Tyler O'campo is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and having six years of industry experience. He has been with Equitable Advisors since 2019 and previously worked at AXA-Advisors, LLC, Ruth's Chris Steak House, Moraga Country Club, and Saint Mary's College of California. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Paul Watkins is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this position, he served as a Planning Consultant at Fidelity Investments from 2023 to 2025. In his professional capacity, Paul focuses on building confident financial plans for his clients through personalized conversations and education on various financial options. Paul completed his MBA with an emphasis in Finance at Saint Mary's College of California, enhancing his skills in financial consulting. He holds a California Insurance License. Originally from Walnut Creek, CA, Paul and his family enjoy spending weekends exploring outdoor parks. His personal interests include camping, family activities, social events, hiking, parenthood, and skiing.

Amy Wasser is a CFP®-certified financial advisor with 27 years of industry experience. She has been with Raymond James Financial since 2022, following a 23-year tenure at Edward D. Jones & Co., L.P. Wasser is also involved with SilverTree Collective and is a member of Wasser Wealth Management, LLC, through which she works as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a broad client base, including individual and high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides tailored financial planning and investment consulting using analytical tools to support client goals and offers specialized programs such as wrap-fee advisory services and municipal and public finance consulting.

Sara Holland is a financial advisor at Wells Fargo Advisors with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016 before joining Wells Fargo Advisors in 2022. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing a broad range of investment and fee-based financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce. Advisors use Wells Fargo’s research and planning tools to develop tailored recommendations, with implementation options available through various brokerage and advisory programs.

Christopher Thompson is a financial advisor at Stifel with 23 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, Thompson has co-authored a children’s book with his daughter and is involved as an advisor and co-founder of YouthDraft, an app for youth sports assessments and drafting, as well as advising a sports equipment business started by his son. Stifel serves a broad client base including individuals, institutional clients, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

John Mccarthy is a financial advisor at Stifel with 35 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011. His credentials include the Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Christopher Micco is a Brokerage Services Advisor II at Merrill Lynch Wealth Management. He specializes in client relationship building through customer service, strategic wealth planning, and professional investment management. Christopher has over 30 years of experience in the financial services industry. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of California System. Christopher is a lifelong Bay Area resident and enjoys playing tennis, cooking, and traveling in his personal time.

Stephen Besse is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. He is located in Walnut Creek, CA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a part-owner of a family cabin held in an LLC for tax and liability purposes. 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 individuals, institutions, and municipal entities, offering financial planning and investment consulting with a generally non-discretionary approach.

Sumit Mahay is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2021. His prior experience includes roles at Ameriprise Financial Services Inc and various business ventures in home improvement and other industries. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and advisory strategies but generally does not provide individual security recommendations as part of standalone planning.

Colleen Cusick is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 30 years of experience with Merrill Lynch, preceded by work at a large public accounting firm. Colleen specializes in building long-lasting client relationships and developing customized wealth management strategies tailored to individual client needs. Her approach includes estate planning services, retirement income planning, wealth transfer strategies, college education planning, and tax-efficient estate planning. Colleen holds the Certified Investment Management Analyst® (CIMA®) and Chartered Retirement Planning Counselor™ (CRPC™) designations. She earned a bachelor's degree from Miami University and a master's in business administration from Ohio State University. As a Portfolio Manager, she manages personalized investment strategies on a discretionary basis, focusing on disciplined investment processes, investment manager selection, and asset allocation review. Outside of her professional role, Colleen and her husband enjoy outdoor activities such as jogging, gardening, hiking, skiing, and traveling to exotic destinations.

Nicolette Frandsen is a CFP® with nine years of industry experience, currently serving at Wells Fargo Clearing since 2016. She has been with Wells Fargo & Co. since 2008. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jack Whitney is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the financial industry since 2026, with experience at Lenox Advisors and MassMutual Life Insurance Company LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-oriented recommendations.

Mitchell Sauberman is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee for a trust based in Pleasanton, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Gregory Eissner is a CFP® with 34 years of experience in the financial industry, currently associated with LPL Financial. He has held advisory roles at Commonwealth Financial Network and operated his own firms, including Eissner Financial and Martin, Wardin, & Eissner Financial Group Inc. Outside of his advisory work, he is involved with several private entities related to securities, advisory, and insurance businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Laurelle Daniels is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2012, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, Daniels is a consultant for a skincare business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm offers a range of services including financial planning, portfolio management, and access to proprietary research and capital markets expertise.

Courtney Chynces is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Merrill, Jackson National Life Distributors, and United Planners Financial Services. She also serves as a board member for the Oakridge Village Homeowners Association. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi‑billion dollar asset base across various platforms and custodians.

Allen Leung is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 employs research and analytics to inform its investment approach and offers a broad range of brokerage and advisory solutions.

Jenner Stimpfig is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2006 and currently serves as the Resident Director of the Pleasanton office, overseeing 24 Financial Advisors and over $3.425 billion in assets and liabilities as of April 1st, 2024. Jenner's team focuses on creating and updating financial plans that align with clients' goals and life events, serving individuals, families, company owners, executives, and retirees. With 22 years of industry experience, Jenner specializes in wealth management, retirement benefit consulting, and employee financial wellness programs. He holds several professional designations, including the Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Additionally, he holds a Bachelor's Degree from the California State University System. Beyond his professional role, Jenner is involved with the Gratitude Network and dedicates time to nonprofit and community-based organizations. He resides in Danville with his wife and two daughters.

Richard Disho is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, following prior roles at Steiner Group and OMNI Global. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 advisors and over $1 trillion in assets under management.

Nate Linford is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2020, progressing through roles including Investment Consultant and Financial Consultant before his current position beginning in 2025. Prior to joining Fidelity, Nate worked as a Financial Solutions Advisor and Financial Advisor at Merrill and Merrill Lynch from 2017 to 2020. In his role, Nate focuses on understanding each client's unique circumstances, goals, and preferences to develop comprehensive financial plans. His approach leverages Fidelity's brand, technology, and investment strategies to support investors across different life stages. He holds a California Insurance License. Outside of his professional work, Nate's personal interests include biking, golf, parenthood, skiing, snowboarding, and surfing.