Gregory Hannah is a financial advisor at Osaic Wealth, Inc. in Oakland, CA, with 31 years of industry experience. He holds a Series 63 designation and has worked at Osaic Wealth since 2018, following prior roles at Signator Investors and Transamerica Financial Advisors. Outside of advising, he operates a fixed insurance agency as a sole proprietor. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Emily Daniels is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, she held various roles outside the financial sector, including positions at several restaurants and breweries, as well as teaching roles at community colleges. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Zubin Thomas is an advisor at Mass Mutual Investors Services in Walnut Creek, CA, holding a Series 66 designation and having entered the industry in 2026. His prior work includes roles at Citigroup, Behring Capital, and Original Joe's. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, and charitable organizations. The firm uses comprehensive planning tools and provides event-driven planning programs alongside educational seminars.

Nessa Boland is a Senior Financial Advisor with The 712 Investment Group’s West Coast office, part of Merrill Lynch Wealth Management. She joined The 712 Investment Group in 2005 after beginning her career with Merrill in 1999, where she worked as a Financial Planning Specialist in Merrill's Manhattan East office. Nessa specializes in assisting high net worth individuals and families with identifying and prioritizing financial goals and creating comprehensive plans to achieve them. Her areas of focus include college education planning, family wealth management strategies, legacy planning, retirement income, and empowering clients to be financially literate at any stage. Nessa holds the Chartered Retirement Planning Counselor℠ (CRPC®) and Personal Investment Advisor (PIA) designations. She graduated from Drexel University with a bachelor's degree in finance. Outside of her professional role, Nessa lives in San Francisco with her husband Vincent and has interests in cooking, hiking, music, reading, skiing, traveling, and spending time with her family.

John Paul Borbon is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Patelco Credit Union, CUSO Financial Services, Wells Fargo Clearing, and Wells Fargo Bank NA. He is also involved with Patelco Financial Solutions, a DBA entity related to his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, and institutional platforms, supporting its network of over 22,800 advisors with various advisory and brokerage solutions.

Nancy Aldritt is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Bank and Wells Fargo Clearing Services since 2010. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Courtney Clakley is a CFP®, ChFC®, and Series 66-registered financial advisor with Raymond James & Associates. She has 10 years of industry experience, all with Raymond James, where she has worked since 2016. 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, non-discretionary investment consulting, and specialized municipal advisory services.

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.

Askar Habybayli is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining J.P. Morgan Securities, his work history includes roles at JPMorgan Chase Bank, Columbia Sportswear, and various other positions across retail and fitness industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, supported by centralized due diligence combining quantitative and qualitative research.

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.

David Clarke is a financial advisor at Wells Fargo Advisors with 43 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing and Morgan Stanley in prior roles. Outside of his advisory work, Clarke has ownership interests in several ventures including DCC Ventures, LLC and Sunnyside Water Sports, a watercraft rental business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services. The firm provides tailored recommendations through a combination of research, planning tools, and client meetings, with optional implementation across brokerage and advisory programs.

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.