Damon Becker is a financial advisor with LPL Financial in Walnut Creek, CA, holding a Series 63 designation and 33 years of industry experience. He has been associated with LPL Financial since 2003 and leads Becker Financial Group, which he founded in 2004. Becker serves on the investment committee for Hillcrest Orchard, a family business. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, retirement plan consulting, and brokerage services to individuals, retirement plans, institutions, and charitable organizations through a national network of advisors. The firm offers discretionary and non-discretionary management with access to model portfolios, third-party subadvisors, and various investment strategies.

Miguel O’Hara is a financial advisor with Charles Schwab, holding the CFP® designation along with Series 63 and Series 66 licenses. He has 14 years of industry experience, including prior roles at JP Morgan Chase Bank and JP Morgan Securities. He has been with Charles Schwab since 2020. 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 blend of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Joseph A. Senna is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2008. Senna holds Series 63, Series 65, and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management through a wide range of products and proprietary research.

Xiao Meng Qi is a Senior Financial Advisor with Merrill Lynch Wealth Management. She specializes in family wealth management strategies, liquidity management, personal retirement planning, portfolio management services, small business strategies, individual and corporate investment strategy, tax minimization, and retirement income. Her approach to financial advising integrates asset allocation from a top-down perspective and meticulous selection of stocks and bonds from the bottom up. She emphasizes sector rotation to rebalance portfolios in alignment with clients’ goals and expectations. Ms. Qi holds a Personal Investment Advisor (PIA) designation and an educational background that includes a Master’s Degree from Claremont Graduate School, a Master of Business Administration (MBA) from the University of California, and a Bachelor’s Degree from Fudan University in Shanghai, China. She values a personalized, one-on-one approach to developing financial strategies tailored to help clients pursue their long-term goals. In addition to her professional work, Ms. Qi participates actively in community volunteer organizations. Her personal interests include cooking, gardening, hiking, music, photography, and traveling.

Mark Baca is a financial advisor with Cetera, holding the ChFC® designation and over 40 years of industry experience. He has an extensive career history including long-term roles at Cetera Advisor Networks LLC and American River Wealth Management. Baca also operates The Baca Group, an insurance services business. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options, financial planning, and consulting services.

Adam Walker is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at JPMorgan Securities LLC for ten years and is a 50% owner of HuBro LLC, a family property management business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Eric McCormick is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2005. In this position, he focuses on supporting clients and associates by helping them work towards their definition of success. Prior to joining Fidelity, Eric served as Sales Director at TD Waterhouse Investor Services, Inc from 1996 to 2005 and was an Institutional Bond Trader at Gruntal & Co, Inc. from 1995 to 1996. Eric holds a California Insurance License and brings extensive experience in financial services, sales leadership, and institutional trading. Outside of his professional responsibilities, he enjoys biking, hiking, skiing, reading, spending time with family, and caring for pets.

Patrick Van Hien is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2012, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, Financial Consultant, and currently serving as Vice President since 2022. With over 12 years of experience, Patrick works with clients to co-create comprehensive financial plans that incorporate tax-efficient investing, estate planning considerations, capital preservation, and income generation. He is dedicated to understanding his clients' needs and leveraging both his experience and Fidelity's resources to assist each individual. Patrick holds a California Insurance License. Outside of his professional work, he has interests in food and traveling.

Jimi Sidhu is a financial advisor with Merrill in Walnut Creek, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. Prior to his current role at Merrill and Bank of America since 2018, he worked at Jutland Chertock and was involved with TEE IT UP! for eight years. 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 to individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates with Bank of America’s broader corporate platform, providing access to a wide array of investment products and services.

Chadwick Bolick is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2016. Outside of his advisory role, he is a minority partner in The Porter Club LLC, a travel advisory business based in San Francisco focused on creating client itineraries. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s approach includes structured planning tools and models developed by its Global Investment Committee, serving a broad range of clients with diverse financial products and programs.

Coburn Brassey is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at The Pinza Group, The Sink, Up Software Solutions, and Ameritech Windows. He studied at The University of Colorado Boulder from 2020 to 2024. Morgan Stanley Wealth Management serves individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial goals.

Blake Winters is a financial advisor with Fidelity in Oakland, CA, holding a Series 66 designation and nine years of industry experience. His career includes roles at Fidelity Investments, Royal Alliance Associates, Inc., Financial Dimensions Group, Inc., Janney Montgomery Scott, and The Vanguard Group. Fidelity’s Strategic Advisers LLC, where Winters is affiliated, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across a wide investable universe of mutual funds, ETFs, and ETPs.

Alan Shimizu is a Series 66-licensed financial advisor with Merrill in Walnut Creek, CA, with six years of industry experience including prior work at Bank of America. Before entering financial services, he spent over two decades at Sierra Nursery Sales. Outside of his advisory role, he serves as treasurer for SYM Ventures LLC, a family-held limited liability company. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Linda Standen is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She previously worked at Bank of America and Merrill before joining UBS in 2018. Standen serves as an advisory board member for the Salvation Army of Alameda County. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored by a network of financial advisors using proprietary research and model-based asset allocations.

Basil Barouki is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and 13 years of industry experience. He has worked at Wells Fargo Bank and Wells Fargo Clearing since 2020 and previously spent seven years with Bank of America and Merrill. Outside of his advisory role, he has involvement in a community fitness app business, LFG FITNESS, LLC, and owns Spice Rags LLC. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 advisors, providing a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Patricia Mitchell is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients, including tailored financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate agreements.

Ai Leng Goh is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and bringing 23 years of industry experience. She has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory work, she manages a rental property. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, supported by extensive research and a broad range of brokerage and advisory solutions.

Benjamin Snyder is a financial advisor with Mass Mutual Investors Services in Walnut Creek, CA. He holds a Series 66 designation and has less than one year of industry experience. Prior to his current role, his background includes work with MassMutual Life Insurance Company and various positions outside the financial services industry, including roles at Tel Aviv University and nonprofit organizations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and a collaborative planning approach.

Kevin Stromfeld is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2020, initially working as a Financial Consultant before his current role. Prior to joining Fidelity, he worked as a Wealth Management Advisor at TIAA from 2018 to 2020 and as an Investment Counselor at Fisher Investments from 2013 to 2018. Kevin holds the Chartered Financial Analyst (CFA) designation and is a Certified Financial Planner™ (CFP). He possesses a California Insurance License. Outside of his professional work, Kevin enjoys baseball, family activities, skiing, and traveling.

Patrick Fanning is a financial advisor at Cetera with 39 years of industry experience. He holds a Series 63 designation and has been associated with Cetera and its affiliates since 2013. Prior to joining Cetera, he founded and continues to operate PTF Financial Services. Outside of his advisory work, he serves as a board member and archivist for the Diablo Advisory Committee, a country club committee focused on planning and zoning matters. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management and financial planning services, managing over $256 billion in assets through more than 10,000 advisors.