Robert Cooper is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has worked previously at Bank of America, N.A., Morgan Stanley, and MBS Source eTrading, Inc., and was involved with the Marin Bocce Federation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jorge Venegas is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 designation and has worked with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and committee insights to support its clients' financial goals.

Jeffrey Richardson is a financial advisor at Fisher Investments based in San Francisco, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, offering discretionary portfolio management across various asset classes and employing a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios.

George Aarsheim is a financial advisor with Charles Schwab in Corte Madera, CA, holding a Series 66 designation and one year of industry experience. Prior to rejoining Charles Schwab in 2025, he spent several years in full-time education and worked at Instacart and Marin Country Club. 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. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Christina Lee is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at firms including Credit Suisse AG, Morgan Stanley, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Sayaka Collard is a financial advisor with Merrill in San Francisco, CA. She holds the Series 66 designation and has been with Merrill since 2019. Prior to her current role, she worked at Pacific Island Club Guam and attended Chapman University. 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 variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kenneth Lauranzano is a financial advisor at Stifel with 32 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is also an owner of a rental property in Summerville, South Carolina. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach incorporates proprietary methodologies developed by its Investment Strategy Group, using forward-looking market assumptions and probabilistic modeling to support client asset allocation and planning decisions.

Andrew Tse is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he owns and manages residential rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Scott Caldwell is a financial advisor with LPL Financial in Greenbrae, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has been with LPL Financial (formerly LINSCO Private Ledger) since 2000. Caldwell also co-manages Sweetwater Farm LP, a limited partnership established for tax purposes, alongside his brother. 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 services including financial planning, model portfolio programs, and access to third-party asset management, with advice delivered primarily through a network of investment adviser representatives.

Michael Grosse is a financial advisor at UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing services such as futures commission merchant operations, principal trading, and proprietary research.

Walton Edward "Buzz" Brown, Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management in Oakland, California. He has been managing investments and providing financial guidance to both individual and institutional clients since 1998. In his role, Buzz focuses on creating personalized wealth management strategies tailored to clients’ unique financial situations and goals. He works closely with clients navigating significant life changes such as sudden wealth, approaching retirement, and those in need of stock option, tax minimization, and estate planning strategies. Additionally, he has particular expertise supporting women who are newly divorced or widowed. Buzz holds a Bachelor of Science degree in Business Management from Pepperdine University and carries the Personal Investment Advisor (PIA) designation. A third-generation Californian, he has deep roots in both Northern and Southern California and resides in the Lincoln Highlands District of Oakland. Beyond his professional commitments, Buzz participates actively in community service through volunteering, reflecting the Merrill tradition of community involvement. His personal interests include adventure sports such as rock climbing, skydiving, and bungee jumping, as well as biking, cooking, gardening, hiking, traveling, and spending time with his family.

George Jieh is a financial advisor with Merrill in San Francisco, holding a Series 66 designation and six years of industry experience. He has been with Merrill since 2016. Outside of his advisory role, he operates a sole proprietorship under his own name and engages in gig work delivering food for DoorDash. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Kim Lien Le is a financial advisor at UBS Financial Services with 24 years of industry experience. Prior to joining UBS in 2022, Le worked at Morgan Stanley and Morgan Stanley & Co., Inc. for a combined 15 years. Outside of financial advising, Le owns a home baked goods business called SEN5ES. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Daniella Diaz-Partenach is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments since 1999, progressing through various roles including Vice President, Financial Consultant, Retirement Solutions Representative, and Senior Investments Consultant. With 26 years of experience, she works with clients and families to develop, implement, and maintain financial plans aimed at achieving their financial goals. Daniella holds a California Insurance License and has extensive experience in wealth management and financial consulting. Her career at Fidelity Investments has provided her with a comprehensive understanding of investment strategies and retirement solutions. Outside of her professional work, Daniella enjoys spending time at the beach, attending concerts, exploring food, socializing with friends, caring for pets, and traveling.

John Lucas Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He worked at UBS Financial Services Inc. for 17 years prior to joining Raymond James. He serves as a trusted advisor in a client estate plan, assisting with the facilitation of client wishes pursuant to wills and trusts. Raymond James & Associates is a large institution serving individuals, institutional clients, and plan sponsors with financial planning and advisory services. The firm offers a range of portfolio management styles supported by research and is notable for its municipal advisory services and comprehensive affiliate ecosystem.

Nicolas Kirsch is a financial advisor with LPL Financial based in San Francisco, CA. He holds a Series 66 designation and has three years of industry experience, including prior roles at Commonwealth Financial Network and Equitable Advisors. Outside of advising, he has engaged in fixed insurance sales. 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 services through a large network of advisors and employs various portfolio management strategies alongside technology tools for operational support.

Jacob Saliba is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63, 65, and 66 licenses. His prior work includes positions at Barclays Capital, Lehman Brothers, and Forge Securities, as well as multiple roles within JPMorgan Chase and JPMorgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative due diligence and incorporates an ESG eligibility framework.

Scott Duff is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2012. Outside of his advisory role, he manages rental properties. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jason Gilman is a financial advisor with Merrill in San Francisco, CA, holding Series 63 and Series 65 licenses and 32 years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, Ohio National Financial Services, and Waddell & Reed, Inc. He serves as Membership Chairperson and a voting board member of the NAIFA Greater Bay Area local chapter. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual, high-net-worth, pension, corporate, and charitable clients using model-based and discretionary investment strategies developed by internal and third-party managers.

Hok In Un is a financial advisor with J.P. Morgan Securities in San Leandro, CA, holding a Series 66 designation and six years of industry experience. Their prior work includes four years at Tumi Inc before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC, where they have been employed since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.