Shana Hudson is a financial advisor with Ameriprise in Morgan Hill, CA, holding a Series 63 designation and 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 1993. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Thomas Vanderzwaag is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He worked at National Planning Corporation for three years before joining LPL Financial in 2017. Vanderzwaag is also involved with VZ Financial, a separate business entity used for payroll purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients including individuals, retirement plans, banks, and corporations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Diego Llano is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He specializes in providing thoughtful guidance and partnership to his clients, focusing on understanding their individual goals and values to build tailored financial strategies. Diego supports clients through various financial scenarios, including market fluctuations, retirement planning, and significant life changes. He has accumulated experience in the financial services industry through prior positions as a Financial Advisor at Merrill Lynch from 2024 to 2025, a Financial Consultant at Charles Schwab from 2021 to 2024, and a Private Client Banker at J.P. Morgan Chase between 2019 and 2021. Diego holds a California Insurance License, adding to his professional qualifications. Outside of his professional career, Diego engages in activities related to family, fitness, movies, music, parenthood, and surfing.

Connie Can is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement-income recommendations.

Hai Tran is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase and Bank of America, N.A. from 2014 to 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Quang Phan is a CFP® professional with over 23 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2022. His prior experience includes more than a decade at Cuso Financial Services, L.P. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports specialized municipal and public-finance advisory services.

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.

Laurie Conforti is a financial advisor with OSAIC in Campbell, CA, holding a Series 65 designation and nine years of industry experience. She has worked at Securities America, Inc. since 2017 and was previously employed at Challenger School from 2010 to 2016. Outside of her advisory role, she serves as a server at a private event venue, Coyote Ranch. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Alexander Torshizi is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and BMO Harris Bank. He is also a commissioned notary in the state of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Jayne Love Arburn is a financial advisor at OSAIC with two years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc. and has maintained ongoing roles with Lindsey Hanley and Impact Financial Management, LLC. OSAIC serves a diverse client base that includes individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools, risk-tolerance assessments, and automated portfolio rebalancing across a range of investment products.

Luis Ruelas 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 JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Bank of America. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Quyen Nguyen is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America, Nguyen held roles at New York Life Insurance Company and has experience in education, including positions at San Francisco State University and De Anza College. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Stanford Law is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. He has been with Fidelity for over 18 years, progressing through roles including Financial Consultant and Investment Consultant since 2006. His professional focus is on wealth planning, working closely with clients and families to help them achieve their financial goals. Stanford holds a California Insurance License, supporting his expertise in financial and wealth planning services. Outside of his professional work, he enjoys activities such as baseball, football, golf, traveling, and spending time with his family.

David Davis is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 24 years of industry experience. His career includes roles at Avantax Investment Services, Avantax Advisory Services, and 1ST Global Advisors, among others. Outside of advising, he serves as a trustee for multiple trusts and is a principal at Johanson & Yau Accountancy Corp, providing tax and accounting services. He also holds a board member position with BKR International, a nonprofit organization. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform allowing advisors to implement model portfolios, select third-party managers, or construct custom strategies.

Tiffany Le is a financial advisor with Charles Schwab in Campbell, CA, holding a Series 66 license and 16 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2010. Outside of her advisory role, she is the sole owner of The Mastic LLC, a company that provides residential rental services. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and integrates centralized custody, brokerage, and cash-sweep services.

Matthew Montini is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Advisors since 2012. Outside of his advisory role, Montini serves as a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutions. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Maninder Budwal is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. He has been with LPL Financial since 2025 and also has a longstanding role at Patelco Credit Union since 2010. 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 a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options, supported by proprietary and third-party research.

Seyednaser Mousavi is a financial advisor at Merrill based in San Jose, CA, holding a Series 66 designation with four years of industry experience. He has previously worked at Bank of America since 2017 and briefly at Bank of the West in 2017. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Alexander Brea is a Financial Consultant at Fidelity Investments where he focuses on helping clients build, protect, and grow their wealth through personalized financial planning. He has worked in various financial advisory roles, including positions at Fisher Investments as Regional Vice President, Charles Schwab as Vice President and Financial Consultant, Raymond James, and Merrill Edge. His career in financial services spans from 2014 to the present. Alexander holds a California Insurance License. Outside of his professional role, he is married with three children and has a family-oriented approach that shapes his work. His personal interests include beach activities, family activities, fitness, parenthood, reading, and volunteering.

Phillip Benjamin is a financial advisor at Fidelity with 17 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fidelity, he worked at Sunny Susanto State Farm, Covered Insurance Solutions, Geico, and Aaa. Outside of his financial career, he performs locally as a musician several times per month. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies in its investment process.