Peter Barry is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James since 2018, previously working at Dipsea Capital. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning and advisory services through various specialized programs and leveraging a broad range of portfolio management styles and affiliated research.

Taylor Wood is a financial advisor with RBC Capital Markets holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2019, Wood worked at Merrill and held positions in the wine industry at Buena Vista Winery and Rams Gate Winery. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a variety of advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers to tailor strategies based on clients’ risk profiles.

Damon Liang is a financial advisor at Edward Jones with 19 years of industry experience. His prior roles include positions at JP Morgan Chase Bank NA, Merrill Lynch/Bank of America, and TD Ameritrade/Scottrade. He holds Series 66 and Series 63 designations. Outside of his advisory work, he owns and manages a small residential rental property in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Lenore Rostoni is a financial advisor with LPL Financial in San Rafael, CA, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. She has been with LPL Financial since 2013, including a brief period with National Planning Corporation in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios and research from multiple sources.

Melodye Jung is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Her prior work experience includes roles at Charles Schwab Bank, Wedgewood Weddings and Events, and Hilton Hotels of San Francisco. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering integrated brokerage, advisory, custody, and cash management services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach with strategic asset allocation and periodic reviews.

Kuosen Fung is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes positions at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Cooper Guthrie is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Lucas Sam is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at AXA-Advisors, Allstate Insurance, and Alliance Residential Company. He is an owner and investor in several business entities, including Park & Sam LLC and Farese & Sam Partners LLC. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs and maintains a focus on matching clients to appropriate advisory models and discretionary managers.

Samuel Chavez is a financial advisor at Equitable Advisors in San Francisco, CA, holding Series 63 and Series 65 licenses. He joined Equitable Advisors in 2026 and has prior experience at several organizations, including Dumpling Time Berkeley and Century 21 Real Estate. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients by offering financial planning, retirement plan consulting, and a range of asset-management programs. The firm delivers services through a network of Investment Adviser Representatives and utilizes both proprietary and third-party advisory programs.

Ross Gompertz is a financial advisor at Wells Fargo Clearing with a Series 66 credential and two years of industry experience. Before joining Wells Fargo in 2024, he worked at Tesla for three years and at Bechtel for ten years. He also owns a general engineering contracting business in Marin County, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm combines large-scale resources and research-based investment approaches to provide both brokerage and advisory solutions.

Christian Lowe is a Planning Consultant at Fidelity Investments, where he assists individuals and families in developing personalized financial strategies that integrate investments, retirement planning, and long-term goals. He employs a disciplined, client-focused approach to financial planning. Prior to his current role, Christian served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and was a Financial Solutions Representative at Merrill Lynch from 2015 to 2021. He holds a California Insurance License. Outside of his professional work, Christian has interests in fitness, hiking, music, outdoor adventures, traveling, and food.

Isabel Bassi is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and six years of industry experience. She previously worked at Claraphi Advisory Network, LLC and has a background that includes roles at Marin Country Club and California State University, Chico. 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 manages approximately $671 billion in assets across more than 14,000 advisors, offering a blend of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Susan Vidalon Suzuki is a Series 66 licensed financial advisor with eight years of industry experience, currently serving at Equitable Advisors since 2018. Her prior work includes roles at AXA Advisors, Pandora Media Inc., and Santa Clara University. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of investment solutions through a network of Investment Adviser Representatives, utilizing both third-party program sponsors and proprietary resources.

Barry Williams is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in corporate benefits, personal retirement planning, and retirement income. Barry focuses on education and transparency in wealth management strategies to help clients better understand investment behavior during volatile markets. Barry began his investment career after graduating from the University of California Berkeley. He initially worked with PaineWebber, which was later acquired by UBS, where he remained for three years. In 2003, he joined Citi SmithBarney, navigating complex market conditions in the early 2000s. Since 2010, Barry has been with Merrill Lynch Wealth Management. In 2013, he earned his Chartered Retirement Plan Counselor™ (CRPC) designation, enhancing his expertise in retirement strategies. He also holds the Personal Investment Advisor (PIA) designation. Barry is involved in his community through coaching at Sleepy Hollow School. His personal interests include adventure sports, golfing, scuba diving, and swimming. He works closely with clients to develop personalized financial strategies aimed at achieving long-term goals.

Leo Jacobo is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and two years of industry experience. His prior work includes roles at PriceWaterhouseCoopers LLC and SmartBiz. In addition to advising, he is a graduate school professor at the Wharton School of the University of Pennsylvania and is the owner and head coach of ScholarAthLead.com. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs delivered through a network of Investment Adviser Representatives.

Sean Cook II is a financial advisor with Merrill in El Cerrito, CA, holding a Series 66 designation and beginning his industry experience in 2025. His prior work includes roles at Bank of America, The Hammer Museum, and academic positions at the University of California Los Angeles and Chabot College. 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 individuals, high-net-worth clients, and institutional investors.

Marcus Alphin is the Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he provides guidance and ongoing coaching to associates with the aim of maximizing their potential and ensuring the delivery of a client experience that meets Fidelity's Standard of Care. Marcus has extensive experience in the financial services industry, having served as an Affluent Business Leader at Wells Fargo Advisors, LLC from 2010 to 2023. He holds a California Insurance License. Outside of his professional responsibilities, Marcus enjoys spending time at the beach, golfing, skiing, surfing, traveling, and volunteering.

Joshua Wulkan is a financial advisor at Edward Jones with 7 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Greg Morris Cards, Inc. and spent 15 years at Huggins and Scott Auctions. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

George Buck is a financial advisor with Raymond James Financial in San Francisco, CA, holding Series 63 and Series 66 credentials and bringing 47 years of industry experience. He has been with Raymond James Financial Services since 1999 and Raymond James Financial since 2009. Outside of his advisory work, Buck serves as an independent contractor financial advisor for Elevon Wealth Management and is a board member involved in decision-making for a rental real estate property. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse range of clients, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using risk profiling and analytical tools, supports extensive advisory programs, and uniquely maintains a municipal advisor affiliation to enhance its public finance work.

Brian Asher is a financial advisor with Morgan Stanley in Richmond, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee for a trust based in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.