Christopher Conklin Moore is a financial advisor with Equitable Advisors in San Francisco, CA, holding Series 65 and Series 63 registrations and two years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2023 to 2025. Outside of his advisory work, he serves as Vice President of the Baywood Terrace HOA in San Rafael, CA. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs through a network of investment adviser representatives, utilizing third-party managers and firm-offered models.

Robert Holt is a CFA® charterholder with 18 years of industry experience, currently serving as a financial advisor at Morgan Stanley in San Rafael, CA. His prior experience includes nine years at Wells Fargo Clearing and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured discovery conversations and proprietary planning tools, managing approximately $2.74 trillion in client assets.

Lars Monroe is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including time at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, utilizing structured planning tools and the Global Investment Committee’s resources to model financial outcomes.

Mari Eisenman is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and JP Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Cole Ricardo is a Financial Advisor with Merrill Lynch Wealth Management based in Oakland, California. He works closely with clients to understand their goals and develop strategies that align with their values and priorities. Cole's client focus areas include college education planning, services for defined benefit plans, sports and entertainment, tax minimization, and retirement income. With professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA), Cole applies his expertise to help clients turn data into direction and goals into actionable plans. He emphasizes thoughtful guidance throughout complex financial decisions, preparing for retirement, and growing businesses. Cole holds a Bachelor's Degree from Holy Names University. Outside of his professional work, he enjoys baseball, basketball, hiking, pickleball, and spending time with his family.

Alberto Fuentes Perez is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to his current role, he managed two businesses—Volt Auto Glass, an auto glass repair company, and JF Marketing, an online marketing firm. He dedicates significant time to these entrepreneurial ventures alongside his advisory work. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Megan Feeney is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has worked at Wells Fargo Clearing Services since 2021 and previously held roles at US Sports Camps Inc. and the University of Redlands. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy development, performance reporting, participant education, and discretionary investment management. 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.

Tracy Lamond is a CFA® charterholder with 40 years of industry experience, currently affiliated with LPL Financial since 2007. Based in Novato, CA, Lamond holds a Series 63 registration and has experience in both investment advisory and insurance services. Outside of finance, Lamond is involved in residential design and construction through a separate business venture. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and consulting services supported by research and technology-driven approaches.

Peter Keating is a financial advisor at LPL Financial with 56 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2025, following a decade at Western International Securities, Inc. He serves as a trustee for the Keating Marital Trust on behalf of his brother. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Nicolas Perez is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Hoamsy and held various roles during his education at UC Berkeley. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs using a network of Investment Adviser Representatives and third-party asset managers.

Sean Ali is a CFP® professional with 40 years of industry experience, currently affiliated with Wells Fargo Advisors since 2013. He holds Series 63 and Series 65 licenses. Ali has ownership in several oil and gas lease ventures and investment-related businesses outside of his advisory role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides tailored recommendations supported by proprietary research and planning tools, with a broad planning menu that includes specialized services such as business-owner transition and special-needs planning.

Ryan Sittauer is a financial advisor with LPL Financial in San Francisco, holding Series 63 and Series 65 licenses and over 14 years of industry experience. He has been with LPL Financial since 2010. Sittauer is involved in insurance services, including the sale of life and health insurance to small business owners and ownership of an insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Rex Moar is a financial advisor at Equitable Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Equitable Advisors, he worked at Money Concepts Capital Corp. and had a period of retirement. Outside of his advisory role, he serves as trustee of a family irrevocable trust and holds power of attorney for his parents. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, institutions, and charitable organizations. The firm utilizes a range of third-party asset managers and advisory programs, focusing on matching clients to appropriate investment models based on risk tolerance and plan information.

Patricia Benner is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and advanced modeling tools.

Helen Abe is a financial advisor at RBC Capital Markets with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Bank of America, Merrill, and City National Bank. Outside of her advisory role, Abe teaches financial education courses for women through the Women's Bureau Financial Education Program and College of Marin, and she serves on the board and finance committee of Hospice by the Bay. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers various advisory programs with tailored strategies implemented through in-house and third-party managers, providing portfolio management, financial planning, custody, and brokerage services.

Robert Schulman is a financial advisor with Edward Jones in Novato, CA, holding Series 63 and Series 65 credentials and serving clients for 30 years. He has been with Edward D. Jones & Co., L.P. since 1996. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of about 23,701 advisors, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.

Robyn Johnson is a Series 66-registered financial advisor with Morgan Stanley in Oakland, CA, bringing 33 years of industry experience. She previously worked at New York Life Insurance Company and NYLIFE Securities LLC for over two decades before joining Morgan Stanley in 2023. Her career also includes a brief tenure at Fire Wings in 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Tina Payton Thomas serves as a Resident Director at Merrill Lynch Wealth Management, where she focuses on meeting the complex wealth management needs of executives and business owners. With over 30 years of combined financial service experience as part of her private wealth management team, Tina is skilled at leveraging Merrill Lynch's investment insights alongside Bank of America's banking and lending solutions to provide a comprehensive range of financial services. Her expertise includes executive compensation management, exit planning business strategies, wealth transfer and retirement planning, philanthropic advising, and liability strategies. Tina is committed to helping clients integrate all aspects of their financial lives, addressing needs beyond traditional financial strategies to support both their professional and personal goals. She prioritizes developing tailored strategies for clients, their businesses, and their families to support the pursuit of short- and long-term objectives. Tina holds a Bachelor's Degree from Southern Illinois University and holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). She is active in professional organizations such as ACG Silicon Valley, Berkeley Chamber of Commerce, German American Business Association, and the John Muir Health Foundation, with community involvement including volunteer work with the John Muir Health Foundation. Tina is fluent in both English and German.

Jonathan Sutherland is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior work includes positions at Brockton Villa, Starbucks, and Oregon State University. 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, pension plans, corporations, and charitable organizations.

Josue Rodriguez Vargas is a financial advisor with Charles Schwab and holds a Series 66 designation. He has seven years of industry experience, including six years at Northwestern Mutual Wealth Management Company. He serves as a board member for the West Contra Costa Salesians Boys and Girls Club, participating in fundraisers and volunteer work. Charles Schwab & Co., Inc. 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 discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investments.