Marco Carrasco is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes roles at J.P. Morgan Securities and Mutual of Omaha Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement consulting, and brokerage services. The firm manages approximately $671 billion in assets and utilizes research from Wells Fargo Investment Institute alongside third-party data to guide investment decisions.

Tiffany Diaz is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. She has worked at LPL Financial since 2024 and has been associated with BMO Bank N.A. since 2012. Outside of her advisory work, Diaz is a notary public in California and operates systems for K & D Productions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Diana Chan is a CFP® professional with 34 years of industry experience. She has been with OSAIC since 2024 and previously worked at Woodbury Financial Services, Inc. for 32 years. In addition to her advisory role, she is a licensed insurance agent involved in fixed insurance sales and fixed indexed annuities. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment process with portfolio optimization and offers a variety of advisory and brokerage services through a multi-advisor platform.

Alice Wilms is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at New York Life and Thrivent Financial, in addition to consulting and self-employed roles. Wilms serves on the board of Save World Children, a nonprofit where she focuses on building partnerships and raising awareness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Neelofar Hossaini is a financial advisor with Wells Fargo Clearing in Danville, CA, holding a Series 63 designation and eight years of industry experience. She has held various roles within Wells Fargo entities since 2014. Outside of her advisory work, she is an authorized signer for a local hair salon’s business accounts in case of emergencies. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Steven Kay is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its related entities since 2013, as well as Pension Planners Securities, Inc. from 2003 to 2008. In addition to his advisory role, he is involved in fixed life and health insurance through his business, Steve Kay Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment solutions.

Jay Gilson is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 11 years of industry experience. Prior to joining Raymond James, he worked at Summit Financial Group and Securian Financial Services. Outside of advising, Gilson operates Gilson Consulting, providing accounting and tax consulting services to a long-term client. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers non-discretionary, tailored planning and consulting using analytical tools and supports municipal and public finance work through a unique affiliate arrangement.

Jonathan Lee is a CFP® and ChFC® with 21 years of industry experience. He is currently with OSAIC and previously worked for Lincoln Financial Advisors Corporation and Osaic FA, Inc. He is based in San Ramon, CA. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach uses model-based asset allocation and portfolio optimization with a range of customizable strategies and third-party manager options.

Jeffrey Martin is a financial advisor at Wells Fargo Advisors with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Morgan Stanley in various capacities. Martin is also a 40% owner of Martin Financial Group, an investment management business based in Brentwood, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports & entertainment planning, using proprietary research and planning tools to develop tailored recommendations.

Samantha Sagers Davenport is a financial advisor with Mass Mutual Investors Services in Brentwood, CA. She holds Series 63 and Series 65 licenses and has 22 years of industry experience, all with Mass Mutual Financial and MML Investors Services. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements and specializes in event-driven planning programs such as divorce and estate-settlement planning.

Rima Chakraborty is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and bringing 11 years of industry experience. Her prior roles include positions at JP Morgan Chase Bank, JP Morgan Securities LLC, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary options. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of investment products including insurance-related vehicles and bank deposit sweep options.

Eric Slack is a financial advisor with LPL Financial in San Ramon, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Transamerica Capital Inc and AMG Funds LLC. Outside of his advisory role, he is involved in estate services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Michael Powell is a CFP® professional with 18 years of experience in financial advising. He is currently with Ameriprise, where he has worked since 2021. His prior experience includes roles at O'Donnell Financial Services, Independent Financial Group, LPL Financial, and several other firms. Powell is also the owner of Silverstone Financial LLC and provides pro bono financial coaching to widows through the nonprofit Wings for Widows. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice. The firm uses a centralized service team and proprietary tools to provide asset allocation and withdrawal strategy guidance within an investment framework influenced by affiliated product partnerships.

Cody Steele is a financial advisor at OSAIC in San Ramon, CA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Momentum Value Partners and Macrostie, as well as experience at James Marco Steele MD. There are no notable outside business activities reported. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization, supporting discretionary and advisor-managed strategies with a range of program options.

Raul Aguilar Jr. is a financial advisor at Edward Jones with eight years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2022, he worked at NYLIFE Securities LLC and New York Life Insurance Company from 2020 to 2022, and Wells Fargo Clearing Services LLC from 2015 to 2020. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies under a fiduciary standard.

Jason Martin is a financial advisor with Wells Fargo Advisors in Brentwood, CA, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Waddell & Reed, and Morgan Stanley & Co. LLC. Outside of his advisory work, Martin has ownership in a portfolio management business, Martin Financial Group Inc. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

John Odea is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 22 years of industry experience. Prior to joining Raymond James in 2023, he worked at Summit Financial and Securian Financial Services. Outside of his advisory role, he is also an insurance agent focusing on life, disability, and long-term care insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning and supports municipal and public finance work through its unique affiliations.

Harry Bonn is a financial advisor at Cetera with over 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Bonn has held positions at several firms including Woodbury Financial Services, Minnesota Life Insurance Company, and Securian Financial Services. He is also the managing partner of Bay Area Wealth Management Group LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management programs and access to third-party money managers.

Sarah Rush is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Osaic since 2025. Her prior roles include positions at Lincoln Financial Advisors, Wells Fargo Clearing, and Merrill. In addition to her advisory work, she holds insurance agent licenses and offers life insurance, annuities, and long-term care insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm utilizes a model-based investment approach with various advisory programs and third-party manager options.

Brianna Visalli is a financial advisor at Raymond James Financial with Series 66 credentials and one year of industry experience. Before entering financial services, she had a professional athletic career, including playing in the National Women’s Soccer League and the Barclay’s Women’s Super League. She also worked in Stanford University’s Athletics Department for two years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its recommendations through various advisory programs and technology-driven solutions.