Diann Robinson is a financial advisor at Wells Fargo Clearing with 23 years of industry experience and holds a Series 66 designation. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Robinson also serves as a trustee and holds power of attorney for family trust matters. 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 combines research from Wells Fargo Investment Institute and third-party sources to guide its investment approach, offering a range of brokerage and advisory solutions.

Nicholas Billeci is a Financial Consultant currently working at Fidelity Investments. He has been in this role since 2017. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2015 to 2017, and as a Financial Advisor at Edward Jones from 2013 to 2015. His work centers on partnering with clients to create financial plans and investment strategies tailored to their unique family needs, emphasizing clear and timely communication. Nicholas holds a California Insurance License. Outside of his professional career, he has interests that include fitness, golf, movies, music, pets, and traveling.

Kim Shearer is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Wells Fargo since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Rico Rodriguez is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 designations and has worked at various J.P. Morgan entities since 2012. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Alli Page is an Investment Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she worked as a Financial Solutions Advisor at Merrill Lynch from 2024 to 2025. Alli has accumulated extensive experience in the financial services industry, including roles as a Senior Premier Banker at Wells Fargo Bank (2021-2024), Personal Banker at Citi Bank (2020-2021), Relationship Banker at City National Bank (2016-2017), and Personal Banker at Wells Fargo Bank (2014-2016). She holds a California Insurance License. Alli emphasizes developing genuine relationships with clients to understand their goals, priorities, values, and life circumstances. This approach enables her to partner with clients to create financial strategies that support their well-being and provide clarity and confidence throughout the process. Outside of her professional work, Alli has personal interests that include art, family activities, fitness, social events with friends, painting, and traveling.

Garrett Baker is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2013. In this role, he partners with clients to help them work toward their financial goals, focusing on areas such as investment strategy, retirement planning, and income protection. Prior to this, he worked as a Customer Relations Specialist II at Guidestone Financial Resources from 2011 to 2012. Garrett holds a Certified Financial Planner (CFP®) designation and maintains a California Insurance License. Outside of his professional responsibilities, he has personal interests that include baseball, biking, golf, family activities, and parenthood.

Richard Rosenberg is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 30 years of industry experience. He has worked at LPL Financial since 2010. Outside of his advisory role, he is involved with Rosenberg Wealth Management as an investor relations professional. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management, supported by in-house and third-party research.

Jack Miller Jr. is a financial advisor with Cambridge Investment Research Advisors and holds 28 years of industry experience. He has been with Cambridge since 2025 and also operates JD Miller CPA, A Professional Corporation, a role he has held since 2009. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements.

Michael Olff is a CFP® and Series 66-registered advisor with Cambridge Investment Research Advisors, where he has worked since 2010. He has 18 years of industry experience. Outside of his advisory role, Olff is president of Strategic Business Consultants, a business consulting firm. Cambridge Investment Research Advisors serves a wide range of clients including individuals, pension plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm provides tailored investment solutions through a network of independent financial professionals using various discretionary and non-discretionary platforms.

Eric Gross is a CFP® professional with 17 years of experience in the financial services industry. He is currently affiliated with Mass Mutual Investors Services in Pleasant Hill, CA, where he has worked since 2013. He also serves as president of his own investment advisory firm, Eric F Gross Inc, which he established in 2023. Mass Mutual Investors Services, LLC 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 uses detailed client data and analytical tools to deliver comprehensive financial plans, with additional offerings such as estate and employer-sponsored planning programs.

Michelle Dow is a financial advisor at Merrill with 12 years of industry experience. She holds the Series 66 designation and has been with Merrill since 2012. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to a wide array of investment products and related services.

David Rodriguez Cruz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and seven years of industry experience. He has worked with various Wells Fargo entities since 2014. Outside of his advisory role, he owns and operates an online resale business and is a Notary Public. 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 combines research and analytics with a broad range of financial products through bank and insurance affiliates.

Juan Flores Rodriguez is a financial advisor with LPL Financial in Berkeley, CA, holding a Series 66 license and six years of industry experience. His prior roles include positions at BMO Harris Bank, Wells Fargo, Bank of America, and Merrill. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and model portfolios.

Michael Peters is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles within Wells Fargo entities since 2011. Outside of his advisory work, he owns and manages MJP Wealth Management LLC in San Francisco. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services tailored to clients with a net-worth threshold, utilizing proprietary research and planning tools to develop customized recommendations.

Benjamin Broadley is a financial advisor with Fidelity Investments and holds a Series 66 designation. He joined Fidelity in 2025 and previously held academic roles at California State University, Chico, including work with the Department of Economics. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that integrates fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its advisory roles with registered investment companies and its use of algorithmic methods and AI in research.

Terri Brown is a financial advisor at RBC Capital Markets with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Merrill, Bank of America, and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutional clients 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.

Peter Economos is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over 20 years of experience in building companies and managing relationships, with a background as a technology executive and entrepreneur. Before joining Merrill, Peter founded and led Passbox, an early group buying software platform, and Enkarma Technology, a software distribution partner for Sun Microsystems. He also participated in a Nasdaq IPO with Intraware and began his career at Netscape Communications. Peter holds Series 7 and 66 FINRA registrations as well as the Personal Investment Advisor (PIA) designation. He graduated from the University of California, Berkeley in 1996 with a B.A. degree and played varsity baseball during his studies. Peter focuses on developing and optimizing client relationships through the Economos Group, applying his extensive business experience to provide insight and sound judgment. Residing in Alamo with his wife and three children, Peter is involved in his community as a baseball coach and church volunteer. Outside of work, he enjoys mountain biking, coaching baseball, and spending time with his family.

Randi Bednarczyk is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. She previously worked at Edward Jones for six years before joining Raymond James Financial Services Advisors, Inc. in 2022. Bednarczyk is also involved in entrepreneurial ventures as the owner of Diamond Oak Wealth Partners and CEO of RBK Financial, both support companies based in Walnut Creek, CA. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and maintains a notable presence in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Kyle Patrick is a financial advisor with UBS Financial Services, holding a Series 66 designation and nine years of industry experience. He has worked at UBS since 2019 and previously held roles at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research.

Christopher Godvin is a financial advisor with Morgan Stanley in Orinda, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at UBS Securities, Merrill, Bank of America, and self-employment. He has been with Morgan Stanley since 2025, currently working within Morgan Stanley Private Bank. Morgan Stanley Wealth Management serves individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.