Chadwick Bolick is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he is a minority partner in The Porter Club LLC, a travel advisory business based in San Francisco focused on creating client itineraries. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and models developed by its Global Investment Committee, serving a broad range of clients with diverse financial products and programs.

Coburn Brassey is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at The Pinza Group, The Sink, Up Software Solutions, and Ameritech Windows. Brassey studied at the University of Colorado Boulder from 2020 to 2024. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Blake Winters is a financial advisor with Fidelity in Oakland, CA, holding a Series 66 designation and nine years of industry experience. His career includes roles at Fidelity Investments, Royal Alliance Associates, Inc., Financial Dimensions Group, Inc., Janney Montgomery Scott, and The Vanguard Group. Fidelity’s Strategic Advisers LLC, where Winters is affiliated, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a wide investable universe of mutual funds, ETFs, and ETPs.

Alan Shimizu is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously spent over two decades at Sierra Nursery Sales. Outside of advisory work, he serves as Treasurer of SYM Ventures LLC, a family-held limited liability company. Merrill, along 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, and institutional investors.

Linda Standen is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Merrill, Bank of America, and UBS, with her current tenure at UBS beginning in 2018. Standen serves as an advisory board member of the Salvation Army of Alameda County. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor strategies aligned with client goals and risk tolerances. The firm offers a wide range of services including financial planning, portfolio management, and capital markets activities.

Basil Barouki is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2020 and previously spent seven years with Bank of America and Merrill. Outside of his advisory role, he has involvement in a community fitness app business, LFG FITNESS, LLC, and owns Spice Rags LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, providing a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Patricia Mitchell is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Ai Leng Goh is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. She has worked with Wells Fargo Advisors since 2011 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm providing 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 informed by research and analytics.

Benjamin Snyder is a financial advisor with Mass Mutual Investors Services in Walnut Creek, CA. He holds a Series 66 designation and has less than one year of industry experience. Prior to his current role, his background includes work with MassMutual Life Insurance Company and various positions outside the financial services industry, including roles at Tel Aviv University and nonprofit organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and a collaborative planning approach.

Kevin Stromfeld is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, initially working as a Financial Consultant before his current role. Prior to joining Fidelity, he worked as a Wealth Management Advisor at TIAA from 2018 to 2020 and as an Investment Counselor at Fisher Investments from 2013 to 2018. Kevin holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP). He possesses a California Insurance License. Outside of his professional work, Kevin enjoys baseball, family activities, skiing, and traveling.

Marjorie Grace is a financial advisor at OSAIC with 44 years of industry experience. She holds Series 63 and Series 65 credentials and has been with OSAIC since 1996. In addition to her role at OSAIC, she is the sole owner of Grace Financial Services, a financial planning firm she started in 1988. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Gagan Pathak is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Ashley Cherry is a financial advisor with Merrill in Walnut Creek, CA, holding a Series 66 designation and 15 years of industry experience. She has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2014 and at Bank of America, N.A. since 2021. Outside of her advisory role, she is involved as an independent consultant in several skincare and wellness product companies and serves as a board member for the American Association of University Women San Ramon Branch. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and organizations.

Charles Prestigiacomo is a financial advisor with LPL Financial in Alamo, CA, holding a Series 63 designation and 38 years of industry experience. He has worked previously at Advantage Wealth Advisors and First Allied Advisory Services. He also provides investment advisory services through Advantage Wealth Advisors, an independent registered investment advisor separate from LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment approaches through its extensive network of advisors and emphasizes operational and research tools without relying on automated investment decisions.

Paul D. Low is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He joined Merrill in 1988 and is based in the Oakland, CA office. Paul works closely with clients to develop and implement personalized, long-term wealth management strategies focused on areas such as college education planning, retirement income, family wealth management strategies, philanthropic planning, tax minimization, and special needs planning strategies. Paul holds several professional designations including Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Equity Professional (CEP), and Personal Investment Advisor (PIA). He graduated cum laude from Boston University in 1986. He assists clients in managing concentrated stock positions and important transition events like retirement, inheritance, or the sale of a business. Additionally, he provides access to Bank of America Private Bank for trust and estate planning services and coordinates with clients' attorneys, accountants, and advisors. He resides in Piedmont, CA with his wife Dana and two sons. Paul is active in the local community and volunteers with organizations including the Piedmont CA High School Sports Boosters. His personal interests include boating, camping, football, golfing, hiking, ice hockey, photography, skiing, swimming, and spending time with his family.

Arthur Potter is a ChFC® with 28 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has held previous roles at Proxy Wealth Advisors LLC, Proxy Freedom LLC, Vitucci & Associates, Inc., and Allstate Insurance Co. Potter holds Series 63 and Series 65 licenses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering a variety of portfolio management options and proprietary model strategies.

Ryan Grauman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Saint Mary's College of California for five years and The Athenian School for four years. 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 brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party sources.

Deborah Benjamin is a financial advisor at Morgan Stanley in Walnut Creek, CA, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2017, following a brief period at Ameriprise Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Tyler Paik Nicely is a CFP® professional with 12 years of industry experience, currently with Charles Schwab. His prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory duties, he is the sole managing member of two LLCs intended for future real estate investment activities. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through comprehensive wealth advisory, brokerage, and financial planning services. The firm’s integrated model combines primarily non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investment programs.

Gilbert Castillo is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Wells Fargo Advisors LLC since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.