Fabian Nunez is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cetera and Cetera Investment Services LLC since 2019, following three years at Foresters Financial Services. Outside of his advisory role, he streams self-playing video games with friends on Twitch. Cetera Investment Advisers LLC serves a broad client base including individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors, with assets under management exceeding $256 billion.

Kirsten Gruber is a financial advisor at Ameriprise with a Series 66 designation and five years of industry experience. She has previously worked at Strategic Wealth Advisors Group, LPL Financial, Nurtured Wealth, and Bank of America. Outside of her Ameriprise role, she is employed as an associate advisor and paraplanner with MacKelfresh & Associates LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Adam Ghinazzi is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Cetera Wealth Services since 2013. He is also affiliated with East Bay Financial Network, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes both affiliated and third-party managers.

Dominique Reyes is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 credential and has held positions at firms including Corebridge Financial and PAX Labs, Inc. Outside of finance, she has been involved with Heylo LLC for five years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research supported by a manager solutions team and offers broader derivatives and commodities capabilities.

Debra Nygaard is a financial advisor at Stifel with 39 years of industry experience. She holds Series 63 and Series 65 designations and has been with Stifel Nicolaus & Co Inc since 2016. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services based on a proprietary investment methodology developed by its Investment Strategy Group.

Rebecca Lattimore is a financial advisor at Morgan Stanley in Walnut Creek, CA, with 26 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning services that utilize structured discovery conversations and advanced modeling tools.

Christopher Scroggins is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with UBS since 2006. UBS Financial Services Inc. offers brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management and employing proprietary research and model-based asset allocations to tailor client plans.

Jacquelyn Wright is a financial advisor with Edward Jones in Brentwood, CA, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as president of the Krey Parents Club in Brentwood, overseeing meetings, fundraising, and event planning. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Milton Vrionis II is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing Services, LLC. since 2019 and previously worked at Saint Mary's College of California and De La Salle High School. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

Jihee Lee is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, Lee worked at JP Morgan Chase and spent over a decade in the hospitality sector with Hilton Hotels. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, advisory roles to registered investment companies, and integration of AI technologies in its investment process.

Robert Lee is a Series 66 licensed financial advisor with J.P. Morgan Securities in Danville, CA, having worked in the industry for eight years. His background includes two years with JPMC Bank NA before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and performance reporting. Their advisory process incorporates quantitative and qualitative research supported by a centralized due diligence team, and includes ESG considerations within a framework of eligible investment strategies.

Kenneth Wise is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Investments, LLC. He also owns and operates Wise Wealth Management LLC, a financial practice based in Walnut Creek. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad array of financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Thayvi Ganeshalingam is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Thayvi worked as a Planning Consultant at Fidelity Investments from 2022 to 2025, a Relationship Manager from 2021 to 2022, and a Financial Representative from 2020 to 2021. Thayvi holds a California Insurance License. Thayvi focuses on working with clients to develop clear and personalized financial strategies. By understanding clients' goals, concerns, and priorities, Thayvi aims to simplify the financial planning process and support clients through major life transitions or long-term security planning. The goal is to help clients feel more confident and organized about their financial future and maintain focus on what matters most.

Yinghui Weng is a financial advisor with LPL Financial in Livermore, CA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. Weng has worked at LPL Financial since 2010 and was previously with Investment Advisors International, Inc. Aside from advisory services, Weng is involved in managing a general insurance agency that offers a range of non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plans, banks, and institutions. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Jakob Gilbert is a financial advisor with Charles Schwab, holding a Series 66 designation and located in Pleasanton, CA. He began his advisory career in 2025 and has experience working across various divisions within Charles Schwab, including Charles Schwab Premier Bank and Charles Schwab Bank. Prior to his advisory roles, he has held positions outside the financial industry and completed several years of full-time education. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Winnie Truong is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She previously worked at RBC Capital Markets and UBS Financial Services. Truong also serves as a power of attorney for her parents, managing their investment-related affairs. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions, serving over 14,000 advisors and managing approximately $671 billion in assets.

Ronald Motta is a financial advisor with UBS Financial Services in Danville, CA, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill and has served on the board of The One Hundred Club of Contra Costa County, a nonprofit supporting families of fallen law enforcement officers and firefighters. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, offering portfolio management, financial planning, and access to alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research-driven investment solutions tailored to client goals.

Neil Menzies is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He serves as a board member for The Meg Foundation, a nonprofit organization based in Denver, CO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and modeling techniques.

Deven Mays is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at City National Bank before joining Merrill and Bank of America, NA in 2019. Outside of advisory work, he owns and operates two family real estate investment businesses, M6 Realty Ventures, LLC and Opus Land Ventures, Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Emily Daniels is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles outside the financial sector, including positions at several restaurants and breweries, as well as teaching roles at community colleges. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.