Brandon Picone serves as the Resident Director and Wealth Management Advisor, focusing on high net worth individuals and families. In his role, he creates customized, tax-efficient financial strategies that consider clients' goals, time horizons, and risk profiles. He also emphasizes tax-efficient liquidity management, including lending services through Bank of America, N.A. Born and raised in San Jose, Brandon earned a Bachelor's Degree in Economics from Pepperdine University, where he also played Division 1 water polo. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). His expertise covers executive compensation, equity compensation services, family wealth management strategies, legacy planning, philanthropic planning, and more. Brandon maintains an active lifestyle with interests in cooking, football, golf, hiking, ice hockey, reading, skiing, swimming, and spending time with his family. He is involved with several professional organizations such as the CordeValle Golf Club, Pepperdine University - Bay Area Alumni Chapter, Santa Clara County Estate Planning Council, and the Silicon Valley Bar Association. His community involvement includes work with Salvation Army Silicon Valley and Valley Christian - President's Business Challenge.

Joshua Denton is a Financial Consultant I with over a decade of experience in the financial industry. He has previously held roles including Senior Branch Premier Banker at Wells Fargo Bank from 2019 to 2024 and Senior Branch Leader at Wells Fargo from 2014 to 2019. His professional focus includes wealth, income, and retirement planning, as well as tax-efficient investing. Joshua holds a California Insurance License. Outside of his professional work, he spends time with his family and enjoys activities such as football, outdoor adventures, and traveling.

William Yates is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1984 and joined Merrill Lynch in 2004. In his role, he collaborates closely with clients to design long-term strategies aimed at achieving their life goals. He holds a Bachelor's Degree in Business/Economics from the University of California, Santa Barbara, earned in 1982, and holds the Personal Investment Advisor (PIA) designation. His consultative process customizes solutions based on each client's individual risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. His areas of focus include retirement planning, education funding, home buying, business growth, legacy building, and philanthropy. Outside of his professional work, William Yates serves as the Chair of BACCV. He is married to Deborah and is a father and grandfather.

Sandra Jerez is Vice President and Branch Leader at Fidelity Investments, where she leads a team of Financial Consultants and investment service associates. In her role, she oversees all aspects of branch operations, including customer interactions, team building, and training strategies. Sandra focuses on developing associates and managing operational activities to provide value to clients and assist them in achieving their financial goals through planning. Prior to joining Fidelity Investments in 2023, Sandra held positions at Merrill Lynch, serving as Performance Manager from 2019 to 2022 and as Market Leader from 2013 to 2019. She holds a California Insurance License.

Maylin Lema is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, she collaborates with clients and their families to integrate benefits into their overall financial plans through personalized education on benefits and equity compensation, as well as wealth planning and guidance. She emphasizes forming strong relationships with clients to maintain trust, reliability, and competency. Her professional experience includes various positions at Fidelity Investments since 2021, progressing from Investment Solutions Representative I to her current role. Prior to Fidelity, Maylin held roles such as Investment Advisor Representative at Creative Financial Designs and Registered Representative at Avantax Investment Services, Inc. She also has experience as a Financial Manager at Discovery Counseling Center, and as a Master Tax Advisor and Enrolled Agent at H&R Block. Maylin holds insurance licenses in Arkansas and California.

Timothy Wallis is a Financial Consultant currently working at Fidelity Investments. He has been serving in this role since 2022, following his previous position as an Investment Consultant at Fidelity Investments from 2020 to 2022. Prior to that, he worked as a Financial Advisor at Merrill Lynch from 2017 to 2020. His professional experience encompasses financial consulting and investment advising, focusing on helping clients work towards achieving their financial goals. Timothy holds a California Insurance License, supporting his advisory capabilities. Outside of his professional activities, Timothy has personal interests in baseball, comedy, fitness, and hiking.

Daniel Robbins is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He partners with clients and their families to build financial plans that align with their goals, focusing on understanding their individual needs and collaborating to identify strategies suited to their unique financial situations. Prior to this, Daniel worked as a Relationship Manager at Fidelity Investments from 2020 to 2023 and as a Workplace Planning Consultant from 2019 to 2020. Before joining Fidelity, he was a Financial Business Analyst at OppenheimerFunds, Inc. from 2003 to 2019. Daniel holds a California Insurance License. Outside of his professional work, he engages in various physical activities including biking, kayaking, running, snowboarding, surfing, and yoga.