Delaney Dunn is a Financial Advisor with the Dunn Scott Group at Merrill Lynch Wealth Management. She works with successful individuals, executives, and business owners to simplify complex financial decisions and align financial strategies with their long-term goals. Her focus includes retirement planning, wealth transfer strategies, business transitions, and managing significant financial decisions. Delaney emphasizes bringing clarity to complexity and helping clients navigate opportunities and challenges throughout different stages of life. She holds a Bachelor's Degree from the University of Alabama System and has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Since beginning her career with Merrill Lynch as an intern at 18, she has embraced continuous learning to provide client-centric financial advice. Delaney and the Dunn Scott Group leverage over 30 years of experience in assisting high net worth families with wealth management, working closely with clients' other advisors to deliver a coordinated approach that includes wealth transfer, tax minimization, and estate planning. Beyond her advisory role, Delaney serves as Vice President of the Women's Exchange at Merrill in San Francisco East Bay. Outside of work, she enjoys camping, cooking, reading, spending time with her family, and traveling.

Jacob Figueira is a CFP® professional with 18 years of industry experience, currently with Charles Schwab in Walnut Creek, CA. He has worked at Charles Schwab and Charles Schwab Bank SSB since 2019 and previously held roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through the 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 employs multi-asset model portfolios with strategic asset allocation and alternative investment options.

John Aaron is a financial advisor at Cetera with 18 years of industry experience and holds a Series 66 credential. He has worked at multiple firms, including Avantax and Hawkes Hastings & Aaron Accountancy Corporation, where he provides accounting services and tax planning for individuals and businesses. Outside of advisory services, he is involved in mortgage origination and processing through Wymac Capital Mortgage. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of investment management solutions through a multi-manager platform, supporting both discretionary and non-discretionary accounts with access to affiliated and third-party portfolio managers.

Andrea Devincenzi is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Bricker is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 22 years of industry experience. Her prior roles include positions at Transamerica Capital Inc and Invesco Advisers, Inc. She is based in Orinda, California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary investment strategies.

Talyn Mitchell is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience with Equitable Financial Life Insurance and Equitable Advisors. Outside of finance, he has been involved with Saint Mary’s College of California in various roles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mitchell Lum is a CFP® with four years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2021. His prior experience includes roles at Enfusion and time spent at the University of Illinois at Urbana-Champaign. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include investment policy statement preparation, performance reporting, participant education, and a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Alexandra Pastor is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 designations and bringing 24 years of industry experience. Her prior roles include positions at Wells Fargo Bank and Fiduciary Trust Company International. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Pema Lakar is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding a Series 66 designation and having 13 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial plans supported by proprietary research and model-based asset allocations.

Salomon Cazares is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple roles within JPMorgan Chase affiliates since 2016, as well as a brief position with Santa Clara County in 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

George Pieper is a financial advisor at J.P. Morgan Securities with Series 63 and 66 licenses and three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as First Republic Bank and Techtronic Industries in sales roles. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and futures commission merchant registrations.

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 in Walnut Creek, CA, holding a Series 66 credential and 30 years of industry experience. He has been with LPL Financial since 2010 and previously worked at Equitable Advisors from 2002 to 2004. Rosenberg is involved with Rosenberg Wealth Management as an investor relations representative. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a wide range of financial planning and investment management services through a large network of advisors.

Jack Miller Jr. is a financial advisor with Cambridge Investment Research Advisors and holds 28 years of industry experience. Prior to joining Cambridge in 2025, he operated JD Miller CPA, A Professional Corporation, from 1997 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, retirement plan advisory, and financial-wellness services through independent Financial Professionals using a variety 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.