Ahamad Shaghassi is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked at TEKsystems, Inc. and has held self-employed roles. He is a silent partner and sublessor at ZS Bros Partners, where he manages property-related responsibilities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, and employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to multiple registered investment companies and use of advanced technologies in portfolio management.

Jordan Taylor is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, NA since 2014 and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Kuang Te is a financial advisor with LPL Enterprise and holds a Series 66 designation. He has 18 years of industry experience, including roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is currently based in Pleasant Hill, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, brokerage and insurance products, and utilizes model portfolios and third-party asset managers within its integrated platform.

Norman Kwong is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC from 2014 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both non‑discretionary and discretionary services. 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.

Nicholas Linton is a CFP® and CFA® with 13 years of industry experience. He is currently with Raymond James & Associates and has previously worked at firms including Summit Financial Group LLC, Securian Financial Services Inc, and LPL Financial, LLC. His background also includes experience in the insurance sector and a role at Lyft. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Austin Ballard is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation and seven years of industry experience. His career includes roles at Morgan Stanley’s Private Bank and other Morgan Stanley divisions since 2018, with prior work experience outside finance at ColdStone Creamery. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including customized financial planning supported by firm-approved tools and investment modeling techniques.

Christopher Merrifield is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Flagstar Advisors and First Republic Investment Management. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering non-discretionary advisory services supported by an in-house manager solutions team and a centralized due-diligence framework.

Robert Murtagh Jr. serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2007, he has been dedicated to assisting a growing circle of clients, including executives, entrepreneurs, and their families, with their financial goals. Robert focuses on serving fewer clients with increased attention, working closely with entire families to promote wise financial habits and passing along wisdom with wealth. His approach involves asking clients targeted questions to understand their priorities, such as maintaining lifestyle, building wealth, educating children, or leaving a legacy. Using detailed analyses of clients' financial statements, Robert creates strategies with multiple scenarios to highlight possible outcomes and cash flows. His planning services include retirement planning, liability management, asset allocation, stock option analysis, and college planning, enabling him to deliver tailored investment recommendations. Robert holds a Bachelor's Degree in Finance from the University of San Francisco and has earned the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). His personal interests include baseball, cooking, hiking, softball, and spending time with his family.

Randall Colombo is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding Series 63 and Series 65 licenses. He has 50 years of industry experience and has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Douglas Fish is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 2002, he has earned several professional designations, including the Chartered Financial Consultant® (ChFC) and Personal Investment Advisor (PIA). Douglas focuses on helping clients make rational financial decisions through a proven, planning-based wealth management process. Prior to his career in wealth management, Douglas was an entrepreneur, business owner, and executive in both the United States and abroad, where he funded and managed multiple technology companies. He leverages this extensive business experience to develop personalized, goals-based retirement plans and risk-appropriate portfolios. His client focus areas include college education planning, socially responsible and values-based investing, and retirement income strategies. Douglas is also an active committee member of a local Alzheimer’s Association fundraising team and has been recognized in the 2016 Bank of America Community Volunteer Honor Roll. Douglas earned both a Bachelor's degree in Engineering and an MBA from Washington University in St. Louis. He resides in Walnut Creek with his wife and has two grown daughters. In his personal time, he enjoys tennis, biking, and gardening. Douglas is affiliated with the USTA Northern California and is fluent in English and Hebrew.

Sarah Lo is a Planning Consultant who focuses on helping clients and their families confidently navigate important financial decisions. She aims to make financial planning approachable and collaborative, emphasizing trust and clarity in her client relationships. Sarah has experience working in various financial roles, including as a Relationship Manager and Financial Representative at Fidelity Investments since 2022. Prior to that, she held positions at Bank of America as a Relationship Manager, Lending Specialist, and Relationship Banker from 2020 to 2022. She holds a California Insurance License. Outside of her professional work, Sarah enjoys family activities, parenthood, spending time with pets, Pilates, snowboarding, and traveling.

Benjamin Wong is a CFP® professional with 39 years of experience in the financial services industry. He is currently with Cetera and has been involved with affiliated firms since 1997, including Cetera Wealth Services, LLC and The Pacific Center For Financial Services. Wong also holds a license to sell fixed life, health, annuities, and long-term care insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports various investment program structures and custodial relationships.

Sean O’Bannon is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2016. Prior to this, he worked at Tmfs Advisors, LLC from 2013 to 2016. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Quais Hasseeb is a financial advisor with LPL Financial based in Walnut Creek, CA, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Joseph Jellison is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. He previously worked at Edward Jones and Preserve, where he also held roles in the restaurant industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Eric Cheng is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Raymond James & Associates, Oppenheimer & Co. Inc, JP Morgan Securities LLC, Bank of America, and Merrill. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and develops tailored recommendations using Wells Fargo research and planning tools.

Megan Thompson is a Senior Financial Advisor and Managing Director at Merrill Lynch Wealth Management, where she is the founder and co-leader of the Thompson Group. She provides personalized financial guidance to individuals, families, and businesses across multiple states, focusing on areas such as legacy planning, tax minimization, socially responsible investing, retirement income, and small business strategies. Megan works closely with clients to simplify the complexities of wealth management and supports them in pursuing their long-term goals with confidence. Megan began her career as a Financial Advisor in 2006 and joined Merrill in 2012. She holds a bachelor's degree in Resource Management and Economics from The Ohio State University and has earned national recognition, including multiple listings on Forbes’ “Top Women Wealth Advisors” and “Best-in-State Wealth Advisors.” She is a Personal Investment Advisor (PIA) and serves on the board of Teneral Cellars and as a member of the Women’s President Organization. Outside of her professional work, Megan enjoys traveling, engaging in adventurous activities such as skiing and surf camp, and spending time with her husband Chris and their two French bulldogs. She values building lasting relationships and connecting clients with the resources and networks that support their personal and financial well-being.

Vianney Verzola is a financial advisor at Equitable Advisors with one year of industry experience and holds a Series 66 designation. Prior to joining Equitable Advisors, Vianney worked in various roles including at the University of the Pacific's Office of Admissions. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, relying on multiple program sponsors and endorsed TAMPs to deliver advisory and brokerage solutions.

Bret Cameto is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America prior to his current roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning supported by firm‑approved tools and processes. The firm manages approximately $2.74 trillion in client assets and delivers services through a combination of direct client relationships and corporate financial planning agreements.

Dwight Carlson is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with UBS since 1993. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans and provides a broad range of financial services including discretionary portfolio management and fee-based financial planning.