Mark Gerber is a CFP® professional with five years of industry experience currently serving at OSAIC since 2025. Prior to joining OSAIC, he worked at Edward Jones from 2021 to 2025 and held roles outside finance including service with the Santa Cruz County Sheriff’s office. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm employs a range of investment services and advisory platforms, utilizing asset-allocation tools, risk assessments, and automated rebalancing to manage portfolios comprising various asset classes.

Aaron Brandt is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 strategies through a nationwide network of more than 23,700 financial advisors.

Galaham Zuanich is a financial advisor with Morgan Stanley in Santa Cruz, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Zuanich serves as a lead instructor for investment and retirement courses at Cabrillo College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Lee Michael Murphy is a Series 66-registered advisor with Osaic Wealth, Inc. based in Morgan Hill, California. He has 15 years of industry experience, including prior roles at Securities America Advisors and RNP Advisory Services. Outside of advising, he sells term and permanent life insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and managed account solutions.

Felicia George is a financial advisor with Primerica Advisors in Watsonville, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Primerica Financial Services since 2000 and has been involved with PFS Investments Inc. since 2012. Outside of her advisory work, she has been affiliated with Corralitos Community Church since 2018. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven investment strategies managed by external asset managers.

Paige Rexrode is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Hilltop Securities Inc. She was also involved with Soroptimist International of Capitola by the Sea from 2016 to 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework for investment recommendations.

Eduardo Valero is a financial advisor at Charles Schwab with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including TIAA, Fisher Investments, and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment services supported by multi-asset portfolios and alternative investment options.

Samuel Dwyer is a financial advisor with Morgan Stanley in Santa Cruz, CA, holding a Series 66 license and having 10 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and methodologies.

Albert Rodriguez is a financial advisor with LPL Financial in Morgan Hill, CA, holding Series 63 and Series 66 designations and eight years of industry experience. His prior experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Merrill, Bank of America, and BMO Harris Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management, with support from in-house and third-party research.

Julie Tauriainen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at Edward Jones for 17 years before joining Raymond James in 2019. Outside of her advisory role, she is the CEO of Serendipity Securities, a support company based in Aptos, CA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and is noted for its municipal advisory affiliation and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Christine Ingesson is a financial advisor with Morgan Stanley in Santa Cruz, CA, holding Series 63 and Series 65 licenses. She has 21 years of industry experience, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. 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 planning tools.

Tone Dai Tran is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. Prior to joining LPL Financial, Tran worked at BMO, Fidelity Investments, Bank of the West, and Bancwest Investment Services. Outside of finance, Tran manages Koji Sake Lounge, a restaurant he has owned since 2007. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research from multiple sources, and various portfolio management tools.

Jeremy Geels is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Capitola, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Anzaldua is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2015. Anzaldua is involved with wealth management operations under the names Big Trees Wealth Management and Strategic Wealth Advisors Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and various model portfolios supported by LPL Research and third-party subadvisors.

Robert Baldacci is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at J.P. Morgan Securities. Outside of his advisory role, he serves as treasurer and secretary for a networking group and is involved in fixed insurance sales. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create customized strategies, managing over $256 billion in assets across more than 10,000 advisors.

Shana Hudson is a financial advisor with Ameriprise in Morgan Hill, CA, holding a Series 63 designation and 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 1993. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Ercilia Donnelly is a financial advisor with OSAIC in Capitola, CA, holding Series 63 and Series 66 credentials and 14 years of industry experience. Her prior experience includes roles at Securities America Advisors, Valley Wealth Strategies, LPL Financial, and National Planning Corporation. She is also a co-trustee of a family trust and owns a business entity that supports her securities activities. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of portfolio construction tools and provides access to third-party money managers and managed-account solutions.

Maggie Martin is a financial advisor with Morgan Stanley in Santa Cruz, CA, holding a Series 66 designation and 23 years of industry experience. She has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and delivers services supported by its Global Investment Committee’s return estimates and modeling techniques.

Stacey Vander Kodde is a financial advisor at Edward Jones with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for seven years before joining Edward Jones in 2020. Outside of her advisory role, Stacey operates an Amazon influencer page. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm has a nationwide network of over 23,000 advisors and manages approximately $1.01 trillion in assets.

Hai Tran is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase and Bank of America, N.A. from 2014 to 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.