Andrew Vawter is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. His prior experience includes positions at Hub International and involvement with Cal Poly. Merrill, together 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, pension plans, corporations, and charitable organizations.

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 with MassMutual Investors Services holding a Series 66 designation and one year of industry experience. He previously worked with Lenox Advisors and has roles involving life, disability, long-term care, fixed annuities, and health insurance as a relationship manager. Von Feldt’s background also includes various positions related to education and community clubs. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships that focus on client goals and strategy recommendations.

Michael Kennedy is a financial advisor with OSAIC who holds Series 63 and Series 66 licenses and has 38 years of industry experience. His prior work includes positions at LPL Financial, Royal Alliance, and Pacific Pension & Benefit Services, where he has maintained an ongoing role since 2006. He is also a notary public and involved with Green Swan Inc., a startup investment-related business. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach and offers a range of advisory and brokerage services through a multi-advisor platform supported by affiliated broker-dealer and RIA relationships.

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 at Wells Fargo Clearing with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with 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, 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, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Cambridge Investment Research Advisors since 2010 and also operates independent insurance agencies, including Quality Life Insurance Agency and Elite Benefits. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers both discretionary and non-discretionary management through multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Lauren Del Grande is a CFP® with 14 years of experience in the financial industry. She has been with J.P. Morgan Securities since 2012 and has also worked at JPMorgan Chase Bank, NA. Lauren is based in Walnut Creek, CA, and holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, with recommendations that may include ESG considerations and implementation support from affiliated investment management entities.

Matthew Sagers is a CFP® professional with six years of experience in financial advising, currently with Mass Mutual Investors Services in Walnut Creek, CA. He has worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2019. Prior to that, he was employed at The Olympic Club and The Bar Athletics. Mass Mutual Investors Services, LLC 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, focusing on collaborative, goal-based planning with a range of investment strategies.

Brenda Knudsen is a financial advisor at Fidelity with 24 years of industry experience. She holds a Series 66 credential and has previously worked at firms including Lucia Securities, Lucia Capital Group, and RBC Capital Markets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Luiz Boscardin is a financial advisor at Osaic with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Osaic since 2018, previously spending a decade with Signator Investors Inc and brief periods at FSC Securities Corporation and Signator Investors, Inc. Outside of advising, he is the CEO and broker of Pacific Financial Partner Insurance Agency, which offers life, health, and property and casualty insurance products. Osaic Wealth serves a broad client base, including individual investors, retirement plans, charities, and corporations. The firm’s investment approach utilizes model-based asset allocation and portfolio optimization, offering a range of advisory and brokerage services through a multi-advisor platform.

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 holds a Series 63 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

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 CFP®-certified financial advisor with 40 years of industry experience. She has been with Royal Alliance Associates, Inc. since 1992. In addition to her advisory role, she is involved as Program Chair for Sponsorship with the East Bay Commercial Real Estate Women and serves as Successor Trustee for a family trust. She works at Osaic Wealth, which serves a diverse clientele including individual investors, retirement plans, charities, and corporations. The firm offers a range of brokerage and advisory solutions with an investment approach centered on model-based asset allocation, portfolio optimization, and a multi-advisor platform.

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. He has worked at Wells Fargo Clearing since 2016 and previously spent five years at Morgan Stanley DW Inc. 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 a broad range of investment advisory, financial planning, and retirement consulting services, supported by extensive research and analytics.

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 at J.P. Morgan Securities with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank and J.P. Morgan Securities since 2019. Prior to that, he was employed at Lincoln Financial Advisors Corporation from 2014 to 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence and incorporates both quantitative and qualitative research.