Richard Bassett is a financial advisor with LPL Financial in Orinda, CA, holding a Series 66 designation and 19 years of industry experience. His prior experience includes roles at BMO Harris Bank, Charles Schwab, TD Ameritrade, Fidelity Investments, Merrill, and Mass Mutual Investors Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced research and technology tools.

Gracey Catalano is a financial advisor with Charles Schwab in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. Her background includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as experience outside finance with Alaska Airlines and Buffalo Wild Wings. She is also the operating manager and owner of Refresh-restoration Inc, a residential and commercial construction company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts and employs multi-asset model portfolios supported by centralized operational and supervisory structures.

Daniel Stern is a Series 66-credentialed advisor with UBS Financial Services in Walnut Creek, CA, bringing 22 years of industry experience. He has worked at UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Melinda Fairweather is a financial advisor with Raymond James Financial in Pleasant Hill, CA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Edward Jones and Bank of America. Outside of her advisory work, she is involved with SilverTree Collective and Wasser Wealth Management, where she serves as a Registered Client Relationship Manager, and she receives referral fees through Fire Friends, LLC, a wildfire protection referral business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting.

Rodrigo Flores is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He works closely with clients and their families to develop financial plans tailored to their individual needs, focusing on strategies that support their financial goals. Rodrigo holds a California Insurance License, which supports his ability to provide comprehensive financial advice. Outside of his professional work, he enjoys biking, cars, family activities, and fitness.

Kevin Kitchin is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Benjamin Rose is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James & Associates in Walnut Creek, CA. He has been with Raymond James & Associates since 2011. Rose leads financial seminars in the San Francisco community through the Financial Planning Association of San Francisco outside of business hours. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing various portfolio management styles and affiliated research, while providing municipal advisory services and additional resources through its broad affiliate network.

Kenneth Casper Jr. is a CFP® professional with 25 years of experience, all with Edward Jones since 2001, based in Benicia, CA. Outside of his advisory role, he manages a rental property. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Anthony Carmichael is a financial advisor at RBC Capital Markets with a Series 66 credential and two years of industry experience. His background includes roles at RBC Wealth Management and prior employment at educational institutions and retail. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through both in-house and third-party managers.

Andrew Renart is an Investment Consultant currently working at Fidelity Investments since 2023. In his role, he helps clients pursue their financial goals with clear and personalized guidance, focusing on building strong relationships to understand what matters most to each client. He collaborates with clients to create strategies that fit their needs, whether they are planning for retirement, growing their savings, or just starting out, with the goal of making investing easier to understand and helping clients feel confident about their financial future. Prior to his current position, Andrew gained experience as a Senior Relationship Banker at Travis Credit Union from 2018 to 2023 and as a Relationship Manager at Bank of America from 2015 to 2016. He holds a California Insurance License. Outside of his professional work, Andrew has interests in concerts, fitness, food, movies, music, and parenthood.

Robert Gewecke is a CFP® with 22 years of industry experience, currently serving at Wells Fargo Clearing. His prior roles include positions at LPL Financial, BMO Bank NA, Bancwest Investment Services, and E*TRADE Capital Management. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. 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.

Brian Mague is a Series 66 credentialed financial advisor with 26 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources while providing both brokerage and advisory solutions.

Robert Carmichael is a financial advisor at RBC Capital Markets with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, utilizing both in-house and third-party investment managers and tailored strategies based on each client’s risk profile.

Jacqueline Kwan is a Financial Consultant currently working at Fidelity Investments since 2021. She partners with clients and their families to develop financial plans that adapt over time as their life circumstances change. She has experience in various financial roles, having served as a Financial Solutions Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated from 2018 to 2021. Prior to that, she held multiple positions at JP Morgan Chase Bank, N.A., including Private Client Advisor from 2016 to 2018, Financial Advisor Associate from 2015 to 2016, and Private Client Investment Associate from 2012 to 2015. Jacqueline holds a California Insurance License.

Angela Render is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation and 19 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2011 and was previously with Citigroup Global Markets from 2007 to 2011. Outside of her advisory role, she is involved in providing secret shopping services through BESTMARK, INC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Thomas Goins is a ChFC®-designated financial advisor with 36 years of industry experience. He is currently with Cambridge Investment Research Advisors and has previously worked at Ic Advisory Services Inc, The Investment Center Inc, and H. Beck, Inc. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Corey Sunday is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AXA Advisors, LLC from 2016 to 2019 before joining Morgan Stanley Smith Barney LLC in 2019. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering financial planning services supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Scott Pollak is a financial advisor with Ameriprise in Orinda, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2002. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

George Huertas is a financial advisor at Morgan Stanley with 38 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, and Merrill. He holds Series 63, Series 65, and Series 66 credentials. 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 utilizes structured planning tools and modeling techniques in its financial planning process.

David Potter is a financial advisor at Morgan Stanley with 39 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following 16 years at Citigroup Global Markets. He holds a Series 63 designation and is based in Walnut Creek, CA. Morgan Stanley Wealth Management provides a range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that include corporate financial planning agreements and access to various investment products.