Jonathan Blevins is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors, LLC. He serves as a board member of the CrossStreets Neighborhood Alliance, an organization providing support to homeless and unemployed individuals and their families. Equitable Advisors offers financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers, providing services that include ERISA fiduciary support and access to mutual funds, ETFs, separately managed accounts, and select alternative investments.

Christopher Chequer is a financial advisor at Morgan Stanley in Oakland, CA, with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. prior to that. His earlier career includes positions at Edward Jones and Blast 825 Taproom. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Leslie Pettinelli is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. She has 11 years of industry experience, including roles at Mass Mutual Investors Services since 2018, Jhfn Sii from 2014 to 2018, and Pettinelli Financial Partners from 2011 to 2018. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars with a focus on collaborative, annual planning engagements using firm-approved analytical tools.

Marian Nguyen is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. She holds a Series 65 designation and has previously worked at Rainer Wealth Management and H&R Block. Outside of her advisory role, she is the owner of Reiki Properties, LLC, a real estate business based in Scottsdale, AZ. Cambridge Investment Research Advisors serves a diverse client base, including individual, pension, and charitable organizations, by offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to proprietary and third-party investment strategies across multiple platforms.

Purav Patel is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked within various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic methods in research.

Bradley Noval is a financial advisor with Ameriprise in Pleasanton, CA, holding a Series 63 designation and 30 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-efficient withdrawal strategies.

David Woodworth is the Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2013 in various roles. Currently, he partners with individuals and families to help them strengthen and work towards their financial well-being. Throughout his tenure at Fidelity Investments, David has gained experience as a Financial Consultant, Investment Consultant, and Financial Representative. He holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, David's personal interests include baseball, hiking, parenthood, photography, traveling, and volunteering.

Caleb Gordon is a financial advisor with Charles Schwab in Walnut Creek, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Charles Schwab and its affiliated entities since 2001, including a brief tenure at TD Ameritrade in 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering investment guidance through multi-asset model portfolios and a centralized operational structure.

Robin Ross is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Ross holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

Edward Kofman is a CFP® professional with 40 years of industry experience, currently affiliated with OSAIC Wealth, Inc. He has held roles at Leading Edge Financial Design and Royal Alliance Associates, Inc., among others. Kofman serves on several nonprofit boards in Alameda, including positions as president and treasurer, and officiates weddings as an ordained Universal Life Church minister. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporations, offering brokerage and advisory services with a model-based investment approach and multiple program options.

Ralph Short Jr. is a financial advisor at RBC Capital Markets with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at UBS Financial Services in various locations from 2016 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, offering a range of advisory programs that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm customizes investment strategies to clients’ risk profiles and utilizes both in-house and third-party investment managers.

Haiau Ho Nguyen is a financial advisor at Fidelity with 12 years of industry experience and holds a Series 66 designation. His career includes roles at JPMorgan SECURITIES LLC and various divisions within Fidelity since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also engages in formal advisory roles for multiple registered investment companies and employs systematic methodologies incorporating AI and long-term asset allocation benchmarks.

Anthony Giuliano is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors, Inc., Foothill Securities, Inc., and Aladino Financial Services, Inc. Giuliano is also involved in life insurance sales and income tax preparation, with tax planning integrated as part of his investment services. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization with various investment strategies and third-party manager options, supported by a complex affiliate network and private-equity ownership.

Brian Wang is a financial advisor at Merrill in San Mateo, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Merrill in 2019, he worked at General Motors Financial and Pi Charging and was affiliated with the University of Michigan. 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.

Stephan Hwang is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 10 years of industry experience. He previously worked at Bank of America and Merrill from 2004 to 2021. Outside of his advisory role, he serves as a board member and Community Impact Board Chair on the investment committee for the nonprofit Cancer Support Community. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. Their advisory process combines quantitative and qualitative research to deliver customized asset allocation advice and manager selection, with a focus on a range of eligible investment strategies including ESG frameworks.

Leon Worthy is a financial advisor with J.P. Morgan Securities in Oakland, CA, holding a Series 63 designation and 33 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been employed with JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG criteria within a program supported by affiliated implementation services.

Kyle Peters is a Series 66-credentialed financial advisor with six years of experience at Equitable Advisors, based in Walnut Creek, CA. His prior work history includes roles at the University of California UCSB and various sales associate positions. He also serves as a trustee of Fathers Trust. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management programs to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of third-party advisory programs and offers ERISA fiduciary services, relying on a network of Investment Adviser Representatives to deliver tailored investment solutions.

Morgan Javonillo is a Planning Consultant at Fidelity, a role held since 2025. Prior to this position, Morgan worked as a Relationship Manager at Fidelity from 2023 to 2025 and as a Financial Representative at Fidelity from 2021 to 2023. Morgan began their financial services career as a Relationship Banker at Bank of America in 2021. Morgan holds a California Insurance License and focuses on building strong client relationships to develop financial plans tailored to individual values and needs. Their approach involves understanding both short-term and long-term goals to ensure that financial plans remain relevant and effective over time. Outside of their professional work, Morgan enjoys baseball, comedy, social events with friends, music, and snowboarding.

Cassandra Bautista is a financial advisor at Merrill with 17 years of experience at the firm and holds a Series 66 designation. She is involved in a small entrepreneurial venture operating an online store on Etsy that sells stickers designed by her son, overseeing its basic operations. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for a diverse client base including individuals, high-net-worth clients, and institutions.

Donovan Kerr is a Series 66 licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked with the Levin Johnston Team at Marcus & Millichap and was involved in catering and event services at Domenico Winery Catering & Events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed using systematic methodologies and long-term asset allocation benchmarks.