Jourdan Erik Sy is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He holds a California real estate broker license and is also a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs.

Maurice Storch is an International Wealth Advisor with Merrill Lynch Wealth Management. He leads a team of investment professionals, leveraging the global banking resources of Bank of America alongside Merrill Lynch’s investment capabilities to deliver comprehensive wealth management services to plan sponsors and corporate executives. With 23 years of experience in the financial services industry, Maurice joined Merrill Lynch in September 2017. His expertise includes corporate benefit programs, such as Stock Plans, and he assists clients in integrating these benefits into long-term financial strategies centered on risk management. Maurice holds the designations of Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). He earned a High School Diploma from Rio Mesa High School and attended the California State University System without receiving a degree.

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 strategies with their long-term goals. Her advisory focus includes retirement planning, wealth transfer strategies, business transitions, and other significant financial decisions. Delaney 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). She plays an active role in the leadership and growth of the Dunn Scott Wealth Management Group, which has been providing personalized advice and client service since 1985. The team oversees more than $4 billion in client assets as of 2026. Outside of her advisory work, Delaney serves as Vice President of the Women's Exchange at Merrill, San Francisco East Bay. Her personal interests include camping, cooking, reading, spending time with 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.

Cade Mayer is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lululemon and as an independent golf instructor. 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 various portfolio management strategies and platform arrangements.

Ian Tang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, managing new wealth, personal retirement planning, and tax minimization. Ian works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. He holds a Bachelor's Degree from the California State University System and holds the Professional Investment Advisor (PIA) designation. Ian also engages in community service through volunteer work, reflecting the Merrill tradition of local involvement. Outside of his professional role, he enjoys fishing, golfing, softball, and spending time with his family.

John Aaron is a financial advisor at Cetera with 17 years of industry experience and holds a Series 66 designation. He has held various roles within Avantax and its affiliated entities since 2010 and currently owns an accounting and tax preparation firm, Hawkes Hastings & Aaron Accountancy Corporation, which provides tax planning, bookkeeping, and financial statement services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party money managers, supporting both discretionary and non-discretionary account structures.

Steve Stevens is a financial advisor with Charles Schwab in Oakland, CA, holding Series 63, 65, and 66 licenses and 26 years of industry experience. His prior roles include positions at Merrill Lynch, Advisor Group Inc., and Schwab Wealth Advisory, Inc. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

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.

Steven Pugh is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 18 years. Outside of his advisory role, he serves as an assistant coach for a junior varsity high school baseball team, providing coaching and sportsmanship instruction. OSAIC serves a wide range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services, utilizing asset-allocation tools and third-party managers to construct diversified portfolios.

Michelle Bricker is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2020. Prior to that, she was with Transamerica Capital Inc and Invesco Advisers, Inc. and Invesco Distributors, Inc. for a combined eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by various model portfolios and research resources.

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 at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and Fiduciary Trust Company International. 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 non-discretionary program supported by an in-house manager solutions team and centralized due-diligence framework.

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 at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within JPMorgan entities and Santa Clara County. 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. The firm offers non-discretionary advice through a select group of Wealth Advisors, with clients retaining final decision-making authority.

Mary Geong is a financial advisor with Cetera, holding a Series 66 designation and bringing 27 years of industry experience. She has held roles at Avantax Advisory Services and Avantax Insurance Agency and served on the California Board of Accountancy for four years. Outside of her advisory work, she serves as a trustee for Alta Bates Summit Medical Center’s philanthropy board and is the treasurer of the Piedmont Asian American Club, a nonprofit focused on educational and cultural activities. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

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.

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.