Joel Drescher is a financial advisor at J.P. Morgan Securities with six years of industry experience. He has worked at Citi Private Bank, Merrill, Millennium Partners, and Drescher Capital. Outside of his advisory role, he serves as a co-coach for the East Bay Eclipse Soccer Club and lectures at UC Berkeley Haas Business School. 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, distribution, and investment management capabilities.

Ross Gompertz is a financial advisor at Wells Fargo Clearing with one year of industry experience. Prior to joining Wells Fargo, he worked at Tesla for three years and Bechtel for ten years. Outside of his advisory role, he owns and operates a general engineering contracting business in Marin County, California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-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.

Michael Baird is a financial advisor at OSAIC with 14 years of industry experience. He holds a Series 66 designation and has worked at firms including Bayshore Tax and Consulting and SECURITIES AMERICA, Inc. He is also involved in a sole proprietorship offering life insurance and long-term care coverage as part of his financial advisory services. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of services such as brokerage and investment advisory, financial planning, and access to third-party money managers, utilizing asset allocation tools and automated rebalancing to manage portfolios across multiple asset classes.

David Lawrence II is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning that uses firm-approved tools and modeling techniques, and manages approximately $2.74 trillion in client assets.

Mary Hanson is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Cambridge Investment Research Advisors since 2012. Hanson is a board member of the Professional Women's Referral Group and serves as a networking leader for the San Ramon Chamber of Commerce. Cambridge Investment Research Advisors is a large SEC-registered firm serving a broad range of clients including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals using multiple platform arrangements and both proprietary and unaffiliated model strategies.

John Keller is a financial advisor with Ameriprise in Walnut Creek, CA, holding a Series 63 designation and 30 years of industry experience. He has worked at Ameriprise and its affiliate since 2005. Keller participates in a member expense sharing arrangement with other Ameriprise advisors to support shared business infrastructure. Ameriprise offers retirement-income planning services targeting individuals with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Isabel Bassi is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and six years of industry experience. She previously worked at Claraphi Advisory Network, LLC and has a background that includes roles at Marin Country Club and California State University, Chico. 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 across more than 14,000 advisors, offering a blend of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Minor is a financial advisor with Ameriprise in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Ameriprise and its related entities since 2010. Minor serves on the board of directors for COTAP, a nonprofit organization. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement, with a focus on clients who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Heidi Crocker is a financial advisor at UBS Financial Services with five years of industry experience. She holds a Series 66 designation and has worked at UBS Financial Services and Morgan Stanley Smith Barney LLC. Prior to her professional financial career, she spent twelve years engaged in homemaking. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Virginia Price is a financial advisor with Wells Fargo Clearing in Tiburon, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven, incorporates modern portfolio theory, and includes a broader set of financial products such as insurance-related vehicles and bank deposit sweep options.

Casey Pena is a financial advisor at Cetera with 23 years of industry experience. He has held positions at Cetera since 2019 and previously worked at Foresters Financial Services from 2011 to 2019. He holds Series 63 and Series 66 designations. Cetera Investment Advisers LLC serves individual and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and retirement services, utilizing a multi-manager platform that includes both affiliated and third-party managers.

Marcus Alphin is the Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he provides guidance and ongoing coaching to associates with the aim of maximizing their potential and ensuring the delivery of a client experience that meets Fidelity's Standard of Care. Marcus has extensive experience in the financial services industry, having served as an Affluent Business Leader at Wells Fargo Advisors, LLC from 2010 to 2023. He holds a California Insurance License. Outside of his professional responsibilities, Marcus enjoys spending time at the beach, golfing, skiing, surfing, traveling, and volunteering.

Joshua Wulkan is a financial advisor at Edward Jones with 7 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2019. Prior to joining Edward Jones, he worked at Greg Morris Cards, Inc. and spent 15 years at Huggins and Scott Auctions. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Sally Louie is a financial advisor with LPL Financial in Vallejo, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at LPL Financial since 2007 and has concurrently been affiliated with The Golden 1 Credit Union since 2006. Outside of her advisory work, she serves as a nonprofit board member and foster mom for the Contra Costa SPCA. LPL Financial is a national SEC-registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management with access to research, model portfolios, and various investment strategies.

Kevin Dommes is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding a Series 66 designation and 12 years of industry experience. He has been with UBS Financial Services and UBS Bank USA since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and a broad range of capital markets and banking products.

Brian Asher is a financial advisor with Morgan Stanley in Richmond, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a trustee for a trust based in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Emma Taylor is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 28 years of industry experience. She has worked at Wells Fargo Advisors LLC from 2011 to 2016 before joining Wells Fargo Clearing, where she has been since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Zachary Unger is a financial advisor with Merrill, holding a Series 66 designation and five years of industry experience. He has worked at Merrill and Bank of America since 2020 and previously held roles at Pacific Premier Bank, Cal Poly Corporation, and California Polytechnic University San Luis Obispo. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, and institutional fiduciaries.

James Hinckley is a financial advisor with UBS Financial Services in Alamo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS Financial Services Inc. since 2013. UBS Financial Services Inc. 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 wide range of investment products and services supported by proprietary research and capital markets expertise.

Sean Parks is a financial advisor with Morgan Stanley in Orinda, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Morgan Stanley and its Private Bank National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and sophisticated modeling tools.