Dale Whitmer is a financial advisor at Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation with 17 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that incorporates firm-approved tools and market modeling techniques.

Stephany Thompson is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, following a 30-year tenure at Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients through a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by its Global Investment Committee’s analytical tools.

Sarah Draper is a financial advisor with J.P. Morgan Securities in Walnut Creek, CA. She holds a Series 66 designation and has four years of industry experience. Previously, she worked at Citigroup for eleven years. Outside of her advisory role, she is involved with Raga Yoga Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Dana Aboud is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. He has been with Bank of America and Merrill since 2012. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies managed by internal and third-party teams.

David Bobrowsky is a CFP® and ChFC® with 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2014. He also serves on the board of the Contra Costa Jewish Community Center and has independent insurance agency activities. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent financial professionals, providing a range of portfolio management solutions and access to both proprietary and third-party strategies.

Candice Wiegand is a Wealth Management Advisor at Merrill Lynch Wealth Management in Walnut Creek, California. She works closely with individuals, families, and businesses to integrate multiple aspects of their finances into a cohesive whole. Candice focuses on understanding clients' overall goals and priorities to develop personalized wealth management strategies that address their unique needs and aspirations. She specializes in areas such as college education planning, managing new wealth, personal retirement planning, socially responsible and values-based investing, as well as supporting women and wealth. With experience in wealth management since 2002, Candice brings a seasoned perspective and comprehensive professional education to her clients. She holds a Bachelor's Degree from the University of California System and a Master's Degree from the College for Financial Planning. Her professional credentials include CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Chartered SRI Counselor (CSRIC), and Personal Investment Advisor (PIA). Outside of her professional role, Candice enjoys cooking, music, reading, yoga, and spending time with her family, including her husband and their dachshund, Twiggy. She is actively involved in the community, volunteering and fundraising for organizations such as Muttville Senior Dog Rescue.

Mark Werner is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently affiliated with LPL Financial in Walnut Creek, CA, having previously worked at firms including Fred Alger & Company, LLC and Ashfield Capital Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios and research from multiple sources.

Vy Tieu is a Financial Solutions Advisor with Merrill Lynch Wealth Management. She holds the Professional Investment Advisor (PIA) designation. Vy has extensive experience in the financial services industry, having worked in roles that involve investment portfolio management and client service for high net worth individuals. She joined the Economos Group in November 2023 as a Registered Wealth Management Client Associate. Vy earned a B.S. in Finance from the University of Illinois at Chicago (UIC). Originally from Vietnam, she currently resides in the Bay Area.

Yama Jamili is a financial advisor at LPL Financial with 18 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 66. Prior to joining LPL Financial in 2023, he was with BMO Bank NA and BancWest Investment Services, where he served as Head of Northern California and Pacific Northwest Private Wealth. Outside of his advisory roles, he is co-owner of M & J Family LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios, third-party subadvisors, and technology-driven approaches.

Alastair Patterson is a CFP® certificant with eight years of industry experience, currently advising at Wells Fargo Advisors. He previously worked at Morgan Stanley Private Bank and Morgan Stanley for five years, and has held roles at Bank of America and Merrill. Outside of his advisory work, he operates a rideshare business through Lyft in San Francisco. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and integrates advisory services with various financial products and referral channels.

Thomas Bilotti is a financial advisor with OSAIC in Danville, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with OSAIC since 2007 and also operates Bilotti Financial Group, where he provides securities and advisory services. In addition to his advisory roles, Bilotti is involved in fixed insurance product sales and mortgage origination through Freedom Equity Group Financial Services and acts as an agent for various insurance companies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services utilizing asset-allocation tools, risk tolerance assessments, and access to third-party managers across multiple investment vehicles.

David Ellman is a financial advisor with Wells Fargo Clearing in Concord, CA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, and BancWest Investment Services. He also holds a California real estate license and is responsible for licensing oversight within the state. 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 process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mia Jay is a Series 66-registered financial advisor at UBS Financial Services with one year of industry experience. She has previously worked at Northwestern Mutual and held roles outside finance, including at The Well Coffeehouse and Sisi Cafe. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and capital markets solutions supported by proprietary research and institutional trading capabilities.

Sagar Gurung is a financial advisor with Primerica Advisors in Concord, CA, holding Series 65 and Series 63 credentials and six years of industry experience. He has been with Primerica Advisors since 2020 and also has prior experience with Primerica Financial Services and other businesses including Loris Diner Inc. and Uber EATS. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, corporate, and charitable clients, employing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and execution services from BNY Mellon Advisors and Pershing.

Kyle Vallejo is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, MassMutual, MML Distributors, LLC, and Gwfs Equities, Inc. He is currently based in Walnut Creek, CA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm employs a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, with activities including fund advisory, model portfolio delivery, and oversight of registered investment companies.

Daryl Salcedo is a financial advisor with LPL Financial, holding a Series 66 designation and 22 years of industry experience. He has been with LPL Financial since 2014 and previously worked at Travis Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Gracey Catalano is a financial advisor with Charles Schwab in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. Her background includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as experience outside finance with Alaska Airlines and Buffalo Wild Wings. She is also the operating manager and owner of Refresh-restoration Inc, a residential and commercial construction company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts and employs multi-asset model portfolios supported by centralized operational and supervisory structures.

Daniel Stern is a Series 66-credentialed advisor with UBS Financial Services in Walnut Creek, CA, bringing 22 years of industry experience. He has worked at UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Melinda Fairweather is a financial advisor with Raymond James Financial in Pleasant Hill, CA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Edward Jones and Bank of America. Outside of her advisory work, she is involved with SilverTree Collective and Wasser Wealth Management, where she serves as a Registered Client Relationship Manager, and she receives referral fees through Fire Friends, LLC, a wildfire protection referral business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting.

Barbara Vincent is a financial advisor with Cetera who holds Series 63 and Series 66 licenses and has 27 years of industry experience. She has worked at Cetera and its affiliated entities since 2025 and previously spent 15 years with Avantax in various advisory and insurance roles. In addition to her advisory work, she owns and operates a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual investors, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and multiple program structures.