Yinghui Weng is a financial advisor with LPL Financial in Livermore, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Since 2010, Weng has been associated with LPL Financial and IntoWealth, Inc., where Weng also serves in a leadership role managing a general insurance agency offering non-variable insurance products. 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 provides a range of advisory programs, financial planning, and retirement consulting services, utilizing discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Gurmeet Gulati is a financial advisor with Merrill based in Livermore, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2012. Merrill, together with Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth clients, and institutions.

Bolor Erdene Nergui is a financial advisor at Merrill with a Series 66 designation. She has held positions at Merrill and Bank of America since 2025 and 2026 respectively, and previously worked at ABB LLC, Bugat Corporation, and Instacart. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ryan De La Torre is a CFP® with 20 years of industry experience, currently affiliated with Cetera since 2025. He previously worked for Allstate Financial Advisors, LLC and Allstate Insurance Co for 15 years and has operated De La Torre Financial Group since 2016. He serves as a board member and participates in the finance committee for Friends of CASE – Alameda County. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers, with over $256 billion in assets under management.

Linda Kime is a financial advisor with Edward Jones in Livermore, CA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2009. Outside of her advisory role, she has interests in oil well royalties through HG Energy II Appalachia LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices nationwide.

Ivana Block is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. She has been with Merrill and its parent company, Bank of America N.A., since 2014. Outside of her advisory role, Ivana is a co-owner of a family rental property business. 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 offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Natalie Leininger is a CFP® professional with 40 years of industry experience. She is currently with OSAIC and has previously worked at Securities America Advisors, National Planning Corporation, and Sterling Financial Services. Outside of her advisory role, she owns a divorce planning service. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides a range of integrated brokerage and advisory services utilizing asset-allocation tools, risk assessments, and multiple third-party platforms to manage portfolios across various investment types.

Jennifer Juday is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, she worked at JPMorgan Chase (First Republic Bank) for four years and at Silicon Valley Bank for five years. She is based in Livermore, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branches.

Shereen Louka is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and six years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gabriel Wright is a financial advisor at Edward Jones in Livermore, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Univar Solutions, Dollar Tree, and PG&E. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Ernest Collins is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Citigroup, Bank of America, and Merrill. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors.

Hana Redzic is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. since 2022 and joined Merrill in 2020. Outside of financial advising, she owns a photography and social media business called Maass Photography. 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 offers a range of model-based and discretionary strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Vicki Bowen is a financial advisor with Wells Fargo Clearing who holds Series 63 and Series 66 licenses and has 25 years of industry experience. Her career includes roles at Wells Fargo Advisors Financial Network, J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Morgan Stanley. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tarik Glenn is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for three years. Outside of finance, he has been involved with organizations such as the National Cycling League and community education initiatives in the Berkeley Unified School District. 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 accounts.

Andrew Yadegar is a financial advisor at Merrill with two years of industry experience. He holds a Series 66 designation and has prior experience at Bank of America, N.A., as well as diverse roles in the automotive and transportation sectors. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Lisa Lagorio is a CFP® with 41 years of industry experience. She currently works at OSAIC and has previously been affiliated with Securities America Advisors, National Planning Corporation, and Sterling Financial Services. She serves on the finance committee for the Pedrozzi Scholarship Foundation, which awards scholarships to graduates of local high schools in Livermore, CA. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and various advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party solutions to construct diversified portfolios.

Sagar Singh is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and six years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as experience outside finance at Vinum Bar. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in a modern portfolio theory approach and acting as an ERISA fiduciary.

Eric Razzi is a financial advisor with Merrill, holding a Series 66 designation and 15 years of industry experience. He has worked with Merrill and Bank of America since 2012 and had a prior role at TD Ameritrade. Razzi is based in Livermore, California, and has experience in both institutional and client-facing roles. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Rawson is a financial professional with eight years of industry experience, currently affiliated with Cetera. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Bank of America, Merrill, and Cetera. He is also involved with Bar Financial Partners LLC, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts, offering a range of portfolio management, financial planning, and advisory services through a nationwide network of independent advisors.

Haiwen Ye is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. Ye’s career includes roles at Bank of America, N.A., Merrill, and Citigroup. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.