Craig Zaron is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services Inc. since 2010. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Christina Lira is a financial advisor at Raymond James & Associates with six years of industry experience. She holds a Series 66 license and has worked at Raymond James & Associates since 2016, with a brief tenure at Citibank in 2021. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through various advisory programs.

Jalaleddin Afifi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Citigroup and Morgan Stanley, as well as consulting in the oil and gas sector. He is also involved with Wells Fargo Catering Services, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Maria Bymakos is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 12 years of industry experience, including prior roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to brokerage and insurance products through an integrated platform.

Jacob Zoller is a financial advisor with Charles Schwab in Walnut Creek, CA, holding a Series 66 designation and three years of industry experience. Prior to his current roles at Charles Schwab & Co., Inc. and Charles Schwab Bank SSB, he worked various jobs including positions at Ivar's Salmon House and periods of full-time education. Charles Schwab & Co., Inc. serves a large client base, 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 mix of non-discretionary and discretionary investment solutions using multi-asset model portfolios, with integrated brokerage, custody, and advisory services.

Ramona Conklin is a CFP® with seven years of industry experience and has been with Wells Fargo Clearing since 2012. She holds the Series 66 designation and is based in Walnut Creek, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menus.

John Slonaker is a financial advisor at LPL Financial with nine years of industry experience. He holds the Series 66 designation and has previously worked at Hall Equities Group and Ginsberg Financial Services. 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 various advisory programs and financial planning services, providing both discretionary and non-discretionary management with support from LPL Research and third-party subadvisors.