Kathryn Hannigan is a financial advisor at Morgan Stanley with four years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019. Her prior experience includes roles at Boardwalk Investment Group, Inc. and involvement with De La Salle High School and Vibe Volleyball Club. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers comprehensive service through its wide range of retail and institutional offerings.

Cara Zeller is a Series 66-licensed financial advisor with Morgan Stanley in Walnut Creek, CA, where she has worked since 2009. She has 18 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Celeste Gurule is a financial advisor at OSAIC with 39 years of industry experience. She holds the CFP® designation and the Series 63 license. Prior to joining OSAIC in 2025, she worked for Lincoln Financial Advisors Corporation from 1987 to 2025. Outside of her advisory role, she is involved in managing insurance-related activities and operates a legal entity offering fixed and indexed annuity products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by asset-allocation tools, risk assessments, and access to third-party money managers.

Claude Bishop is a financial advisor with Osaic, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors and Kestra Financial Services, Inc. He is also the owner of a CPA firm where he provides tax preparation and planning services, and occasionally advises selected clients on life insurance coverage. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm utilizes advanced asset-allocation tools and third-party resources to manage diversified portfolios across various asset classes.

Gregory Hunter is a financial advisor at Cetera with 27 years of industry experience and a Series 66 designation. He has held various roles within Avantax and Cetera since 2007 and operates multiple tax and accounting businesses as managing partner and president. Hunter also provides fixed indexed annuities sales and financial planning services through his own entities. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and consulting through a multi-manager platform with access to a broad range of program options and third-party managers.

Guy Ben Ari is a financial advisor with Edward Jones in Alameda, CA, holding CFP® and Series 66 designations and 17 years of industry experience. He has worked at Edward Jones since 2009. He serves as a board member of the Peralta Colleges Foundation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs with a nationwide network of over 23,000 financial advisors.

Samantha De Vito is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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 at Wells Fargo Clearing with 23 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Outside of her advisory role, she owns and operates a Jazzercise franchise in Dublin, CA, where she serves as a certified aerobic instructor. 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 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.

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 at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley, BTIG, LLC, and JMP Securities LLC. Outside of finance, she is also a yoga instructor at CorePower Yoga. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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 financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has been with Wells Fargo since 2016. Outside of his advisory role, he co-owns Kingston Skye Investments, LLC, which invests in a private restaurant. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Blake Freeman is a financial advisor at Wells Fargo Advisors with 20 years of industry experience and holds a Series 66 credential. He has worked within various Wells Fargo entities since 2011. Freeman also owns and manages Be Free Wealth Management LLC in Danville, CA. 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 retirement, risk, wealth-transfer, and specialized services such as business-owner transition and special-needs planning.

Donald Ledoux is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Summit Financial Group, LLC, and Securian Financial Services. He serves as a board member and treasurer for the PulsePoint Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, delivering advisory services primarily on a non-discretionary basis.

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 holds a Series 66 license, with seven years of industry experience. She is currently affiliated with Cetera, where she has worked since 2024, following six years at Edward Jones. Chaudhry is the owner of Soluna Strategies LLC, operating under the name 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 range of portfolio management and financial planning services through a large network of independent advisors, utilizing a multi-manager platform with various program structures and custodial relationships.

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.