Matthew Guillaume is a financial advisor with Wells Fargo Advisors in Orinda, CA. He holds a Series 66 designation and has been in the industry since 2023, with prior experience at JPMorgan Chase & Co and First Republic Bank. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad range of specialized planning options. The firm integrates advisory services with various financial products and offers recommendations supported by proprietary research and planning tools.

Yudith Macedo Jimenez is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 designations and three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Better Mortgage, Quontic Bank, and AT&T. J.P. Morgan Securities 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 investment recommendations.

Lisa Tuemmler is a CFP® with 22 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2016. She is a committee member of FPA NorCal, where she coordinates speakers. Lisa is also involved as an owner and partner in Intersect Financial, LLC, and administratively supports Protected Investors of America. Cambridge Investment Research Advisors is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a variety of platform arrangements and both proprietary and third-party investment strategies.

Dennis Janssen is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. He is also an agent for Unum Provident Life, providing disability insurance services outside of securities trading activities. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment guidance is based on proprietary methodologies developed by its Investment Strategy Group, supporting client decisions across asset allocation, retirement, insurance, and estate planning.

Rebecca Dinneen is a financial professional with 10 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 66 licenses and has previously worked at Charles Schwab and TD Ameritrade. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.

Joanny Rivera is a financial advisor with Wells Fargo Clearing in Corte Madera, CA, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Wells Fargo, Rivera worked at U.S. Bancorp Investments and U.S. Bank. Rivera has held roles in the film industry, including positions at the Napa Valley Film Festival and the California Film Institute. 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 offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Bryan Cohen is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and previously worked at Citigroup and Wells Fargo. Outside of his advisory role, he is involved in a music-related business focused on buying, selling, repairing, and collecting musical instruments. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Adrianna Gutierrez is a financial advisor at Cambridge Investment Research Advisors with six years of industry experience. She holds the Series 66 designation and has worked at Cambridge since 2020. Prior to that, she was associated with Manheim California and Manheim San Francisco Bay. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a range of investment strategies and platform arrangements tailored to client objectives.

Stephen Davis is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior background includes six years of service in the U.S. Air Force and four years of full-time education. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management services supported by a centralized operational structure.

Robert Higbee is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Enterprise since 2024 and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Howard Tong is a CFP® with 22 years of experience in the financial industry. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. He is based in Walnut Creek, CA, and holds a Series 66 license. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Blevins is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. He serves as a board member of the CrossStreets Neighborhood Alliance, an organization providing support to homeless and unemployed individuals and their families. Equitable Advisors offers financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, providing services that include ERISA fiduciary support and access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Leslie Pettinelli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. She has 11 years of industry experience, including roles at Mass Mutual Investors Services since 2018, Jhfn Sii from 2014 to 2018, and Pettinelli Financial Partners from 2011 to 2018. Mass Mutual Investors Services 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 with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

David Woodworth is the Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013 in various roles. Currently, he partners with individuals and families to help them strengthen and work towards their financial well-being. Throughout his tenure at Fidelity Investments, David has gained experience as a Financial Consultant, Investment Consultant, and Financial Representative. He holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, David's personal interests include baseball, hiking, parenthood, photography, traveling, and volunteering.

Jeffrey Limeta is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Before joining Fidelity in 2025, he worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities from 2023 to 2025, and prior to that was employed at Cover Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. Its investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering diversified model portfolios composed of mutual funds, ETFs, and ETPs.

Caleb Gordon is a financial advisor at Charles Schwab with 24 years of industry experience. He holds the Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2005. 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 affiliated discretionary separately managed accounts and utilizes multi-asset model portfolios and a formal due diligence process for alternative investments.

Bryce McConnell is a financial advisor at Morgan Stanley in San Rafael, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs that include tailored financial planning and extensive investment services. The firm uses structured planning tools and models to assist clients and manages approximately $2.74 trillion in client assets.

Ralph Short Jr. is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services in various locations from 2016 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies to clients’ risk profiles and utilizes both in-house and third-party investment managers.

Marygrace Elizondo is a CFP® professional with 38 years of industry experience, currently serving as an advisor at LPL Financial since 2001. She operates Whitecap Insurance Services, an insurance agency she co-manages with her husband, who is a commercial insurance broker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Shawn Travers is a financial advisor with Morgan Stanley in San Rafael, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm's financial planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.