Benjamin Sowards is a financial advisor at LPL Financial with one year of industry experience. He is also an attorney and has co-owned a legal marketing firm alongside two LLCs related to marketing and rental real estate with his wife since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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 discretionary and non-discretionary management supported by in-house and third-party research.

Rodney Acord is a financial advisor at OSAIC with 30 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation from 1995 to 2025. His credentials include the Series 63 and Series 65 licenses. Outside his advisory role, he is involved in fixed and indexed annuity sales through an insurance agency he owns. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation and portfolio management tools and supports multiple advisory platforms, including third-party money managers and unified managed accounts.

Matthew Pencer is a financial advisor with Charles Schwab in Campbell, CA, holding a Series 66 designation and seven years of industry experience. Prior to his current role, he worked at The Mountain Winery for four years and operated Pencer Instrument Care for ten years. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and provides integrated brokerage, custody, and advisory services.

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.

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.

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.

Paul Martin is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its related entities since 2013. Outside of his advisory role, he is involved in managing an investment business, MPG Investments, based in Pleasanton, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations for clients who meet a net-worth threshold.

William Hansen is a financial advisor at Equitable Advisors with a Series 66 designation. He has professional experience at Flagship Services, Inc. and Dio Deka prior to joining Equitable Advisors in 2026. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to deliver tailored client services.

Andre Barde Jr. is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments in 2025, he held positions at C2 Education and Charlie’s Place, among others. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management solutions.

Ryan Bennett is a financial advisor with Edward Jones in Capitola, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,701 advisors. The firm manages around $1.01 trillion in assets under management and provides services including tax-efficient strategies and access to affiliated mutual funds.

Mary Bellizzi is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of her advisory role, she is involved in small group medical insurance and rents a room in her home. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning focused on a broad range of financial topics, with planning services delivered separately from portfolio management.

Marika Somorjai is a financial advisor with Cambridge Investment Research Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and with 29 years of industry experience. She has been with Cambridge since 2010. Outside of advising, she owns Marika Skin Care, a retail sales business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

Haiqing Chen is a financial advisor with Merrill in San Jose, CA, holding Series 66 and Series 63 licenses and six years of industry experience. Their background includes roles at Bank of America, Guardian Life, MassMutual, and New York Life, among others. Chen serves as treasurer and board member for the US Chamber of Commerce Silicon Valley, where they assist with bookkeeping and event organization to support the Chinese American business community. 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 model-based and discretionary investment strategies for a range of individual and institutional clients.

David Lytle is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. Prior to joining LPL Financial in 2021, he spent a decade with Waddell & Reed, Inc and various insurance carriers through W & R Insurance Agencies. He also maintains activities as an insurance agent specializing in life and long-term care insurance. LPL Financial serves individual clients, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research to support diversified investment strategies.

David Chen is a Financial Consultant at Fidelity Investments, where he focuses on understanding his clients' unique situations to develop tailored financial plans aimed at meeting their family goals. He is committed to helping clients implement strategies that address their individual needs. David's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2022, a Financial Consultant at E*Trade Financial from 2020 to 2022, a Relationship Manager at Fidelity Investments from 2019 to 2020, a Financial Representative at Fidelity Investments from 2018 to 2019, and a New Client Onboarding Specialist at LPL Financial from 2017 to 2018. He holds a California Insurance License. Outside of his professional work, David enjoys camping, cars, motorcycles, outdoor adventures, snowboarding, and traveling.

Rana Toma is a financial advisor at Charles Schwab with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Charles Schwab and its affiliated bank since 2019, following prior roles at Wells Fargo Clearing Services and Wells Fargo Bank. Charles Schwab & Co., Inc. serves a large client base, primarily 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 solutions, utilizing multi-asset model portfolios, strategic asset allocation, and a formal alternative-investment process.

Joseph Winslow is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 35 years of industry experience. Prior to joining LPL Financial in 2020, he spent 28 years with Link Allen and Associates, Securian Financial Services, and Minnesota Life Insurance Company. He is also an insurance agent and is involved with a separate corporation, 505 Enterprises, which he dedicates significant time to. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, utilizing both in-house research and third-party subadvisors.

Malika Saumil Ajmera is a financial advisor at Fidelity with one year of industry experience. She holds a Series 66 designation and has worked at several firms including EquAlpha Investments, Axis Securities, and Arihant Capital prior to joining Fidelity. Her background also includes a position at UC Berkeley. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across a broad investable universe.

Robert Galindo Jr. is a financial advisor at LPL Financial with 24 years of industry experience and holds a Series 66 designation. He has worked at LPL Financial since 2017 and previously spent eight years at National Planning Corporation. Additionally, he has been involved with the Metropolitan Adult Education Program since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by model portfolios and research.

Alty Kosherbek is a Financial Consultant at Fidelity Investments, a position held since 2021. In this role, Alty partners with clients to develop comprehensive financial strategies that align with their individual goals throughout different stages of life. His focus areas include personalized retirement planning, tax-efficient investing, and estate planning considerations. With a foundation in stock and bond markets, Alty applies his expertise to help clients gain clarity and confidence regarding their financial futures. He holds a California Insurance License, supporting his capacity to guide clients through various financial decisions. Outside of his professional responsibilities, Alty has interests in comedy, outdoor adventures, and traveling.