Maurice Storch is an International Wealth Advisor with Merrill Lynch Wealth Management. He leads a team of investment professionals, leveraging the global banking resources of Bank of America alongside Merrill Lynch’s investment capabilities to deliver comprehensive wealth management services to plan sponsors and corporate executives. With 23 years of experience in the financial services industry, Maurice joined Merrill Lynch in September 2017. His expertise includes corporate benefit programs, such as Stock Plans, and he assists clients in integrating these benefits into long-term financial strategies centered on risk management. Maurice holds the designations of Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). He earned a High School Diploma from Rio Mesa High School and attended the California State University System without receiving a degree.

Delaney Dunn is a Financial Advisor with the Dunn Scott Group at Merrill Lynch Wealth Management. She works with successful individuals, executives, and business owners to simplify complex financial decisions and align financial strategies with their long-term goals. Her focus includes retirement planning, wealth transfer strategies, business transitions, and managing significant financial decisions. Delaney emphasizes bringing clarity to complexity and helping clients navigate opportunities and challenges throughout different stages of life. She holds a Bachelor's Degree from the University of Alabama System and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Since beginning her career with Merrill Lynch as an intern at 18, she has embraced continuous learning to provide client-centric financial advice. Delaney and the Dunn Scott Group leverage over 30 years of experience in assisting high net worth families with wealth management, working closely with clients' other advisors to deliver a coordinated approach that includes wealth transfer, tax minimization, and estate planning. Beyond her advisory role, Delaney serves as Vice President of the Women's Exchange at Merrill in San Francisco East Bay. Outside of work, she enjoys camping, cooking, reading, spending time with her family, and traveling.

Jacob Figueira is a CFP®-credentialed financial advisor with 19 years of industry experience. He has worked at Charles Schwab since 2019, following prior roles at TD Ameritrade and Scottrade. Figueira is based in Walnut Creek, CA, and holds Series 63 and Series 66 licenses. 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 offers a client relationship model that combines primarily non-discretionary advisory recommendations with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment process.

John Aaron is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 credential. He has worked at multiple firms, including Avantax and Hawkes Hastings & Aaron Accountancy Corporation, where he provides accounting services and tax planning for individuals and businesses. Outside of advisory services, he is involved in mortgage origination and processing through Wymac Capital Mortgage. 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 variety of investment management solutions through a multi-manager platform, supporting both discretionary and non-discretionary accounts with access to affiliated and third-party portfolio managers.

Andrea Devincenzi is a CFP® professional with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. She holds Series 63 and Series 65 licenses and operates out of Walnut Creek, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michelle Bricker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior roles include positions at Transamerica Capital Inc and Invesco Advisers, Inc. She is based in Orinda, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Mitchell Lum is a CFP® with four years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2021. His prior experience includes roles at Enfusion and time spent at the University of Illinois at Urbana-Champaign. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include investment policy statement preparation, performance reporting, participant education, and a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Alexandra Pastor is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Wells Fargo Bank, Wells Fargo Clearing Services, and Fiduciary Trust Company International. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting.

Pema Lakar is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding a Series 66 designation and having 13 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial plans supported by proprietary research and model-based asset allocations.

Salomon Cazares is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at various JPMorgan entities since 2016, including roles at Santa Clara County in 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program. Their process combines quantitative and qualitative research to deliver asset allocation advice, investment manager searches, and customized performance reporting.

Mary Geong is a financial advisor with Cetera, holding a Series 66 designation and bringing 27 years of industry experience. She has held roles at Avantax Advisory Services and Avantax Insurance Agency and served on the California Board of Accountancy for four years. Outside of her advisory work, she serves as a trustee for Alta Bates Summit Medical Center’s philanthropy board and is the treasurer of the Piedmont Asian American Club, a nonprofit focused on educational and cultural activities. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

George Pieper is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His prior work experience includes roles at First Republic Bank and Techtronic Industries in sales and finance capacities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process that combines quantitative and qualitative research and incorporates ESG considerations into its recommendations.

Diann Robinson is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously with Wells Fargo Investments and Ameriprise. Robinson serves as a trustee and power of attorney for a family trust. Wells Fargo Advisors is a national securities firm delivering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, supported by extensive research and a range of brokerage and advisory solutions.

Nicholas Billeci is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2017. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2015 to 2017, and as a Financial Advisor at Edward Jones from 2013 to 2015. His work centers on partnering with clients to create financial plans and investment strategies tailored to their unique family needs, emphasizing clear and timely communication. Nicholas holds a California Insurance License. Outside of his professional career, he has interests that include fitness, golf, movies, music, pets, and traveling.

Rico Rodriguez is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 15 years of industry experience. He has been with J.P. Morgan in various capacities since 2012, including roles at JP Morgan Chase Bank, N.A., and J.P. Morgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s approach combines quantitative and qualitative research with forward-looking capital market assumptions to build model portfolios, incorporating an ESG framework and offering broader derivatives and commodities capabilities.

Alli Page is an Investment Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she worked as a Financial Solutions Advisor at Merrill Lynch from 2024 to 2025. Alli has accumulated extensive experience in the financial services industry, including roles as a Senior Premier Banker at Wells Fargo Bank (2021-2024), Personal Banker at Citi Bank (2020-2021), Relationship Banker at City National Bank (2016-2017), and Personal Banker at Wells Fargo Bank (2014-2016). She holds a California Insurance License. Alli emphasizes developing genuine relationships with clients to understand their goals, priorities, values, and life circumstances. This approach enables her to partner with clients to create financial strategies that support their well-being and provide clarity and confidence throughout the process. Outside of her professional work, Alli has personal interests that include art, family activities, fitness, social events with friends, painting, and traveling.

Garrett Baker is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. In this role, he partners with clients to help them work toward their financial goals, focusing on areas such as investment strategy, retirement planning, and income protection. Prior to this, he worked as a Customer Relations Specialist II at Guidestone Financial Resources from 2011 to 2012. Garrett holds a Certified Financial Planner (CFP®) designation and maintains a California Insurance License. Outside of his professional responsibilities, he has personal interests that include baseball, biking, golf, family activities, and parenthood.

Richard Rosenberg is a financial advisor with LPL Financial in Walnut Creek, CA, holding a Series 66 credential and 30 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Equitable Advisors from 2002 to 2004. Rosenberg is involved with Rosenberg Wealth Management as an investor relations representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a wide range of financial planning and investment management services through a large network of advisors.

Adam Massey is a financial advisor at Fidelity with seven years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of his advisory role, Massey operates a photography services business as an independent contractor. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Jack Miller Jr. is a financial advisor with Cambridge Investment Research Advisors in Vallejo, CA, holding 28 years of industry experience. Prior to joining Cambridge in 2025, he worked for JD Miller CPA, A Professional Corporation, for 28 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs, operating through thousands of financial professionals and managing a multi-billion dollar asset base across multiple platforms.