Matthew Solis is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC and over 20 years at Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering tailored services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Michael Fujii is a financial advisor at Cetera with the PFS™ designation and one year of industry experience. He also serves as a partner at Johanson & Yau Accountancy Corporation, a public accounting firm, where he leads the tax department and manages client relationships. In addition to his advisory roles, Fujii co-owns an LLC that holds the building housing his business operations. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Yin Wang is a financial advisor with LPL Enterprise in San Jose, CA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Enterprise, Wang worked at The Prudential Insurance Company of America, Pruco Securities LLC, NYLIFE Securities LLC, and New York Life. Outside of finance, Wang has worked as a dentist at Milpitas Dental Group since 2003. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Rex Wang is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, various insurance carriers, and Waddell & Reed, Inc. He is based in San Jose, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and tools, with clients choosing whether and how to implement them.

Vincent Di Piero is a CFP® professional with nine years of industry experience, currently serving at Edward Jones since 2017. Prior to joining Edward Jones, he worked with Reach Professional Tutoring and Momel Partners Inc. in earlier roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Burns is a financial advisor with Merrill in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with both Merrill Lynch, Pierce, Fenner and Smith, Inc. and Bank of America, N.A. since 2012 and 2013, respectively. 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 and profit-sharing plans, corporations, and charitable organizations.

Nathaniel Garcia is a financial advisor with Fidelity in San Jose, CA, holding Series 63 and Series 66 licenses. He has two years of industry experience and has worked at Fidelity Investments since 2023, with prior roles at Regions Bank and Fidelity National Financial Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios using a systematic approach across various asset classes.

Edward Madden is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Madden also acts as an insurance agent broker for individuals and small businesses. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to a range of investment and insurance products through an integrated platform combining advisory and brokerage services.

Jesus Gutierrez Chavez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior work history includes roles at Fidelity Investments, Charles Schwab Bank, Charles Schwab, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sonal Tiwari is a Planning Consultant at Fidelity Investments, a position she has held since 2026. In this role, she focuses on assisting clients with comprehensive planning by understanding their unique situations and goals. Prior to this, she served as a Relationship Manager at Fidelity Investments from 2025 to 2026, a Client Service Associate at UBS from 2024 to 2025, and a Wealth Management Client Associate at Merrill Lynch from 2022 to 2023. She also held the position of Multi Unit Team Leader at H&R Block in 2020. Sonal holds a California Insurance License, which supports her expertise in providing financial planning and insurance solutions. Outside of her professional work, she enjoys cooking and baking, spending time with her family, listening to music, reading, and traveling.

Adeline Bellot is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 designation and nine years of industry experience. She has been associated with LPL Financial since 2015 and also provides investment advisory services through Mariner Independent Advisor Network, LLC, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations across a national network. The firm offers a range of financial planning and advisory programs, with both discretionary and non-discretionary management supported by various model portfolios and research resources.

Joycelyn Tran is a financial advisor at Wells Fargo Advisors with four years of industry experience and holds the Series 66 designation. Prior to joining Wells Fargo Advisors in 2026, she worked at LPL Enterprise and Pruco Securities LLC, and has experience with The Prudential Insurance Company of America. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.

Amy Mallo is a financial advisor at Merrill in San Jose, CA, holding a Series 66 designation and with 25 years of experience at the firm. She serves as a co-trustee in a fiduciary role for a trust involving herself and her spouse. 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 a range of clients including individuals, high-net-worth clients, and charitable organizations.

Eugene Mendoza is a Series 66-licensed financial advisor with seven years of industry experience, currently with J.P. Morgan Securities in San Jose, CA. His prior experience includes roles at Wells Fargo Bank, Citigroup, Merrill, and Bank of America. Outside of his advisory work, he owns and manages a rental property in Sacramento, CA. 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 operates with a non-discretionary approach, combining institutional advisory services with broker-dealer and investment adviser registrations.

Charley La Ragione is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 65 and Series 66 credentials with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, he held roles at Uber, DoorDash, Bay Club, San Diego State University, and Los Gatos High School. He is also involved in property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and firm-approved methodologies in delivering its services.

Kristopher Suhr is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Financial Solutions Advisor, he works closely with individuals and families to understand their unique financial needs and provide guidance on investment strategies, retirement planning, and wealth management. Kristopher enjoys getting to know clients personally to develop tailored strategies that align with their financial goals. He offers assistance ranging from general investing to planning for retirement and preparing for unexpected events. His approach emphasizes ongoing advice and guidance to adapt to changing client needs. He holds a Bachelor's Degree from the University of Nevada - Reno and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Kristopher's personal interests include basketball, biking, boating, camping, and scuba diving.

Jack Chen is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. His prior work includes roles at East West Bank and Charles Schwab Bank. He also spent several years in full-time education before entering the financial services field. Charles Schwab 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. The firm offers both non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and alternative investment due diligence within an integrated, large-scale operational structure.

Brandon Nguyen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has extensive experience in the financial services industry, having previously served as a Financial Solution Advisor at Merrill Lynch, Pierce, Fenner & Smith in 2018, and as a Chase Private Client Advisor at JP Morgan Securities from 2010 to 2018. Brandon holds a California Insurance License which supports his advisory roles. His professional approach is centered on helping clients strive for their financial goals. Outside of his professional life, Brandon is involved in family activities and parenthood.

Lanette Carey is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1993. In addition to her advisory role, she receives compensation for sales and referrals related to loan products, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

John Plaza is a financial advisor at OSAIC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades. Outside of advisory services, he is involved in term life insurance marketing and sales through his insurance brokerage activities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services using advanced asset-allocation tools and offers access to various third-party money managers and managed-account solutions.