Eric McMahon is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 65 designations and 25 years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Ian Wetherell is a financial advisor with LPL Financial, holding Series 63, Series 65, and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Principal Funds Distributor, Inc and Nationwide Investment Services Corporation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, offering both discretionary and non-discretionary management supported by model portfolios, research, and various technology-enabled strategies.

Drew Lyon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes multiple tenures at Wells Fargo Clearing and a period at RBC Capital Markets. Outside of his advisory work, he has ownership in a rental property in Austin, Texas. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kisa Konrad is a Financial Consultant at Fidelity Investments, a role she has held since 2021. She brings a collaborative and empathetic approach to financial planning, aiming to make complex concepts accessible and understandable for her clients. Her professional philosophy centers on easing the anxiety often associated with conversations about finances and retirement planning. Prior to her current position, Kisa worked as a Private Client Advisor at JP Morgan Securities from 2019 to 2021 and as a Private Client Banker at JP Morgan Chase from 2015 to 2019. She holds a California Insurance License, which supports her work in financial consulting and client advisement. Outside of her professional career, Kisa has interests in comedy, fitness, music, photography, reading, and traveling.

Louis Wellmeier is a financial advisor with Edward Jones in Sausalito, CA, holding Series 65 and Series 66 designations and five years of industry experience. His prior roles include positions at Vida Private Wealth LLC, Golden Gate University, Wilusz And Associates, and Inspired Legacies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory strategies and operates an extensive network of advisors and branch offices, managing approximately $1.01 trillion in assets under management.

Laurie Dederian is a financial advisor at Charles Schwab with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2008. Charles Schwab & Co., Inc. serves a large client base, 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 offers a combination of non-discretionary and discretionary investment options, supported by multi-asset model portfolios, written advice policies, and centralized operational infrastructure.

Emily Bach is a financial advisor with Morgan Stanley in Orinda, California, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Morgan Stanley Private Bank, N.A. since 2015 and has served at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Mark Berkman is a financial advisor at OSAIC with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Lincoln Financial Advisors. In addition to his advisory role, he is a general partner providing CPA professional services through his own firm, Mark G. Berkman CPA, which he has operated since 1990. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers and managed-account solutions.

Robert Steinhorn is a financial advisor with Osaic Wealth, Inc. based in Alamo, CA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 1994 and serves as CEO of Steinhorn Consulting, providing consultation on defined contribution versus defined benefit retirement plans. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across a range of investment types.

Tammie Kim is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Morgan Stanley since 2016 and currently works with Morgan Stanley Private Bank, N.A. Since 2024, she has served as treasurer for the Stone Valley Middle School Education Fund. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools.

Sean Connolly is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 65 and Series 63 licenses. Prior to his current role, Connolly worked at JPMorgan Chase Bank, N.A., and earlier spent nine years at House of Prime Rib (Betz & Sons). J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide recommendations.

Erin Beable is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with Morgan Stanley Private Bank, N.A. since 2015 and has been affiliated with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm provides a range of advisory programs including tailored financial planning, supported by structured discovery and analysis tools, and manages approximately $2.74 trillion in client assets.

Mitchell Alvey is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. Prior to his current role, he held positions at Fidelity including Planning Consultant from 2022 to 2025, Investment Consultant from 2021 to 2022, and Financial Representative from 2019 to 2021. His approach centers on building trust with clients by understanding their priorities, goals, and vision for the future, ensuring portfolios are aligned with their aspirations. Mitchell holds a California Insurance License. Outside of his professional work, Mitchell has interests in football, movies, music, parenthood, pets, and puzzles.

Thomas Mullen is a financial advisor with Morgan Stanley in San Rafael, CA, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning services.

Stephen Valentine is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on college education planning, managing new wealth, personal retirement planning, and retirement income. Stephen partners with individuals, families, and business owners to create tailored strategies designed to help them pursue their financial goals while navigating important life milestones. His approach emphasizes education, personalized advice, and client service. With six years of experience in the financial services industry, Stephen provides guidance to clients through various financial situations and life transitions. Prior to becoming a Financial Advisor, he worked as a Banker with Chase Bank and as a Client Service Associate with Morgan Stanley. These roles helped establish his foundation in banking, investing, and client service, which inform his holistic approach to financial planning. Stephen holds a Bachelor's Degree from the University of California System and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he enjoys cooking, playing pickleball, traveling, hiking, and spending time with his wife and family.

Michael Welch is a financial advisor with Morgan Stanley in San Rafael, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Merrill, as well as Bank of America. Morgan Stanley Wealth Management serves individuals and institutional clients with a broad 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 firm-approved tools and modeling techniques.

Rolando Sapantay Jr. is a financial advisor with Merrill in Walnut Creek, CA, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at Bank of America, N.A. and Merrill for the past 10 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Brett Goldstein is a financial advisor with Raymond James & Associates in San Rafael, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. Prior to joining Raymond James in 2025, he worked at Interactive Brokers Corp for 13 years. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets and serving a wide client base, including individuals, institutions, and public entities. The firm provides wealth advisory planning and non-discretionary investment consulting through a variety of programs and leverages its affiliate network and public finance capabilities to deliver integrated advisory services.

Minh Thanh Van Nguyen is a Series 66-licensed financial advisor with LPL Enterprise, based in Walnut Creek, CA, and has one year of industry experience. Prior to joining LPL Enterprise, Nguyen worked at PRUCO Securities and has business experience with Feng Cha Teahouse Corporate and Quoc Vinh LLC. Outside of finance, Nguyen works as a barista at Starbucks Coffee Company. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, and access to third-party asset management programs within an integrated platform that includes brokerage and insurance products.

Harold Hendricks is a CFP® with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Harold also serves as co-trustee for his mother’s trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.