Shayna Forbes Felix is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership and management through entities such as Juno Moneta LLC and SMFF Enterprises Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Oliver Von Feldt is a financial advisor at Mass Mutual Investors Services with Series 66 credentials and less than one year of industry experience. He previously held various roles at Loyola Marymount University, Alpine Hills Tennis and Swimming Club, and Saint Francis High School. Von Feldt also serves as a relationship manager at Lenox Advisors, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools, offering investment strategy guidance without discretionary authority.

Michael Kennedy is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 38 years of industry experience. He has worked at LPL Financial since 2019 and previously spent six years at Royal Alliance. Kennedy is also involved with Pacific Pension & Benefit Services, Inc., where he has been active for over 20 years and serves as a notary public to notarize client documentation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services utilizing discretionary and non-discretionary management supported by model portfolios and research.

Shaylee Seaton is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She previously worked at Seaton and Associates and the Premier Surgery Center. Outside of her advisory role, she assists with administrative and digital communications tasks for her mother’s recruitment business in the homebuilding and construction industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Richard Koobatian is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and continued at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cameron Ott is a CFP® with 15 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and previously worked at Personal Capital Advisors and Empower Financial Services. He holds a Series 65 license and is based in Walnut Creek, CA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, with an emphasis on diversified portfolios and long-term strategies.

Hae Jung Kim is a financial advisor with Cambridge Investment Research Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has been with Cambridge since 2010 and also maintains an independent insurance agency, Quality Life Insurance Agency, through Gateway Financial Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a variety of portfolio management solutions across multiple platforms and incorporates both proprietary and third-party strategies.

Lauren Del Grande is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Walnut Creek, CA, and has 14 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Matthew Sagers is a CFP® professional affiliated with Mass Mutual Investors Services in Walnut Creek, CA, with six years of industry experience. He has been associated with MML Investors Services, LLC and Mass Mutual Life Insurance Co since 2019, and previously worked at The Olympic Club and The Bar Athletics. Mass Mutual Investors Services, LLC operates as 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, using firm-approved software and collaborative annual planning engagements.

Scott Esco is a financial advisor at Ameriprise with 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he owns and manages Esco and Associates, Inc., a separate business. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, delivering customized recommendation reports that incorporate research and modeling to support tax-efficient withdrawal strategies and Social Security claiming decisions. The firm combines personalized advice with algorithmic tools and offers a broad range of advisory, brokerage, and insurance solutions.

Jeannie Chan is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She has held positions at Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2011. She holds a Series 63 designation and is based in Walnut Creek, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, offering brokerage and advisory solutions through a broad platform.

Yoo Kwon is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked within the Wells Fargo organization since 2012 across multiple entities, including Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a wide range of financial planning and investment services. The firm offers specialized planning options and integrates advisory services with other financial products and referral channels.

Mary Allen is a financial advisor with OSAIC in Walnut Creek, CA, holding the CFP® and Series 63 designations and bringing 40 years of industry experience. She has worked with Royal Alliance Associates, Inc. since 1992. Outside of her advisory role, she serves as Program Chair for Sponsorship at the East Bay Commercial Real Estate Women and is the Successor Trustee for her sister’s trust. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a variety of investment platforms and third-party solutions.

Silvia Duda is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding a Series 66 designation and 12 years of industry experience. She has worked at UBS since 2015, including her current role beginning in 2023. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocations, and fiduciary fee-based financial planning.

Steven Peltz is a CFP® with 25 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he coaches youth soccer with the Cayo Mustang Soccer League. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Styles Scroggins is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Scroggins held roles at Morgan Stanley, Northwestern Mutual, and worked for four years with Rover and the US Marine Corps. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Theodore Tellefsen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with J.P. Morgan since 2019, following prior roles at Lincoln Financial Advisors Corporation and Aerotek. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary approach, combining institutional advisory services with brokerage and investment management capabilities.

Oswaldo Hernandez is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC for several years, as well as OptionsHouse. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and models, with approximately $2.74 trillion in client assets under management.

Charles Zheng is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a one-year tenure at Wells Fargo Advisors, LLC. Outside of his advisory work, he owns and operates Lighthouse World Collectibles LLC, a business focused on buying and selling sports collectibles. 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 services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable emphasis on including insurance-related vehicles and bank deposit sweep options in its investment offerings.

Philip Curran is a CFP®-certified financial advisor with 34 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2013 to 2016. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.