Tina Pearce is a Planning Consultant who collaborates with individuals and families to create comprehensive financial plans tailored to their unique lives, goals, and values. She aims to be a dependable source of education, guidance, and support in financial planning. Her professional experience includes roles at Fidelity Investments, where she served as a Relationship Manager from 2022 to 2024 and as a Financial Representative from 2021 to 2022. Tina holds a California Insurance License. Outside of her professional work, Tina's personal interests include cooking and baking, family activities, exploring culinary experiences as a foodie, gardening, music, and practicing yoga.

Brandon Day is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior work includes four years at Merrill from 1998 to 2002. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets with more than 14,000 financial advisors.

Sahil Dilawari is currently serving as Vice President and Branch Leader. He has been working as a Financial Consultant at Fidelity Investments since 2020. Prior to this role, he was a Private Client Advisor at J.P. Morgan Chase from 2018 to 2020 and held the position of Senior Manager at Alliant - LPL Financial from 2012 to 2018. Sahil's professional experience spans comprehensive financial planning and investment strategies. He holds a California Insurance License and is focused on delivering wealth planning services tailored to client priorities. He is committed to helping clients and their families by developing customized financial plans that address their specific needs and goals.

Thomas Mc Nell III is a financial advisor with Cetera, holding Series 63, 65, and 66 licenses and 35 years of industry experience. He has worked at firms including Edward Jones, Morgan Stanley, and First Allied Securities before joining Cetera. Mc Nell serves as volunteer president of the Kiwanis Club of the Delta Antioch and is an executive board member of the Delta Veterans Group. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with a variety of program options and custodial relationships.

Casey Kehr is a financial advisor with Ameriprise in Danville, CA. He holds the Series 66 designation and has been with Ameriprise since 2023. Prior to joining Ameriprise, he held positions at Cal State University East Bay, elfinSupport, Cal State University Chico, Lamorinda Pizza, and San Ramon Valley High School. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily for clients maintaining accounts within Ameriprise.

Kristofer Van Zanten is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation. Prior to his current role, his employment history includes positions outside the financial industry. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, institutional, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Lisa Smith is a financial advisor with Merrill in Walnut Creek, CA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. Her career includes roles at Merrill Lynch Pierce Fenner and Smith, LPL Financial, Cetera Investment Services, Chase Investment Services, Waddell & Reed, and Banc of America Investment Services. Outside of her advisory practice, she serves as a panel member for FINRA, arbitrating financial services disputes, and operates a life coaching business. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies supported by internal and third-party managers for individuals, high-net-worth clients, and institutions.

Taressa Soto is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 credential and previously worked at Lincoln Financial Advisors. Soto is also licensed as an insurance agent, offering fixed insurance products including annuities and life insurance. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform, delivering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools.

Kylie Kerr is a Financial Advisor at The Thompson Group within Merrill Lynch Wealth Management. She collaborates with a team of mortgage, alternative investment, personal and business banking specialists to offer comprehensive financial services. Working alongside her senior partner, Megan Thompson, Kylie addresses all aspects of clients' financial needs, aiming to provide client-focused care. Kylie specializes in areas including education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and retirement income. She develops personalized plans that enable clients to actively participate in their financial decisions by exploring various scenarios and their implications. Kylie earned a Bachelor's Degree in Psychology from UCLA, where she was a member of a national championship-winning soccer team, and a Master's Degree in Sports Management from UC Berkeley. She holds the Personal Investment Advisor (PIA) designation and licenses including NMLS# 2684970, CA Insurance License #4502078, and Merrill Life Agency CA License #0522776. Her personal interests include cooking, running, soccer, spending time with family, and traveling.

Steve Doman is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2010. He has 18 years of industry experience and is also the owner of CD Mortgage, a loan brokering business. Additionally, he is an owning member of StratiTrack LLC, a software company, and volunteers as a clerk at the Church of Jesus Christ of Latter-day Saints in Walnut Creek, CA. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through multiple platforms and proprietary model strategies.

Giuliano Demartini is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior roles include positions at Builder Advisor Group, LLC and Wells Fargo Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research and analytics with diversification principles and modern portfolio theory to evaluate investment options, while also offering a variety of financial products through its bank and insurance affiliates.

Carla De Laurentiz is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has worked previously at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and UBS Financial Services. She is based in Walnut Creek, CA. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary investment strategies developed by internal and third-party managers, with a focus on strategic and tactical asset allocation and tax-aware options for investors.

Mary Jane Sullivan is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Merrill since 2004. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Igor Kipnis is a CFP® with 20 years of experience in the financial industry, currently serving at Wells Fargo Clearing since 2016. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm applies research and analytics to support its investment approach, providing both brokerage and advisory solutions across a broad range of financial products.

Isaac Cowen is a financial advisor with Charles Schwab in San Ramon, CA, holding a Series 66 credential and six years of industry experience. His career includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Bank of the West. 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 and discretionary investment solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Gary Lamusga is a financial advisor at Cetera with 36 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. Prior to joining Cetera in 2023, he spent 34 years at Securian Financial Services, Inc. Lamusga serves as a board member for the Walnut Creek Chamber of Commerce Foundation and the Collaborative Practice of East Bay, and is involved with the Fallen Heroes organization and the National Association of the Remodeling Industry. Cetera Investment Advisers LLC is an SEC-registered firm with a nationwide network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers across various program structures and custodial relationships.

Aasher Malik is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant and Financial Representative at Fidelity Investments from 2023 to 2024 and 2023 respectively. His professional experience also includes roles at JPMorgan Chase, where he worked as a Lending Development Officer from 2021 to 2022 and as a Vice President and Branch Manager from 2011 to 2021. Mr. Malik holds a California Insurance License. He approaches financial consulting with a focus on simplifying the planning process for clients, emphasizing a personable approach centered around the client and their important relationships.

Purnima Kashyap is a Financial Consultant at Fidelity Investments, a position she has held since 2021. In this role, she works closely with clients to develop personalized financial plans that align with their priorities and future goals. Prior to joining Fidelity Investments, she served as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021. Her approach involves understanding what matters most to her clients and their families, utilizing available tools and resources to build strong financial strategies. Purnima holds a California Insurance License, supporting her ability to provide comprehensive financial advice.

Peter Valvur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Citigroup Global Markets and Citicorp Investment Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines proprietary research and third-party analytics to evaluate investment options within diversified portfolios, offering both brokerage and advisory solutions.

Brandon York is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining RBC in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.