Michael Bissada is a financial advisor at Wells Fargo Clearing with a Series 66 credential and one year of industry experience. Prior to joining Wells Fargo, he worked at Cushman & Wakefield for eight years and at Pacific Union International for one year. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party resources.

Colby Hall is a financial advisor with Equitable Advisors in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Equitable Advisors in 2021, he was a full-time student. He is also the owner of a rental property in Las Vegas, NV. Equitable Advisors serves individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party advisory programs and provides ERISA fiduciary services while managing a range of investment products including mutual funds, ETFs, and alternative investments.

Trisha Asbury is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2020, following prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning approach uses structured discovery conversations and proprietary tools to develop tailored plans without offering individual security recommendations.

Eric Schreiber is a financial advisor with Fidelity Investments, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Strategic Advisers and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, utilizing systematic methodologies and long-term asset allocation benchmarks.

Eren Karadeli is a Financial Advisor at Merrill Lynch Wealth Management. He partners with individuals, families, and business owners to develop personalized wealth management strategies that align with their financial goals. His services include retirement planning, portfolio management, college education planning, executive and equity compensation, family wealth management, legacy planning, small business strategies, tax minimization, and retirement income. Eren holds a Bachelor's Degree from Sakarya University and a Master of Business Administration (MBA) from Golden Gate University. He has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Fluent in English and Turkish, he leverages his background in engineering and finance to provide analytical and practical solutions to his clients. Outside of his professional role, Eren participates in community activities including involvement with GGU Alumni and Global SF. He enjoys spending time with his family and pursuing interests such as antiquing, basketball, cooking, football, golfing, hiking, reading, soccer, tennis, and volunteering in his community.

Lindy Cweiber is a financial advisor at Morgan Stanley with one year of industry experience. She holds a Series 66 designation and has prior experience at Transit Systems Incorporated, LPI Masks, and the University of Pittsburgh. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through corporate financial planning agreements.

Nathan Powell is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials. He has been in the financial industry since 2026. Prior to joining the firm, he held various roles including positions at Lenox Advisors and MassMutual Life Insurance Company. Outside of finance, his background includes experience in service and retail businesses as well as education. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of investment and educational programs.

Caroline Langner is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, including time at Morgan Stanley Private Bank, N.A. Outside of finance, she has experience with Urban Oil & Gas, LLC and an academic background from Southern Methodist University. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs with a structured financial planning process that employs firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Chase Green is a financial advisor with Equitable Advisors in Walnut Creek, CA. He holds a Series 66 designation and has been with Equitable Advisors since 2026. Prior to joining the firm, he has experience working in hospitality and education. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs, using a combination of proprietary and third-party solutions delivered through a network of Investment Adviser Representatives.

Jajanai Stradford is a Series 66-registered financial advisor with J.P. Morgan Securities, based in Walnut Creek, CA, with two years of industry experience. Prior to joining J.P. Morgan, Stradford held various roles at the University of California, Berkeley, including positions in Facilities Operations and the Basic Needs Center. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework in managing client portfolios.

Amy Caffese is a financial advisor with RBC Capital Markets in Walnut Creek, California. She holds a Series 66 designation and has 19 years of industry experience. Prior to joining RBC Capital Markets in 2017, she worked at Wells Fargo Clearing and Wells Fargo Bank from 2002 to 2017. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, 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.

Michael Dunn is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch, where he has been serving clients since 1991. He leads the Walnut Creek office in California and manages a team dedicated to assisting high net worth families with wealth management. Michael collaborates closely with clients' attorneys, accountants, and other professionals to provide a coordinated approach to wealth management, including wealth transfer, tax minimization, and estate planning services. He holds a Master's Degree and a Bachelor's Degree from Cal Poly San Luis Obispo and has earned several professional designations, including Certified Exit Planning Advisor (CEPA), Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). Michael is a member of the Investment & Wealth Institute™ (The Institute). His expertise extends to areas such as college education planning, managing new wealth, socially responsible and ESG investing, women and wealth, sports and entertainment, tax minimization, and retirement income. Outside of his professional responsibilities, Michael volunteers at the Daraja Academy Education Fund. He enjoys golfing, traveling, and spending time with his family.

Garrett W. Bates is a financial advisor at UBS Financial Services in Lafayette, CA, with 17 years of industry experience. He has been with UBS since 2010 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and offers access to proprietary research and capital markets solutions.

Yvonne Ceresa is a financial advisor at Edward Jones with 25 years of industry experience. She holds the CFP® and CFA® designations and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Ku Hei Mo is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at firms including Citigroup and Charles Schwab. His current role began in 2024 at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, both located in Oakland, CA. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. Their advisory process incorporates centralized due diligence and a combination of quantitative and qualitative research to build model asset allocations.

Hercules Rosario is a financial advisor at Morgan Stanley with 11 years of industry experience and holds a Series 66 designation. He previously worked at JP Morgan Securities LLC for six years and Merrill for one year before joining Morgan Stanley in 2022. 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, focusing on tailored financial planning and wealth management services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by advanced modeling tools.

Bei Lei Yu is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has been with Bank of America, N.A. and Merrill since 2012. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joyce Wong is a financial advisor at Ameriprise with 17 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliate since 2009. Outside of her advisory role, she has an interest in real estate ownership. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide personalized, non-discretionary recommendations delivered through a centralized consulting team.

Belma Mirvic is a financial advisor with Edward Jones in Pleasant Hill, CA, holding Series 63 and Series 66 licenses and having eight years of industry experience. She previously worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA before joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a network of around 23,701 advisors, offering a range of investment strategies, tax-efficient services, and affiliated products under a fiduciary standard.

Aaron Hannigan is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at Cetera Financial Group and has been involved as a volleyball coach at De La Salle High School. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, incorporating structured financial planning tools and various investment strategies managed through its large-scale platform.