Manuel Soliz Jr. is a financial advisor with Thrivent Investment Management in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2009. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based financial planning without discretionary trading authority or institutional portfolio management.

Karen Mcleland is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and 24 years of industry experience. Her prior roles include three years at A. G. Edwards & Sons, Inc. She is also a certified aerobic instructor and owns a Jazzercise franchise in Dublin, CA. 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 a range of brokerage and advisory solutions supported by extensive research and analytics.

Ava Williams is a financial advisor at Morgan Stanley in Orinda, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked at Skipolini's Italian and was affiliated with the University of Nevada, Reno. Morgan Stanley Wealth Management serves individual and institutional clients by offering 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 modeling techniques.

William Farber is a financial advisor at Ameriprise in Concord, CA, holding a Series 66 designation with 19 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Anna Kathryn Deboisblanc is a financial advisor with J.P. Morgan Securities in Walnut Creek, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Her prior roles include positions at Morgan Stanley, BTIG, LLC, and JMP Securities LLC. Outside of her advisory work, she is also a yoga instructor at CorePower Yoga. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, with implementation supported by affiliated investment-management entities.

Arthur Burton is a financial advisor with Mass Mutual Investors Services in Walnut Creek, CA, holding Series 63 and Series 66 designations and seven years of industry experience. His prior roles include positions at JP Morgan Securities LLC, PFS Investments Inc., and Primerica Financial Services. In addition to his advisory work, he is an owner and partner of Echelon Music Publishing Global, a music publishing business specializing in sync licensing deals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with a planning approach that involves collaborative, annual engagements using firm-approved analytical tools.

Timothy Shoji is a Series 66 licensed financial advisor with Wells Fargo Clearing in Lafayette, CA, where he has worked since 2016. He has nine years of industry experience. Outside of his advisory role, he is a partner in Kingston Skye Investments, LLC, which invests in a private restaurant, Buddha Boy Foods. 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 utilizes research from Wells Fargo Investment Institute and third-party sources, applying diversification principles and modern portfolio theory in its investment approach.

Blake Freeman is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding a Series 66 license and bringing 20 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Investments, LLC. Freeman is also the owner of Be Free Wealth Management LLC, a separate financial planning practice. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, risk, and wealth-transfer planning, as well as services tailored to business-owner transitions, sports and entertainment, special needs, and divorce.

Donald Ledoux is a CFP®-designated financial advisor with 21 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has served at Raymond James since 2023 and previously worked at Summit Financial Group, LLC, and Securian Financial Services. Ledoux is a board member and treasurer of the PulsePoint Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs for municipal finance and employer retirement plans.

A.J. Walia is a Vice President and Financial Consultant at Fidelity Investments, a position held since 2010. Prior to this role, Walia served as Vice President and Private Client Advisor at JP Morgan Chase from 2009 to 2010, Financial Advisor at Merrill Lynch from 2006 to 2009, and Private Client Associate at Wells Fargo Private Bank from 2001 to 2006. With over two decades of experience, Walia partners with clients to develop comprehensive financial plans. His approach considers strategies such as tax-efficient investing, estate planning, capital preservation, and income generation. He emphasizes understanding client needs and educating them to support their unique financial goals. Walia holds a California Insurance License.

Mahak Chaudhry is a CFP® and Series 66-designated advisor at Cetera with 8 years of industry experience. Prior to joining Cetera in 2024, she worked at Edward Jones for six years and has ownership of Soluna Strategies LLC, operating as Soluna Wealth Planning. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and operates a multi-manager platform with access to both affiliated and third-party money managers.

Jennifer Leichter is a Series 66 licensed financial advisor with Morgan Stanley in Walnut Creek, CA, with 16 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 15 years before joining Morgan Stanley in 2019. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning processes and offers diverse investment and fiduciary services through its large institutional platform.

Barclay Kung is Vice President, Financial Consultant at Fidelity Investments, a position he has held since 2022. He has extensive experience in financial consulting, having previously worked at E*TRADE from Morgan Stanley between 2017 and 2022, J.P. Morgan as Vice President, Private Client Advisor from 2016 to 2017, Bank of the West as Financial Advisor from 2014 to 2016, and Merrill Lynch as Financial Advisor from 2012 to 2014. Barclay holds a California Insurance License and focuses on partnering with clients to develop tailored wealth strategies. He emphasizes the importance of understanding clients' financial goals to provide personalized service. Outside of his professional work, Barclay has interests in cars, food, parenthood, pets, reading, and traveling.

Farshid Bahramipour is a financial advisor with Ameriprise in Moraga, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Outside of his advisory work, he is a partner in Nash Solutions, LLC, a software development firm specializing in marketing assistance. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Angela Spears is a financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 2006 and previously worked at Piper Jaffray & Co starting in 2003. Outside of her advisory role, she has served as an assistant referee for the East Diablo Youth Soccer League. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets offerings.

Alistair Savides is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, First Church of Christ, First Republic Bank, and Litman Gregory Asset Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations and incorporates a broader range of regulatory registrations and derivatives capabilities.

Nicole Tom is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its advisory services.

Jacquelyn Mulford is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill since 2007 and concurrently associated with Bank of America, N.A. since 2017. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with trading, account administration, and custody support.

Brendan Hawes is a financial advisor at OSAIC in Walnut Creek, CA, holding Series 63 and Series 65 credentials. He has recently begun his career in the industry in 2026. His prior experience includes roles at Delicato Family Wines and The Odom Corporation. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization, utilizing discretionary strategies and third-party managers across a range of accounts and programs.

Joel Drescher is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations and has prior experience at Citi Private Bank, Merrill, Millennium Partners, and Drescher Capital. Outside of his advisory role, he is a lecturer at UC Berkeley Haas Business School and co-coaches a youth soccer team in the East Bay area. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors, providing non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations where applicable.