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.

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.

Javier Perez is a financial advisor at OSAIC with 42 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Massachusetts Mutual Life Insurance Company and Ameritas Life Insurance Corp., among others. Perez is also an Associate Director at Tesoro Financial Group, where he offers legal membership services. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform, providing brokerage and advisory services including financial planning, managed portfolios, and retirement consulting. The firm employs a model-based investment approach with a focus on asset allocation and portfolio optimization.

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.

Jajanai Stradford is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Walnut Creek, CA, with two years of industry experience. Prior to joining J.P. Morgan, Stradford held various roles at the University of California, Berkeley, including positions in Facilities Operations and the Basic Needs Center. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework in managing client portfolios.

Amy Caffese is a financial advisor with RBC Capital Markets in Walnut Creek, California. She holds a Series 66 designation and has 19 years of industry experience. Prior to joining RBC Capital Markets in 2017, she worked at Wells Fargo Clearing and Wells Fargo Bank from 2002 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

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.