Mitchell Sauberman is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he serves as a trustee for a trust based in Pleasanton, California. 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 and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Gregory Eissner is a CFP® with 34 years of experience in the financial industry, currently associated with LPL Financial. He has held advisory roles at Commonwealth Financial Network and operated his own firms, including Eissner Financial and Martin, Wardin, & Eissner Financial Group Inc. Outside of his advisory work, he is involved with several private entities related to securities, advisory, and insurance businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management services utilizing model portfolios, third-party subadvisors, and customized strategies.

Laurelle Daniels is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has worked at UBS since 2012, following prior roles at Morgan Stanley and Citigroup Global Markets. Outside of her advisory work, Daniels is a consultant for a skincare business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions. The firm offers a range of services including financial planning, portfolio management, and access to proprietary research and capital markets expertise.

Courtney Chynces is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 18 years of industry experience. Her prior work includes roles at Merrill, Jackson National Life Distributors, and United Planners Financial Services. She also serves as a board member for the Oakridge Village Homeowners Association. Cambridge Investment Research Advisors serves a diverse client base including individual and institutional investors such as pension and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals, managing a multi‑billion dollar asset base across various platforms and custodians.

Brian Mui is a financial advisor with J.P. Morgan Securities in San Ramon, CA, holding a Series 66 designation and over 21 years of industry experience. His prior roles include positions at Morgan Stanley, National Planning Corporation, and Wells Fargo Investments. He has been with J.P. Morgan Securities since 2012 and concurrently associated with JPMorgan Chase Bank since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework, supporting client decision-making with centralized due diligence and access to related investment-management entities.

Allen Leung is a financial advisor with Wells Fargo Clearing in Walnut Creek, CA, holding a Series 66 designation and 21 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 research and analytics to inform its investment approach and offers a broad range of brokerage and advisory solutions.

Jenner Stimpfig is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2006 and currently serves as the Resident Director of the Pleasanton office, overseeing 24 Financial Advisors and over $3.425 billion in assets and liabilities as of April 1st, 2024. Jenner's team focuses on creating and updating financial plans that align with clients' goals and life events, serving individuals, families, company owners, executives, and retirees. With 22 years of industry experience, Jenner specializes in wealth management, retirement benefit consulting, and employee financial wellness programs. He holds several professional designations, including the Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Additionally, he holds a Bachelor's Degree from the California State University System. Beyond his professional role, Jenner is involved with the Gratitude Network and dedicates time to nonprofit and community-based organizations. He resides in Danville with his wife and two daughters.

Richard Disho is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018, following prior roles at Steiner Group and OMNI Global. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a nationwide network of approximately 23,701 advisors and over $1 trillion in assets under management.

Nate Linford is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2020, progressing through roles including Investment Consultant and Financial Consultant before his current position beginning in 2025. Prior to joining Fidelity, Nate worked as a Financial Solutions Advisor and Financial Advisor at Merrill and Merrill Lynch from 2017 to 2020. In his role, Nate focuses on understanding each client's unique circumstances, goals, and preferences to develop comprehensive financial plans. His approach leverages Fidelity's brand, technology, and investment strategies to support investors across different life stages. He holds a California Insurance License. Outside of his professional work, Nate's personal interests include biking, golf, parenthood, skiing, snowboarding, and surfing.

Marit Bailey is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has prior work history at First Republic Securities Company and VII Peaks Capital. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and market simulations.

Matthew Corrado is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding a Series 63 designation and 38 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 services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and offers proprietary research, custody, underwriting, and capital markets solutions.

John Jaber is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has worked at UBS since 2014, following ten years at Morgan Stanley DW Inc. and one year at Morgan Stanley & Co. LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 strategies to clients' goals and risk tolerances.

Daniel Grover is a Certified Financial Planner® with 30 years of industry experience, currently serving at UBS Financial Services since 2021. His prior roles include positions at First Republic Investment Management and Wingspan Insurance Group. He is a member of the board of directors for Lafayette Partners in Education, a nonprofit supporting local public schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and model-based asset allocations.

Abhijit Talathi is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Fremont Bank, Marina Landing Family Dentistry, and Cisco Systems Inc. Outside of his advisory role, he is involved with a dental practice as outside employment. 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.

Tina Fletcher is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 certifications and has 45 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its advisory services.

Judith Feuer is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she worked at Robert Half International from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Rohan is a CFP®-certified financial advisor with 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent 11 years at A. G. Edwards & Sons, Inc. 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 offers a range of brokerage and advisory solutions supported by in-house research and third-party analytics.

Michael Muniz is a financial advisor with UBS Financial Services holding a Series 66 designation and 26 years of industry experience. His prior work includes positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Eliza Nuffer is a financial advisor with UBS Financial Services, holding a Series 66 designation and four years of industry experience. She has worked at UBS since 2023 and previously spent time at Infinity Financial Services and Golden Gate University. 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 combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client strategies.

Clinton Greene is a financial advisor at UBS Financial Services with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill for 10 years before joining UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and capital markets services.