Jennie Hunsberger is a CFP® professional with 21 years of industry experience, currently serving at OSAIC since 2017. Her prior roles include positions at Fidelity Investments Institutional Services Company, Lincoln Financial Distributors, Ryan Beck & Co., and Ameriprise. She is also a partner at Next Step Retirement & Insurance, LLC, where she engages with clients and vendors. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm utilizes model-based asset allocation and portfolio optimization tools and provides a range of investment programs supported by a complex affiliate network and private-equity ownership.

Eric Slack is a financial advisor with LPL Financial in San Ramon, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Transamerica Capital Inc and AMG Funds LLC. Outside of his advisory role, he is involved in estate services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jason Cooke is a CFP® with 28 years of experience in financial advising. He is currently with Edelman Financial Engines, where he has worked since 2022. Prior to that, he was with Herrmann & Cooke, Inc. for nine years. Outside of his advisory role, he serves as a commissioner on the City of Walnut Parks Commission and is the CFO on the board of Alumni Alliance, a nonprofit supporting former foster youth. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, offers sub-advisory services, and serves a large client base through advisor-led and online platforms.

Michael Daly is a financial advisor with J.P. Morgan Securities in Dublin, CA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. His prior work includes roles at Chase Investment Services Corp., Wamu Investments, Inc., and Banc of America Investment Services, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework within a non-discretionary program.

Melissa Waggonner is a financial advisor at Merrill with 19 years of industry experience and a Series 66 designation. She has been with Merrill since 2015 and has also worked at Bank of America, N.A. since 2025. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Paul Kommer is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over thirty years of experience in financial advising, he assists clients in navigating various wealth management decisions by providing education, advice, and guidance aimed at achieving their financial goals. He emphasizes understanding and prioritizing each client's specific financial and personal objectives through personalized discussions. His areas of expertise include managing new wealth, personal retirement planning, and retirement income. Paul holds the CERTIFIED FINANCIAL PLANNER (CFP) designation and is a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of California System. Outside of his professional role, Paul is involved in coaching high school basketball and participates in fitness sports such as rowing, running, and triathlon. He also enjoys music, reading current events and novels, and supports his four adult daughters in their pursuits.

Marcelo Francys Oliveira is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Sii, Transamerica Financial Advisors, and Investment Advisors International, Inc. Outside of his advisory role, he is the CEO and owner of CDG Capital Partners LLC, an e-commerce business serving clients in Brazil. OSAIC Wealth serves a diverse clientele including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm offers a multi-advisor platform with brokerage and advisory services, employing a model-based investment process that supports discretionary and non-discretionary strategies along with third-party money manager programs.

Hope Bolich is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. She has worked at J.P. Morgan Securities since 2021 and concurrently at JPMorgan Chase Bank, N.A. since 2020. Prior to her financial services career, she was employed at TJMaxx from 2016 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm uses a research-driven approach supported by centralized due diligence and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Jennifer Juday is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at JPMorgan Chase (First Republic Bank) for four years and at Silicon Valley Bank for five years. She is based in Livermore, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branches.

Carolyne Charvoz is a financial advisor with MassMutual Investors Services holding a Series 66 designation and five years of industry experience. She has been with MassMutual Life Insurance Co. and its affiliated entity MML Investor Services, LLC since 2020. Prior to her current role, she was involved with Torches on the Hudson, DBA Blu Pointe, from 2017 to 2020. Carolyne also holds an outside insurance sales position as a broker specializing in life, disability, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements using proprietary software and provides educational seminars along with specialized planning for events such as divorce and estate settlement.

Michael Mcclain Svec is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2018 and previously at Franklin Templeton Distributors, Inc. from 2015 to 2018. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 investment options that include insurance-related vehicles and bank deposit sweep programs.

Vince Affinito is a financial advisor with OSAIC in Lafayette, CA, holding Series 63 and 65 licenses and bringing 40 years of industry experience. He previously worked at Signator Investors, Inc. for 24 years before joining OSAIC in 2018. Outside of his advisory roles, he operates a sole proprietorship involved in life insurance and annuity sales. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement plan consulting. The firm employs a model-based investment process with asset allocation and portfolio optimization tools, supporting various discretionary and third-party managed strategies.

Tanner Mcmillen is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior experience includes roles at Morgan Stanley, Giving Tree Wealth Advisors, and The Wine Group, alongside earlier positions in education and hospitality. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as a registered commodity pool operator with advisory roles for multiple registered investment companies.

Stephen Macdonald is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 65, Series 63, and Series 66 licenses and bringing 22 years of industry experience. His career includes roles at Wells Fargo Bank, Nuveen Securities, LLC, TIAA, and Teachers Personal Investors Services, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Cecilia Swain is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities LLC since 2012, following two years at Chase Investment Services Corp. and one year at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with recommendations supported by centralized due diligence and a combination of quantitative and qualitative research.

Ashley Coons is the Vice President, Wealth Planner at Fidelity Investments, a role she has held since 2025. In this capacity, she works closely with clients to develop financial plans that align with their goals and priorities, utilizing the full range of Fidelity's services and investment strategies. Ashley has been with Fidelity Investments since 2015, progressing through various roles including Financial Consultant, Relationship Manager, and Financial Representative. Her experience encompasses wealth planning and client relationship management, supporting clients as their financial plans evolve. She holds a California Insurance License. Outside of her professional work, Ashley enjoys cooking and baking, family activities, exploring food culture, spending time at the lake, engaging in parenthood, and caring for pets.

Aiden Simons is a financial advisor at Equitable Advisors in Walnut Creek, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he was employed at Capital Insurance Group and has experience working with organizations such as Kidz Love Soccer and University of Nevada Reno. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Angelita Kamholz is a financial advisor with Wells Fargo Clearing in Hayward, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of services including investment advisory, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Richard Russell is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes 11 years at A. G. Edwards & Sons, Inc. He also serves as co-trustee of his mother's trust, an investment-related role. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, operating with over 14,000 advisors and approximately $671 billion in assets under management.

Shereen Louka is a financial advisor with J.P. Morgan Securities in Livermore, CA, holding Series 63 and Series 66 designations and 7 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.