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.

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 having 28 years of industry experience. She has worked with LPL Financial since 2007 and had prior roles at The Golden 1 Credit Union and U.S. Bancorp Investments. Louie serves as a board member and foster mom for the Contra Costa SPCA. 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 portfolios, and institutional platforms, utilizing various investment strategies and support tools.

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 41 years of industry experience. His prior work includes roles at Citigroup Global Markets and various divisions of Morgan Stanley, where he has been since 2007. He also serves as a trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies.

Zachary Unger is a financial advisor with Merrill in Walnut Creek, CA, holding a Series 66 designation and six years of industry experience. Prior to his current role at Merrill and Bank of America, he worked at Pacific Premier Bank and has held positions at California Polytechnic University San Luis Obispo and related entities. 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.

James Hinckley is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 2013 and previously worked at Deutsche Bank Securities for six years. He holds Series 63 and Series 65 licenses. UBS Financial Services 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 and uses proprietary research and model-based asset allocations to tailor strategies to client goals.

Fabiana Filips is a Financial Advisor with Merrill Lynch Wealth Management, bringing nearly 20 years of experience in delivering financial planning services tailored to individual and household needs. She focuses on helping clients achieve their financial goals by developing customized investment management strategies that reflect their unique objectives and values. Fabiana’s expertise includes college education planning, family wealth management, legacy planning, retirement income, tax minimization, and socially responsible investing, among other areas. Her foundational approach centers on transparency, trust, and a commitment to clients’ financial well-being. Fabiana utilizes Merrill’s research and resources alongside her industry knowledge to empower individuals and families to take charge of their financial futures. She holds the Personal Investment Advisor (PIA) designation and received her Bachelor's degree from Lehman College, having previously attended Brooklyn College. Fabiana is fluent in English and Spanish. Outside of her professional role, Fabiana enjoys adventure sports, baseball, basketball, biking, dancing, music, traveling, watching movies, and spending time with her family. She values building long-lasting client relationships and supporting community involvement.

Brett Oland is a financial advisor at Charles Schwab in Oakland, CA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Charles Schwab in 2025, he worked at PRUCO Securities, LLC, Fisher Investment, and TD Ameritrade. Before his financial services career, he held positions at Monkey Sports, Braum's, A-Game Grill, and Allen Sports Association. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary managed account options supported by multi-asset model portfolios and alternative investment due diligence.

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.

Brian Wibert is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and JPMorgan Chase Bank, N.A. Prior to his financial services career, he was employed at Costco. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

John Wells is a financial advisor with Wells Fargo Advisors holding a Series 65 credential. He has one year of industry experience, having joined Wells Fargo Advisors in 2025. Prior to his financial advisory role, his background includes positions at Rhumbix, Inc. and Gusto, Inc., as well as experience in design education at Parsons School of Design. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm provides tailored planning using proprietary research and tools, serving clients through a network of financial advisors with a range of specialized planning options.

Marcos Palma Garcia is a financial advisor with Wells Fargo Clearing based in Walnut Creek, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience, including prior roles at Edward Jones, Northwestern Mutual, and New York Life. Outside of finance, he is the owner of Palma Gardening LLC, a landscaping business. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Areeya Vesvoranan is a financial advisor at Wells Fargo Advisors with three years of industry experience. Her background includes roles at Wells Fargo Clearing, Wells Fargo Bank, and a bakery and cafe, as well as teaching positions at Florida International University and Miami Palmetto Senior High School. Outside of finance, she is involved with Thai Tamarind Restaurant in Belmont, CA, where she assists with customer service duties. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that cover retirement, education, risk management, and specialty areas such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation options through brokerage or advisory programs.

Russ Bizhko is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 66 and Series 63 credentials and has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2014, as well as briefly with HSBC Securities in 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates both quantitative and qualitative research, including ESG considerations, and offers access to derivatives and commodities capabilities through its broader regulatory registrations.

David Kramer is a financial advisor at Cetera with 48 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Cetera Advisors LLC since 2013. In addition to his advisory role, he serves as chairman of finance for a condominium homeowners association. Cetera Investment Advisers LLC is an SEC-registered firm serving 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 with discretionary and non-discretionary options.

Kathleen Ortiz is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Sagepoint Financial. Ortiz has been with Raymond James since 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipalities, offering financial planning and advisory services supported by a broad range of portfolio management styles and affiliated research.

Damon Becker is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has worked at LPL Financial since 2003 and previously spent five years at Osaic FA, Inc. Becker was also the principal of Becker Financial Group from 2004 to 2024. Outside of his advisory role, he serves on the investment committee for the family-owned Hillcrest Orchard. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, supporting over 22,800 advisors and more than $819 billion in discretionary assets.

Miguel O’Hara is a financial advisor with Charles Schwab, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 14 years of industry experience, including prior roles at JP Morgan Chase Bank and JP Morgan Securities. He has been with Charles Schwab since 2020. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Joseph A. Senna is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008. Senna holds Series 63, Series 65, and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management through a wide range of products and proprietary research.