Jakob Gilbert is a financial advisor at Charles Schwab with a Series 66 designation and less than one year of industry experience. His prior work includes roles at CampusConnect LLC, the City of San Jose, and Sourdough & Co., among others. 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 dedicated research and alternative investment due diligence.

Winnie Truong is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and bringing 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of advising, she manages powers of attorney for family members and is involved in rental property management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with a variety of brokerage and advisory solutions across a large advisor network.

Jeanne Marie Marasigan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials. She has been affiliated with Primerica Financial Services since 2011 and has experience at firms including Harder+Company Community Research and US Export Capital Group LLC. Jeanne is based in San Leandro, CA, and has worked in financial-related roles since 2023. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers.

Ronald Motta is a financial advisor with UBS Financial Services in Danville, CA, holding a Series 66 designation and eight years of industry experience. He previously worked at Bank of America and Merrill and has served on the board of The One Hundred Club of Contra Costa County, a nonprofit supporting families of fallen law enforcement officers and firefighters. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory services, offering portfolio management, financial planning, and access to alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research-driven investment solutions tailored to client goals.

Neil Menzies is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. He serves as a board member for The Meg Foundation, a nonprofit organization based in Denver, CO. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by approved tools and modeling techniques.

Deven Mays is a financial advisor with Merrill in Walnut Creek, CA, holding a Series 66 credential and six years of industry experience. He previously worked at City National Bank before joining Merrill and Bank of America in 2019. Outside of his advisory role, Mays owns and operates two family real estate investment businesses, M6 Realty Ventures, LLC and Opus Land Ventures, Inc. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Gregory Hannah is a financial advisor at Osaic Wealth, Inc. with 31 years of industry experience. He has held positions at Osaic Wealth since 2018 and previously worked at Signator Investors from 2016 to 2018. He holds a Series 63 designation and also works as a fixed insurance agent. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and access to third-party money managers to construct diversified portfolios.

John Enders is a financial advisor with RBC Capital Markets in Concord, CA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. His prior roles include positions at Edward Jones and Morgan Stanley, including their Private Bank and Smith Barney divisions. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored strategies implemented through a combination of in-house and third-party managers, providing discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

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 a financial advisor with Mass Mutual Investors Services in Walnut Creek, CA. He holds a Series 66 designation and has been in the industry since 2023, with prior experience at Citigroup and Behring Capital. Outside of finance, he is involved with Original Joe's. Mass Mutual Investors Services operates as 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 programs with a focus on collaborative, goal-oriented planning.

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.

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 at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services 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 modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

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 who holds Series 63, 65, and 66 licenses and has 35 years of industry experience. His prior roles include positions at Edward Jones, Morgan Stanley, and First Allied Securities. He 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 distributes advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with diverse portfolio management options and oversees more than $256 billion in assets under management.

David Clarke is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked within Wells Fargo Clearing and Wells Fargo Advisors, LLC. Outside of advising, he has ownership interests in several investment-related ventures including DCC Ventures, LLC and Quin Oaks Investment Group, LLC, as well as a watercraft rental business in Tahoe City, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutions by offering a broad range of investment and fee-based financial planning services. The firm employs Wells Fargo research and planning tools to develop tailored client recommendations across diverse planning areas, with implementation optional through various brokerage or 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 with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. His prior work includes roles at Silverado Resort and Spa and several other firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across various custody and platform arrangements.