Kurt King is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in Walnut Creek, CA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2015. Outside of his advisory role, he has reported involvement in non-investment-related real estate ownership. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet certain asset criteria, combining research, modeling, and tax-efficiency strategies to produce personalized recommendation reports delivered in partnership with advisors like King.

Raymond Preston Jr. is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at Axa Advisors. Preston also serves as a successor trustee for his immediate family. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs delivered through a network of Investment Adviser Representatives, utilizing both proprietary and third-party investment solutions.

Cassandra Pate is a financial advisor with Morgan Stanley in San Rafael, CA, holding a Series 66 credential and seven years of industry experience. She has been with Morgan Stanley since 2018 and previously worked at Starbucks Coffee Company for five years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm‑approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Christel Robbins-Whittier is a Financial Consultant at Fidelity Investments, a role she has held since 2019. She has been with Fidelity Investments since 1998, with previous positions including Retirement Planner, Relationship Manager, Financial Representative, and Senior Investment Data Analyst. Her experience spans various aspects of financial planning and client relationship management within the firm. Robbins-Whittier holds a California Insurance License, which supports her work in the financial services sector. She is committed to partnering with clients and their families to work towards their financial goals. Outside of her professional career, she has personal interests that include cars, family activities, movies, pets, Pilates, and traveling.

Taylor Wan is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at UBS Financial Services. His prior experience includes roles at Wells Fargo Clearing, JP Morgan Securities, JP Morgan Chase Bank, and Charles Schwab. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor financial plans and portfolio management services. The firm integrates institutional trading capabilities with wealth management, providing a broad range of services including futures commission merchant activities, principal trading, and affiliated banking programs.

Paul Schieber is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding Series 63, 65, and 66 licenses and 34 years of industry experience. His prior roles include positions at Fidelity Investments and Principal Funds Distributor. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Mark Jongeward is a CFP® and holds a Series 66 license with 40 years of industry experience. He has been with Ameriprise since 2005, currently serving in Walnut Creek, CA. Outside of his advisory role, he is involved in business ownership through MESA LLC. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security options, and tax-smart withdrawal strategies, combining research, modeling, and tax-efficiency analysis to support client planning.

Mackenzie Sitzwohl is a Series 66-licensed financial advisor with Morgan Stanley in Orinda, CA, and has four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Sitzwohl worked at Victory Financial Planning and The Standard Insurance Company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process employs firm-approved tools and modeling techniques, offering tailored financial plans without individual security recommendations as part of standalone programs.

Ma Rosanne Fernandez is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation and two years of industry experience. She has been with Morgan Stanley since 2020. Prior to this, she worked at J Jill and was unemployed for a period before joining Morgan Stanley. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Nishant Shailendra is a financial advisor at Morgan Stanley in Walnut Creek, CA, with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and at Citigroup Global Markets since 2006. Outside of his advisory role, he is involved in several entrepreneurial ventures including a contract photography business, and serves as Social Chair for the Oak Grove Swim Club. Morgan Stanley Wealth Management is a firm that provides a wide range of advisory programs to individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct individual plans and Corporate Financial Planning agreements with employers.

Grace Ngai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She previously worked at Charles Schwab Co., Inc. and Charles Schwab Bank, SSB for 12 years. Outside of her advisory role, she manages a rental property in Napa, California. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Kathy Sowl Chelini is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Wells Fargo Clearing and RBC Dain Rauscher Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a wide range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Trevor Coons is a financial advisor at Fidelity with a Series 66 credential and two years of industry experience. Prior to joining Fidelity, he worked at Cybercoders and held positions at Gong and LendingClub. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, managing model portfolios that utilize mutual funds, ETFs, and ETPs.

Alexander Taft is a financial advisor at UBS Financial Services in Mill Valley, CA, holding Series 63 and Series 65 designations with 36 years of industry experience. He has been with UBS since 1989. 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 strategies.

Michael Felton is a financial advisor at Osaic with 34 years of industry experience. He has held roles at Securities America Advisors, Inc. from 2009 to 2024 before joining Osaic. In addition to his advisory work, he operates Michael Felton Insurance Services, where he conducts risk analysis and reviews insurance coverage as part of comprehensive financial planning. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a network of affiliated advisers to provide integrated brokerage and advisory services, employing asset-allocation tools and third-party platforms to manage portfolios across various investment types.

Karl Arias is a financial advisor with Edward Jones in Walnut Creek, CA, holding a Series 66 designation and two years of industry experience. He previously worked at JPMorgan Chase Bank for 18 years before joining Edward Jones in 2023. 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Matthew Mayer is a Wealth Management Advisor with the Mayer Group, operating within Merrill Lynch Wealth Management. He works alongside a team of specialists, including his father and client associate Elizabeth, providing goals-based wealth management to accomplished professionals, families, and business owners. Matthew's primary focus is on wealth planning, assisting clients with family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, as well as retirement income. In September 2022, he earned the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services. He holds a bachelor's degree from the University of Colorado. Outside of his professional responsibilities, Matthew enjoys cooking, golfing, music, reading, skiing, and spending time with his family. He lives in Petaluma with his wife Alexandria and their two dogs.

Jeffrey Miller is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with MML Investors Services Inc since 2009 and MassMutual Life Insurance Company since 2008. Outside of his advisory work, Miller serves as a high school swim coach. MassMutual Investors Services operates as a subsidiary of MassMutual and provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, along with educational seminars.

Michael Chong is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. His prior experience includes roles at Contra Costa Christian Schools, Ameritas Life Insurance, Waddell & Reed, and involvement with Big King Inc and Diablo Divorce, the latter being a business entity related to his financial advisory practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research and third-party subadvisors.

Brian Lopipero is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding Series 63 and Series 66 licenses and five years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2020 to 2022, and at Ecolab from 2014 to 2020. Outside of his advisory role, he operates a small business selling baseball cards on eBay. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates proprietary research and institutional trading capabilities to deliver tailored investment solutions.