Adam Love Jr. is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 solutions. The firm’s approach is driven by investment policy statements and modern portfolio theory, tailoring services to plan objectives and risk tolerances, and includes a notable range of financial products such as insurance-related vehicles and bank deposit sweep options.

Bryant Dawson is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC and 12 years at Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Jennifer Marshall is a financial advisor at Edward Jones with one year of industry experience. She holds a Series 66 designation and has prior work history including roles at Charter Capital Corp dba First Capital Group, Golden 1 Credit Union, LoanDepot, and Wells Fargo Home Mortgage. Outside of her financial career, she creates hand-made pottery under the name Funny Farm Pottery. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies and affiliated financial services through a nationwide network of more than 23,000 advisors.

Maximilian Clark is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and two years of industry experience. He has been with Wells Fargo since 2023 and previously studied at the University of California, Berkeley. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions tailored to plan objectives and risk tolerances. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Taylor Loughlin is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has been with Stifel Nicolaus since 2013. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

David Tornes is a Series 66-licensed financial advisor with Edward Jones in Sausalito, CA, where he has worked since 2020. He has five years of industry experience and previously held roles at Red1 Realty, On The Run Drive-Thru LLC, and Key Realty Ltd. Outside of advising, he holds an Ohio real estate license managed through a holding company and makes referrals to other agents. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of investment strategies and advisory services, supported by a nationwide network of more than 23,700 financial advisors and manages approximately $1.01 trillion in assets.

Ernest Holguin is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. His prior roles include positions at Merrill, Banc of America Investment Services, and Morgan Stanley. He is a partner in multiple investment-related practices including Presidio Group Wealth Management and Presidio Group Growth Partners. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad range of planning options and integrates advisory services with various financial products and referral channels.

Jamie D'amico is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors from 2005 to 2016. He holds a Series 63 designation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jaime Estrada is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding a Series 66 designation and 15 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2010. Outside of his advisory role, Estrada coaches basketball at De La Salle High School in Concord, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning areas, and integrates advisory services with other financial products and referral channels.

Argenis Biscardi Melendez is a CFP®-certified financial advisor with six years of industry experience, currently affiliated with OSAIC in Lafayette, CA. His prior work history includes roles at Royal Alliance Associates, NYLIFE Securities, and New York Life Insurance Company. He also serves as part of a core group of advisors at Pacific Financial Partners, assisting with insurance and investment products for existing clients. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and nonprofits, offering integrated brokerage and advisory services through a large network of financial advisors and multiple advisory platforms. The firm utilizes various asset-allocation tools, risk assessments, and third-party money managers to construct portfolios across a wide range of asset classes.

Daniel Murphy is a financial advisor at Morgan Stanley with 44 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and also works at Morgan Stanley Private Bank, N.A. since 2015. He holds a Series 63 designation and is based in San Rafael, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad 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 modeling techniques.

Tiffany Ho is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. She has worked at Merrill since 2021 and previously held roles at LPL Financial, Jackson Square Financial, and Primer Access. 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. The firm offers model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Leo Coppeta is a financial advisor with LPL Financial, holding a Series 63 designation and 37 years of industry experience. He has been with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1993. 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, financial planning, and brokerage services, providing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Eavenson Horter is a financial advisor at UBS Financial Services with 21 years of industry experience. He previously worked at J.P. Morgan Securities Inc. and JPMorgan Chase Bank for nine years each before joining UBS in 2019. Horter holds Series 63, Series 65, and Series 66 credentials. Outside of his advisory role, he serves as a strategic advisor to California Labs, Inc., a technology company focused on family communication devices. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary capital market research to tailor client solutions.

Eddy Gutierrez is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. His prior roles include positions at Oppenheimer and Bank of America, N.A. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Gutierrez is managing partner of California Street Wealth Management LLC and CEO of Chaves Ventures Corp, both financial services firms based in San Rafael, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically provided on a discrete basis.

Jim Hing is a financial advisor with LPL Enterprise in San Francisco, CA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked with Pruco Securities, LLC since 2004 and has operated HING Accountancy since 1994. Hing serves as a director of the Fox Family Foundation, a private foundation supporting the blind and visually impaired. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services. The firm delivers investment advice primarily through investment adviser representatives who use LPL’s research, model portfolios, and third-party strategists, supported by integrated programs that include financial planning, asset management, and affiliated insurance products.

Nicholas OConnor is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2023 to 2025. In his current position, Nicholas partners with clients to understand their financial goals and develops customized plans that address their unique needs. Nicholas holds a California Insurance License, which supports his work in financial consulting. He prioritizes forming strong relationships with clients and their families, emphasizing trust, reliability, and competency in his professional approach. Outside of his professional life, Nicholas enjoys a variety of personal interests including board games, boating, camping, fishing, football, and skiing.

Lee Gordon is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding a Series 66 credential and 15 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market simulations.

Bryan Yun is a CFA® charterholder and financial advisor with J.P. Morgan Securities in Walnut Creek, CA, bringing nine years of industry experience. He has worked at various J.P. Morgan entities since 2016. Outside of his advisory role, he is connected to a pediatric occupational therapy business owned by his wife, though he currently has no active responsibilities there. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes non-discretionary advice and integrates an ESG eligibility framework in its investment recommendations.

Richard Mansfield is a financial advisor at Charles Schwab with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, Morgan Stanley, and E*Trade Capital Management. Outside of his advisory role, he owns rental properties. Charles Schwab 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 discretionary separately managed accounts and offers integrated custody, brokerage, and cash management services.