Mark Werner is a CFA® charterholder and holds a Series 66 license with seven years of industry experience. He is currently affiliated with LPL Financial in Walnut Creek, CA, having previously worked at firms including Fred Alger & Company, LLC and Ashfield Capital Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios and research from multiple sources.

Vy Tieu is a Financial Solutions Advisor with Merrill Lynch Wealth Management. She holds the Professional Investment Advisor (PIA) designation. Vy has extensive experience in the financial services industry, having worked in roles that involve investment portfolio management and client service for high net worth individuals. She joined the Economos Group in November 2023 as a Registered Wealth Management Client Associate. Vy earned a B.S. in Finance from the University of Illinois at Chicago (UIC). Originally from Vietnam, she currently resides in the Bay Area.

Alastair Patterson is a CFP® certificant with eight years of industry experience, currently advising at Wells Fargo Advisors. He previously worked at Morgan Stanley Private Bank and Morgan Stanley for five years, and has held roles at Bank of America and Merrill. Outside of his advisory work, he operates a rideshare business through Lyft in San Francisco. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a wide range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations and integrates advisory services with various financial products and referral channels.

Thomas Rickey is a financial advisor with Merrill, holding a Series 66 designation and 23 years of industry experience. He has been with Merrill since 2002 and has worked at Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Hoff is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2000, progressing through several roles including Financial Consultant and Account Executive before his current position since 2011. With 25 years of experience in the financial industry, Michael has worked extensively with clients to develop personalized financial plans and strategies that target their specific needs and goals. His long-term relationships with clients enable him to support them through various stages of their financial lives. Having navigated multiple market cycles, he brings a unique perspective to financial planning. Michael holds a California Insurance License and began his career as an agent with Massachusetts Mutual from 1999 to 2000.

Tory O’keefe is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 26 years of industry experience. O’keefe has been with Charles Schwab since 1998 and Charles Schwab Bank since 2005. Outside of advisory work, O’keefe co-owns a residential real estate rental property with a family member. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and centralized custody and brokerage services.

Thomas Bilotti is a financial advisor with OSAIC in Danville, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with OSAIC since 2007 and also operates Bilotti Financial Group, where he provides securities and advisory services. In addition to his advisory roles, Bilotti is involved in fixed insurance product sales and mortgage origination through Freedom Equity Group Financial Services and acts as an agent for various insurance companies. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services utilizing asset-allocation tools, risk tolerance assessments, and access to third-party managers across multiple investment vehicles.

David Ellman is a financial advisor with Wells Fargo Clearing in Concord, CA, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, BMO Bank NA, and BancWest Investment Services. He also holds a California real estate license and is responsible for licensing oversight within the state. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Mia Jay is a Series 66-registered financial advisor at UBS Financial Services with one year of industry experience. She has previously worked at Northwestern Mutual and held roles outside finance, including at The Well Coffeehouse and Sisi Cafe. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, offering financial planning, portfolio management, and capital markets solutions supported by proprietary research and institutional trading capabilities.

Sagar Gurung is a financial advisor with Primerica Advisors in Concord, CA, holding Series 65 and Series 63 credentials and six years of industry experience. He has been with Primerica Advisors since 2020 and also has prior experience with Primerica Financial Services and other businesses including Loris Diner Inc. and Uber EATS. Primerica Advisors sponsors a wrap-fee asset management program serving mainly individual investors, corporate, and charitable clients, employing model-delivery strategies managed by unaffiliated asset managers and supported by custodial and execution services from BNY Mellon Advisors and Pershing.

Kyle Vallejo is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior work includes roles at Nationwide Investment Services Corporation, MassMutual, MML Distributors, LLC, and Gwfs Equities, Inc. He is currently based in Walnut Creek, CA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients. The firm employs a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction, with activities including fund advisory, model portfolio delivery, and oversight of registered investment companies.

Ian Logue Radicchi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked with Wells Fargo in various capacities since 2008, including a thirteen-year tenure at Wells Fargo Bank, N.A. and five years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and supports a large network of over 14,000 financial advisors.

Jason Gailes is a Financial Consultant at Fidelity Investments, where he partners with clients to develop and execute personalized investment plans tailored to their unique financial goals. He has been in this role since 2024. Prior to his current position, Jason held roles including Managing Director and Investment Banker at Castle Placement LLC from 2022 to 2024, and Business Development at ImpactAdvisor LLC from 2019 to 2022. He also has extensive experience in institutional equity sales, having served as Senior Vice President at several firms including Credit Suisse, BMO Capital Markets, UBS Securities, Dahlman Rose & Co. LLC, and Lehman Brothers between 1997 and 2017. Jason holds a California Insurance License. Outside of his professional work, he has interests in art and parenthood.

Richard Bassett is a financial advisor with LPL Financial in Orinda, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at BMO Harris Bank, Charles Schwab (and affiliated entities), TD Ameritrade, and Fidelity Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers various advisory programs, retirement consulting, and brokerage services, employing both discretionary and non-discretionary management supported by research and technology-driven strategies.

Gracey Catalano is a financial advisor with Charles Schwab in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. Her background includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as experience outside finance with Alaska Airlines and Buffalo Wild Wings. She is also the operating manager and owner of Refresh-restoration Inc, a residential and commercial construction company. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to discretionary managed accounts and employs multi-asset model portfolios supported by centralized operational and supervisory structures.

Daniel Stern is a Series 66-credentialed advisor with UBS Financial Services in Walnut Creek, CA, bringing 22 years of industry experience. He has worked at UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining model-based asset allocations and proprietary research to tailor financial plans. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.

Marina Merkouris is a financial advisor with RBC Capital Markets, holding a Series 66 designation and nine years of industry experience. She has worked at RBC Capital Markets since 2019 and previously at Merrill from 2015 to 2019. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies using a combination of in-house and third-party managers, along with various portfolio management and financial planning services.

Chad Pate is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds the Series 66 designation and previously worked at Merrill for 12 years before joining Wells Fargo Clearing in 2020. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Melinda Fairweather is a financial advisor with Raymond James Financial in Pleasant Hill, CA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Edward Jones and Bank of America. Outside of her advisory work, she is involved with SilverTree Collective and Wasser Wealth Management, where she serves as a Registered Client Relationship Manager, and she receives referral fees through Fire Friends, LLC, a wildfire protection referral business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique municipal advisory capabilities alongside specialized retirement plan consulting.

Rodrigo Flores is a Financial Consultant at Fidelity Investments, a role he has held since 2024. He works closely with clients and their families to develop financial plans tailored to their individual needs, focusing on strategies that support their financial goals. Rodrigo holds a California Insurance License, which supports his ability to provide comprehensive financial advice. Outside of his professional work, he enjoys biking, cars, family activities, and fitness.