Dixin Zheng is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Zheng focuses on understanding clients' priorities to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Zheng serves as a resource for a range of financial needs, including general investing, retirement planning, and emergency savings, while also providing access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Zheng holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of California system. Zheng’s approach centers on helping clients identify what matters most to them and their families to create tailored financial strategies.

Pamela Flournoy is a CFP®-designated financial advisor with LPL Financial in San Jose, CA, where she has worked since 2007. She has 22 years of industry experience. Outside of her advisory role, she is involved with Cammarano Insurance Services, where she sells non-variable insurance products. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, financial planning, retirement consulting, and brokerage services. The firm offers both discretionary and non-discretionary portfolio management featuring model portfolios and third-party research.

Nathaniel Chun is a financial advisor at LPL Enterprise with a Series 66 designation and two years of industry experience. His prior work includes roles at Prudential, Pruco Securities LLC, and Amazon. Outside of finance, he is involved in caregiving and related services through IHSS. LPL Enterprise serves a broad range of clients, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services supported by model portfolios and third-party asset management.

Shuyang Feng is a Series 66-licensed financial advisor with Morgan Stanley in Palo Alto, CA, bringing seven years of industry experience. Feng has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2017 and previously held roles outside the financial industry, including at Sharetea and Cardinal Pitch Club. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Theodore Moorhead is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds the ChFC® designation and securities registrations including Series 63 and Series 65. Prior to joining RBC in 2024, he worked at Bank of America and Merrill. Moorhead serves on the boards of Bay Area Housing, Inc. and the Morgan Autism Center. RBC Wealth Management serves individual, institutional, pension, corporate, and charitable clients, offering customized advisory programs with discretionary and non-discretionary portfolio management and financial planning services. The firm utilizes a blend of in-house and third-party investment managers and provides integrated capital markets and affiliated asset management capabilities.

Morgan Baldwin is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Morgan works closely with clients to understand their financial goals and develops strategies to help pursue those objectives. Morgan's approach involves taking the time to learn what matters to each individual and their family to provide tailored financial advice. Morgan's expertise spans general investing, retirement planning, and preparing for unexpected expenses. With the Professional Designation of Personal Investment Advisor (PIA), Morgan provides ongoing guidance and support as clients' needs evolve. Morgan holds a Bachelor's Degree from Sonoma State University.

Gregory Lindahl is a financial advisor with LPL Financial based in San Jose, CA, holding a Series 66 designation and 18 years of industry experience. He has worked with LPL Financial since 2010. In addition to his advisory role, he dedicates part of his time to tax planning and consulting services through his separate business focused on retirement and college savings tax concerns. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers financial planning and various advisory programs that include discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Amir Enayati Shariat Panahi is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 66 designation and two years of industry experience. He previously worked at Bank of the West for seven years. Outside of his advisory role, he has an ownership interest in a real estate management business based in San Jose. 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 supported by research from Wells Fargo Investment Institute.

Masataka Scanlan is a financial advisor with Mass Mutual Investors Services in San Jose, CA. He holds a Series 66 designation and has been in the industry since 2023, with prior experience in businesses including Superstars of Sports, Inc. and Card Shop Live, Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of specialized planning programs.

Grace Ma is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 66 and Series 63 licenses and possessing 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to both individual and institutional clients, including tailored financial planning services utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers planning through various channels, including corporate financial planning agreements.

Anh Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Nguyen held roles at J.P. Morgan Securities, JP Morgan Chase Bank, Wells Fargo, and Bank of America. Outside of finance, Nguyen is involved in providing manicure services as a part-time activity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Shane Shay is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 guidance, multi-asset model portfolios, and a formal alternative investment program, supported by its integrated operational and supervisory structure.

Alan Williamson is a financial advisor at Equitable Advisors with 31 years of industry experience. He has been with Equitable Advisors since 2006, following a tenure at AXA Advisors. Outside of his advisory role, he serves as an ecclesiastical leader at The Church of Jesus Christ of Latter-day Saints in San Jose, CA. 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 a broker-dealer, utilizing a variety of sponsored programs and third-party managers to deliver advisory and brokerage solutions.

River Li is a CFP® professional with 11 years of industry experience, currently affiliated with Morgan Stanley in Cupertino, CA. His prior experience includes roles at Wells Fargo and Charles Schwab. Outside of his advisory work, he is involved in property management as a sole proprietor of a real estate business. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process.

Madeline Sutton is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Greenwood Gardens. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager 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.

Gregory Gaon is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs 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 in its financial planning process.

Thomas Fritze is a ChFC® with 27 years of experience in the financial services industry. He has been with MassMutual Investors Services since 2005 and has also been involved in life and health insurance sales through Creekside Insurance since 1995. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop collaborative, written recommendations tailored to client goals.

Mark Taylor is a financial advisor with LPL Enterprise holding a Series 66 designation and one year of industry experience. Prior to entering the financial industry, he worked at Quest Software for eight years followed by six years at Dell. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to model portfolios, third-party asset management, and a range of brokerage and insurance products through an integrated platform.

John Kettmann is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career as a Financial Advisor in 1991 and has since developed experience focusing on the 401(k) marketplace, investment management, tax minimization, and retirement assets and services. John works to craft strategies that help clients build, manage, and preserve wealth for both current and future generations. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, as well as Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) credentials. John earned his Bachelor's Degree from Santa Clara University and his Master's Degree from Golden Gate University.

Carl Schreiber is a financial advisor with Charles Schwab in Campbell, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill Lynch. Outside of finance, he is also an actor with a sole proprietorship in the entertainment industry that remains open for residual income but is not active during market hours. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary managed accounts, supported by a large-scale, integrated operational platform.