Shawn Henley is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 63 designation and over 39 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he is a sole proprietor of a rental home business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning. The firm employs a structured planning process using proprietary tools and models while providing both direct and employer-based financial planning services.

David Shackelford is a financial advisor with Ameriprise in Pleasanton, CA, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice through a centralized consulting team, emphasizing the use of Ameriprise-managed accounts and algorithmic support in its recommendations.

Lili Huang is a financial advisor at J.P. Morgan Securities with 7 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Her prior work experience includes roles at Enterprise Rent A Car, New York Life Insurance Company, and Macy’s. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence and includes a range of strategies with ESG considerations.

Vanessa Campos is a financial advisor with J.P. Morgan Securities in Concord, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in various roles since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process leverages centralized due diligence combining quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.

Andrew Parrott is a financial advisor with Cetera who holds a Series 66 designation and has 10 years of industry experience. His prior roles include positions at Edward Jones and Clifford Square Wealth Advisors. Outside of his advisory duties, he serves as president of the Lamorinda Rugby Football Club and as secretary of the Lafayette Water Polo Foundation board. Cetera Investment Advisers LLC operates as a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing affiliated and third-party managers across various program structures and custodial relationships.

Jared Beckner is a financial advisor at LPL Financial in Dublin, CA, holding Series 65 and Series 63 licenses. He has been with LPL Financial and Patelco Credit Union since 2026 and has prior work experience in education and retail, including roles at New Jerusalem Elementary School District and The Home Depot. 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 financial planning and investment programs, employing various portfolio strategies and technology tools while maintaining significant scale across advisory and non-advisory financial activities.

Jamie Lunge is a financial advisor at Wells Fargo Clearing with 24 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at PCBB Capital Markets, LLC for one year. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets across more than 14,000 advisors and utilizes research and analytics to support its investment approach.

Nathaniel Hintz is a financial advisor with LPL Financial in Alamo, CA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His prior roles include positions at Insight Wealth Strategies, Mutual Securities, Lincoln Financial Advisors, and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a network of over 22,800 advisors with a broad range of advisory and brokerage services.

Michael Isola is a CFP® professional with 27 years of experience in the financial industry. He is affiliated with RBC Capital Markets and has worked at both RBC Capital Markets since 2012 and City National Bank since 2018. Outside of his advisory role, he serves as secretary treasurer of Oakland Land & Cattle Company, a nonprofit private hunting club in California. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering a range of advisory programs and portfolio management services tailored to clients’ risk profiles.

Hok In Un is a financial advisor with J.P. Morgan Securities in San Leandro, CA, holding a Series 66 designation and six years of industry experience. Their prior work includes four years at Tumi Inc before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC, where they have been employed since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Patrick Greening is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1990 following a career in hospitality management. Patrick specializes in providing comprehensive wealth management strategies to individuals, families, businesses, and non-profit organizations. His expertise includes divorce transition planning, personal retirement planning, portfolio management services, and working as a Retirement Benefits Consultant focusing on retirement plans such as 401(k), 403(b), Defined Benefit, and Non-Qualified Retirement Plans. Patrick holds an Associate's Degree from Macomb Community College and a Bachelor's Degree in Business Administration from Michigan State University. He is a Certified Financial Planner (CFP) certificant, a Chartered Financial Consultant (ChFC), and a Certified Plan Fiduciary Advisor (CPFA). His approach emphasizes aligning financial strategies with clients' short and long-term goals, encompassing areas such as debt and home financing, estate planning, and wealth transfer. Outside of his professional work, Patrick has been involved in coaching youth rugby and soccer, served on the board of the East Bay United Soccer Club, and is a member of the American Cancer Society Relay for Life Team in South San Francisco. He enjoys cooking, fishing, gardening, hiking, hunting, skiing, spending time with his family, and traveling.

Shawn Sladek is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he leads a team of eight professionals. He has been active in the investment management industry since 1997, focusing on personalized wealth management strategies for corporate executives and business owners. His work involves helping clients manage their assets and liabilities efficiently while minimizing taxes and providing financial confidence. Shawn holds a Bachelor of Science degree in Economics from the University of Arizona and has earned the Certified Investment Management Analyst (CIMA) designation administered by the Investments & Wealth Institute in conjunction with The Wharton School of Business at the University of Pennsylvania. He has been recognized on Forbes' "America's Top Wealth Advisors State by State" list for five consecutive years from 2018 to 2022. Outside of his professional pursuits, Shawn is involved in community activities including supporting The Food Bank of Contra Costa County and The White Pony. He also participates in organizations such as the San Ramon Valley Little League and the University of Arizona Rugby Club. His personal interests include basketball, cooking, fishing, football, golfing, music, skiing, spending time with his family, traveling, and yoga.

Howard Hertz is a CFP® with 27 years of industry experience, currently affiliated with Cetera since 2021. He has held roles with Avantax Insurance Agency, Tri-Valley Tax & Financial Services, and other related businesses. In addition to his advisory work, he is president and owner of Tri-Valley Tax & Financial Services and is an enrolled agent. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Steven Gee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 25 years of industry experience. His prior firms include Voya Financial Advisors and Wiline Network. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a large nationwide network of over 10,000 independent advisors. The firm offers portfolio management, financial planning, and retirement services via a multi-manager platform that includes affiliated and third-party managers and a range of program options.

Katelyn Kennedy is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and previously worked at O'Melveny & Myers LLP for three years. Kennedy has an investment interest in a real estate partnership but does not have a direct role in its management. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor client strategies.

Devyn Fitchhorn is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he focuses on developing long-term financial advisory relationships tailored to each client's unique needs. He promotes a systematic and disciplined approach to wealth management and investing aligned with clients' investment goals, risk tolerance, and time horizon. Devyn provides a broad range of financial services including wealth management, retirement planning, education planning, portfolio management, and socially responsible investing. He is supported by a team of specialists and in-depth research to assist clients effectively. Prior to joining Merrill Lynch Wealth Management in 2004, Devyn spent eight years as a critical care and trauma nurse. He holds Bachelor of Science degrees in Exercise Physiology from the University of California at Davis and Nursing from St. Mary's/Samuel Merritt College. Devyn maintains Series 7 and Series 66 FINRA registrations, life and health insurance licenses, and holds professional designations including Chartered Retirement Planning Counselor™ (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Devyn and his wife Leanne have been residents of the Newcastle area since 2018 after moving from Granite Bay, where they were active members of Bayside Church and involved with its special needs community group. Together they have twin daughters. Outside of his professional work, Devyn enjoys billiards, football, golfing, music, table tennis, tennis, volleyball, woodworking, and spending time with his family.

Carson Curtis is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 66 designations and 10 years of industry experience. He has been with Ameriprise since 2017, including six years at Ameriprise Financial Service, LLC, and one year at Foresters Financial Services prior to that. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning using a structured report and ongoing advice, with an investment approach influenced by its affiliated product ecosystem.

Allen Lipscomb is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior work includes positions at Wells Fargo Clearing, Merrill, and UBS Financial Services. Lipscomb is also an advisor with Blue Oaks Management, LLC, an Ameriprise Financial Franchise. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research, third-party data, and algorithmic tools within a product ecosystem that includes affiliated sub-advised options.

Taylor Wagner is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds the Series 66 designation and has worked with Morgan Stanley Smith Barney LLC since 2014, currently serving at Morgan Stanley Private Bank, N.A. in Walnut Creek, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions. The firm delivers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Christina Dwyer is a Series 66 licensed financial advisor with 13 years of industry experience. She has worked at First Republic Investment Management since 2013 and joined J.P. Morgan Securities in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework.