Charles Pollock is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 63 designations. He has 50 years of industry experience, including roles at MetLife Securities and MassMutual Life Insurance Company. Pollock is also involved in individual and group life and health insurance sales through Charles (Ted) Pollock Investment related activities. 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 provides financial planning, asset management, and educational seminars, with a focus on collaborative, goal-driven planning and multiple specialized service offerings.

Mary Hambly is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. She is based in Redwood City, CA, and holds a Series 66 license. 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, offering a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Daniel Di Lulo is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Merrill from 2015 to 2018. He holds the Series 66 designation. Outside of his advisory role, he is involved in property management as a partner in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jolon Staubli is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and joined Merrill Lynch in 2012. Prior to Merrill, Jolon worked as an institutional trader and financial advisor, gaining a broad range of experience within the financial sector. His expertise focuses on providing relationship-based advice to affluent clients regarding personal financial strategies and wealth management. This includes retirement planning, estate and tax planning in collaboration with clients' legal and accounting professionals, asset management, strategic lending through Bank of America, and managing liquidity events. He serves clients in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and personal retirement planning. Jolon holds a bachelor's degree in Economics and Business Administration with a concentration in Financial Services from Saint Mary's College of California. He is a Personal Investment Advisor (PIA) and is actively involved in the Greater San Carlos and Sacred Heart communities. Jolon lives in San Jose with his wife, Nicole, their daughter, and two sons. He enjoys spending time with his family through their schools and involvement in sports such as tennis and baseball.

Zhaolin Kang is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as money market funds, collective investment trusts, mutual funds, group annuity contracts, and bank deposit sweep programs.

Deborah Freeman is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Sonny Gulati is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Jordan Gomez is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to this, he was employed at Cielo24 and Pensionmark Financial Group, and he also spent four years at the University of California, Santa Barbara. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Dustin Sherlock is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Andale Management Group Inc., Popi's Oysterette, and several other companies across various industries. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance alongside access to affiliated discretionary separately managed accounts and a range of advisory, brokerage, and custody services.

Mark Bernard is a financial advisor with LPL Financial in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with LPL Financial since 2009. Bernard also serves as an instructor at the College of San Mateo. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, providing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Sara Saxe is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing a wide range of financial solutions including fee-based planning and portfolio management.

Melinda Orozco is a financial advisor at LPL Financial with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. She is involved with Bay Area Financial Wellness, a DBA related to her LPL business. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources.

Corinne Paraso is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 license with five years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as a trustee for a trust based in Saratoga, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm’s financial planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate financial planning agreements.

Lee Sundstrom is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with 12 years of industry experience. He has been with Morgan Stanley since 2012. Outside of his advisory role, Sundstrom works as a driver for ride-sharing services Uber and Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Xiaosheng Mei is a financial advisor at Charles Schwab with 25 years of industry experience. He has been with Charles Schwab since 2000 and with Charles Schwab Bank since 2005. He holds Series 63 and Series 66 credentials. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Ryan Meirose is a Series 66-licensed financial advisor with Morgan Stanley in Palo Alto, CA, and has three years of industry experience. He previously worked at BMO Family Office and held positions across several other companies including California People Service and Simon Property Group. Outside of his advisory role, Meirose is involved with Backlit People LLC, an art and culture-focused business. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, offering tailored financial planning supported by firm-approved tools and extensive resources.

Rachael Martindale is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at InfoIMAGE Inc and Dijeau Poage Construction. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Brendan Duffy is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant and Financial Representative at Fidelity Investments from 2021 through 2024. Brendan's work focuses on providing ongoing financial planning tailored to the specific needs and goals of his clients. With a background that emphasizes analytical skills, Brendan assists clients in addressing various challenges related to their financial objectives. As a native of Silicon Valley, he engages closely with local clients and their families to provide guidance on pertinent financial topics. Brendan holds a California Insurance License. Outside of his professional work, Brendan enjoys activities such as going to the beach, playing board games, spending time with family, listening to music, and swimming.

Jose Casarez is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several notable firms, including First Republic Bank and Bank of America/Merrill Lynch. Casarez is based in Palo Alto, California. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jeffrey Anton is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Securities America, Inc., Foothill Securities, Inc., and Good and Associates Insurance Services. In addition to his advisory work, he manages and prepares income taxes for businesses and individuals through his own tax services firm. OSAIC serves a diverse range of retail and institutional clients through its extensive network of affiliated advisers, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes advanced asset-allocation tools and multiple advisory platforms to manage portfolios that may include a variety of investment types.