Alexandria Costello is a Series 66 credentialed financial advisor with Edward Jones in San Rafael, CA. She has held roles in environmental and consulting firms including RPS Group and BDO USA, with experience spanning various industries since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Ranke is a financial advisor with LPL Financial in San Anselmo, CA, holding Series 63, 65, and 66 licenses and possessing 23 years of industry experience. He has been with LPL Financial since 2007, following a brief period at Edward Jones. Outside of his advisory role, he is involved in an online shoe sales business operated as a family enterprise. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with tools such as machine learning for operational and research purposes.

Dane Tinley is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to individual client goals. His expertise includes college education planning, divorce transition planning, LGBT wealth planning, managing new wealth, special needs planning strategies, women and wealth, tax minimization, and retirement income. Dane emphasizes a collaborative approach with clients, maintaining transparency, high standards, consistency, discipline, and a commitment to accessibility. He coordinates every aspect of clients' financial lives by working with outside attorneys and tax professionals. His role at Merrill Lynch Wealth Management allows him to provide access to resources of a leading global financial institution while delivering customized and intimate service. He holds a Bachelor's Degree from the University of California and is a Personal Investment Advisor (PIA). Dane is also involved in community activities, volunteering with local organizations in line with Merrill's tradition of community participation.

Rodney Williams is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill, Bank of America, and Morgan Stanley Smith Barney prior to his current role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides customized planning primarily through its Financial Advisors and Estate Planning Strategies Group.

Abby Honerkamp is a Series 66-registered financial advisor with Charles Schwab in Berkeley, California, and has 17 years of industry experience. She has been with Charles Schwab since 2012. 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 advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Phil Walker serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2018. In this position, he is engaged in connecting associates and clients to the company's mission through a development process focused on advancing Standards of Care. Prior to this, he held multiple roles at Fidelity Investments, including Regional Planning Consultant, Account Executive, Investments Consultant, Investment Solutions Representative, and Premium Service Trader, spanning from 2007 to 2018. Phil holds a California Insurance License, supporting his work within investment and insurance services. His tenure at Fidelity Investments demonstrates extensive experience across various facets of financial services and client engagement.

Amanda Luong is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to provide clients with comprehensive financial planning services. She meets with clients to assess their planning needs and assists in creating and implementing holistic financial plans. Amanda aims to foster a supportive and welcoming environment as clients build relationships with the Fidelity team. Amanda has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before assuming her current position. She holds a California Insurance License, supporting her work in financial planning and advisory services. Outside of her professional role, Amanda has interests in art, fitness, food, social events, reading, and traveling.

Luke Andreassen is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2018, with prior experience at TD Ameritrade and Scottrade. Outside of his advisory role, he is listed as an owner of Rendezvous North Beach, a business started by his wife. Charles Schwab serves a large client base primarily composed of 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, due diligence on alternative investments, and an integrated operational structure.

Melinda Fishel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2016. In addition to her advisory role, she serves on the finance and investment committee of Kiddo!, a nonprofit school endowment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on multiple portfolio management styles and affiliated research.

Edward Murphy is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at RBC Capital Markets. His prior experience includes nine years at UBS Financial Services and time at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate in-house and third-party managers, providing comprehensive portfolio management and financial planning services.

Sweeti Shah is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Bank of America, N.A. and Merrill since 2016. Merrill, together 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 model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Wei Qian is a financial advisor at Merrill based in Oakland, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Merrill, Wei worked at Bank of America and has experience with the Bank of Jiangsu. Wei was also involved with the San Francisco Chinese Seventh-day Adventist Church and has a background in education from Hult International Business School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Cary Koh is a Senior Financial Advisor at Merrill Lynch Wealth Management and a member of the Ting & Associates team. Since joining the firm in 2013, he has focused on building and strengthening client relationships to support their long-term financial success. He works closely with individuals and families to understand their goals, values, and priorities and to develop practical strategies for college education planning, family wealth management, retirement income, liquidity management, and portfolio management services. Before entering the financial industry, Cary was a concert violinist and professional conductor. He holds a bachelor's degree in music from the University of California, Berkeley, and a master's degree in violin performance from the Manhattan School of Music in New York City. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Cary is also fluent in English and Mandarin. Cary serves as Bank of America's Corporate Board Representative on the Board of Trustees for Cal Performances at UC Berkeley. He is a Past President of the Rotary Club of Burlingame & Hillsborough and was previously a Board Trustee of the Crowden Music Center in Berkeley. In his personal time, Cary enjoys golfing and playing chamber music.

Matthew Morgan is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior work includes roles at the University of California, Davis, and Peet's Coffee. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction in delivering diversified model portfolios.

Joiya Mitchell is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2015, serving in various positions including Assistant Branch Leader, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, Joiya worked as an Active Trader Consultant at E*Trade Financial from 2006 to 2014. With over 20 years of experience in financial services, Joiya leverages her expertise and the resources available at Fidelity to assist clients in planning and investing with intentionality. She values maintaining high ethical standards and integrity in her work, aiming to help clients transition through life confidently by crafting thoughtful financial plans tailored to their goals. Joiya holds a California Insurance License. In her personal time, Joiya enjoys cooking and baking, family activities, hiking, singing, and volunteering. She is also engaged in parenthood, balancing her professional and personal commitments.

Vernon Hobbs is a financial advisor at J.P. Morgan Securities with 23 years of industry experience and holds a Series 66 designation. His prior roles include positions at Metlife Securities, Silicon Valley University, Merrill, Ameritas Investment Company, Hornor, Townsend & Kent, and Ameriprise. 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 combines quantitative and qualitative research with forward-looking capital market assumptions, offering a range of eligible strategies including an ESG eligibility framework.

Yingyu Situ is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2026, Yingyu worked at Bank of America/Merrill Lynch for eight years and has experience at East West Bancorp and in staffing and education-related roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

Arley Maldonado Herrera is a Financial Consultant currently working at Fidelity Investments since 2026. In this role, he assists clients with financial planning by collaborating with them to understand their long-term and short-term goals and build customized financial plans aimed at meeting their unique needs. He aims to ensure that clients feel confident and comfortable with their financial strategies. Prior to his current role, Arley held several positions within Fidelity Investments, including Investment Consultant from 2025 to 2026 and Planning Consultant from 2023 to 2025. Before joining Fidelity, he worked at Charles Schwab as a Financial Consultant Partner and Investment Consultant between 2022 and 2023. He has also held roles at Patelco Credit Union, including Member Solutions Specialist and Senior Member Service Representative from 2020 to 2022. Arley holds a California Insurance License. Outside of his professional work, he has an interest in movies.

Grace Reyes is a financial advisor at OSAIC with 38 years of industry experience. She holds the ChFC® designation and Series 63 and Series 65 licenses. Her prior experience includes positions at Securities America Advisors, Inc., Kaiser Permanente, and Foothill Securities, Inc. OSAIC serves a diverse client base including retail, institutional, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers brokerage and advisory services with an emphasis on model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies.

Susan He is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2025. She has worked with Fidelity since 2019, initially as a Financial Consultant. Prior to joining Fidelity, Susan held roles in financial services including Relationship Manager at Citigroup from 2017 to 2019, Relationship Banker at JPMorgan Chase from 2016 to 2017, and Insurance Agent at Transamerica Insurance from 2014 to 2016. She is a CERTIFIED FINANCIAL PLANNER and Client Private Wealth Advisor with over a decade of experience. Susan holds a California Insurance License and has expertise in partnering with clients to assist them in their financial journey. She aims to provide peace of mind for her clients, enabling them to focus on their priorities. Outside of her professional work, Susan's personal interests include art, puzzles, reading, traveling, volunteering, and yoga.