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 at Raymond James Financial with nine years of industry experience. She holds the Series 66 designation and previously worked at Edward Jones from 2016 to 2022 before joining Raymond James in 2022. Bednarczyk is also involved in entrepreneurial ventures as the owner of two support companies, Diamond Oak Wealth Partners and RBK Financial. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers non-discretionary services tailored to client goals using analytical tools and supports advisory programs and institutional consulting across a large network.

Kyle Patrick is a Series 66-licensed financial advisor with 10 years of industry experience, currently with UBS Financial Services in Mill Valley, CA. He has worked at UBS since 2019 and previously held positions at Bank of America and Merrill. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing model-based asset allocations and proprietary research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of investment, custody, and capital markets solutions.

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.

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, 65, and 66 licenses and possessing 26 years of industry experience. His prior roles include positions at Principal Funds Distributor, Inc, Nationwide Investment Services Corporation, Manulife Investment Management (US) LLC, and John Hancock entities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a broad network of investment adviser representatives.

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.