Eric McCormick is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2005. In this position, he focuses on supporting clients and associates by helping them work towards their definition of success. Prior to joining Fidelity, Eric served as Sales Director at TD Waterhouse Investor Services, Inc from 1996 to 2005 and was an Institutional Bond Trader at Gruntal & Co, Inc. from 1995 to 1996. Eric holds a California Insurance License and brings extensive experience in financial services, sales leadership, and institutional trading. Outside of his professional responsibilities, he enjoys biking, hiking, skiing, reading, spending time with family, and caring for pets.

Jimi Sidhu is a financial advisor with Merrill in Walnut Creek, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to his current role at Merrill and Bank of America since 2018, he worked at Jutland Chertock and was involved with TEE IT UP! for eight years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.

Chadwick Bolick is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he is a minority partner in The Porter Club LLC, a travel advisory business based in San Francisco focused on creating client itineraries. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and models developed by its Global Investment Committee, serving a broad range of clients with diverse financial products and programs.

Coburn Brassey is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at The Pinza Group, The Sink, Up Software Solutions, and Ameritech Windows. He studied at The University of Colorado Boulder from 2020 to 2024. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial goals.

Alan Shimizu is a Series 66-licensed financial advisor with Merrill in Walnut Creek, CA, with six years of industry experience including prior work at Bank of America. Before entering financial services, he spent over two decades at Sierra Nursery Sales. Outside of his advisory role, he serves as treasurer for SYM Ventures LLC, a family-held limited liability company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Linda Standen is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She previously worked at Bank of America and Merrill before joining UBS in 2018. Standen serves as an advisory board member for the Salvation Army of Alameda County. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by a network of financial advisors using proprietary research and model-based asset allocations.

Basil Barouki is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2020 and previously spent seven years with Bank of America and Merrill. Outside of his advisory role, he has involvement in a community fitness app business, LFG FITNESS, LLC, and owns Spice Rags LLC. 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 manages approximately $671 billion in assets and employs over 14,000 advisors, providing a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Ai Leng Goh is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory work, she manages a rental property. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, supported by extensive research and a broad range of brokerage and advisory solutions.

Benjamin Snyder is a financial advisor with Mass Mutual Investors Services in Walnut Creek, CA. He holds a Series 66 designation and has less than one year of industry experience. Prior to his current role, his background includes work with MassMutual Life Insurance Company and various positions outside the financial services industry, including roles at Tel Aviv University and nonprofit organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and a collaborative planning approach.

Kevin Stromfeld is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, initially working as a Financial Consultant before his current role. Prior to joining Fidelity, he worked as a Wealth Management Advisor at TIAA from 2018 to 2020 and as an Investment Counselor at Fisher Investments from 2013 to 2018. Kevin holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP). He possesses a California Insurance License. Outside of his professional work, Kevin enjoys baseball, family activities, skiing, and traveling.

Marjorie Grace is a financial advisor at OSAIC with 44 years of industry experience. She holds Series 63 and Series 65 credentials and has been with OSAIC since 1996. In addition to her role at OSAIC, she is the sole owner of Grace Financial Services, a financial planning firm she started in 1988. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Gagan Pathak is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Ashley Cherry is a financial advisor with Merrill in Walnut Creek, CA, holding a Series 66 designation and 14 years of industry experience. She has worked at Merrill Lynch and Bank of America since 2014 and 2021, respectively. Outside of her advisory role, she is an independent consultant for skincare and wellness companies and serves as a board member for the American Association of University Women San Ramon Branch. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with Bank of America’s broader platform of services, including lending and custody.

Arthur Potter is a ChFC® with 28 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has held previous roles at Proxy Wealth Advisors LLC, Proxy Freedom LLC, Vitucci & Associates, Inc., and Allstate Insurance Co. Potter holds Series 63 and Series 65 licenses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering a variety of portfolio management options and proprietary model strategies.

Ryan Grauman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Saint Mary's College of California for five years and The Athenian School for four years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Deborah Benjamin is a financial advisor at Morgan Stanley in Walnut Creek, CA, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, following prior roles at Ameriprise Financial Services and Raymond James and Associates. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools.

Tyler Paik Nicely is a CFP® certificant with 11 years of industry experience, currently serving as an advisor at Charles Schwab in Walnut Creek, CA. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he is the sole managing member of two LLCs established for future real estate investments. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a combination of advisory, brokerage, custody, and cash-sweep services through its integrated Schwab Wealth Advisory program. The firm delivers investment guidance via both non-discretionary and discretionary management options, utilizing multi-asset portfolios and a centralized operational structure.

Gilbert Castillo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors LLC since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Azeem Shah is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Morgan Stanley, St. Mary’s College of California, and Bank of America. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Rachel Braswell is a financial advisor at Edward Jones with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing, JP Morgan Chase Bank, Merrill, and Bank of America. Outside of her financial career, she has provided in-home supportive care for a family member with a disability. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and operates under a fiduciary standard.