Ambreen Baig is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked previously at IndusInd Bank and ICICI Bank Ltd. Baig is based in Walnut Creek, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment menus.

Russell Huebschle is a financial advisor at Morgan Stanley in Oakland, CA, holding Series 63 and Series 66 licenses with 25 years of industry experience. He has worked at Morgan Stanley since 2019, including time at Morgan Stanley Private Bank, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by proprietary tools and research.

Scott Taggart is a financial advisor with Morgan Stanley in San Mateo, CA, holding a Series 66 credential and five years of industry experience. His career includes roles at Morgan Stanley Private Bank and service as a commissioned officer in the United States Marine Corps Reserves specializing in Intelligence and Aviation C2 Operations. Prior to his advisory work, he also had involvement with Peninsula Golf & Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and market-based modeling techniques, managing approximately $2.74 trillion in client assets.

Christopher Maiden is a financial advisor at Fidelity with Series 63 and Series 65 certifications and two years of industry experience. He has worked at Fidelity Investments since 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Robert Duncan Anderson is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 14 years at Commonwealth Financial Network. In addition to his advisory work, he serves as Treasurer and Board Member for the Danville Oaks Rugby Club, overseeing its financial policies and reporting. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling to support client goals.

Jhocelyn Schlauraff is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 22 years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers both direct client plans and Corporate Financial Planning agreements.

Thu Duong is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, following prior roles at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Thu Duong also manages a rental property in San Lorenzo, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Reza Abcari is a CFP® with 22 years of experience in the financial services industry, currently serving at Charles Schwab since 2019. His previous experience includes roles at AXA Advisors and The Entrust Group. Outside of his advisory work, he manages rental properties inherited by his family. Charles Schwab 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 accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers integrated brokerage, custody, and advisory services.

Robin Sherwood is a financial advisor with Morgan Stanley in Pleasanton, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been with Morgan Stanley in various roles since 2009, including at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides planning services directly and through corporate agreements.

Fei Liu is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Bank N.A. and Wells Fargo Clearing Services LLC since 2014 and 2019, respectively. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and provides both brokerage and advisory services, utilizing research from Wells Fargo Investment Institute and third-party sources to support diversified portfolio strategies.

Griffin Meyer is a financial advisor at Morgan Stanley in San Mateo, CA, holding a Series 66 designation. He has experience working at Morgan Stanley Private Bank and Morgan Stanley since 2025 and previously held roles at Thomson Reuters, Leeco Steel, and several other companies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and provides planning services through both individual and corporate channels.

My Moore is a Series 66-registered financial advisor with Edward Jones, based in Dublin, CA, and has two years of industry experience. Prior to joining Edward Jones, Moore worked for the Dublin Unified School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,000 advisors.

Xuzhen Li is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining MassMutual, Li held positions at Fortemedia Inc and PicoAI Inc, and worked at Telink Micro Inc for nine years. Mass Mutual Investors Services is 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 seminars, structuring planning engagements as annual, collaborative relationships that focus on goal analysis and recommendation of investment strategies.

Raoul Guillarte is a Wealth Management Advisor with Merrill Lynch Wealth Management. In this role, he tailors wealth management strategies to a select number of clients based on their individual goals. He leverages the resources of Merrill Lynch and the banking services of Bank of America to support clients' financial needs. Raoul's expertise encompasses education planning, managing new wealth, personal retirement planning, women and wealth, tax minimization, and retirement income. He earned the Certified Private Wealth Advisor® (CPWA®) designation in 2021 through the Investments and Wealth Institute® and Yale School of Management, which focuses on addressing the complex needs of high net worth clients. He holds a Bachelor of Arts degree from the University of California, Davis, and a Juris Doctorate from the San Francisco School of Law. In his personal time, Raoul enjoys spending time with his wife and daughter and follows sports closely, particularly teams from his hometown of Chicago, including the Bears, Bulls, and Cubs.

Aaron Moore is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at SGC Financial and Securian Financial Services Inc. Moore operates out of San Mateo, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Kimbrely Gruidl is a financial advisor with LPL Financial in Fremont, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining LPL Financial in 2018, she worked at U.S. Bank and U.S. Bancorp Investments. She also serves as a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions, offering a range of financial planning and investment management solutions.

Deepak Ganju is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with clients’ unique financial goals and life priorities. Drawing on the investment insights from Merrill Lynch strategists and the banking services of Bank of America, he supports clients in areas including retirement planning, family wealth management, education planning, international wealth management, and investment consulting for defined benefit and contribution plans. Deepak holds an MBA from California State University, San Francisco, and a Bachelor's degree from the University of Phoenix. He carries the Personal Investment Advisor (PIA) designation and communicates fluently in English and Hindi. Beyond his professional role, Deepak contributes to his community through involvement with the Kiwanis Club, the Indo American Community Federation, and immigrant services within the Indo American community. His approach centers on developing risk-averse, tax-efficient financial strategies to help clients preserve and build wealth in a manner that supports their long-term objectives. Deepak’s client focus spans a range of financial planning needs, and he emphasizes working closely with clients to create flexible plans that adapt to changing market conditions.

Lauren Gershon is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. Her career includes roles at Fidelity Investments, FIDELITY Brokerage Services LLC, TD Ameritrade, and TD Bank. Fidelity's Strategic Advisers LLC, where she is based, provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and offers advisory services including fund management and consulting.

Mark Hersman is a financial advisor with Charles Schwab in Oakland, CA, holding Series 66 and Series 63 credentials and 36 years of industry experience. He has worked with Charles Schwab since 1994, including roles at Charles Schwab Bank, SSB, and has been involved with Growth Capital Services, Inc., Mazakali LLC, and Portman Enterprises LLC throughout his career. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and access to alternative investments. The firm’s large scale and integrated structure provide centralized supervisory, custody, and order-routing services to a broad client base.

Robert Haeusslein is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 38 years of experience to his role. Since joining Merrill in July 1984, he has focused primarily on serving high net worth individuals, offering expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management, special needs planning strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes a High School Diploma from Hillsdale High School. Outside of his professional work, Robert enjoys a variety of personal interests, including baseball, basketball, boating, fishing, football, gardening, golfing, reading, spending time with his family, and tennis.