Arthur Barzilay is a financial advisor at Merrill with Series 63 and Series 65 licenses and 45 years of industry experience. He has been with Merrill since 1980 and also affiliated with Bank of America since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary strategies developed by internal and third-party managers. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Michael Murphy is a CFP® professional with 35 years of experience in the financial services industry. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Matthew Iacono is a CFP® with 10 years of experience in the financial services industry. He is currently with Morgan Stanley, where he has worked since 2023, following an eight-year tenure at UBS. Iacono holds the Series 66 license and is based in Incline Village, NV. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Shelby Gallagher is a Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to understand their priorities and develop strategies aimed at achieving their financial objectives across the short, mid, and long term. Shelby provides guidance on a range of financial matters including investing, retirement planning, and saving for unforeseen events, while also offering access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Shelby holds professional designations as an Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from the University of Nevada - Reno. Her approach involves ongoing discussions with clients to address their goals and concerns, providing continuous advice and support as their financial needs evolve.

Bruce Turner is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. He has been with Edward Jones since 1990. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Scott Cruse is a financial advisor with Morgan Stanley in Los Gatos, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s approach involves structured discovery and firm-approved planning tools, supporting clients through advisory services without providing individual security recommendations as part of standalone plans.

Jordan Mc Elroy is a financial advisor at Charles Schwab with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously served in the US Army for ten years. Outside of his advisory role, he has been involved with the Auburn Ski Club since 2018. 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 offers a multi-asset investment approach supported by in-house research and an alternative investments program.

Jeffrey Katz is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 credentials. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Adam Kwiecinski is a financial advisor with Edward Jones in Truckee, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Christian Pfeiffer is a CFP® with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. He is based in Carnelian Bay, CA. Outside of his advisory role, he acts as a trustee and power of attorney for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with more than 14,000 advisors and utilizes a research-driven investment approach incorporating diversification and modern portfolio theory.

Stephen Martin is a financial advisor with Morgan Stanley in Truckee, California, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Martin serves as a board member and officer of the Lahontan Community Association, a civic organization in Truckee. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, emphasizing structured financial planning and utilizing tools such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Bryan Rozmarynowski is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 and Series 63 licenses and previously worked at MFS Fund Distributors, Inc. for 11 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branches.