Brady Dilena is a financial advisor at Merrill with 12 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2014 and 2015, respectively. Merrill, in conjunction with its affiliate Managed Account Advisors LLC (MAA), 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alejandro Pulido is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and having 15 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2011 and 2015, respectively. 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 customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly and through Corporate Financial Planning agreements.

Tucker Barash is a financial advisor at Osaic with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial Services, Inc. for 14 years. Outside of his advisory role, he owns a sole proprietorship engaged in insurance sales. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm uses model-based asset allocation and portfolio optimization supported by various tools and provides discretionary and non-discretionary investment strategies alongside alternative investments through third-party platforms.

Cicely Jones is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds a Series 66 designation and previously worked at Axa-Advisors, LLC. Jones is also an author who self-publishes a book on financial planning for young couples and contributes articles on related topics to Forbes.com. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individual and institutional clients, using a range of firm-offered programs and third-party asset managers.

Nicholas Young is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2025. In this capacity, he leads a team of advisors and support staff dedicated to delivering a planning experience tailored to each client's unique financial situation and goals, leveraging Fidelity's comprehensive tools and resources. Nicholas has been with Fidelity Investments since 2011, progressing through several roles including Financial Representative, Private Client Specialist, Investment Consultant, Financial Consultant, Wealth Planner, and Regional Planning Consultant. His extensive experience within the firm has provided him with a broad understanding of financial planning and wealth management. He holds a California Insurance License.

Sandy Chan is a financial advisor at UBS Financial Services with 23 years of industry experience. She has held her current role at UBS since 2013. Sandy holds Series 63 and Series 65 licenses. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations.

Christina Rotairo is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2007. Outside of her advisory role, she serves as a power of attorney for a family member. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Katie Henry is a Wealth Management Advisor at Merrill Lynch Wealth Management in San Francisco. She works with affluent individuals and families to understand their comprehensive financial situations, including banking, investments, financing, and retirement plan services. Katie develops personalized financial strategies aimed at preserving, managing, and growing wealth for current and future generations. She specializes in family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, women and wealth, and retirement income. Katie uses the investment resources of Merrill and the banking capabilities of Bank of America to support various aspects of her clients' financial lives. Katie earned a Bachelor of Science in Business Administration in 2005 and a Master of Science in Financial Analysis and Investment Management in 2010, both from Saint Mary's College of California. She holds the CERTIFIED FINANCIAL PLANNER (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Outside of her professional work, she is involved in the community as a soccer coach for LMYA.

Lena Trotter Beasley is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2015 to 2017. Outside of her financial advisory role, she is involved with Smitty's Best BBQ. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through various specialized programs and services.

Quentin Aknin is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2016. Outside of his advisory role, he has worked as an independent contractor driver for Uber after business hours. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes using firm-approved tools and market outlook models.

Betsy Bliss is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 licenses and 48 years of industry experience. She has worked at J.P. Morgan Securities since 2008 and JPMorgan Chase Bank, N.A. since 2010. Prior to that, she was with Cibc World Markets Corp. and Oppenheimer. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation, investment manager searches, and customized reporting. The firm’s process integrates quantitative and qualitative research and includes capabilities in derivatives and commodities through its broader regulatory registrations.

Terrence Kotsatos is a CFP® and ChFC® with 28 years of industry experience. He has been with Edward Jones since 2010, based in Albany, CA. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Shannon Bennett is a financial advisor with Raymond James & Associates in San Rafael, CA, holding a Series 66 credential and 23 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, charitable, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Piers Cornelius is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 designations and 26 years of industry experience. He has been with J.P. Morgan Securities since 2008 and has worked at JPMorgan Chase Bank, N.A. since 2016. Based in San Francisco, CA, his career spans roles within the same institution over nearly two decades. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, utilizing forward-looking capital market assumptions and an ESG eligibility framework.

Sakiko Kono is a financial advisor with Ameriprise in Richmond, CA, holding a Series 63 designation and 32 years of industry experience. She has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of her advisory role, she serves as president of the board of directors for Himawari-Kai and has participated in independent film acting and jazz singing as performing arts activities. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research-driven strategies and tax-efficient withdrawal planning. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of its institutional category.

Mason Billings is a financial advisor at Stifel with 9 years of industry experience. He holds the Series 66 designation and has been with Stifel Nicolaus & Co. since 2015. Based in San Francisco, CA, he provides advisory services to a diverse client base. Stifel serves individuals, including high net worth and non-HNW clients, as well as institutional clients such as pension plans and charitable organizations. The firm offers brokerage and investment advisory services, utilizing a proprietary methodology developed by its Investment Strategy Group to support asset allocation and financial planning.

Michael Heckmann is a financial advisor with Stifel in San Rafael, California, holding a Series 63 designation and 37 years of industry experience. His prior work includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in rental property management. 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 allocation methodologies developed by its Investment Strategy Group.

Scott Sinclair is a financial advisor with Wells Fargo Clearing in San Francisco, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He previously worked at Prudential Equity Group, LLC for 15 years before joining Wells Fargo in 2016. Outside of his advisory role, he is a co-owner of Sinclair Sunwear, a small business specializing in hat sales. Wells Fargo Advisors is a national securities firm that serves individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of brokerage and advisory solutions.

Henry Korngut is a financial advisor at OSAIC with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including American Portfolios Financial Services, Pacific Wealth Group, First Allied Securities, Round Hill Securities, and J.P. Morgan Securities. Outside of his advisory work, he serves as treasurer and board member for Valley Girls Softball and is involved in divorce financial resolution and insurance advisory businesses. OSAIC Wealth serves a diverse client base ranging from individual investors to institutional clients, offering a range of brokerage and advisory services. The firm employs model-based asset allocation and portfolio optimization and supports multiple investment programs delivered through a complex network of affiliated broker-dealers, RIAs, and asset managers.

Gabriel Gutierrez Rodriguez is a Financial Consultant at Fidelity Investments, where he partners with clients to utilize a range of financial products and services aimed at advancing their financial goals. He has held this role since 2025, following his position as an Investment Consultant at Fidelity Investments from 2023 to 2025. Prior to his current tenure at Fidelity, Gabriel worked as a Financial Consultant at E*TRADE from 2019 to 2023. His earlier experience includes roles as a Premier Banker at Wells Fargo from 2018 to 2019 and as a Private Client Banker at JP Morgan Chase from 2013 to 2018. Gabriel holds a California Insurance License.