Daniel May is a financial advisor with Focus Partners Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior work includes roles at The Colony Group, Buckingham Strategic Wealth, and Charles Schwab. Outside of financial advising, he participates in a professional networking group called LGNG, where he occasionally assists with report generation. Focus Partners Wealth serves individuals, families, charitable organizations, corporations, and institutional retirement plans by providing investment management, financial planning, and related services. The firm employs a long-term, tax- and fee-sensitive investment approach utilizing a blend of active and passive strategies alongside third-party managers and private funds, tailoring portfolios to clients’ specific needs.

Shiva Porter is a financial advisor at Principal Financial Services with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at notable firms including JP Morgan Chase Bank and Edward Jones. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Scott Mcdougall is a financial advisor with Fifth Third Securities, Inc. in Watsonville, California, holding Series 63 and Series 65 credentials and has 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, LPL Financial, BMO Harris Bank, and First Bank of Highland Park. He was also involved with Scott Mcdougall Photography, LLC for nine years. Fifth Third Securities, Inc. serves individual and institutional clients through both advisory and brokerage services, offering a range of investment programs including mutual funds, SMA strategies, tax overlays, and direct indexing. The firm operates as a wholly owned subsidiary of Fifth Third Bank and manages approximately $10.9 billion in assets.

Abraham Rivera is a financial advisor with Merrill in Watsonville, CA, holding a Series 66 designation and two years of industry experience. He has worked at Bank of America, N.A. since 2024 and was previously employed at Hartnell College for 14 years. 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 strategies for individual, high-net-worth, and institutional clients.

Diana Brenneise is a Series 66-credentialed financial advisor with Edward Jones, based in Watsonville, CA. She has nine years of industry experience, all with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Lukas Fortino is a financial advisor with Edward Jones in Gilroy, CA, holding a Series 66 designation and three years of industry experience. He previously worked at Doyle's Work Company for eight years and at Gilroy High School for four years. Fortino serves as a Finance Committee Member for the Gilroy Foundation and as Board Member and Investment Committee Chair for the Rotary Endowment in Gilroy. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment strategies and affiliated services. The firm manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Jose Cerda is a financial advisor with J.P. Morgan Securities in Watsonville, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to his current roles, his employment history includes positions at Target Corporation and Red Robin Gourmet Burgers, Inc., as well as time at San Jose State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The advisory process combines quantitative screens and qualitative research to build model asset allocations, and the firm maintains regulatory registrations allowing broader derivatives and commodities capabilities.

Brandon Picone serves as the Resident Director and Wealth Management Advisor at Merrill. In this role, he focuses on working with high net worth individuals and families to develop custom-tailored, tax-efficient financial strategies. His approach includes tax-efficient liquidity management, encompassing lending services through Bank of America, N.A., as well as cash flow management. Brandon's client focus areas include executive and equity compensation, family wealth management, philanthropic planning, legacy planning, and strategies for endowments, foundations, and non-profits. Born and raised in San Jose, Brandon earned a Bachelor's degree in Economics from Pepperdine University, where he also played Division 1 water polo. He holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is a member of professional organizations such as CordeValle Golf Club, Pepperdine University Bay Area Alumni Chapter, Santa Clara County Estate Planning Council, and Silicon Valley Bar Association. Brandon maintains a passion for health and fitness, enjoying activities such as weight lifting, golfing, hiking, skiing, and more. He is married with four children and values spending time with and caring for his family. His community involvement includes participation in the Salvation Army Silicon Valley and the Valley Christian President's Business Challenge.

Nicholas Maes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and three years of industry experience. He has worked at PFS Investments Inc. since 2023 and has a history of positions in both financial services and education. His activities include the sale of investment-related products and non-investment products such as home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-driven strategies and discretionary separately managed accounts.

Victor Acevedo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked within JPMorgan Chase and its affiliates since 2018 and previously spent seven years at UnionBanc Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.

Marcus Guerra is a financial advisor with Edward Jones in Hollister, CA, holding a Series 66 designation. He has one year of industry experience, including prior roles at WestPac Wealth Partners and various positions outside the financial sector. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and discretionary strategies. The firm manages over $1 trillion in assets and operates a large nationwide network of advisors and branch offices.

Gregory De Castro is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process is supported by a centralized due diligence team that combines quantitative screens and qualitative research, incorporating an ESG eligibility framework in their recommendations.

Joseph Roberto is a financial advisor with Fidelity in Gilroy, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes positions at Fidelity Investments, Charles Schwab, Wells Fargo, Edward Jones, and JPMorgan Chase. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a systematic investment approach combining proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, with distinctive roles in advisory services and model portfolio delivery.

Lee Michael Murphy is a financial advisor with OSAIC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Securities America Advisors, RNP Advisory Services, and Foothill Securities. He has also been involved with the Morgan Hill Community Foundation for over a decade and sells term and permanent life insurance on the side. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services across various programs. The firm utilizes a model-based investment approach with tools for asset allocation, portfolio optimization, and rebalancing, supported by a complex affiliate network and a variety of program options.

Felicia George is a financial advisor with Primerica Advisors in Watsonville, CA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her work history includes roles with PFS Investments Inc. and Primerica Financial Services, among others. She is also involved with Corralitos Community Church. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third parties and supporting accounts with custodial services from Pershing.

Albert Rodriguez is a financial advisor with LPL Financial in Morgan Hill, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, Merrill, and BMO Harris Bank. He has also worked with sports and venue-related companies such as the Forty Niners SC Stadium Company LLC and Populous, The Teams Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes and investment approaches.

Shana Hudson is a financial advisor with Ameriprise in Morgan Hill, CA, holding a Series 63 designation and over 33 years of industry experience. She has worked at Ameriprise and Ameriprise Financial Services, Inc. since 1993. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on written recommendation reports and ongoing retirement-income planning advice. The firm’s approach includes tax-aware withdrawal strategies and uses proprietary research and third-party data within a defined investment framework.

Michael Elder is a financial advisor with LPL Financial in Morgan Hill, CA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has worked at LPL Financial since 2026 and concurrently owns Cornerstone Investment Associates, which he established to facilitate securities, advisory, and insurance business. His prior experience includes roles at Commonwealth Financial Network, Trustee Empowerment & Protection, Inc., and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and advisory services, including model portfolios, third-party asset management, and institutional platforms, supported by extensive resources and a large network of over 22,900 advisors.

Hai Tran is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase and Bank of America, N.A. from 2014 to 2019. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Maylin Lema is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, she collaborates with clients and their families to integrate benefits into their overall financial plans through personalized education on benefits and equity compensation, as well as wealth planning and guidance. She emphasizes forming strong relationships with clients to maintain trust, reliability, and competency. Her professional experience includes various positions at Fidelity Investments since 2021, progressing from Investment Solutions Representative I to her current role. Prior to Fidelity, Maylin held roles such as Investment Advisor Representative at Creative Financial Designs and Registered Representative at Avantax Investment Services, Inc. She also has experience as a Financial Manager at Discovery Counseling Center, and as a Master Tax Advisor and Enrolled Agent at H&R Block. Maylin holds insurance licenses in Arkansas and California.