Christine Meyer is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Merrill and Bank of America. Outside of her advisory role, she operates Beyond Bowls, reselling dough bowls at an outdoor marketplace in Danville, California. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Robert Knoll Jr. is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Northwestern Mutual and Morgan Stanley, as well as involvement in the restaurant industry. He serves as a board member of the University of Oregon Alumni Association. Equitable Advisors serves a diverse clientele including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a model that incorporates LPL-sponsored programs and endorsed third-party managers.

Michael Khaw is a Wealth Management Advisor at Merrill Lynch Wealth Management with 23 years of experience in wealth planning. He assists clients with wealth accumulation and distribution, focusing on tax efficiency to enhance return on investments. His areas of expertise include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, tax minimization, and retirement income. Michael holds a Bachelor of Science degree from San Diego State University, where he majored in Biology and minored in Finance. He is a Chartered Financial Analyst® (CFA) charterholder and a CERTIFIED FINANCIAL PLANNER® (CFP) professional. He is also a Personal Investment Advisor (PIA). Michael has been married for 28 years to his wife Jennifer, who holds a PhD in Clinical Social Work and is an adjunct professor. They have two daughters, Lauryn, who began attending Duke Law in Fall 2022, and Jessica, who is a sophomore at the University of California, Santa Barbara. Michael and his wife are adjusting to life as empty nesters and enjoy traveling. He also has personal interests in biking, billiards, chess, hiking, racquetball, woodworking, yoga, and recently started playing pickleball and bocce.

Maria Dominguez is a financial advisor at Wells Fargo Clearing with 4 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2021, having worked concurrently at Wells Fargo Bank, N.A. since 2003. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, acting as an ERISA fiduciary when providing investment advice, and includes a discretionary 3(38) investment management option for clients who delegate authority.

Travis Tam is a CFP® professional with 21 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC. Travis 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Colin Sneddon is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. His prior roles include positions at Bank of America, Provident Credit Union, and involvement with organizations such as Marin Soccer Camps and Unity In Marin. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, and institutional investors. The firm leverages its integration with Bank of America to offer a wide range of products and services beyond standard investment management.

Mick Rognlien has served as a Wealth Management Advisor at Merrill Lynch Wealth Management in Walnut Creek, California since 2011. In this role, he focuses on collaborating with individuals and families who are growing their wealth and managing demanding careers. Mick assists clients in achieving their financial goals through transparent and purposeful communication, offering services such as personal retirement planning, portfolio management, and tax minimization. Mick began his career in Financial Services in 1998. He holds the CERTIFIED FINANCIAL PLANNER (CFP) designation, the Chartered Retirement Planning Counselor (CRPC) credential, and is a Personal Investment Advisor (PIA). He earned a Bachelor's degree from San Diego State University and a Master's degree from Saint Mary's College of California. Outside of his professional work, Mick is involved in youth coaching and engages in various outdoor activities including biking, hiking, and adventure sports. He resides in the East Bay with his wife and two sons.

Kent Matson is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing tailored wealth management services to individuals, families, and companies. He leverages Merrill's resources to develop personalized financial strategies that consider each client's risk tolerance, time horizon, liquidity needs, and overall investment goals. Kent's services include retirement planning, executive compensation strategies, stock option management, college savings, estate planning collaboration with attorneys and CPAs, liability management, and coordinating risk management strategies involving life and long-term care insurance. Kent has been with Merrill since 2010, following a tenure as a financial advisor at Axa Advisors where he specialized in qualified retirement plans (401k/403b). He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ (CRPC) designation from The College for Financial Planning Institutes Corp. Additionally, he has earned the Personal Investment Advisor (PIA) designation. Kent earned his bachelor's degree from San Francisco State University. In addition to his professional work, Kent is committed to community involvement, reflecting Merrill’s tradition of supporting the communities it serves. His personal interests include adventure sports, biking, billiards, chess, cooking, and music.

Benjamin Hearnsberger is a CFP® with 18 years of industry experience. He is currently with Wells Fargo Clearing, where he has worked since 2026, and has prior experience at Bank of America, Merrill, and Destinational Wealth Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Marc Larhette is a CFP®-certified financial advisor with 36 years of industry experience. He currently works at OSAIC and previously spent 17 years at Woodbury Financial. Larhette is involved in employee benefits education as Chair of the Education Committee for the International Society of Certified Employee Benefits and serves as an officer and part-owner of BAMCO Financial and Insurance Services, a company providing employee benefit services. OSAIC serves a broad range of retail and institutional clients through an extensive network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions. The firm employs diversified portfolio construction tools and supports multiple platform transitions and third-party services.

Zachary Blumenthal is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Fidelity and has previously worked at Charles Schwab, TD Ameritrade, Citigroup, and Wells Fargo. Outside of his advisory work, he has worked as an Uber Eats delivery driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes proprietary fundamental research combined with quantitative and algorithmic methods in its investment process.

Jason Selzer is a financial advisor with Cambridge Investment Research Advisors in Walnut Creek, CA, holding a Series 66 designation and 12 years of industry experience. His prior experience includes roles at Morgan Stanley and Merrill Lynch. Outside of advising, he owns an online T-shirt sales business operating on eBay. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, providing both proprietary and third-party investment solutions tailored to client objectives.

Craig Rochin is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 66 designations and has been with LPL Financial since 2009. Outside of his advisory role, he occasionally provides clients with life insurance through Ohio National Life under the Flight Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Caroline Cherezian is a financial advisor at UBS Financial Services with 12 years of industry experience. She holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Catherine Bradford is a financial advisor with Cetera, holding the CFP® designation and Series 63 and 65 licenses, and has 27 years of industry experience. She has worked at Cetera and its affiliated entities since 2020 and previously spent five years at TIAA-CREF. She also teaches certified financial planning courses as an instructor at UC Berkeley Extension. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with options including model portfolios, third-party managers, and bespoke strategies.

Sam Chouli is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 license and two years of industry experience. His prior work includes roles at LPL Enterprise, Prudential Insurance, Edward Jones, and Feedzai. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Molly Keller is a Planning Consultant at Fidelity Investments, where she supports clients and Financial Consultants with retirement planning-related needs. She works with clients to understand their current financial situations in relation to their general goals, values, and needs, then conducts analyses to build tailored plans by exploring suitable strategies. Molly has been with Fidelity Investments since 2019, initially serving as a Financial Representative before becoming a Planning Consultant in 2021. She holds a California Insurance License.

Ming Chen is a financial advisor with Charles Schwab in Walnut Creek, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Charles Schwab since 2007. Outside of his advisory role, he owns and manages several rental properties in California and Nevada. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset, model portfolio investment approach.

George Noceti is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation and over 21 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory role, Mr. Noceti serves as an auctioneer for charity events. Morgan Stanley Wealth Management provides comprehensive financial advisory and planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning tools and investment modeling, serving clients through a range of programs without providing individual security recommendations in standalone plans.

Hisashi Sano is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to model portfolios and third-party asset management programs through an integrated platform.