Michael Gomez is a financial advisor with Wells Fargo Clearing in Oakland, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Ameriprise, Bank of America, and Merrill. 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.

Killian Adwell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at Henry's House of Coffee, Uber Technologies, Amazon, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds and ETFs.

Aasher Malik is a Financial Consultant at Fidelity Investments, a position he has held since 2024. Prior to this role, he served as an Investment Consultant and Financial Representative at Fidelity Investments from 2023 to 2024 and 2023 respectively. His professional experience also includes roles at JPMorgan Chase, where he worked as a Lending Development Officer from 2021 to 2022 and as a Vice President and Branch Manager from 2011 to 2021. Mr. Malik holds a California Insurance License. He approaches financial consulting with a focus on simplifying the planning process for clients, emphasizing a personable approach centered around the client and their important relationships.

Purnima Kashyap is a Financial Consultant at Fidelity Investments, a position she has held since 2021. In this role, she works closely with clients to develop personalized financial plans that align with their priorities and future goals. Prior to joining Fidelity Investments, she served as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021. Her approach involves understanding what matters most to her clients and their families, utilizing available tools and resources to build strong financial strategies. Purnima holds a California Insurance License, supporting her ability to provide comprehensive financial advice.

Peter Valvur is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Citigroup Global Markets and Citicorp Investment Services. 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 proprietary research and third-party analytics to evaluate investment options within diversified portfolios, offering both brokerage and advisory solutions.

Brandon York is a financial advisor at RBC Capital Markets with 28 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank prior to joining RBC in 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Nikolai Papa is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, OSAIC, Minnesota Life, and Sgc Financial. In addition to his advisory work, he teaches a retirement planning class part-time at the City College of San Francisco Extension. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and third-party money managers.

David Tsang is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2015. Outside of his advisory role, he works part-time as a taxi driver for Uber and owns a marriage agency that assists individuals in finding marriage partners. 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 strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Jack Mc Cormick is a Financial Advisor at Merrill Lynch Wealth Management and a CERTIFIED FINANCIAL PLANNER® professional. He specializes in retirement planning and client strategy, providing personalized approaches to help clients define and pursue their financial goals. Jack focuses on delivering detailed analyses and market research to ensure clients understand their financial situations fully. With over five years of experience at Merrill, Jack has developed a comprehensive understanding of building financial plans from the ground up, having also worked on the operational side of the firm. He holds an Associate's Degree from Santa Rosa Junior College and a Bachelor of Science in Economics from the University of Redlands. Additionally, Jack has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He is fluent in English and Spanish. A fifth-generation Sonoma County resident, Jack is active in his community through volunteer work with the Made In Santa Rosa Education Foundation and the Santa Rosa Junior College Water Polo program. Outside of work, he enjoys coaching water polo, tinkering on cars, cycling, and participating in triathlons.

Jeremy Gee is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Schwab in 2026, he worked at Northwestern Mutual in various roles from 2021 to 2026. He is based in Oakland, CA. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 offers a combination of non-discretionary advice and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational services.

Charlie Park is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and three years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2019 and was previously involved with C.H. Trading Co. DBA OK Beauty Supply for thirteen years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Sanom is a financial advisor at Ameriprise with 24 years of industry experience and holds a Series 66 designation. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he serves on the Board of Directors for the Rudgear Estates Swim Team and acts as Treasurer for a local soccer club's daughters’ team in Walnut Creek, CA. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Raymond Adair Jr. is a financial advisor with Mass Mutual Investors Services in Pleasant Hill, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Since 2012, he has been associated with both MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory role, he is also a magic and stage hypnosis performer. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools and collaborative annual planning relationships.

Stephanie Hepp is a Series 66 licensed financial advisor with 18 years of industry experience. She has worked at Merrill since 2016 and previously held positions at Wells Fargo Clearing, Stifel, and Morgan Stanley. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

James Ingenluyff is a financial advisor at Ameriprise with six years of industry experience. He has worked at Ameriprise and its affiliated entities since 2017 and previously spent six years with Paradigm Management Services. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written recommendation reports and ongoing tax-aware retirement income planning advice, supported by investment research and algorithmic tools.

Teresa Wong is a financial advisor with LPL Financial in Antioch, CA, holding a Series 66 designation and 28 years of industry experience. Her career includes prior roles at Merrill and Citigroup-affiliated firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of financial planning and investment management services delivered through a large network of advisors who utilize model portfolios, third-party subadvisors, and customized strategies.

Techen Hwang is a financial advisor with J.P. Morgan Securities based in Walnut Creek, CA. He holds the Series 63 and Series 66 designations and has 13 years of industry experience. Prior to his current role, he has been with JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research through a centralized manager solutions team and offers broader derivatives and commodities capabilities.

Derek Cushman is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. His prior roles include positions at Oppenheimer and Archer Huntley Financial Services Inc. He has also worked in financial aid and various other industries, including a five-year tenure at DoorDash. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, with a financial planning process that employs structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate financial planning services.

Taryn Horne is a Series 66-licensed financial advisor with Morgan Stanley in Walnut Creek, CA, bringing 20 years of industry experience. She has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Pouneh Lomboy is a Series 66-licensed financial advisor with Merrill, based in Concord, CA, with 14 years of industry experience. She has been with Merrill since 2013. Lomboy has indirect involvement in two privately owned businesses related to real estate and fitness, both operated by her husband. 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 a range of client types including individuals, high-net-worth clients, and charitable organizations.