Jeanette Strother is a financial advisor with Ameriprise in Oakland, CA, holding a Series 66 designation and having 10 years of industry experience. She has been with Ameriprise and its affiliate since 2015. Outside of advising, she is involved in independent insurance brokering focused on long-term care. Ameriprise offers retirement-income planning services targeting individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Maureen Bellotti is a financial advisor at Morgan Stanley with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured financial planning process supported by firm-approved tools and serves a broad range of retail and institutional investors.

Keyuanna Watkins is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021. Outside of her advisory role, she also works part-time as a service desk associate at The Home Depot. 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 sources.

Eric Angeles is a Financial Consultant currently with Fidelity Investments, where he has been working since 2022 in various roles including Relationship Manager and Planning Consultant before his current position starting in 2023. Prior to joining Fidelity Investments, he worked as a Merrill Financial Solutions Advisor and Financial Advisor at Merrill Lynch and Bank of America Merrill Lynch between 2020 and 2022. Eric's approach involves understanding clients' financial situations, risk tolerance, and objectives to develop personalized financial plans. He holds a California Insurance License which supports his advisory services. Outside of his professional work, Eric's personal interests include spending time at the beach, playing golf, running, and parenthood.

Adam Green is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2014. Outside of his advisory role, he owns a business that buys and sells new and used watches. J.P. Morgan Securities 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 recommendations on a non-discretionary basis while clients retain final decision-making authority.

Joseph Theam is a financial advisor with Equitable Advisors in Oakland, CA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has worked at Equitable Advisors since 2014 and was affiliated with AXA-Advisors, LLC from 2014 to 2020. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Donn Levine is a financial advisor with Cetera, holding the ChFC® designation and the Series 63 license, and has 43 years of industry experience. His prior work includes roles at OSAIC, Woodbury Financial Services, Minnesota Life, and Sgc Financial. Outside of his advisory career, he coaches girls' golf at Castilleja High School and is the author of the book "Outwit the Yips." Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services through a nationwide network of independent advisors.

Nicholas Scott is a financial advisor at Morgan Stanley with nine years of industry experience. He has held positions at several firms, including MA Private Wealth, Alamo Capital, Edward Jones, and Wells Fargo. Outside of his advisory work, he serves as a recreational basketball referee for Zog Sports. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm utilizes structured financial planning tools and a variety of investment strategies to serve its clients.

David Whalen is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by proprietary tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through employer-based agreements.

Paul Schreiber is a CFP®-designated financial advisor with Charles Schwab, where he has worked since 1998, totaling 28 years of industry experience. He also holds Series 63 and Series 65 licenses. Outside of his professional role, he serves as Chairman of the Finance Committee at Our Father's House church in Fremont, CA, an unpaid position involving oversight of the church's expenditures. Charles Schwab & Co., Inc. serves primarily 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 multi-asset model portfolios supported by centralized operational and custody infrastructure.

Huizhen Wu is a CFP®-certified financial advisor with Charles Schwab, based in Pleasanton, CA, with 25 years of industry experience. She has been with Charles Schwab since 1999 and Charles Schwab Bank, SSB since 2005. Charles Schwab & Co., Inc. serves primarily 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 separate managed accounts and offers a multi-asset model portfolio approach supported by centralized operational and supervisory structures.

Bruce Lin is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. UBS Financial Services 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 and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Erik Pulley is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 designations and having 28 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and market modeling methods.

Simarjeet Kaur is a financial advisor at Fidelity with a Series 66 designation and no prior industry experience. Before joining Fidelity in 2025, Kaur worked at the Canadian Imperial Bank of Commerce from 2019 to 2024 and the State Bank of India from 2011 to 2019. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, overseeing sub-advisers and incorporating AI methods in its investment process.

Robert Avey is a financial advisor with Raymond James Financial Services Advisors, Inc., holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including 28 years at Securian Financial Services and a long tenure at Secure Futures/Link Allen & Associates. He also works as an independent contractor financial advisor at Summit Financial Group. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Wai Chi Wong is a financial advisor at Charles Schwab with 26 years of industry experience. He holds Series 63 and Series 66 designations and has been with Charles Schwab since 2000, with a brief tenure at OptionsXpress, Inc. in 2017. Based in Danville, CA, his career has been focused within a leading national firm. Charles Schwab & Co., Inc. serves primarily 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 combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Michael Peri is a financial advisor at Morgan Stanley with 41 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, holding Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Philip Camicia is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 1993. Outside of his advisory role, he is a partner in a rental property business in Alameda, California. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and modeling techniques in its financial planning process.

Gerald Gee is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 66 designation and having 10 years of industry experience. His prior roles include positions at JP Morgan Chase Bank, Merrill, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and comprehensive investment research.

Tabitha Balthasar Baguio is a financial advisor at Wells Fargo Clearing with two years of industry experience. She holds a Series 66 designation and has previously worked at Charles Schwab and ULTA Beauty. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing roughly $671 billion in assets through a network of over 14,000 advisors.