Kelly Kesden is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, previously employed by Bank of America and Merrill from 2014 to 2018. Kelly is based in Los Gatos, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

William Olesinski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Fidelity Investments, Fidelity Brokerage Services LLC, Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities, and Health IQ. Outside of finance, he was involved with The Patio at Rudy's for seven years. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, serving a variety of client types including registered investment companies.

Lucy Mc Guire is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2018. She has eight years of industry experience and previously worked at Finet Mortgage of Saratoga for 11 years. Outside of her advisory role, she owns a seven-unit rental property in Sacramento, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

Franklin Klein is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Charles Schwab and TD Ameritrade. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ann Margaret Bishop is a Series 66-licensed financial advisor with 17 years of industry experience. She is currently with Fidelity and has previously worked at firms including Morgan Stanley Smith Barney, Wells Fargo Advisors, Natixis Investment Managers, and First Republic Securities Company. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, serving clients through discretionary and non-discretionary advisory services as well as fund advisory roles.

Gary Cruff is a financial advisor at Equitable Advisors with 24 years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services for 24 years. In addition to his advisory work, he is a California Notary Public and manages real estate property on behalf of family members. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs.

Benjamin Cox is a financial advisor at LPL Enterprise with a Series 66 designation. He joined LPL Enterprise in 2026 and has no prior industry experience. His background includes roles outside finance, such as working at O'Neil Surf Shop and Palapas, as well as extended periods as a student. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers a range of financial planning and consulting services, access to model portfolios, and brokerage and insurance products through an integrated platform.

Kevin Kelly is a financial advisor at Fidelity with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Fidelity Investments since 2012, including roles at Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, as well as registered investment companies and an IRS-qualified Charitable Gift Fund. The firm utilizes a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Nicole Le Gassick is a financial advisor at Raymond James Financial in Los Gatos, CA, holding a Series 66 designation. She joined Raymond James Financial in 2025 after a 16-year tenure at Lionsgate Entertainment Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary advice and supports its clients through advisory programs and institutional consulting services.

Robert Chaykin is a financial advisor with Morgan Stanley in Los Gatos, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves on the board of directors for the Jewish Community Relations Council of the Jewish Federation of Silicon Valley and participates on advisory and investment committees for regional nonprofit and government organizations. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and investment programs supported by firm-approved tools and research.

Alexandria Adiutori is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked with the California Republican Party. Alexandria holds a Series 66 designation and is based in Los Gatos, California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and asset allocation models to tailor investment plans to clients’ goals and risk tolerances.

Aaron Correll is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He partners with individuals, families, and businesses to develop personalized financial strategies aimed at achieving financial success and freedom. His approach emphasizes focusing on controllable factors to maintain and elevate clients' financial positions. Aaron has extensive experience in the financial services industry, having served as a Financial Consultant at Fidelity Investments from 2018 to 2022. Prior to that, he held positions at JPMorgan, including Vice President - Private Client Advisor from 2017 to 2018 and Assistant Vice President - Private Client Banker from 2013 to 2017. He holds a California Insurance License.

Matthew Lopez is a financial advisor with OSAIC who holds a Series 66 designation and has 11 years of industry experience. He previously worked at Securities America Advisors and Questar Asset Management. Outside of advising, Lopez is a member of Rotary International, where he participates in community service activities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm uses various asset-allocation tools and supports both discretionary and non-discretionary account management.

Lisa Furlong is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Cetera and has previously worked at Avantax and LPL Financial. She is a partner at Mayer & Associates Advisory LLC, where she provides financial planning and investment advisory services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse portfolio management and advisory services through a large network of independent advisors.

Jacqueline Mayer is a CFP® certificant with 44 years of industry experience, currently advising at Cetera. Her career includes roles at Avantax Investment Services and LPL Financial, as well as managing her own firm, Mayer & Associates Advisory LLC. Outside of her advisory work, she manages a separate business that involves leasing office space. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and advisory services through a network of over 10,000 advisors.

Jess Carkner is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, Jess worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. He is also a volunteer firefighter with the Ben Lomond Fire District. 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 through a broad network of advisers, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.

Matthias Kattick is an Investment Consultant currently working at Fidelity Investments since 2025. He has held roles as an Investment Consultant at Charles Schwab from 2023 to 2025 and has experience as a Registered Associate at Ameriprise Financial from 2019 to 2023. His earlier positions include Registered Representative roles at Ally Invest and JP Morgan Securities in 2017, as well as a Registered Representative at Fidelity Investments from 2015 to 2017, and an Internal Associate at Incapital in 2017. His expertise encompasses retirement transitions, investment strategy, and comprehensive financial planning, focusing on understanding clients' unique financial goals to provide tailored guidance. Matthias holds a California Insurance License, supporting his advisory capabilities. Outside of his professional work, Matthias has interests in beach activities, boating, fitness, football, hiking, and pets.

Gerard William Pablo is a financial advisor at Morgan Stanley in Los Gatos, CA, holding a Series 66 designation. He has prior experience with U.S. Bancorp Advisors, LLC, and First Republic Bank. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Hector Gonzalez is a CFP® with 16 years of industry experience, currently affiliated with Edward Jones. His prior roles include positions at Fidelity Investments, Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America, and JPMorgan Chase Bank NA/Securities LLC. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.

Andreas Lindstrom is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at E*TRADE Capital Management and E*Trade Securities. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and proprietary investment modeling tools.