California Insurance License.

Loretta Strong is a financial advisor with Raymond James Financial in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has previously worked with Elevon Wealth Management, Financial Partners Wealth Strategies, and operated Strong Financial Strategies. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using a range of analytical tools and supports municipal and public-finance work through a unique municipal advisor affiliation.

Robert Barnes is a financial advisor with Charles Schwab in Tiburon, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Charles Schwab since 2000. Charles Schwab & Co., Inc. 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 employs multi-asset model portfolios supported by centralized custody and operational infrastructure.

Brian Macdonald serves as a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been providing wealth management services since 1992. Partnering initially with his father, Brian focuses on family wealth management strategies, personal retirement planning, portfolio management, tax minimization, and retirement income. His approach emphasizes thoughtful, proactive support to help clients make sound financial decisions aligned with their long-term goals and values. Brian holds a B.S. in Business Administration from California State University, Sacramento. He is FINRA registered and holds multiple licenses, including insurance and mortgage licenses. Additionally, he has earned professional designations such as Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His expertise involves navigating the financial landscape and supporting multigenerational family financial planning to help clients efficiently manage their assets and legacy. Outside of his professional work, Brian enjoys outdoor activities including hiking, backpacking, rafting, and global travel focused on less frequented destinations. He also has interests in cooking and exploring the diverse cuisine of the San Francisco Bay Area. Brian is involved in community organizations such as the Boy Scouts, Cal Trout, and the Marine Mammal Center. He resides in Petaluma, California.

Zoubir Belkacemi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at J.P. Morgan Securities since 2019 and concurrently at JPMorgan Chase Bank, N.A. since 2016. Prior to that, he was employed at UBER Technologies from 2014 to 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Joshua Puckett is a financial advisor at Fidelity with 15 years of industry experience and holds a Series 66 designation. His prior roles include positions at Voya Retirement Advisors, Prudential Insurance Company of America, Bank of America, and Merrill Lynch Pierce, Fenner & Smith. Outside of his advisory work, he is a partner at Keen Eye Consultants LLC, where he assists with content production. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a broad investable universe.