Shayna Forbes Felix is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership and management through entities such as Juno Moneta LLC and SMFF Enterprises Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Matthew Cummings is a financial advisor with Morgan Stanley in Orinda, CA, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley since 2018 and at Morgan Stanley Private Bank, N.A. since 2022. Prior to joining Morgan Stanley, he was employed at Carmel Valley Ranch from 2014 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulation techniques to support its financial planning process.

Oliver Von Feldt is a financial advisor at Mass Mutual Investors Services with Series 66 credentials and less than one year of industry experience. He previously held various roles at Loyola Marymount University, Alpine Hills Tennis and Swimming Club, and Saint Francis High School. Von Feldt also serves as a relationship manager at Lenox Advisors, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools, offering investment strategy guidance without discretionary authority.

Michael Kennedy is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 38 years of industry experience. He has worked at LPL Financial since 2019 and previously spent six years at Royal Alliance. Kennedy is also involved with Pacific Pension & Benefit Services, Inc., where he has been active for over 20 years and serves as a notary public to notarize client documentation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services utilizing discretionary and non-discretionary management supported by model portfolios and research.

Shaylee Seaton is a financial advisor at Merrill with a Series 66 credential and four years of industry experience. She previously worked at Seaton and Associates and the Premier Surgery Center. Outside of her advisory role, she assists with administrative and digital communications tasks for her mother’s recruitment business in the homebuilding and construction industry. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Richard Koobatian is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 and continued at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Cameron Ott is a CFP® with 15 years of experience in the financial advisory industry. He is currently with Edelman Financial Engines and previously worked at Personal Capital Advisors and Empower Financial Services. He holds a Series 65 license and is based in Walnut Creek, CA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice, with an emphasis on diversified portfolios and long-term strategies.

Tuan Tang is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. Prior to joining Merrill, he worked as an independent powerlifting coach. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Hae Jung Kim is a financial advisor with Cambridge Investment Research Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has been with Cambridge since 2010 and also maintains an independent insurance agency, Quality Life Insurance Agency, through Gateway Financial Advisors, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charities, and trusts, providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a variety of portfolio management solutions across multiple platforms and incorporates both proprietary and third-party strategies.

Lauren Del Grande is a CFP®-designated financial advisor with J.P. Morgan Securities, based in Walnut Creek, CA, and has 14 years of industry experience. She has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Rachel Kossler is a financial advisor with Edward Jones in Oakland, CA. She holds the Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, she worked at Williams Sonoma Inc, Gap Inc, and SHC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Matthew Sagers is a CFP® professional affiliated with Mass Mutual Investors Services in Walnut Creek, CA, with six years of industry experience. He has been associated with MML Investors Services, LLC and Mass Mutual Life Insurance Co since 2019, and previously worked at The Olympic Club and The Bar Athletics. Mass Mutual Investors Services, LLC operates as 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, using firm-approved software and collaborative annual planning engagements.

Brenda Knudsen is a financial advisor at Fidelity with 23 years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2025, following seven years at FIDELITY Brokerage Services LLC and six years at Lucia Securities. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm utilizes a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and it applies systematic methodologies and oversight to its investment process.

Douglas Anderson is a CFA® charterholder and holds a Series 66 license, with 20 years of experience in the financial services industry. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, and previously spent 18 years at BMO Family Office, LLC and Harris MyCFO. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mark Passalacqua is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked at various Wells Fargo entities since 2012. Outside of advising, he owns and operates Square One Ventures LLC, a toy and game manufacturing business where he is involved in design, development, and multimedia production. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients, offering a broad range of financial planning and investment services tailored to clients meeting specific net-worth criteria.

Luiz Boscardin is a financial advisor at OSAIC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at OSAIC since 2018, as well as at Signator Investors Inc. since 2008. Outside of his advisory work, he is the CEO and broker of Pacific Financial Partners Insurance Agency, which provides life, disability, health, and property and casualty insurance brokerage services. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with an investment approach that includes asset-allocation tools, risk-tolerance assessments, and access to multiple third-party managers and platforms.

Jeannie Chan is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She has held positions at Wells Fargo Advisors, LLC and Wells Fargo Clearing since 2011. She holds a Series 63 designation and is based in Walnut Creek, 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 utilizes research from Wells Fargo Investment Institute and third-party sources, offering brokerage and advisory solutions through a broad platform.

Yoo Kwon is a financial advisor with Wells Fargo Advisors in Walnut Creek, CA, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked within the Wells Fargo organization since 2012 across multiple entities, including Wells Fargo Bank NA and Wells Fargo Clearing Services LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients through a wide range of financial planning and investment services. The firm offers specialized planning options and integrates advisory services with other financial products and referral channels.

Mary Allen is a financial advisor with OSAIC in Walnut Creek, CA, holding the CFP® and Series 63 designations and bringing 40 years of industry experience. She has worked with Royal Alliance Associates, Inc. since 1992. Outside of her advisory role, she serves as Program Chair for Sponsorship at the East Bay Commercial Real Estate Women and is the Successor Trustee for her sister’s trust. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a variety of investment platforms and third-party solutions.

Silvia Duda is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding a Series 66 designation and 12 years of industry experience. She has worked at UBS since 2015, including her current role beginning in 2023. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering proprietary research, model-based asset allocations, and fiduciary fee-based financial planning.