Trey Solomon is a financial advisor at Fidelity with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across Fidelity Investments, Fidelity Personal and Workplace Advisors, and Fidelity Brokerage Services LLC since 2013. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its registered commodity pool operator status, advisory roles to multiple registered investment companies, and the use of AI and algorithmic methods in portfolio management.

Megan Tarpley is a CFP®-credentialed financial advisor with 26 years of industry experience, currently with Wells Fargo Advisors in San Jose, CA. She has held various roles within the Wells Fargo network since 2009. Megan also owns and operates TARPLEYCFP, INC., a financial planning practice based in Pleasanton, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning such as business-owner transition and special-needs analysis, using its research and planning tools to develop tailored recommendations.

Delbar Jahanian is a financial advisor with LPL Financial in Campbell, CA, holding a Series 66 designation and over 20 years of industry experience. Prior to joining LPL Financial in 2021, Jahanian was with Waddell & Reed Inc. for 16 years and has been involved with various business activities including nonprofit work with Persian Zoroastrian organizations and operating a financial coaching service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven investment strategies.

David Vanderzwaag is a financial advisor with LPL Financial in San Jose, CA, holding a Series 63 designation and 37 years of industry experience. He previously worked for National Planning Corporation for 10 years before joining LPL Financial in 2017. Vanderzwaag is also the owner of Vander Zwaag Financial, Inc., an entity associated with his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary research, third-party subadvisors, and technology-driven solutions.

Daniel Chan is a Financial Consultant currently working at Fidelity Investments since 2024. He has experience in financial solutions advisory, having served as a Financial Solutions Advisor at Merrill from 2021 to 2024. Prior to that, he worked as an ADP Relationship Manager at Bank of America from 2019 to 2021. Daniel holds a California Insurance License. He is committed to assisting clients in pursuing their financial goals through thorough financial planning.

Christina Biagi is a financial advisor at Edward Jones in San Jose, CA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in managing rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a nationwide network of over 23,700 advisors.

Rhett Hall is a financial advisor with UBS Financial Services in Campbell, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at UBS since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Hall serves on the board of a non-profit football camp for athletes with Down Syndrome and coaches high school football. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and research-driven, model-based asset allocations tailored to client goals and risk tolerances.

Antonio Da Roza is a Private Wealth Advisor at Merrill Private Wealth Management. He leads a strategic process aimed at making work optional for clients by applying his expertise to advance their financial interests, restore free time, and promote satisfaction. Antonio began his career in financial services in 1989. He has worked extensively with entrepreneurs, corporate executives, and their top employees, focusing on areas such as corporate executive services, family wealth management strategies, legacy planning, and managing new wealth. Prior to his current role, he was a director in the Private Wealth Management Division at Morgan Stanley Smith Barney and its predecessors. He holds a Bachelor of Science degree in Finance and Banking from San Francisco State University and the Certified Investment Management Analyst (CIMA) designation from the Investments & Wealth Institute. Antonio resides in Hillsborough, California, with his wife and two daughters, and enjoys golfing, skiing, surfing, and tennis.

Adrian Baker is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Montage Wellness Center. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Nathan Hodson is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes over a decade at Farmers Insurance Group and more than eight years at Fidelity Personal and Workplace Advisors. Nathan works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across various investment platforms.

Glenn Nagamine is a financial advisor at Osaic with 11 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Securities Corporation, The O. N. Equity Sales Company, and Ohio National Financial Services. Nagamine also operates a sole proprietorship offering fixed disability insurance, indexed annuities, long-term care, and life insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios and supports various advisory platforms and legacy account transitions.

Shivam Sami is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as a Planning Consultant from 2023 to 2025 and as a Relationship Manager from 2022 to 2023, both with Fidelity Investments. Before joining Fidelity, he worked as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2021. Shivam works closely with his team to leverage Fidelity's brand, technology, and platform to assist clients in creating retirement, income, and wealth plans. He holds a California Insurance License, which supports his advisory capabilities. Outside of his professional life, Shivam enjoys activities such as spending time at the beach, family activities, visiting museums, outdoor adventures, traveling, and practicing yoga.

Cheryl Marquez is a CFP® professional with 37 years of experience in the financial industry. She is currently with LPL Financial and has held prior roles with Monterey Zoo, Cheryl L Marquez Inc, Marquez & Hsieh, LLC, various insurance carriers, and Waddell & Reed, Inc. She has been active in several business entities outside her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Jesus Morales Moreno is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he has worked in various roles including operating Junior's Farm LLC and Dolce Spazio Gelato. He also has an educational background spanning several years at institutions including the University of California, Santa Cruz. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its registration with the CFTC as a commodity pool operator and its advisory role to multiple registered investment companies.

Christian Tice is a CFP® with 47 years of industry experience, currently affiliated with LPL Financial. He has been a financial advisor since 2000 and associated with LPL Financial since 1983. Outside of his advisory role, he has experience in non-variable insurance and mortgage/real estate services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with model portfolios, third-party research, and various technology-driven strategies.

Keith France is a financial advisor with Cetera in San Jose, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at Cetera since 2019 and previously held roles at BMO Harris Financial Advisors and M&I Financial Advisors. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, employer-sponsored retirement, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Mark Grisedale is a financial advisor at LPL Financial with 28 years of industry experience. He holds a Series 63 designation and has been with LPL Financial since 1997. Outside of his advisory role, Grisedale is also a practicing veterinarian and business owner. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by model portfolios and research from LPL and third-party providers.

Mehdi Moghni is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position starting in 2024. As a CERTIFIED FINANCIAL PLANNER™, Mehdi focuses on wealth planning and staying informed about developments that affect his clients' financial futures. He holds a California Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Mehdi enjoys boating, camping, attending concerts, hiking, and spending time with family.

Galina Sapozhnikov is a financial advisor at Charles Schwab with 18 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2009. Charles Schwab & Co., Inc. serves a large client base 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Michael Lee is a CFP® with 19 years of industry experience currently advising clients at Edward Jones. His prior experience includes roles at Northwestern Mutual, Prudential, Merrill Lynch, Comerica Securities, and Scottrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.