Chris Millis is a financial advisor with Merrill in Walnut Creek, CA, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Merrill since 1999. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Olsen is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2016. He has over 20 years of experience working closely with clients and their families to help grow and protect their wealth, make well-informed investment decisions, and simplify their financial lives. Prior to his current role, he was Vice President at Fisher Investments from 2005 to 2016, and a Financial Adviser at American Express Financial Advisers from 2002 to 2005. Michael holds a California Insurance License, which supports his expertise in wealth planning and financial consulting. Outside of his professional work, he has personal interests that include beach activities, family activities, fitness, golf, parenthood, and traveling.

Michael Kinslow is a Wealth Management Advisor at Merrill Lynch Wealth Management. He focuses on providing comprehensive financial advice and wealth planning services to families, tailoring strategies to fit their unique ambitions and priorities. His expertise includes family wealth management strategies, liquidity management, personal retirement planning, portfolio management, individual and corporate investment strategy, and tax minimization. Michael holds an Associate's Degree from Diablo Valley College and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He works closely with clients to create personalized plans that address goals such as funding education, planning for retirement and healthcare costs, and managing long-term family objectives. Outside of his professional role, Michael enjoys cooking, reading, traveling, watching movies, and spending quality time with his family, including his wife Michelle and their two daughters, Kylie and Addison.

Leslie Kollar is a financial advisor at Stifel with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Merrill, RBC Capital Markets, J.P. Morgan Securities, and Jpmorgan Chase Bank before joining Stifel in 2023. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach uses proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group to support client decision-making.

Jacob Schiller is a financial advisor at Wells Fargo Clearing with 9 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Ian McGee is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2020, following 15 years at Ameriprise Financial Services, Inc. in Walnut Creek, CA. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Charles Noriega is a financial advisor with Mass Mutual Investors Services in Walnut Creek, CA, holding Series 65 and Series 63 licenses and having nine years of industry experience. He previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company for nearly a decade. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative annual engagements.

Jennifer Kwock Lau is a financial advisor with Ameriprise in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the Festival Opera and is the East Bay Vice President for the UCLA Alumni Association San Francisco Bay Area Network. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies.

Francesco Jones is a Series 66-licensed financial advisor with Merrill, based in Alamo, CA, and has 10 years of industry experience. He has worked at Merrill since 2012 and concurrently at Bank of America, N.A. since 2016. 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, and institutional investors. The firm’s integration with Bank of America’s platform allows access to an extensive set of products and services beyond typical managed accounts.

James Dyer is a financial advisor at Merrill with Series 63 and Series 65 credentials and 51 years of industry experience. He has been with Merrill since 1993 and also works at Bank of America, N.A. since 2011. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a broad range of investment strategies that serve individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Jaime Fukumae is a CFP®-certified financial advisor with 28 years of industry experience, currently with Cambridge Investment Research Advisors. He has previously worked at LPL Financial and operates his own CPA practice and insurance agency. Fukumae also serves as a board member of the East Bay Youth Athletic League. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

Kevin Wilson is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 designation. Prior to joining Cetera in 2023, he worked at Voya Financial Advisors for seven years and has also been involved in entrepreneurial ventures, including Proclaim Promotions from 2000 to 2021. He is licensed as an independent insurance agent and has experience managing properties through his role at 2727 Alamo Court, LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers portfolio management, financial planning, and access to multiple investment programs through a large network of independent advisors.

William Finnegan is a financial advisor with OSAIC based in Lafayette, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Royal Alliance Associates since 2018, previously was with SII from 2016 to 2018, and has been associated with Double Diamond Financial since 2004. Outside of his advisory roles, he is an assistant boys' basketball coach at a high school in Oceanside, CA. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of financial advisers. The firm offers integrated brokerage and advisory services with various portfolio management tools and supports multiple advisory platforms and third-party solutions.

Brendan Stone is a financial advisor with LPL Financial in Walnut Creek, CA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fremont Bank, Bank of America, Merrill, and Allen Lund Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, with investment management supported by LPL Research and third-party subadvisors.

Christopher Bott is a financial advisor with LPL Financial in Antioch, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. Prior to joining LPL Financial in 2019, he worked at Royal Alliance Associates, Inc. from 2013 to 2019 and has provided first aid and CPR training through ABC Emergency Management Seminars since 2007. He also worked at Pacific Pension and Benefit Service Inc. from 2007 to 2019. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Gabriel Jay is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at UBS Financial Services since 2008. Based in Walnut Creek, CA, he holds the Series 66 designation. Outside of his advisory role, he serves as Treasurer on the board of directors for the Fore Our Schools Foundation, a nonprofit focused on fundraising for Moraga schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial solutions including discretionary portfolio management and alternative products.

Brandon Harper is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He previously worked for JPMorgan Chase Bank, N.A. and J.P. Morgan Securities for 10 years. Outside of his advisory role, he is a rental property owner. Wells Fargo Advisors provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets and offering both brokerage and advisory solutions.

Vita Sechrest is a Senior Financial Advisor with Merrill Lynch Wealth Management based in the Walnut Creek office and a member of The Sechrest Group. She began her career with Merrill Lynch in 2017 as a Private Wealth Associate in the Chicago office, supporting high-net-worth individuals, families, and businesses. Vita and The Sechrest Group provide services focused on comprehensive wealth planning and retirement plans, assisting plan sponsors, committees, and participants with plan design, oversight, investment management, and participant education. Vita holds several professional designations including Certified Private Wealth Advisor® (CPWA®), Certified Divorce Financial Analyst® (CDFA®), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™). She earned a Bachelor of Business Administration degree in Marketing and a Master of Science degree in Finance from the University of Notre Dame. Vita serves on the Board of Directors of The Hofmann Foundation. Her professional expertise encompasses family office-style services such as wealth management, investment advisory, retirement planning, philanthropic consulting, and personal banking. Vita also has a client focus on areas including college education planning, endowments and foundations, defined benefit and contribution plans, new wealth management, retirement income, and services tailored for women and sports and entertainment professionals. Outside of work, Vita's personal interests include football, golfing, skiing, spending time with her family, and traveling.

Gordon Clakley is a financial advisor with Raymond James & Associates in Clayton, CA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2006. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains capabilities in public finance and municipal work.

Arnulfo Tumbaga is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held previous roles at UBS Financial Services Inc. and served in the US Air Force Reserve for 22 years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients with advisory services across diverse financial needs.