Andreas Lindstrom is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at E*TRADE Capital Management and E*Trade Securities. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and proprietary investment modeling tools.

Teri Yamamura is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. Her prior work includes extensive tenure at First Allied Advisory Services and First Allied Securities. Outside of financial advising, she works as a yoga instructor and provides consulting services as a secret shopper. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and oversight, managing over $256 billion in assets with support from more than 10,000 advisors nationwide.

Andrea Trudeau is a financial advisor at Osaic with a ChFC® designation and 37 years of industry experience. She has held positions at ABD Insurance & Financial Services, Foothill Securities, Massachusetts Mutual Life Insurance Company, and Securities America Advisors. In addition to her advisory role, she serves as an executive vice president and shareholder of Newfront, a firm specializing in employee benefits consulting and insurance brokerage services. Osaic Wealth serves a broad range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting various strategies including discretionary management and third-party manager selection.

Marcela Garcia Dungy is a financial advisor with Charles Schwab in Los Gatos, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2009. Outside of her advisory role, she manages rental properties in Hawaii and California. 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 discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by proprietary research and alternative investment options.

Angeline Turcan currently serves as Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this capacity, she collaborates closely with the Branch Leader to build and lead a strong team focused on delivering results and maintaining high levels of client satisfaction. She applies leadership principles to help associates perform at or above their full potential and ensures supportive accountability through regular and individualized meetings. Prior to her current role, Angeline gained extensive experience in wealth management and brokerage services. She was a Wealth Group Executive at Citibank from 2019 to 2023, Regional Brokerage Manager at Wells Fargo from 2013 to 2019, and Market Director at JPMorgan Chase from 2009 to 2013. She holds a California Insurance License. Outside of her professional responsibilities, Angeline is interested in fitness activities including running and swimming, and she is an instrumentalist.

Michael Mosher is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Ameriprise Financial Services, Portsmouth Financial Services, NB Wealth Management, and NB Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and utilizes analyses such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

James Yeo is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior work includes roles at Sunrun and Robert Yeo Consulting. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and relies mainly on model-delivery strategies created by unaffiliated asset managers.

Cliff Ahn is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, Fidelity Investments, and several other firms. He was previously the owner of a personal and professional coaching business, Context Switch LLC, which he is in the process of closing. 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 institutions.

Benjamin Raney is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Bond Pavement and Willard Hicks Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework.

Brandon Vargas is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 66 designation and four years of industry experience. His background includes roles at Wells Fargo Bank and Chase Bank, as well as various positions at San Jose State University and other organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Ting Ngan is a Series 66 licensed advisor with 15 years of experience, currently working at J.P. Morgan Securities since 2012. Prior to joining J.P. Morgan, Ting spent one year at Chase Investment Services Corp. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm integrates quantitative and qualitative research in its advisory process and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Dongyong Zhou is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior experience includes roles at Edward Jones, JP Morgan Chase Bank, CUSO Financial Services, and Powell Financial Group. Outside of his advisory work, he manages two rental properties. Charles Schwab serves a large client base, 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 strategies, supported by a centralized operational structure.

Savada Kong is a financial advisor at Fidelity with six years of industry experience. Her prior roles include positions at Edward Jones and New York Life Insurance Company. Outside of her advisory work, she manages a dog vlog channel where she edits and posts videos featuring her dog. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Aaron Brandt is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of more than 23,700 financial advisors.

Eric Stryker is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Galaham Zuanich is a financial advisor with Morgan Stanley in Santa Cruz, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Zuanich serves as a lead instructor for investment and retirement courses at Cabrillo College. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Yan Chyrle Maxilum is a financial advisor at RBC Capital Markets based in San Jose, CA, with five years of industry experience. She holds Series 63 and Series 66 licenses. Her previous roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment goals.

Zhongguang Chen is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 66 designation and 18 years of industry experience. His career includes roles at J.P. Morgan Securities and Chase Investment Services Corp. before joining Wells Fargo Clearing, where he has worked since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics based on diversification principles and modern portfolio theory.

Cindy Shi is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 designations. She has over 20 years of industry experience and has been with Cambridge Investment Research Advisors since 2012. In addition to her advisory role, Shi operates a tax preparation business as a CPA. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and provides access to a range of platforms, proprietary model strategies, and third-party advisers.

Szufan Su is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior work includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, First Republic, Citigroup/Citibank, and Heartland/Global Payments. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide array of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations to support its financial planning process.