Whitney Asher is a Series 66-licensed financial advisor with Morgan Stanley in Walnut Creek, CA, with eight years at the firm and five years of industry experience. Prior to joining Morgan Stanley in 2018, Whitney worked for five years at UBS Financial Services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients without providing individual security recommendations as part of standalone financial plans.

Wendy Campos is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She has worked within various Wells Fargo entities since 2012, including Wells Fargo Clearing Services LLC and Wells Fargo Bank, NA. 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 approach 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.

Matthew Walker is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2008. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Leo Wang is a financial advisor at J.P. Morgan Securities with a Series 66 designation. He has approximately one year of industry experience, including roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Private Bank. Outside of finance, his work history includes employment at Ishoni Yakiniku and Callippe Preserve Golf Course, reflecting a diverse background. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that combine quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework and operates within the broader J.P. Morgan organization, offering access to a wide range of investment products.

Richard Bonavito is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jorge Rocha is a financial advisor with Charles Schwab who holds a Series 66 designation and has one year of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Bank, and Better Mortgage. Outside of finance, he was involved with SOL ROUGE LLC for two years. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 advisory services and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and research from the Schwab Center for Financial Research.

Joseph Galbraith is a financial advisor at UBS Financial Services in San Mateo, CA, with 15 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. 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 uses proprietary research and model-based asset allocations to tailor client solutions.

Anthony Trias is a financial advisor with Equitable Advisors in San Rafael, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at PRUCO Securities, TIAA-CREF, and Cullen Financial Advisors. He serves on the executive committee of Provisors, a professional networking group. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension plans, corporations, and charitable organizations. The firm’s approach involves assessing client risk tolerance to match them with appropriate advisory programs, including third-party model portfolios and discretionary management.

Henry Choi is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Edward Jones in Novato, CA, having joined the firm in 2025. Prior to Edward Jones, he worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. for a combined nine years and has earlier experience at Artech Information Systems. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a large national network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Minjeong Kang is a Financial Advisor at Merrill Lynch Wealth Management, dedicated to serving as a trusted financial resource for her clients. She guides clients through various wealth planning aspects, including asset management, liability management, estate planning strategies, and individualized investment strategies with a focus on tax efficiency. Her areas of expertise encompass college education planning, executive compensation, equity compensation services, family wealth management strategies, international wealth management, legacy planning, liquidity management, portfolio management services, individual and corporate investment strategy, and tax minimization. She collaborates closely with clients to create personalized plans aimed at achieving long-term financial goals while taking into account personal perspectives and priorities. Minjeong holds a Master's degree and a Doctorate degree from the University of Minnesota. She is a Personal Investment Advisor (PIA) and is fluent in English and Korean. Outside of her professional work, she has interests in dancing, drawing/sketching, music, photography, and traveling.

Ethan Spain is a financial advisor with Ameriprise in Walnut Creek, CA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Ameriprise and had employment at Hazy Barbecue and Safeway. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Suzette Callejo is a financial advisor at UBS Financial Services with 29 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Douglas Robbins is a financial advisor with UBS Financial Services in Mill Valley, CA, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at UBS since 1993. Outside of his advisory role, he is a partner in TAM COVE LLC, which owns a sailboat. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory work.

Yeison Mazariegos Barrios is a financial advisor at Fidelity with three years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Chase. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct algorithmic model portfolios across mutual funds, ETFs, and ETPs.

Joseph Dubose is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience at Alamo Capital, Torero Logistics, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Paulo Moraes is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and 24 years of industry experience. He has been with LPL Financial since 2011. He also operates a DBA business called Moraes & Cassidy Group, LLC in San Rafael, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research from LPL Research and third-party subadvisors.

Anupa Pandey is a financial advisor at Wells Fargo Clearing with nine years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. 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 services. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Juan Plascencia is a CFP® professional with 10 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors, LLC from 2015 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

River Kisler is a financial advisor at UBS Financial Services with less than one year of industry experience. He holds a Series 66 designation and has prior work experience at Ideaship and Santa Clara University. His background also includes a five-year tenure at Finnriver Cidery. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management and offers services such as discretionary portfolio management, mutual fund distribution, and securities-backed lending.

Tashina Reyes is an Investment Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity since 2021, previously serving as a Planning Consultant. Prior to her tenure at Fidelity, Tashina worked as a Practice Manager at Ameriprise Financial, LLC from 2017 to 2021. In her professional capacity, Tashina partners with clients and their families to develop and implement financial plans and investment strategies aimed at helping them pursue their financial goals and build confidence about their financial future. She holds a California Insurance License. Outside of her professional work, Tashina has interests that include board games, spending time at the lake, caring for pets, traveling, volunteering, and practicing yoga.