Vu Nguyen is a financial advisor at Raymond James Financial with 27 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Raymond James & Associates, and Unionbanc Investment Services. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he is an officer and financial advisor for Wealthstone Asset Management Group, Inc. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Victor Gaxiola is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 66 licenses and possessing 13 years of industry experience. He has worked at Cambridge since 2019 and has prior experience with firms including Lirio LLC and Hearsay Systems. Outside of his advisory role, he serves as a director managing curriculum for students at Leadership Morgan Hill and acts as a council member providing consulting and coaching for Gerson Lehrman Group, Inc. Cambridge Investment Research Advisors is an 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 advisory services through a network of independent advisors, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Arely Leon Mejia is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at JP Morgan and TD Ameritrade. She is based in Campbell, CA. 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, offering a mix of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.

Laura Leavitt is a CFP®-certified financial advisor with over 30 years of industry experience. She is currently with Cetera and has held roles at several firms including Voya Financial Advisors and Good Life Financial Group. Leavitt is also president of Sam Granato Insurance Services, Inc., an insurance agency she has managed since 1993. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Bianca Cross is a Series 66-licensed financial advisor at J.P. Morgan Securities with 14 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held positions at Cetera and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ali Alomari is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work experience includes roles at Tesla, Excite Credit Union, Nissan of Gilroy, and in M&A Market/Plaza Minimart. Ali is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing both discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Vanessa De Ingardia is a CFP® with 28 years of industry experience, currently serving at Raymond James Financial. She has been a Certified Divorce Financial Analyst (CDFA) since 2016 and has worked with Raymond James Financial Services Advisors, Inc. since 2011. She operates a branch under the name Blue Diamond Wealth Management in Campbell, CA. 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 uses tailored non-discretionary planning and analytical tools to support client goals and offers various advisory programs alongside municipal and public finance services.