Vandana Devi is a Planning Consultant at Fidelity Investments, where she has been serving since 2025. She began her career at Fidelity Investments in 2023, progressing through roles including Financial Service Representative, Financial Representative, and Relationship Manager before assuming her current position. Prior to joining Fidelity, she worked as a Personal Banker at Fremont Bank from 2020 to 2022. Her professional experience encompasses client relationship management and financial planning, with a focus on empowering clients to make informed decisions and maintain confidence in their financial goals. Vandana holds a California Insurance License, supporting her expertise in insurance-related financial services. Outside of her professional work, Vandana engages in activities such as cooking and baking, outdoor adventures, parenthood, reading, traveling, and writing.

Grace Campbell is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked with firms including Transamerica Financial Advisors and Inheritguard LLC. Campbell resides in San Ramon, CA. Edward Jones is a full-service wealth management firm serving a wide range of individual and institutional clients. The firm offers various advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Marlon Villavicencio is a financial advisor at Cetera with a Series 65 designation and four years of industry experience. His work history includes roles at Avantax Investment Services Inc. and Avantax Advisory Services, as well as ongoing involvement with MV Insurance Services, Inc. and MCV Enterprises LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party managers, and managing more than $256 billion in assets.

Vivian Chuan Sun is a financial advisor with LPL Financial based in San Ramon, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, Wells Fargo Investments, and Citicorp Investment Services. She is a founder, member, and secretary of the Five Loaves & Two Fishes Global Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Ellen Neumark is a CFP®-certified financial advisor with 41 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Stevan Hoffman is a Series 66-licensed financial advisor with 24 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2014 and previously was affiliated with MSI Financial Services, Inc. and Osaic FA, Inc. Outside of his advisory role, Hoffman is co-owner and treasurer of a European Wax Center franchise. Cambridge Investment Research Advisors is a large 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 professionals, employing both proprietary and third-party strategies with a range of custody and platform options.

Norman Lam is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo, JP Morgan Chase, Charles Schwab, and Transamerica Financial Advisors. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Linh Wong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, LPL Financial, East West Bank, and Cetera Investment Services. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Qimeng Li is a financial advisor at Merrill with seven years of industry experience. They hold the Series 66 designation and have worked at both Merrill and Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers and supports account administration, trading, and custody.

Robert Mount is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Cetera and its related entities since 2013 and has been self-employed in retirement planning since 1987. Outside of his advisory role, Mount serves as president of a homeowner association board. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures.

Jeffrey Snyder is a CFP® with over 31 years of industry experience. He is currently with Charles Schwab, where he has worked since 2021, following prior roles at TD Ameritrade and Scottrade. 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. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of integrated brokerage, custody, and advisory services.

Yingzhi Xi is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Jeffrey Snyder is a financial advisor with Cambridge Investment Research Advisors in San Ramon, CA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including over 10 years with Cambridge. Outside of his advisory role, he is a sales agent for Gateway Insurance Group. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing various platform arrangements and a mix of proprietary and third-party investment strategies.

Masihulla Nawabi is a financial advisor with J.P. Morgan Securities in Danville, CA, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s approach integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Stephane Johnston is a Financial Consultant at Fidelity Investments, where he has been assisting clients since 2020. He specializes in wealth planning using a goals-based planning approach to help clients achieve their financial objectives. Prior to this role, Stephane served as a Vice President Senior Private Client Advisor at Bank of the West from 2016 to 2020 and as an Investment Counselor at Fisher Investments from 2014 to 2016. Stephane holds a California Insurance License, supporting his ability to provide comprehensive financial advice. Outside of his professional responsibilities, he engages in various personal interests including family activities, golf, running, soccer, traveling, and volunteering.

Paul Westcott is a financial advisor with Edward Jones in Fremont, CA. He holds a Series 66 designation and began his advisory career in 2026. Prior to joining Edward Jones, his work experience includes roles at Anduril, Carvana, and Angelo Gordon. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory strategies, separately managed accounts, and affiliated mutual funds, with an emphasis on fiduciary standards and a large nationwide network of advisors and branch offices.

David Carlisle is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2014 and at THRIVENT Financial since 2015, totaling 11 years in the industry. He is active in youth development as Committee Chairman for Cub Scouts Pack 914 and as an Assistant Scoutmaster for Boy Scouts Troop 924 in Livermore. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits through a large network of advisors, focusing on holistic, goal-based planning across a broad range of financial topics without discretionary trading authority.

Ian Staley is a financial advisor with OSAIC in Pleasanton, CA, holding a Series 66 designation and possessing 26 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously at Signator Investors, Inc. from 2016 to 2018. He is also the sole proprietor of Staley Financial Services, specializing in life insurance sales, case design, and planning. OSAIC 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 affiliated advisors. The firm provides integrated brokerage and advisory services with a range of portfolio management strategies and third-party solutions.

Spencer Jung is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Financial Advisors, O'Brien Wealth Partners, and Grantham, Mayo & Van Otterloo. Outside of investment advising, he is also licensed to offer fixed insurance products, including health and traditional life insurance. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing various tools and automated processes to construct and manage diversified portfolios.

Sebastien Alezeau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing Services LLC since 2018 and has also worked with Wells Fargo Bank NA since 2009. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.