Large-firm financial advisors working with consultants in Pleasanton, CA

Robert Duncan Anderson is a CFP® with 19 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He previously spent 14 years at Commonwealth Financial Network. In addition to his advisory work, he serves as Treasurer and Board Member for the Danville Oaks Rugby Club, overseeing its financial policies and reporting. 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 emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling to support client goals.

Antonio Accardo is a financial advisor with Mass Mutual Investors Services in Pleasanton, CA, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked at MML Investors Services, Inc. and Mass Mutual Financial Group since 2008. Additionally, he has been involved with Villa Romana Inc. since 1992. Mass Mutual Investors Services, LLC 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 emphasizes collaborative, annual financial planning relationships and offers specialized programs including divorce planning and event-driven services such as estate settlement and employer-sponsored planning.

Samah Naguib is a CFA® charterholder with 12 years of industry experience. She has worked at Pleasanton Wealth LLC since 2018 and previously spent 11 years at Charles Schwab. Pleasanton Wealth provides comprehensive financial planning and portfolio management to individuals, families, trusts, estates, business entities, charitable organizations, and retirement plans. The firm employs a discovery-driven financial planning process and combines technical, fundamental, cyclical, quantitative, and qualitative analysis in portfolio construction.

Eric Martin is a financial advisor with Commonwealth Financial Network located in Pleasanton, CA. He holds the CFP® designation and has 42 years of industry experience. Prior to his current role, Martin operated Martin Tax Services for 19 years and has been with Commonwealth Financial Network since 2008. He is also co-owner of Martin, Wardin & Eissner Financial Group, Inc., which provides securities, advisory, and tax preparation services. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm offers a wide range of advisory support including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Lu Hao is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at China Merchants Bank for seven years and has been with J.P. Morgan Securities and JPMC Bank NA since 2023. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process. The firm emphasizes an ESG eligibility framework and offers customized, non-discretionary advice through its Institutional Consulting Services program.

Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2022, Wanqiu worked at Citibank N.A. from 2017 to 2022 and at Bloomingdales from 2015 to 2017. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Ken Mason is an Executive Planning Consultant at Fidelity Investments, a role he has held since 2025. In this capacity, he works closely with clients to develop wealth strategies that incorporate their workplace benefits, aiming to support them in pursuing their financial goals. Ken emphasizes building trust through a consultative approach, ensuring clients receive personalized and understandable financial plans. He is committed to helping clients achieve peace of mind by focusing on what matters most to them. Specific details about his education, credentials, or personal interests were not provided.

Margaret Halloran is a financial advisor at Carnegie Investment Counsel with 10 years of industry experience. She holds a Series 65 designation and has worked at Carnegie Investment Counsel since 2017, following a 17-year tenure at Midwest Investment Management LLC. Carnegie Investment Counsel provides investment supervisory services, financial and investment planning, and retirement-plan fiduciary services to a varied client base including individuals, pension plans, charitable organizations, corporations, and government entities. The firm employs a combination of fundamental, technical, cyclical, and ESG analysis in its investment process and offers both discretionary and non-discretionary portfolio management, accommodating client preferences and working with third-party advisers as part of its service model.

Zack Gutches is a CFP® professional with five years of industry experience, currently serving as the sole advisor at True Riches Financial Planning in Denver, CO. His prior roles include positions at Brighton Jones and Deloitte & Touche LLP. In addition to his advisory work, he provides consulting on financial well-being and company benefits through LearnLux and offers tax preparation services to his firm’s clients. True Riches Financial Planning is an independent, fee-only firm serving individuals and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm provides tailored financial plans and portfolios that incorporate both passive and active strategies, including socially responsible options, and offers tax preparation as an affiliated accounting service.

Ozzy Martinez is an Investment Consultant at Fidelity Investments, a position held since 2026. Previously, he worked as a Planning Consultant at Fidelity Investments from 2024 to 2026. His professional background also includes experience as an Investor Relations Analyst at CrowdStreet, Inc. from 2020 to 2023, and as a Financial Representative Intern at Northwestern Mutual in 2019. Martinez holds a California Insurance License. He is dedicated to financial education, access, and transparency, working closely with clients to develop comprehensive financial plans and support their goals through ongoing collaboration. Outside of his professional work, Martinez has personal interests that include movies, music, scuba diving, snowboarding, table tennis, and traveling.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.