Jerome Williams is a financial advisor at Fidelity with four years of industry experience. He holds the Series 66 designation and has worked previously at LPL Financial, Balam Wealth Management, and as a contractor for Comcast. Outside of advising, he is the sole proprietor of C.V. Enterprise, where he oversees hiring and administrative tasks. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines fundamental research with quantitative and algorithmic portfolio construction, offering model portfolios built from a broad range of mutual funds, ETFs, and ETPs.

Jacob George is a financial advisor at Stifel with a Series 66 designation and two years of industry experience. He previously worked in education at University of the Pacific and Moreau Catholic High School. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services based on proprietary investment analysis and allocation methodologies.

Corey Daniel is a financial advisor with LPL Financial in Lodi, CA, holding a Series 66 credential and 24 years of industry experience. He previously worked at Wells Fargo Advisors for three years before joining LPL Financial in 2018. Daniel is involved in managing family trust investments and operates wealth management services under affiliated business names. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad national network. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management supported by proprietary and third-party research.

Charles Smith is a financial advisor at Osaic with 56 years of industry experience. He holds a Series 63 designation and previously worked at Securities America Advisors and National Planning Corporation. Smith serves on the board of Pathways, Inc., an organization providing addiction recovery, substance abuse treatment, and mental health counseling services. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisors and multiple advisory platforms. The firm integrates brokerage and investment advisory services using asset-allocation tools, risk-tolerance assessments, and access to third-party money managers, offering both discretionary and non-discretionary portfolio management.

Amber Lynn is a financial advisor with Edward Jones in Woodbridge, CA, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 13 years of industry experience and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets through a network of about 23,701 advisors and offers a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Anthony Nieddu is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Raymond James Financial Services Advisors Inc. since 2010. Outside of his primary role, he works as an independent contractor for Hickinbottom Financial in Lodi, CA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual, institutional, and nonprofit clients, utilizing tailored, non-discretionary strategies supported by advanced analytical tools.

Tiffany Archimede Ramirez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and The PNC Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily 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.

Christian Phillips is a financial advisor with LPL Financial in Lodi, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2003. Phillips is also involved in selling non-variable insurance products, including fixed annuities, disability, long-term care, and life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management, supported by research and model portfolios from internal and third-party sources.

Shannon Dubuisson is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 15 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Poppy Wealth Management, where she is also the owner. She additionally works as an insurance agent selling fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and supports various investment strategies and program structures.

Robert Faust is a financial advisor with Cetera, holding a Series 66 license and 19 years of industry experience. He has worked with firms including Raymond James Financial Services and currently holds roles at Cetera and Barrett Business Services, where he serves as a business development manager in HR, payroll, and staffing services. In addition to his advisory work, Faust is involved in non-medical home care services as a business development manager for Visiting Angels. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with diverse program options and more than 10,000 advisors across various custodial relationships.

Kevin Twing is a financial advisor at Cetera with 24 years of industry experience. He holds the Series 63 and Series 65 credentials and has been associated with Cetera and Cetera Wealth Services since 2013. In addition to his advisory role, he is an insurance agent selling life, annuities, and long-term care products, and he also provides notary services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a large network of advisors and operates a multi-manager platform with diverse investment program options.