Trisha Asbury is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides 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 approach uses structured discovery conversations and proprietary tools to develop tailored plans without offering individual security recommendations.

Eric Schreiber is a financial advisor at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Strategic Advisers since 2002, Fidelity Brokerage Services LLC since 2001, and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and multi-manager fund structures.

Eren Karadeli is a Financial Advisor at Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to develop personalized wealth management strategies that align with their financial goals. His services include retirement planning, portfolio management, college education planning, executive and equity compensation, family wealth management, legacy planning, small business strategies, tax minimization, and retirement income. Eren holds a Bachelor's Degree from Sakarya University and a Master of Business Administration (MBA) from Golden Gate University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English and Turkish, he leverages his background in engineering and finance to provide analytical and practical solutions to his clients. Outside of his professional role, Eren participates in community activities including involvement with GGU Alumni and Global SF. He enjoys spending time with his family and pursuing interests such as antiquing, basketball, cooking, football, golfing, hiking, reading, soccer, tennis, and volunteering in his community.

Nathan Powell is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials. He has been in the financial industry since 2026. Prior to joining the firm, he held various roles including positions at Lenox Advisors and MassMutual Life Insurance Company. Outside of finance, his background includes experience in service and retail businesses as well as education. Mass Mutual Investors Services 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 collaborative, annual financial planning engagements and a range of investment and educational programs.

Chase Green is a financial advisor with Equitable Advisors in Walnut Creek, CA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he has experience working in hospitality and education. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, using a combination of proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Amy Caffese is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Michael Dunn is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been serving clients since 1991. He leads the Walnut Creek office in California and manages a team dedicated to assisting high net worth families with wealth management. Michael collaborates closely with clients' attorneys, accountants, and other professionals to provide a coordinated approach to wealth management, including wealth transfer, tax minimization, and estate planning services. He holds a Master's Degree and a Bachelor's Degree from Cal Poly San Luis Obispo and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Michael is a member of the Investment & Wealth Institute™ (The Institute). His expertise extends to areas such as college education planning, managing new wealth, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. Outside of his professional responsibilities, Michael volunteers at the Daraja Academy Education Fund. He enjoys golfing, traveling, and spending time with his family.

Garrett W. Bates is a financial advisor at UBS Financial Services in Lafayette, CA, with 17 years of industry experience. He has been with UBS since 2010 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and offers access to proprietary research and capital markets solutions.

Yvonne Ceresa is a financial advisor at Edward Jones with 25 years of industry experience. She holds the CFP® and CFA® designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Belma Mirvic is a financial advisor with Edward Jones in Pleasant Hill, CA, holding Series 63 and Series 66 licenses and having eight years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of around 23,701 advisors, offering a range of investment strategies, tax-efficient services, and affiliated products under a fiduciary standard.

Aaron Hannigan is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at Cetera Financial Group and has been involved as a volleyball coach at De La Salle High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, incorporating structured financial planning tools and various investment strategies managed through its large-scale platform.

Dwight Peterson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. He has been associated with LPL Financial since 2015 and has worked with Advantage Wealth Advisors since 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Marie Meister is a financial advisor at Ameriprise with 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013 and holds the Series 66 designation. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, offering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, supported by algorithmic automation and oversight from a dedicated Retirement Income Oversight Committee.

Ming Lo is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior work includes 18 years at TD Ameritrade, Inc. He is based in San Ramon, CA. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary portfolio management alongside brokerage and custody services. Schwab’s integrated structure combines centralized supervision and multi-asset investment guidance with access to alternative investments and cash-sweep solutions.

Scott Danilson is a financial advisor with Ameriprise in Danville, CA, holding a Series 66 designation and 24 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach, with a centralized consulting team supporting advisors like Danilson in delivering tailored recommendations.

Brendan Noonan is a CFP®-certified financial advisor with 14 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. He previously worked at Sgc Financial and Securian Financial Services Inc. for 11 years. He also serves as an independent contractor financial advisor at Summit Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized municipal and public finance capabilities.

Steven Cline is a financial advisor with Morgan Stanley Wealth Management in Walnut Creek, CA, holding a Series 66 license and three years of industry experience. He has worked within Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020. Outside of finance, he is active as a music composer. 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 services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by their Global Investment Committee.

Roger Escobar is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following five years at Infinity Financial Services. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Dharma Westphal is a financial advisor with Primerica Advisors in San Ramon, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Dharma has held various roles within Primerica Financial Services and has experience outside finance including work with The Dance Center and Summerfield Waldorf School and Farm. Outside of advisory work, Dharma is an independent contractor for Twitch Interactive, dedicating several hours monthly. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm uses third-party asset managers and BNY Mellon Advisors for trading and emphasizes a tiered wrap fee structure.

Gerard Soriano Jr. is a financial advisor with UBS Financial Services in Alamo, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.