Chi Wu is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding a Series 66 designation and 26 years of industry experience. He has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Conor Corken is a financial advisor at Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation with four years of industry experience. His work history includes roles at Morgan Stanley since 2021 and prior experience at Security Monster. Before entering the financial industry, he spent ten years in full-time education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 using firm-approved tools and scenario modeling.

Jakub Urban is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with JPMorgan Chase Bank since 2015. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Scott Aster is a financial advisor with Wells Fargo Clearing in Berkeley, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Wells Fargo affiliates since 2011, including Wells Fargo Advisors LLC and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

James Laporte is a financial advisor at UBS Financial Services with 30 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 registrations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research and lending programs to support client needs.

Campbell Judge is a financial advisor at LPL Financial with 34 years of industry experience. He holds Series 66 and Series 63 licenses and has previously worked at Fidelity Investments, Ameritas Investment Company, and operated his own practice. 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 advisory programs and financial planning services, including discretionary and non-discretionary management, model portfolios, and research support.

Kelly Tucker is a Series 66-licensed financial advisor with Morgan Stanley in Walnut Creek, CA, and has 10 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2016 and has worked at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 proprietary tools and analysis.

Francisca Sanchez is a Series 66-licensed financial advisor with Morgan Stanley in Oakland, CA, bringing eight years of industry experience. Her prior roles include positions at UBS Financial Services, Pruco Securities, LLC, and Chase Bank. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad range of advisory programs, delivering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Justin Saar is a Financial Consultant currently working at Fidelity Investments since 2020. He partners with clients to understand their financial situations and goals, developing tailored financial plans that are regularly reviewed and refined. He emphasizes the importance of building strong, trustworthy relationships with clients and their families. Prior to his current role, Justin served as a VP-Financial Solutions Advisor at Bank of America Merrill Lynch from 2018 to 2020 and as a Financial Advisor at Edward Jones Investments between 2017 and 2018. He holds a California Insurance License. Outside of his professional career, Justin has interests in cars, family activities, and outdoor adventures.

Nancy Laroco is a Series 66-licensed financial advisor with Ameriprise in Martinez, California, and has 11 years of industry experience. She has been with Ameriprise since 2012, including her current role since 2020, and previously worked at Luu Enterprises from 2015 to 2017. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized retirement-income consulting team, and emphasizes the use of Ameriprise Managed Accounts alongside affiliated investment products.

Fay Clinton is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following three years at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Morgan Hathaway is a financial advisor at Ameriprise with a Series 66 credential and four years of industry experience. Prior to joining Ameriprise, Hathaway worked at UBS and has experience in tutoring through Grade Potential Tutoring, LLC. Hathaway's background also includes caregiving and roles in education and hospitality. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, using proprietary research and algorithmic tools to provide tailored, non-discretionary recommendations.

Mark Brown is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2009, concurrently working at Bank of America since 2011. Outside of his advisory role, Brown serves on the advisory board of the Walnut Creek Library Foundation and is president of the Walnut Creek Historical Society, where he coordinates events and supports local history education. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Perry A. Novak is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a brief tenure at Wells Fargo Advisors, LLC. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Jennifer Schneidermann is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Schneidermann is also involved in a trust-related business activity based in Alamo, California. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a range of investment programs while serving clients across broad retail and institutional markets.

Ben Szeto is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jennifer Buich is a financial advisor with Ameriprise in Walnut Creek, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2004. Ameriprise offers retirement-income planning services for individuals near or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Clark Cole is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked previously at Business Wire and Navis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Matthew Ware is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he manages rental property in Antioch, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and broad investment capabilities, managing approximately $2.74 trillion in client assets.

Kenneth Chan is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Chan manages a Roth IRA entity created for tax reporting and valuation related to private investment purchases. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy preparation, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.