Jon Owens is a financial advisor at Fisher Investments with six years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2019. Prior to that, he worked at Pridewood Financial Compliance from 2013 to 2018. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals. The firm provides discretionary portfolio management using a centralized investment process that combines quantitative and qualitative research, and it manages globally diversified portfolios while employing various risk management strategies.

George Kugman is an Investment Consultant at Fidelity Investment, a role he has held since 2023. He works closely with clients to understand their investment objectives and constraints, partnering with them to create customized plans aimed at achieving their family's financial goals. He leverages Fidelity's resources to support clients in navigating their financial journeys. George has accumulated extensive experience in the financial services industry. Prior to his current position, he served as a Financial Consultant VP at Charles Schwab from 2022 to 2023, a Senior Financial Consultant at TD Ameritrade from 2020 to 2022, a Senior Financial Advisor at Merrill Lynch from 2017 to 2020, and a Senior Private Banker at Wells Fargo Advisors from 2005 to 2017. He holds a California Insurance License. Outside of his professional work, George enjoys biking, comedy, fitness, exploring food, watching movies, and scuba diving.

James Yeager is a financial advisor at UBS Financial Services in San Mateo, CA, with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm provides institutional trading capabilities alongside wealth management, operating as a broker-dealer, investment adviser, and futures commission merchant.

Sui Ha Mok is a financial advisor at Fidelity with one year of industry experience. She holds the Series 66 designation and previously worked at Stanford Health Care and PharMerica. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Timothy Chiochios is a financial advisor at Ameriprise with a Series 66 credential and one year of industry experience. He is also co-owner of Andrikopoulos Chiochios Accountants LLP, a tax preparation firm. Prior to Ameriprise, he worked at Nitro Software and Menlo College. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through a combination of proprietary research, third-party data, and algorithmic tools.

Barbara Sabol Rosasco is a financial advisor with LPL Financial, holding a Series 66 designation and 15 years of industry experience. Her work history includes roles at LPL Financial since 2019 and prior experience with various insurance carriers and Waddell and Reed, Inc. Additionally, she has been involved with Kasumisou Gallery, a business selling products on eBay since 1998. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management with access to model portfolios and research.

Russel Singer is a financial advisor with Mass Mutual Investors Services in Pleasanton, CA, holding a Series 66 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with METLIFE Securities Inc. from 2006 to 2017. Singer also operates as an independent insurance agent offering fixed annuities and Medicare-related products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning and asset management using a collaborative approach supported by firm-approved analytical tools.

Deborah Tharp is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 designations and has worked at various divisions within Morgan Stanley since 2009. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and firm-supported investment tools.

David Bail is a financial advisor with Morgan Stanley who holds a Series 63 designation and has 35 years of industry experience. He has been with Morgan Stanley in various capacities since 2009, including his current role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in agricultural planning and development through Farm DHB LLC and participates in retail and online sales activities as a partner in ReUseBricks.com LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning supported by proprietary tools and investment research, managing approximately $2.74 trillion in client assets.

Connor McGuire is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 66 designation and possessing 10 years of industry experience. He has worked at Morgan Stanley since 2015, including roles with Morgan Stanley Private Bank, National Association since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Kimberly Dunne is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Merrill, along 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 individuals, high-net-worth clients, and institutional investors.

Tarik Glenn is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to his current role, he worked at Morgan Stanley for three years. Outside of financial services, he has experience with the National Cycling League and the Kombu Kitchen. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Jeffrey Bohn is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2005. 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 and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Dominic Mc Kenna is a financial advisor with Edward Jones in Alameda, CA, holding Series 63 and Series 66 designations and bringing 27 years of industry experience. He has been with Edward Jones since 1996. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, operating under a fiduciary standard.

Julia Seydlitz Falchi is a financial advisor with Morgan Stanley in San Mateo, CA, holding Series 63 and Series 65 licenses and 25 years of industry experience. She previously worked at E*Trade Securities LLC and E*TRADE Capital Management LLC from 2011 to 2019. Outside of her advisory role, she teaches yoga, serves on the advisory board of the San Francisco Skate Club, and has acted in the indie film "The Yogi Trademark." Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and research.

Sarah Rush is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. She previously worked at Lincoln Financial Advisors from 2020 to 2025, Wells Fargo Clearing from 2016 to 2020, and Wells Fargo Advisors, LLC from 2012 to 2016. In addition to her advisory role, she is also licensed to offer traditional life insurance, fixed and indexed annuities, and long-term care insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage diversified portfolios.

Brianna Visalli is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Before entering financial services, she had a professional athletic career, including playing in the National Women’s Soccer League and the Barclay’s Women’s Super League. She also worked in Stanford University’s Athletics Department for two years. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its recommendations through various advisory programs and technology-driven solutions.

Masoud Rahimi is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held roles at Charles Schwab as a Financial Consultant from 2018 to 2024 and at Fidelity Investments as a Financial Representative from 2017 to 2018. His work focuses on understanding the unique needs of each client, including retirement planning, wealth building, and managing life transitions. He emphasizes transparency, integrity, and personalized guidance in his approach to helping clients achieve their financial goals. Masoud holds a California Insurance License. Outside of his professional work, he has interests in camping, fitness, golf, outdoor adventures, parenthood, and traveling.

Jacqueline Kehoe is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Morgan Stanley. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Carol Chang is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Cetera since 2025. She previously worked at Avantax Advisory Services and its affiliated entities for nearly two decades. Outside of her advisory role, she serves as the elected Captain of the Half Moon Bay Women's Golf Club, leading its board and representing the club at regional meetings. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.