Ian McGee is a financial advisor at Ameriprise with nine years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2020, following 15 years at Ameriprise Financial Services, Inc. in Walnut Creek, CA. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendations delivered through a centralized consulting team.

Charles Noriega is a financial advisor with Mass Mutual Investors Services in Walnut Creek, CA, holding Series 65 and Series 63 licenses and having nine years of industry experience. He previously worked at Mutual of Omaha Investor Services and Mutual of Omaha Insurance Company for nearly a decade. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations in collaborative annual engagements.

Daschel Grammer is a CFP® professional with seven years of industry experience, currently affiliated with Raymond James Financial in San Ramon, CA. He has held positions at firms including Summit Financial Group and Securian Financial Services Inc. Grammer serves as an independent contractor at Summit Financial Group through Raymond James. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, institutional, and charitable clients. The firm emphasizes tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Jennifer Kwock Lau is a financial advisor with Ameriprise in Oakland, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves on the Board of Directors for the Festival Opera and is the East Bay Vice President for the UCLA Alumni Association San Francisco Bay Area Network. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm uses a centralized consulting team to deliver non-discretionary, research-driven recommendations that include income sources, Social Security options, and tax-efficient withdrawal strategies.

Andy Hawkey is a financial advisor with Osaic who holds the CFP® designation and has 35 years of industry experience. He has been with Osaic since 2002 and has also worked at Pim Financial Services, Inc. since 1990. Outside of advisory work, he is licensed as a life insurance agent and collaborates with third-party specialists on insurance and annuity strategies. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a network of affiliated advisors and offers integrated brokerage, investment advisory, and financial planning services. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include various asset classes and supports both discretionary and non-discretionary account management.

David Liebowitz is a financial advisor with UBS Financial Services in Danville, CA, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Bank of America and Merrill since 2010. Outside of his advisory role, he owns a vacation condo at Seascape Resort. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of products and services supported by proprietary research and trading platforms.

Francesco Jones is a financial advisor at Merrill with 14 years of experience at the firm and a total of 10 years in the industry. He holds a Series 66 designation and has worked at Bank of America, N.A. since 2016. 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. The firm offers model-based and discretionary strategies from internal Chief Investment Office teams and third-party style managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mc Rae Grace is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Charles Schwab, Grace worked at Equitable Advisors for two years and has a varied background including roles outside of finance. 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts.

Kimberly Damiani is a Certified Financial Planner® with 14 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. She has worked at Raymond James since 2023 and previously held roles at Summit Financial Group and Securian Financial Services. Damiani serves on the board and investment committee of the Three Valleys Community Foundation, contributing to the foundation’s investment oversight. 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, and institutional investors. The firm offers non-discretionary planning tailored to client goals, supported by analytical tools and a range of advisory programs.

James Dyer is a financial advisor at Merrill with 51 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1993, as well as at Bank of America, N.A. since 2011. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jaime Fukumae is a CFP®-certified financial advisor with 28 years of industry experience, currently with Cambridge Investment Research Advisors. He has previously worked at LPL Financial and operates his own CPA practice and insurance agency. Fukumae also serves as a board member of the East Bay Youth Athletic League. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

William Finnegan is a financial advisor with OSAIC based in Lafayette, CA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with Royal Alliance Associates since 2018, previously was with SII from 2016 to 2018, and has been associated with Double Diamond Financial since 2004. Outside of his advisory roles, he is an assistant boys' basketball coach at a high school in Oceanside, CA. OSAIC serves a diverse range of clients, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of financial advisers. The firm offers integrated brokerage and advisory services with various portfolio management tools and supports multiple advisory platforms and third-party solutions.

Brendan Stone is a financial advisor with LPL Financial in Walnut Creek, CA, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Fremont Bank, Bank of America, Merrill, and Allen Lund Company. 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, retirement consulting, and brokerage services, with investment management supported by LPL Research and third-party subadvisors.

Matthew Tekeste is a financial advisor at Edward Jones with seven years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining the firm, he worked at California State University Channel Islands and Blenders in the Grass. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of advisory programs and investment solutions under a fiduciary standard.

Gabriel Jay is a CFP®-certified financial advisor with 25 years of industry experience, currently serving at UBS Financial Services since 2008. Based in Walnut Creek, CA, he holds the Series 66 designation. Outside of his advisory role, he serves as Treasurer on the board of directors for the Fore Our Schools Foundation, a nonprofit focused on fundraising for Moraga schools. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial solutions including discretionary portfolio management and alternative products.

Brandon Harper is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities for 10 years. Outside of his advisory role, he owns a private rental property. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Vita Sechrest is a Senior Financial Advisor with Merrill Lynch Wealth Management based in the Walnut Creek office and a member of The Sechrest Group. She began her career with Merrill Lynch in 2017 as a Private Wealth Associate in the Chicago office, supporting high-net-worth individuals, families, and businesses. Vita and The Sechrest Group provide services focused on comprehensive wealth planning and retirement plans, assisting plan sponsors, committees, and participants with plan design, oversight, investment management, and participant education. Vita holds several professional designations including Certified Private Wealth Advisor® (CPWA®), Certified Divorce Financial Analyst® (CDFA®), and Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™). She earned a Bachelor of Business Administration degree in Marketing and a Master of Science degree in Finance from the University of Notre Dame. Vita serves on the Board of Directors of The Hofmann Foundation. Her professional expertise encompasses family office-style services such as wealth management, investment advisory, retirement planning, philanthropic consulting, and personal banking. Vita also has a client focus on areas including college education planning, endowments and foundations, defined benefit and contribution plans, new wealth management, retirement income, and services tailored for women and sports and entertainment professionals. Outside of work, Vita's personal interests include football, golfing, skiing, spending time with her family, and traveling.

Peter Green is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with J.P. Morgan since 2014, including roles at JP Morgan Chase Bank since 2018. Outside of his advisory work, he serves as a water polo coach at both the high school and club levels. 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 delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Gordon Clakley is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2006. Raymond James & Associates, Inc. serves a broad client base including individuals, institutional and pension plans, charitable organizations, and municipal entities. The firm offers financial planning and investment consulting through various programs and emphasizes tailored, non-discretionary planning supported by quantitative analyses and access to multiple investment strategies.

Arnulfo Tumbaga is a financial advisor at Morgan Stanley with 28 years of industry experience. He has held previous roles at UBS Financial Services Inc. and served in the US Air Force Reserve for 22 years. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, supporting clients with advisory services across diverse financial needs.