Frank Gomez is a Series 66 licensed financial advisor with nine years of industry experience, currently with J.P. Morgan Securities in San Jose, CA. His work history includes roles at JPMorgan Chase Bank, Citigroup, and Bank of America. He also operated a retail business, Frank's Corner Store, for one year. 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 combines quantitative and qualitative research and may incorporate ESG criteria.

Charles Elliott is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has been with Wells Fargo Advisors since 2012 and holds Series 63 and Series 65 designations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, as well as specialized services such as business-owner transition and special-needs analysis.

Rodger Hobbs is a CFP®-certified financial advisor with 20 years of industry experience, currently with Osaic in San Jose, CA. He previously worked at Royal Alliance for 11 years. Outside of his advisory role, Hobbs operates a tax preparation and planning service through Baron Tax Services. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services featuring model-based asset allocation, portfolio optimization, and multiple managed account options delivered via a multi-advisor platform.

David Foreman is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, he serves as an elder at Cedar Grove Community Church. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Robert Diaz is a Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at RDSquared, various insurance carriers with W&R Insurance Agencies, Waddell & Reed Inc, and Asset Conversion Corp. 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 under management through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Alfred Pasaoa is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds the CFP® and ChFC® designations, along with a Series 66 license. His prior experience includes roles at Wells Fargo Clearing and Merrill. Outside his advisory work, he owns and operates an investment-related LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering investment and fee-based financial planning services. The firm provides a broad planning menu with tailored recommendations supported by proprietary research and tools, integrating advisory services with a range of financial products.

Kathryn Lindfelt is a CFP® professional with 17 years of industry experience, currently affiliated with LPL Financial in San Jose, CA. She previously worked at Sequoia Wealth Advisors & Investment Management, Inc. from 2016 to 2022. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Samira Memic is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, the Berman Skin Institute, Elco Electric Inc, San Francisco State University, and De Anza College. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and serves clients through direct and corporate financial planning agreements.

Robert Fazo is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and with 30 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1996. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports its advisory services with custodial and trade execution partners.

Luvien Tran serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, Tran focuses on helping clients develop personalized wealth management strategies that align with their comprehensive financial goals. Tran works to create flexible strategies adapted to changing market conditions, leveraging investment insights from Merrill and banking and lending solutions from Bank of America. Tran's expertise encompasses education planning, family wealth management, services for endowments, foundations, non-profits, defined benefit plans, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Tran holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Tran earned a bachelor's degree from the University of California Berkeley. In addition to professional work, Tran participates in community service through volunteering with local organizations, reflecting a commitment to the communities served. Tran follows a philosophy centered on connecting all aspects of a client’s financial life to prioritize and pursue the most important goals.

Joshua Go is a financial advisor at Fidelity with a Series 66 credential and experience spanning multiple financial institutions including JPMorgan Chase & Co. and First Republic Bank. He has worked at Fidelity since 2025 and is based in Los Gatos, CA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad range of clients including retail and institutional investors. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios using mutual funds, ETFs, and ETPs.

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.

Jeffrey Raegen is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and having 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the boards of Troop 290 Committee and Pacific Swimming, where he holds finance-related leadership positions. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement, utilizing research-driven, tax-efficient strategies and algorithmic tools to generate tailored recommendations. The firm serves high-net-worth individuals and provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Linhvien Tran is a Senior Financial Advisor with nearly two decades of experience in the financial industry. She began her career as a Financial Advisor at Merrill Lynch Wealth Management in 2006 and focuses on working with high net worth individuals, families, senior-level executives, business owners, and corporations. Linhvien specializes in areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, socially responsible and ESG investing, as well as women and wealth and retirement income planning. She holds the Chartered Retirement Planning Counselor (CRPC) designation and a Bachelor of Science degree in Business Administration from the University of California, Riverside. Linhvien is committed to delivering customized advice and guidance tailored to her clients' specific situations and goals. She works alongside Merrill's team of financial professionals and analysts to provide a comprehensive approach to financial strategy. Outside of her professional role, Linhvien enjoys spending time with her husband, Thach, and their three sons in San Jose. Her personal interests include traveling and playing volleyball. She also participates in community involvement through supporting several charitable organizations associated with Merrill Lynch.

Cheryl Farley is a financial advisor at J.P. Morgan Securities with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at J.P. Morgan Securities since 2020. Her prior experience includes roles at Charles Schwab and Bancwest Investment Services, Inc. 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. The firm employs a centralized due diligence process combining quantitative and qualitative research and offers a range of portfolio services supported by related investment-management affiliates.

Andrew Hubbard is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Before joining Morgan Stanley, he held various roles outside the financial industry, including positions at FedEx and local service businesses. He is also involved in community activities as a middle school flag football coach. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process that incorporates firm-approved tools and market outcome simulations.

Eugene Goodreault Jr. is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Investments, and Merrill prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Robert Mason Jr. is a financial advisor at Cetera with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Advisory Services and 1st Global Advisors. Mason is also president of Coast Financial Services Wealth Management Inc. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services via multiple program platforms and third-party money managers.

Koby Lieu is a financial advisor at Raymond James Financial with two years of industry experience. He holds a Series 66 designation and has worked with various branches of Raymond James since 2021. Outside of his advisory role, he serves as an independent contractor providing support services to Wealthstone Asset Management Group. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm utilizes tailored, non-discretionary planning and analytical tools to align investment strategies with client goals, and additionally supports municipal and public finance work through a specialized advisory affiliation.

Ji Michael Chung is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 27 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2019. Outside of his advisory role, he provides in-home care services in San Jose, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research from Wells Fargo Investment Institute with third-party analytics to offer diversified investment solutions, alongside a range of financial products through its bank and insurance affiliates.