Andrew Vawter is a financial advisor at Merrill with seven years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. His prior experience includes positions at Hub International and involvement with Cal Poly. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mitchell Flores is a financial advisor with Fidelity Investments, holding a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held various roles including at FJC Management Inc and River Terrace Inn. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Matthew Cummings is a financial advisor with Morgan Stanley in Orinda, CA, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2018 and at Morgan Stanley Private Bank, N.A. since 2022. Prior to joining Morgan Stanley, he was employed at Carmel Valley Ranch from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulation techniques to support its financial planning process.

Oliver Von Feldt is a financial advisor with MassMutual Investors Services holding a Series 66 designation and one year of industry experience. He previously worked with Lenox Advisors and has roles involving life, disability, long-term care, fixed annuities, and health insurance as a relationship manager. Von Feldt’s background also includes various positions related to education and community clubs. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships that focus on client goals and strategy recommendations.

Shaylee Seaton is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She previously worked at Seaton and Associates and the Premier Surgery Center. Outside of her advisory role, she assists with administrative and digital communications tasks for her mother’s recruitment business in the homebuilding and construction industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Richard Koobatian is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and continued at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cameron Ott is a CFP® with 15 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and previously worked at Personal Capital Advisors and Empower Financial Services. He holds a Series 65 license and is based in Walnut Creek, CA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, with an emphasis on diversified portfolios and long-term strategies.

Hae Jung Kim is a financial advisor with Cambridge Investment Research Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has been with Cambridge since 2010 and also maintains an independent insurance agency, Quality Life Insurance Agency, through Gateway Financial Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a variety of portfolio management solutions across multiple platforms and incorporates both proprietary and third-party strategies.

Lauren Del Grande is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Walnut Creek, CA, and has 14 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Sunny Sharma is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Cambridge Investment Research Advisors and previously worked at Irving Fisher Private Wealth Management, Commonwealth Financial Network, LPL Financial, and Edward Jones. Outside of advising, he is also an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of clients, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, providing tailored strategies via multiple custody platforms and proprietary as well as third-party model-based solutions.

Matthew Sagers is a financial advisor with Mass Mutual Investors Services in Walnut Creek, CA. He holds the CFP® designation as well as Series 63 and Series 65 licenses and has six years of industry experience. Prior to his current role, he worked at The Olympic Club and The Bar Athletics. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, goal-oriented planning using firm-approved software tools and offers specialized planning programs such as divorce and estate settlement services.

Brenda Knudsen is a financial advisor at Fidelity with 24 years of industry experience. She holds a Series 66 credential and has previously worked at firms including Lucia Securities, Lucia Capital Group, and RBC Capital Markets. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Mark Passalacqua is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2012. Outside of advising, he owns and operates Square One Ventures LLC, a toy and game manufacturing business where he is involved in design, development, and multimedia production. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth criteria.

Luiz Boscardin is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, following ten years at Signator Investors Inc and brief tenures at FSC Securities Corporation and Signator Investors, Inc. Outside of advising, he is the CEO and Broker of an insurance agency specializing in life, disability, and property and casualty insurance. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of affiliated advisers. The firm offers integrated brokerage and advisory services, financial planning, and uses asset-allocation tools and third-party platforms to construct and manage portfolios across various asset classes.

Jeannie Chan is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She has held positions at Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2011. She holds a Series 63 designation and is based in Walnut Creek, CA. 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 utilizes research from Wells Fargo Investment Institute and third-party sources, offering brokerage and advisory solutions through a broad platform.

Yoo Kwon is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked within the Wells Fargo organization since 2012 across multiple entities, including Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a wide range of financial planning and investment services. The firm offers specialized planning options and integrates advisory services with other financial products and referral channels.

Mary Allen is a financial advisor with OSAIC in Walnut Creek, CA, holding the CFP® and Series 63 designations and bringing 40 years of industry experience. She has worked with Royal Alliance Associates, Inc. since 1992. Outside of her advisory role, she serves as Program Chair for Sponsorship at the East Bay Commercial Real Estate Women and is the Successor Trustee for her sister’s trust. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a variety of investment platforms and third-party solutions.

Silvia Duda is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding a Series 66 designation and 12 years of industry experience. She has worked at UBS since 2015, including her current role beginning in 2023. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocations, and fiduciary fee-based financial planning.

Steven Peltz is a CFP® with 25 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he coaches youth soccer with the Cayo Mustang Soccer League. 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 provides both brokerage and advisory solutions.

Styles Scroggins is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, Scroggins held roles at Morgan Stanley, Northwestern Mutual, and worked for four years with Rover and the US Marine Corps. Fidelity, through its Strategic Advisers LLC division, offers investment management and advisory services to a diverse client base including retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.