Jordan Taylor is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 designations and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. since 2014 and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Kuang Te is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and Ameriprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm’s investment approach is typically model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers financial planning, access to third-party asset managers, and participation in wrap programs.

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 at UBS Financial Services with 51 years of industry experience. He holds Series 63 and Series 65 registrations and has previously worked at RBC Capital Markets and Morgan Stanley DW Inc. He is based in Walnut Creek, CA. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

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.

Karimah Karah is a financial advisor with Ameriprise in Vallejo, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of her advisory role, she is involved in family-run Airbnb businesses and serves as a trustee on the Solano Community College Board. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations.

Benjamin Wong is a CFP® professional with 39 years of experience in financial advising. He is currently with Cetera and has held positions at Cetera Wealth Services, LLC and The Pacific Center For Financial Services over the course of his career. Outside of advisory work, he sells fixed insurance products including life, health, annuities, and long-term care insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and employs a multi-manager platform with discretionary and non-discretionary program options.

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 in Walnut Creek, CA, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He previously worked for J.P. Morgan Securities and JPMorgan Chase Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a range of investment strategies and operational tools.

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 leads the Thompson Group. Since beginning her career as a financial advisor in 2006, she has provided guidance and support to clients across multiple states, helping them navigate complex financial situations and achieve their long-term goals. Megan specializes in areas including legacy planning, tax minimization, socially responsible and values-based investing, retirement income, and small business strategies. She works closely with individuals, families, and businesses to develop tailored wealth management plans that address the diverse aspects of their financial lives. Megan is also recognized for her problem-solving skills and ability to simplify complex financial matters, enabling her clients to pursue greater security and confidence. Originally from Ohio, Megan earned her bachelor's degree from The Ohio State University. She holds the Personal Investment Advisor (PIA) designation. Outside of work, she enjoys traveling, skiing, and spending time with her husband and their two French bulldogs. Megan is a member of the Women's President Organization and serves on the board of Teneral Cellars.

Vianney Verzola is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked in various roles including at the University of the Pacific Office of Admissions and Pacific Summer High School Institute. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

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.