Catharine Dombrowski is a financial advisor with Cetera, holding the PFS™ and Series 66 credentials and has 19 years of industry experience. She has worked with multiple entities including Dombrowski Wealth Management, Lone Tree Investments & Wealth Management, and Accel Consulting. She is also the managing partner of Dombrowski & Associates CPAs LLP, a CPA firm, and owns Lone Tree Funding & Mortgage, a mortgage loan origination business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and retirement services through a large network of independent advisors and a multi-manager platform.

Craig Mizuno is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Cetera since 1999 and also maintains a CPA accounting practice that he has operated since 1986. Mizuno serves as a trustee on a family trust. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of over 10,000 independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients with a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Tiffany Diaz is a financial advisor with LPL Financial in Brentwood, CA, holding a Series 66 designation and one year of industry experience. She has been associated with LPL Financial since 2024 and has a prior working relationship with BMO Bank N.A. since 2012. Outside of advisory work, she is a notary in the state of California and operates systems for K & D Productions. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services, supporting both discretionary and non-discretionary management with access to varied model portfolios and research resources.

Trisha Wilson is a Series 66-licensed financial advisor with Morgan Stanley in Stockton, CA, with two years of industry experience. She has been associated with Morgan Stanley since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through various channels including corporate financial planning agreements.

James Diserio is a financial advisor at Equitable Advisors with 49 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC for 21 years. His credentials include Series 63 and Series 65 licenses. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm emphasizes personalized client assessments and utilizes third-party advisory programs alongside proprietary options.

Joel Carignan is a financial advisor with Edward Jones in Stockton, CA, holding the CFP®, ChFC®, and Series 66 designations. He has 17 years of industry experience, all with Edward Jones since 2009. Outside of his advisory role, he serves as Chairman of the Board for Unbound Stockton Community School, a local charter school. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors and over 15,000 branch offices.

Robert Thompson is a financial advisor at Stifel with 42 years of industry experience. He holds a Series 63 designation and has been with Stifel Nicolaus & Co Inc since 2016. Outside of his advisory role, he is involved in grape growing as the sole owner of a vineyard in Woodbridge, California. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jeffrey Martin is a financial advisor with Wells Fargo Advisors in Santa Cruz, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with various Wells Fargo entities since 2011. He is a 40% owner of Martin Financial Group, an investment management business based in Brentwood, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by providing investment and fee-based financial planning services. The firm offers a broad planning menu with tailored recommendations supported by Wells Fargo research, integrating advisory services with other financial products and referral channels.

Gena Yaqubi is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Tanner Choate is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since beginning his professional career in 2018 shortly after graduating from the University of California, Berkeley, he has specialized in providing customized wealth management services for affluent professionals and business owners. His focus areas include Corporate Executive Services, Executive Compensation, and Equity Compensation Services. Tanner develops financial strategies tailored to align with his clients' specific goals, helping those with concentrated equity positions to effectively integrate these assets into their broader financial plans. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of his professional work, Tanner participates in community volunteering in line with the Merrill tradition. He also enjoys baseball, football, golfing, and traveling. He welcomes connections for discussions about optimizing financial situations or for a round of golf.

Theodore Goodsell is a financial advisor with Charles Schwab in Stockton, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2016, following 13 years at Scottrade, Inc. Charles Schwab & Co., Inc. serves a large client base of 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’s investment approach combines non-discretionary client guidance with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a structured alternative-investment program.

Samantha Sagers Davenport is a financial advisor with Mass Mutual Investors Services in Brentwood, CA. She holds Series 63 and Series 65 licenses and has 22 years of industry experience, all with Mass Mutual Financial and MML Investors Services. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements and specializes in event-driven planning programs such as divorce and estate-settlement planning.

Michael Talley is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 24 years of industry experience. He has worked at LPL Financial since 2008 and previously spent six years with SAFE Credit Union. Talley operates MT Retirement Planning as a sole proprietorship, providing investment, advisory, and financial planning services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party research, and technology-driven strategies.

Michael Lynch is a financial advisor at Merrill with 25 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000, also working at Bank of America since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Powell is a CFP® with 17 years of experience in the financial services industry. He is currently affiliated with Ameriprise and has held positions at several firms, including LPL Financial LLC and National Planning Corporation. Powell provides pro bono financial advice to widows through the Wings for Widows nonprofit organization. Ameriprise Financial Services is a large diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies.

Angelina Vivanco is a financial advisor at Merrill with a Series 66 designation and seven years of experience in the industry. Prior to her current role, she worked at IN N OUT Burger for six years and at Rio Vista High School for six years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Larry Watts is a Certified Financial Planner (CFP®) with 43 years of industry experience, currently serving at Stifel Nicolaus & Co Inc since 2016. He is based in Stockton, CA, and has participated on the University of the Pacific Eberhardt School of Business Advisory Board. Outside of finance, he is involved with the Larry & Emily Watts Winery, hosting periodic tastings to monitor wine progress. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Raul Aguilar Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2022, he worked at NYLIFE Securities LLC and New York Life Insurance Company from 2020 to 2022, and Wells Fargo Clearing Services LLC from 2015 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Debra Lawson is a financial advisor with Merrill in Stockton, CA, holding Series 63 and Series 66 licenses and has 28 years of industry experience. She has been with Merrill since 2012. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brett Williams is a financial advisor with LPL Financial based in Livermore, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at LPL Financial since 2023 and previously spent over 17 years with American Investors Company. Williams also operates Williams Estate Planning, a business he has maintained since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support its investment strategies.