Eric McCormick is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2005. In this position, he focuses on supporting clients and associates by helping them work towards their definition of success. Prior to joining Fidelity, Eric served as Sales Director at TD Waterhouse Investor Services, Inc from 1996 to 2005 and was an Institutional Bond Trader at Gruntal & Co, Inc. from 1995 to 1996. Eric holds a California Insurance License and brings extensive experience in financial services, sales leadership, and institutional trading. Outside of his professional responsibilities, he enjoys biking, hiking, skiing, reading, spending time with family, and caring for pets.

Jimi Sidhu is a financial advisor with Merrill in Walnut Creek, CA, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2018, and previously spent one year at Jutland Chertock and eight years at TEE IT UP!. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Chadwick Bolick is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he is a minority partner in The Porter Club LLC, a travel advisory business based in San Francisco focused on creating client itineraries. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and models developed by its Global Investment Committee, serving a broad range of clients with diverse financial products and programs.

Coburn Brassey is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at The Pinza Group, The Sink, Up Software Solutions, and Ameritech Windows. He studied at The University of Colorado Boulder from 2020 to 2024. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial goals.

Blake Winters is a financial advisor with Fidelity in Oakland, CA, holding a Series 66 designation and nine years of industry experience. His career includes roles at Fidelity Investments, Royal Alliance Associates, Inc., Financial Dimensions Group, Inc., Janney Montgomery Scott, and The Vanguard Group. Fidelity’s Strategic Advisers LLC, where Winters is affiliated, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a wide investable universe of mutual funds, ETFs, and ETPs.

Alan Shimizu 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 2019 and previously spent over two decades at Sierra Nursery Sales. Outside of advisory work, he serves as Treasurer of SYM Ventures LLC, a family-held limited liability company. Merrill, along 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, and institutional investors.

Linda Standen is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She previously worked at Bank of America and Merrill before joining UBS in 2018. Standen serves as an advisory board member for the Salvation Army of Alameda County. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by a network of financial advisors using proprietary research and model-based asset allocations.

Basil Barouki is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2020 and previously spent seven years with Bank of America and Merrill. Outside of his advisory role, he has involvement in a community fitness app business, LFG FITNESS, LLC, and owns Spice Rags LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, providing a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Patricia Mitchell is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Ai Leng Goh is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory work, she manages a rental property. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, supported by extensive research and a broad range of brokerage and advisory solutions.

Benjamin Snyder is a financial advisor with Mass Mutual Investors Services in Walnut Creek, CA. He holds a Series 66 designation and has less than one year of industry experience. Prior to his current role, his background includes work with MassMutual Life Insurance Company and various positions outside the financial services industry, including roles at Tel Aviv University and nonprofit organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and a collaborative planning approach.

Kevin Stromfeld is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, initially working as a Financial Consultant before his current role. Prior to joining Fidelity, he worked as a Wealth Management Advisor at TIAA from 2018 to 2020 and as an Investment Counselor at Fisher Investments from 2013 to 2018. Kevin holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP). He possesses a California Insurance License. Outside of his professional work, Kevin enjoys baseball, family activities, skiing, and traveling.

Patrick Fanning is a financial advisor at Cetera with 39 years of industry experience. He holds a Series 63 designation and has been associated with Cetera and its affiliates since 2013. Prior to joining Cetera, he founded and continues to operate PTF Financial Services. Outside of his advisory work, he serves as a board member and archivist for the Diablo Advisory Committee, a country club committee focused on planning and zoning matters. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through more than 10,000 advisors.

Marjorie Grace is a financial advisor at OSAIC with 44 years of industry experience. She holds Series 63 and Series 65 credentials and has been with OSAIC since 1996. In addition to her role at OSAIC, she is the sole owner of Grace Financial Services, a financial planning firm she started in 1988. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Gagan Pathak is a financial advisor at Fidelity with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios primarily composed of mutual funds, ETFs, and ETPs.

Ashley Cherry is a financial advisor at Merrill with 14 years of industry experience. She holds a Series 66 license and has worked with Merrill Lynch since 2014 and Bank of America since 2021. Outside of her advisory role, she serves as an independent consultant for skincare and wellness product companies and volunteers on the board of the American Association of University Women, San Ramon Branch. Merrill, along 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 a range of individual and institutional clients.

Charles Prestigiacomo is a financial advisor with LPL Financial and holds a Series 63 designation. He has 38 years of industry experience and has been associated with LPL Financial since 2015. He also provides investment advisory services through Advantage Wealth Advisors, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by internal research and third-party subadvisors.

Paul Low is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds the designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Life Underwriter® and serves as a Senior Vice President. Since joining Merrill in 1988, Paul has focused on working closely with clients to develop and implement personalized, long-term wealth management strategies. Paul’s expertise includes managing concentrated stock positions and assisting clients through significant transition events such as retirement, inheritance, or business sales. He also provides access to Bank of America Private Bank services for trust and estate planning, as well as credit and lending solutions. His client focus areas encompass college education planning, family wealth management strategies, philanthropic planning, tax minimization, retirement income, and more. Paul collaborates with clients’ attorneys, accountants, and other advisors to coordinate comprehensive financial and legacy plans. Paul graduated cum laude from Boston University in 1986. He lives in Piedmont, California, with his wife Dana and their two sons. Committed to community involvement, he volunteers with the Piedmont High School Sports Boosters and participates in various local activities. Outside of his professional role, Paul enjoys boating, camping, football, golfing, hiking, ice hockey, photography, skiing, swimming, and spending time with his family.

Arthur Potter is a ChFC® with 28 years of experience in the financial services industry. He is currently with Cambridge Investment Research Advisors and has held previous roles at Proxy Wealth Advisors LLC, Proxy Freedom LLC, Vitucci & Associates, Inc., and Allstate Insurance Co. Potter holds Series 63 and Series 65 licenses. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm provides financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals, offering a variety of portfolio management options and proprietary model strategies.

Ryan Grauman is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo in 2023, he worked at Saint Mary's College of California for five years and The Athenian School for four years. 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 advice. The firm’s 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.