Jordan Urrutia is a financial advisor at Charles Schwab with 5 years of industry experience and holds a Series 66 designation. Before joining Schwab in 2021, he worked briefly at Fidelity and LPL Financial and spent five years at Christian Louboutin prior to entering the financial industry. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Kimberly Kaiman is a financial advisor at Fidelity with Series 63 and Series 66 licenses and four years of industry experience. She previously worked at Alamo Ace Hardware and Baystreet Research. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Matthew Voelker is an Investment Consultant at Fidelity Investments, where he partners with families to help them understand and pursue their financial goals. He focuses on building genuine relationships to learn what is most important to each client and co-creates plans that provide a vision and sense of security. Matthew began his professional career at Fidelity Investments as a Financial Representative in 2025 before advancing to his current role as an Investment Consultant. He holds a California Insurance License, supporting his work with clients' financial and insurance needs. Outside of his professional work, Matthew's personal interests include baseball, family activities, fitness, football, golf, and traveling.

Connor Smith is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Richard Atkinson DBA Penwest Insurance Services and Ace Hardware. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Bharti Gupta is a financial advisor with Charles Schwab in Walnut Creek, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Charles Schwab in 2019, she worked at Merrill and Bank of America. Charles Schwab & Co., Inc. serves a large client base of 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 a multi-asset model portfolio approach supported by research from the Schwab Center for Financial Research.

Liyuan Lee is a financial advisor with LPL Financial in Concord, CA, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining LPL Financial in 2025, Lee worked at Sid Financial Services for five years and at Riverbed Technology for seven years. Lee is also involved in tax preparation services with H&R Block. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Catherine Evans is a CFP® with 23 years of industry experience, currently serving at J.P. Morgan Securities. She has held roles at First Republic Investment Management and related entities from 2002 to 2023. Outside of her advisory work, she is an owner and partner of Ski More LLC, a company formed to own a ski condominium that participates in a rental pool. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity pool operator registrations.

Preston Rodriguez is a financial advisor at Equitable Advisors with two years of industry experience. He holds a Series 66 designation and has worked in various roles prior to joining Equitable Advisors, including positions at Roseleaf Gardens and McDonald's. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage channels to meet client needs.

Betty Lee is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Principal Securities Inc. and Principal Life Insurance Company for eight years. She serves on the board of the Stapleton School of the Performing Arts and is president of the Northern California chapter of Women in Financial Services, where she leads initiatives to develop and advance women in the industry. Lee also serves as co-treasurer and board member of Gilead House. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with a wide range of investment options and over $256 billion in assets under management.

Michael Bissada is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, he worked at Cushman & Wakefield for eight years and at Pacific Union International for one year. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Colby Hall is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. He has been with Equitable Advisors since 2021, following his time as a full-time student. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers both advisory and brokerage channels to implement client recommendations.

Trisha Asbury is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and proprietary tools to develop tailored plans without offering individual security recommendations.

Eren Karadeli is a Financial Advisor at Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to develop personalized wealth management strategies that align with their financial goals. His services include retirement planning, portfolio management, college education planning, executive and equity compensation, family wealth management, legacy planning, small business strategies, tax minimization, and retirement income. Eren holds a Bachelor's Degree from Sakarya University and a Master of Business Administration (MBA) from Golden Gate University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English and Turkish, he leverages his background in engineering and finance to provide analytical and practical solutions to his clients. Outside of his professional role, Eren participates in community activities including involvement with GGU Alumni and Global SF. He enjoys spending time with his family and pursuing interests such as antiquing, basketball, cooking, football, golfing, hiking, reading, soccer, tennis, and volunteering in his community.

Nathan Powell is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials. He has been in the financial industry since 2026. Prior to joining the firm, he held various roles including positions at Lenox Advisors and MassMutual Life Insurance Company. Outside of finance, his background includes experience in service and retail businesses as well as education. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment and educational programs.

Amy Caffese is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Michael Dunn is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been serving clients since 1991. He leads the Walnut Creek office in California and manages a team dedicated to assisting high net worth families with wealth management. Michael collaborates closely with clients' attorneys, accountants, and other professionals to provide a coordinated approach to wealth management, including wealth transfer, tax minimization, and estate planning services. He holds a Master's Degree and a Bachelor's Degree from Cal Poly San Luis Obispo and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Michael is a member of the Investment & Wealth Institute™ (The Institute). His expertise extends to areas such as college education planning, managing new wealth, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. Outside of his professional responsibilities, Michael volunteers at the Daraja Academy Education Fund. He enjoys golfing, traveling, and spending time with his family.

Garrett W. Bates is a financial advisor at UBS Financial Services in Lafayette, CA, with 17 years of industry experience. He has been with UBS since 2010 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and offers access to proprietary research and capital markets solutions.

Yvonne Ceresa is a financial advisor at Edward Jones with 25 years of industry experience. She holds the CFP® and CFA® designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Belma Mirvic is a financial advisor with Edward Jones in Pleasant Hill, CA, holding Series 63 and Series 66 licenses and having eight years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of around 23,701 advisors, offering a range of investment strategies, tax-efficient services, and affiliated products under a fiduciary standard.

Aaron Hannigan is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at Cetera Financial Group and has been involved as a volleyball coach at De La Salle High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, incorporating structured financial planning tools and various investment strategies managed through its large-scale platform.