Conradine Morehouse is a financial advisor with RBC Capital Markets, LLC, holding Series 63 and Series 66 credentials and bringing 30 years of industry experience. She previously worked at Merrill from 1982 to 2019 before joining RBC in 2019. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides various advisory programs that offer portfolio management, financial planning, and brokerage services, using a combination of in-house and third-party investment managers tailored to client risk profiles.

Sabrina Kheirolomoom is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and previously worked at the Training, Rehabilitation & Development Institute. Outside of finance, she is involved in ballet as a dancer, instructor, and choreographer, working with organizations such as Deanna Stanton Choreography and Piedmont Ballet Academy in Oakland. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market models to support financial strategies.

Stephanie Lippitt is a financial advisor at Morgan Stanley in San Rafael, CA, holding a Series 66 designation with 22 years of industry experience. Her career includes multiple roles at Morgan Stanley since 2004, with a brief tenure at Wells Fargo Clearing. Morgan Stanley Wealth Management offers a wide array of advisory programs for individual and institutional clients, providing tailored financial planning supported by firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services alongside specialized investment activities.

Alexander Kithas is a financial advisor with Merrill in San Rafael, CA, holding a Series 66 credential and one year of industry experience. His career includes positions at Merrill since 2022 and Bank of America, N.A. since 2024. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary strategies developed by internal and third-party managers.

Roland Martin is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 14 years of industry experience, including a decade at Edward Jones before joining Raymond James in 2022. Outside of his advisory role, he is the owner of a small design business, Endless Mindset. 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 advisory services supported by analytical tools and maintains a notable municipal advisory affiliation.

Timothy Stevko is a CFP® and holds a Series 66 designation, with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets.

Jonathan Gorton is a financial advisor with Wells Fargo Clearing in Corte Madera, CA, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2022 and has been involved with AndrewsCamps since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions.

April Machado is a financial advisor at Morgan Stanley in Oakland, CA, with 17 years of industry experience. She has been with Morgan Stanley since 2014 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and scenario modeling.

Gregory Korngut is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Woodbury Financial Services and AXA Advisors. Outside of his advisory work, he is involved with TRUE LEGACY CAPITAL, where he provides fixed insurance advisory services. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering a range of brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization through a multi-advisor platform.

William Glenn III is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works closely with a select group of high net worth individuals and retirees to manage various aspects of their financial lives, including family wealth management strategies, personal retirement planning, and retirement income. William focuses on creating personalized wealth management plans tailored to each client's financial needs, objectives, time horizon, and risk tolerance. With over 25 years of experience in Marin County's financial community, William emphasizes the importance of strong client-advisor relationships and offers access to a wide range of Merrill Lynch specialists to develop tax-efficient strategies and customized solutions. He often collaborates with clients' tax and legal advisors to optimize financial outcomes and periodically reviews clients' plans to ensure alignment with their goals. William is a third-generation Marin County resident who graduated from Sir Francis Drake High School and earned a Bachelor of Science degree in Business from California Lutheran University. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He currently resides in Novato, California with his wife and two children and is involved in community activities and personal interests such as baseball, basketball, biking, billiards, hiking, horseback riding, hunting, refereeing, softball, and tennis.

Rowan Beach is a financial advisor with Morgan Stanley in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in assets and employs a structured planning process that utilizes firm-approved tools and modeling techniques.

Michael Hobson is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo entities since 2008, including his current role since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research and analytics to evaluate managers and investment options.

Winfred Lai is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2018, serving in various roles including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Paraplanner at Pharaoh Financial in 2014. Throughout his career, Winfred has collaborated closely with clients to develop financial strategies that align with their goals and values. He emphasizes listening to clients to understand what is important to them and works alongside them through their financial journey. Winfred holds a California Insurance License.

Joseph Gil is a financial advisor with Morgan Stanley in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers investment and planning services through various advisory and broker-dealer arrangements.

Gregory Lee is a CFP®-certified financial advisor with Charles Schwab, holding a Series 66 license and two years of industry experience. His prior work includes roles at Charles Schwab Bank SSB, BioMarin Pharmaceutical Inc., and Beacon Pointe Advisors. He also has experience working at the University of San Francisco and the Chinatown YMCA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage and custody services.

Edwin Ngai is a financial advisor with Charles Schwab in Oakland, CA, holding Series 63 and Series 66 licenses with 29 years of industry experience. He has been with Charles Schwab since 1997. 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 client advisory with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by Schwab Center for Financial Research.

Jennifer Dailey is a financial advisor with Equitable Advisors in San Francisco, CA, holding Series 63 and Series 66 licenses and 23 years of industry experience. She has been with Equitable Advisors and its predecessor, Axa Advisors, since 2005. Dailey serves on the Board of Directors at the San Francisco Yacht Club. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm employs a range of advisory models and works with third-party asset managers, emphasizing personalized client assessment and varied investment solutions.

Erin Ackenheil is a financial advisor with Ameriprise in Novato, CA, holding a Series 66 designation and one year of industry experience. She has concurrently worked at Black Point Insurance since 2016. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Steven Gold is a financial advisor at LPL Financial with 35 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for Western International Securities, Inc. for 15 years. Gold is also the owner of T/O Devices and serves as president of Sustainable Grant Making Partners, a nonprofit foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of investment solutions including financial planning, model portfolios, and institutional platforms.

Thomas Davis is a financial advisor with LPL Financial in Novato, CA, holding Series 63 and Series 65 designations and over 22 years of industry experience. He has been with LPL Financial, formerly LINSCO/PRIVATE LEDGER CORP., since 2001. In addition to his advisory role, Davis has worked as an independent insurance agent selling fixed insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies supported by technology tools, while also maintaining extensive non-advisory financial services.