Matthew Voelker is an Investment Consultant at Fidelity Investments, where he partners with families to help them understand and pursue their financial goals. He focuses on building genuine relationships to learn what is most important to each client and co-creates plans that provide a vision and sense of security. Matthew began his professional career at Fidelity Investments as a Financial Representative in 2025 before advancing to his current role as an Investment Consultant. He holds a California Insurance License, supporting his work with clients' financial and insurance needs. Outside of his professional work, Matthew's personal interests include baseball, family activities, fitness, football, golf, and traveling.

Gregory Cohn is a financial advisor with Mass Mutual Investors Services in Pleasanton, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2001. Outside of his advisory role, he is a joint owner of a thoroughbred racehorse. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and offers a range of investment and educational programs.

Connor Smith is a financial advisor at Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation with three years of industry experience. His prior roles include work with Richard Atkinson DBA Penwest Insurance Services and Ace Hardware. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and investment modeling techniques.

Ellen Nguyen is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 designations and has been with JPMC Bank NA and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a manager solutions team.

Navjit Singh is a financial advisor at Wells Fargo Clearing with 22 years of industry experience and holds a Series 66 designation. His prior experience includes roles at LPL Financial, Wells Fargo Investments, Wamu Investments, Merrill, and Equitable Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large team of over 14,000 advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Steven Tran is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. His career includes multiple roles at Wells Fargo entities as well as positions at Harrisdirect LLC and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions, using research and analytics to guide investment decisions within diversified portfolios.

Andrew Barrie is a financial advisor at Morgan Stanley in Pleasanton, CA, holding a Series 66 designation. He has professional experience with Morgan Stanley Private Bank and Morgan Stanley since 2026, and prior to that served five years in the US Navy. Outside of his advisory role, he has worked with ASM America and Love's Travel Stops & Country Stores Inc. 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 uses a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Bharti Gupta is a financial advisor with Charles Schwab in Walnut Creek, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Charles Schwab in 2019, she worked at Merrill and Bank of America. Charles Schwab & Co., Inc. serves a large client base of 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 model portfolio approach supported by research from the Schwab Center for Financial Research.

Liyuan Lee is a financial advisor at LPL Financial with four years of industry experience. Prior to joining LPL Financial, Lee worked at Sid Financial Services for five years and at Riverbed Technology for seven years. Lee holds the Series 63 and Series 65 credentials and is based in Concord, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Luke Lee is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at TD Ameritrade and Charles Schwab Bank. 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, offering both non-discretionary and discretionary investment guidance through a multi-asset model portfolio approach and centralized operational infrastructure.

Catherine Evans is a CFP®-certified financial advisor with 23 years of industry experience. She is currently with J.P. Morgan Securities and has previously worked extensively with First Republic entities for over 15 years. Outside of her advisory career, she is a partner in Ski More LLC, a business formed to own a ski condo within a rental pool. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory approach combines quantitative and qualitative research, utilizing forward-looking capital market assumptions and may incorporate an ESG eligibility framework.

Preston Rodriguez is a financial advisor at Equitable Advisors in Walnut Creek, CA, holding a Series 66 designation with three years of industry experience. His prior work history includes roles at Roseleaf Gardens, McDonald's, and Parkmead Keyspot. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Steven Varlas is a financial advisor with J.P. Morgan Securities in Danville, CA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2011. Outside of his advisory role, he has been involved with NAALI FIT, LLC (formerly Paragon Fitness, LLC) since 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager research, and customized performance reporting, supported by centralized due diligence and incorporating ESG considerations.

Betty Lee is a financial advisor at Cetera with 29 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Principal Securities Inc. and Principal Life Insurance Company for eight years. She serves on the board of the Stapleton School of the Performing Arts and is president of the Northern California chapter of Women in Financial Services, where she leads initiatives to develop and advance women in the industry. Lee also serves as co-treasurer and board member of Gilead House. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms, operating as a multi-manager platform with a wide range of investment options and over $256 billion in assets under management.

Michael Bissada is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, he worked at Cushman & Wakefield for eight years and at Pacific Union International for one year. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Colby Hall is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he was a full-time student. He is also the owner of a rental property in Las Vegas, NV. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and provides ERISA fiduciary services while managing a range of investment products including mutual funds, ETFs, and alternative investments.

Akgaukhar Nuskabayeva is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Her prior roles include positions at J.P. Morgan Securities LLC, Thrivent Financial, and VTB Capital. Outside of finance, she is an owner and partner of a home kitchen bakery called Bread For Joy LLP. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party databases to support diversified portfolio strategies.

Trisha Asbury is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and proprietary tools to develop tailored plans without offering individual security recommendations.

Eric Schreiber is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Strategic Advisers and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, 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 manage discretionary and non-discretionary portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Eren Karadeli is a Financial Advisor at Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to develop personalized wealth management strategies that align with their financial goals. His services include retirement planning, portfolio management, college education planning, executive and equity compensation, family wealth management, legacy planning, small business strategies, tax minimization, and retirement income. Eren holds a Bachelor's Degree from Sakarya University and a Master of Business Administration (MBA) from Golden Gate University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English and Turkish, he leverages his background in engineering and finance to provide analytical and practical solutions to his clients. Outside of his professional role, Eren participates in community activities including involvement with GGU Alumni and Global SF. He enjoys spending time with his family and pursuing interests such as antiquing, basketball, cooking, football, golfing, hiking, reading, soccer, tennis, and volunteering in his community.