Robert Lee is a Series 66 licensed financial advisor with J.P. Morgan Securities in Danville, CA, having worked in the industry for eight years. His background includes two years with JPMC Bank NA before joining J.P. Morgan Securities in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and performance reporting. Their advisory process incorporates quantitative and qualitative research supported by a centralized due diligence team, and includes ESG considerations within a framework of eligible investment strategies.

Kenneth Wise is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Wells Fargo Clearing and Wells Fargo Investments, LLC. He also owns and operates Wise Wealth Management LLC, a financial practice based in Walnut Creek. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad array of financial planning services tailored to clients who meet a net-worth threshold, using proprietary research and planning tools to develop customized recommendations.

Thayvi Ganeshalingam is a Financial Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Thayvi worked as a Planning Consultant at Fidelity Investments from 2022 to 2025, a Relationship Manager from 2021 to 2022, and a Financial Representative from 2020 to 2021. Thayvi holds a California Insurance License. Thayvi focuses on working with clients to develop clear and personalized financial strategies. By understanding clients' goals, concerns, and priorities, Thayvi aims to simplify the financial planning process and support clients through major life transitions or long-term security planning. The goal is to help clients feel more confident and organized about their financial future and maintain focus on what matters most.

Yinghui Weng is a financial advisor with LPL Financial in Livermore, CA, holding Series 63 and Series 65 licenses and with 22 years of industry experience. Weng has worked at LPL Financial since 2010 and was previously with Investment Advisors International, Inc. Aside from advisory services, Weng is involved in managing a general insurance agency that offers a range of non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plans, banks, and institutions. The firm offers a variety of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Jakob Gilbert is a financial advisor with Charles Schwab, holding a Series 66 designation and located in Pleasanton, CA. He began his advisory career in 2025 and has experience working across various divisions within Charles Schwab, including Charles Schwab Premier Bank and Charles Schwab Bank. Prior to his advisory roles, he has held positions outside the financial industry and completed several years of full-time education. 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 offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Winnie Truong is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She previously worked at RBC Capital Markets and UBS Financial Services. Truong also serves as a power of attorney for her parents, managing their investment-related affairs. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions, serving over 14,000 advisors and managing approximately $671 billion in assets.

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.

Zachary Klinke is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Schwab, he worked at The Vanguard Group, Inc. and has a background including academic roles at several universities. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts, offering a combination of non-discretionary advisory services and access to affiliated discretionary separately managed accounts.

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 at Merrill with seven years of industry experience. He holds a Series 66 designation and previously worked at City National Bank before joining Merrill and Bank of America, NA in 2019. Outside of advisory work, he owns and operates two family real estate investment businesses, M6 Realty Ventures, LLC and Opus Land Ventures, Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

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.

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.

Patrick Oswald serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings over 30 years of experience in the financial markets, focusing on constructing dividend-paying stock and bond portfolios tailored for long-term results. His client focus includes corporate executive services, equity compensation, family wealth management strategies, and retirement income planning. Patrick holds a Bachelor of Arts in Agricultural Economics (1988) and a Master of Business Administration (1992), both from the University of California. He has earned the Personal Investment Advisor (PIA) designation. His earlier education includes attending De La Salle High School in Concord, CA, where he was named Athlete of the Year and inducted into the Athletic Hall of Fame. Committed to community engagement, Patrick volunteers with Catholic Charities and serves as a football coach for the San Ramon Valley T-Birds. Outside of his professional and community activities, he enjoys golf, fishing, snowboarding, baseball, cooking, gardening, hiking, softball, and football. He resides in Danville, CA, with his wife Elisa and their four sons.

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.

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.