Lauren Zee is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of experience in the industry. She has been with Charles Schwab and Charles Schwab Bank since 2022. Outside of her advisory role, she coaches wrestling at Sacred Heart Cathedral, the high school she attended. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts.

Martin Dunn is a Series 66 licensed financial advisor with Charles Schwab, based in Corte Madera, California. He has 26 years of industry experience and has been with Charles Schwab and Charles Schwab Bank since 1998 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance alongside access to discretionary separately managed accounts, leveraging multi-asset model portfolios and a centralized operational structure.

Sunny Sharma is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Irving Fisher Private Wealth Management, Commonwealth Financial Network, LPL Financial, and Edward Jones. Outside of advising, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple custody platforms and proprietary as well as third-party model-based solutions.

Alexandria Costello is a Series 66 credentialed financial advisor with Edward Jones in San Rafael, CA. She has held roles in environmental and consulting firms including RPS Group and BDO USA, with experience spanning various industries since 2014. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Jeffrey Ranke is a financial advisor with LPL Financial in San Anselmo, CA, holding Series 63, 65, and 66 registrations and 23 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory work, he operates an online shoe sales business as part of a family enterprise. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven approaches across its national network of investment adviser representatives.

Rodney Williams is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill, Bank of America, and Morgan Stanley Smith Barney prior to his current role. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides customized planning primarily through its Financial Advisors and Estate Planning Strategies Group.

Abby Honerkamp is a Series 66-registered financial advisor with Charles Schwab in Berkeley, California, and has 17 years of industry experience. She has been with Charles Schwab since 2012. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Phil Walker serves as Vice President and Branch Leader at Fidelity Investments, a role he has held since 2018. In this position, he is engaged in connecting associates and clients to the company's mission through a development process focused on advancing Standards of Care. Prior to this, he held multiple roles at Fidelity Investments, including Regional Planning Consultant, Account Executive, Investments Consultant, Investment Solutions Representative, and Premium Service Trader, spanning from 2007 to 2018. Phil holds a California Insurance License, supporting his work within investment and insurance services. His tenure at Fidelity Investments demonstrates extensive experience across various facets of financial services and client engagement.

Amanda Luong is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to provide clients with comprehensive financial planning services. She meets with clients to assess their planning needs and assists in creating and implementing holistic financial plans. Amanda aims to foster a supportive and welcoming environment as clients build relationships with the Fidelity team. Amanda has been with Fidelity Investments since 2023, progressing through roles including Financial Representative and Relationship Manager before assuming her current position. She holds a California Insurance License, supporting her work in financial planning and advisory services. Outside of her professional role, Amanda has interests in art, fitness, food, social events, reading, and traveling.

Lisa Petz is a financial advisor with Equitable Advisors in San Francisco, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors in 2025, she worked as a restaurant server at McCormick & Kuleto's. Equitable Advisors provides financial planning, retirement plan consulting, and a variety of asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients through a network of Investment Adviser Representatives.

Luke Andreassen is a financial advisor at Charles Schwab with 19 years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab and Charles Schwab Bank since 2018, with prior experience at TD Ameritrade and Scottrade. Outside of his advisory role, he is listed as an owner of Rendezvous North Beach, a business started by his wife. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, due diligence on alternative investments, and an integrated operational structure.

Melinda Fishel is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2016. In addition to her advisory role, she serves on the finance and investment committee of Kiddo!, a nonprofit school endowment. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional clients, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, drawing on multiple portfolio management styles and affiliated research.

Gloria Lai is a financial advisor at Charles Schwab with a Series 66 designation and over 16 years of experience in the financial services industry, including prior roles at First Republic Bank and JPMorgan Chase. She has been with Charles Schwab since 2025. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a large-scale, integrated operational structure.

Edward Murphy is a CFP®-certified financial advisor with 24 years of industry experience, currently serving at RBC Capital Markets. His prior experience includes nine years at UBS Financial Services and time at City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies that incorporate in-house and third-party managers, providing comprehensive portfolio management and financial planning services.

Sweeti Shah is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Bank of America, N.A. and Merrill since 2016. 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. The firm offers model-based and discretionary strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Matthew Morgan is a financial advisor at Fidelity with two years of industry experience. He holds a Series 66 designation and has worked at Fidelity Investments since 2022. Prior to his advisory role, his background includes positions at the University of California, Davis, Peet's Coffee, and the College of Marin. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and oversees sub-advisers while addressing conflicts of interest.

Joiya Mitchell is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2015, serving in various positions including Assistant Branch Leader, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, Joiya worked as an Active Trader Consultant at E*Trade Financial from 2006 to 2014. With over 20 years of experience in financial services, Joiya leverages her expertise and the resources available at Fidelity to assist clients in planning and investing with intentionality. She values maintaining high ethical standards and integrity in her work, aiming to help clients transition through life confidently by crafting thoughtful financial plans tailored to their goals. Joiya holds a California Insurance License. In her personal time, Joiya enjoys cooking and baking, family activities, hiking, singing, and volunteering. She is also engaged in parenthood, balancing her professional and personal commitments.

Vernon Hobbs is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC since 2015. Prior to that, he was employed at Metlife Securities and also spent four years at Silicon Valley University. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting, combining large institutional advisory operations with brokerage and investment management capabilities.

Yingyu Situ is a Series 66-licensed advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan, Yingyu worked at Bank of America/Merrill Lynch for eight years and has held positions at East West Bancorp and Full Steam Staffing. Outside of finance, Yingyu was involved with Chinese Learning Paradise for six years. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support client decision-making.

Grace Reyes is a financial advisor at OSAIC with 38 years of industry experience. She holds the ChFC® designation and Series 63 and 65 licenses. Reyes has worked at OSAIC and its predecessor firms since 2016, including Securities America Advisors, Inc. Prior to that, she spent 17 years at Foothill Securities, Inc. and three years at Kaiser Permanente. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools, risk-tolerance questionnaires, and portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.