Catherine Evans is a CFP® with 23 years of industry experience, currently serving at J.P. Morgan Securities. She has held roles at First Republic Investment Management and related entities from 2002 to 2023. Outside of her advisory work, she is an owner and partner of Ski More LLC, a company formed to own a ski condominium that participates in a rental pool. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity pool operator registrations.

Preston Rodriguez is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors in 2023, his work history includes roles outside the financial industry such as positions at Roseleaf Gardens and McDonald's. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations. The firm provides financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing both in-house and third-party solutions.

Steven Varlas is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. Outside of finance, he has been involved with NAALI FIT, LLC, a fitness-related business. 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 through a select group of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services.

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 at Fidelity with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Strategic Advisers since 2002, Fidelity Brokerage Services LLC since 2001, and Fidelity Personal and Workplace Advisors since 2018. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary accounts, model portfolios, and multi-manager fund structures.

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.

Lindy Cweiber is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has prior experience at Transit Systems Incorporated, LPI Masks, and the University of Pittsburgh. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate financial planning agreements.

Nathan Powell is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials. He has been in the financial industry since 2026. Prior to joining the firm, he held various roles including positions at Lenox Advisors and MassMutual Life Insurance Company. Outside of finance, his background includes experience in service and retail businesses as well as education. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment and educational programs.

Caroline Langner is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Outside of finance, she has experience with Urban Oil & Gas, LLC and an academic background from Southern Methodist University. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a structured financial planning process that employs firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Javier Perez is a ChFC® and Series 63 credentialed advisor with 42 years of industry experience. He is currently with OSAIC Wealth, Inc., having joined in 2024, and previously worked at Massachusetts Mutual Life Insurance Company and Ameritas Life Insurance Corp., among others. Perez also serves as an associate director offering legal membership services with Legal Shield. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party solutions to construct portfolios that include a variety of investment types and management options.

Chase Green is a financial advisor with Equitable Advisors in Walnut Creek, CA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he has experience working in hospitality and education. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, using a combination of proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Amy Caffese is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and has worked at RBC Capital Markets since 2017. Her prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Paul Lassalle is a financial advisor with Fidelity and holds Series 63 and Series 66 registrations. He has 18 years of industry experience, including multiple tenures at Fidelity as well as positions at Pensionmark Financial Group, LPL Financial, and Global Retirement Partners. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including model portfolio construction based on a combination of fundamental research, quantitative analysis, and algorithmic methods. The firm provides discretionary and non-discretionary advisory services, fund advisory, and consulting, with oversight of affiliated and unaffiliated sub-advisers.

Michael Dunn is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been serving clients since 1991. He leads the Walnut Creek office in California and manages a team dedicated to assisting high net worth families with wealth management. Michael collaborates closely with clients' attorneys, accountants, and other professionals to provide a coordinated approach to wealth management, including wealth transfer, tax minimization, and estate planning services. He holds a Master's Degree and a Bachelor's Degree from Cal Poly San Luis Obispo and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Michael is a member of the Investment & Wealth Institute™ (The Institute). His expertise extends to areas such as college education planning, managing new wealth, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. Outside of his professional responsibilities, Michael volunteers at the Daraja Academy Education Fund. He enjoys golfing, traveling, and spending time with his family.

Garrett W. Bates is a financial advisor at UBS Financial Services in Lafayette, CA, with 17 years of industry experience. He has been with UBS since 2010 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and offers access to proprietary research and capital markets solutions.

Crystal Norris is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors. She is also the owner of Crystal Clear Wealth Management, a financial services business. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 advisors and serving a broad client base ranging from individual investors to institutional accounts. The firm offers various portfolio management and retirement services through a multi-manager platform that includes model portfolios, third-party managers, and bespoke strategies.