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.

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.

Richard Bassett is a financial advisor with LPL Financial in Orinda, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at BMO Harris Bank, Charles Schwab (and affiliated entities), TD Ameritrade, and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and technology-driven strategies.

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.

Kevin Kitchin is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Benjamin Rose is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James & Associates in Walnut Creek, CA. He has been with Raymond James & Associates since 2011. Rose leads financial seminars in the San Francisco community through the Financial Planning Association of San Francisco outside of business hours. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing various portfolio management styles and affiliated research, while providing municipal advisory services and additional resources through its broad affiliate network.

Kenneth Casper Jr. is a CFP® professional with 25 years of experience, all with Edward Jones since 2001, based in Benicia, CA. Outside of his advisory role, he manages a rental property. 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, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Anthony Carmichael is a financial advisor at RBC Capital Markets with a Series 66 credential and two years of industry experience. His background includes roles at RBC Wealth Management and prior employment at educational institutions and retail. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Andrew Renart is an Investment Consultant currently working at Fidelity Investments since 2023. In his role, he helps clients pursue their financial goals with clear and personalized guidance, focusing on building strong relationships to understand what matters most to each client. He collaborates with clients to create strategies that fit their needs, whether they are planning for retirement, growing their savings, or just starting out, with the goal of making investing easier to understand and helping clients feel confident about their financial future. Prior to his current position, Andrew gained experience as a Senior Relationship Banker at Travis Credit Union from 2018 to 2023 and as a Relationship Manager at Bank of America from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Andrew has interests in concerts, fitness, food, movies, music, and parenthood.

Robert Gewecke is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include positions at LPL Financial, BMO Bank NA, Bancwest Investment Services, and E*TRADE Capital Management. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Mague is a Series 66 credentialed financial advisor with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while providing both brokerage and advisory solutions.

Robert Carmichael is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and tailored strategies based on each client’s risk profile.