William Olesinski is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Merrill, JPMorgan Chase Bank, and Bank of America. Outside of finance, he was involved with The Patio at Rudy's for seven years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative and algorithmic portfolio construction. The firm is noted for its use of model portfolios, algorithmic methods, and its advisory roles with registered investment companies.

Asako Thompson is a Series 66-licensed financial advisor at Morgan Stanley with 21 years of industry experience. She has worked at Unionbanc Investment Services for 20 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

William Yates is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 1984 and joined Merrill Lynch in 2004. In his role, he collaborates closely with clients to design long-term strategies tailored to help achieve their individual life goals. William holds a Bachelor's Degree in Business/Economics from the University of California, Santa Barbara. He holds the Personal Investment Advisor (PIA) designation. His consultative process customizes solutions based on each client's risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. He supports clients in planning for retirement, education funding, home purchases, business growth, legacy building, and philanthropic efforts. Outside of his professional duties, William serves as Chair of the BACCV.

Josephine Yap is a financial advisor at Morgan Stanley Wealth Management in San Jose, CA, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a sole proprietor involved in real estate investments. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that emphasize advisory roles without individual security recommendations in standalone plans.

Robert Ostenberg is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for Securian Financial Services Inc, Minnesota Life Insurance Company, and Sgc Financial & Insurance Services over a 15-year period. Outside of his advisory role, he has been involved in teaching retirement planning classes. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Anthony Ditta is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on a range of client areas including equity compensation services, family wealth management strategies, liquidity management, managing new wealth, portfolio management services, small business strategies, women and wealth, sports and entertainment, tax minimization, and retirement income. He strives to build long-lasting relationships with clients and provide personalized financial advice. Anthony holds a Bachelor's Degree from San Jose State University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He applies his skills and experience, along with support from his team, to help clients achieve their long-term financial goals amid busy work and life schedules. Outside of his professional work, Anthony is actively engaged in sports and outdoor activities. He has a background in competitive baseball and football, enjoys cycling, golfing, skiing, and spending time with his family. He pursues these interests alongside his advisory work.

Phillip Moehrke is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 designation with 11 years of industry experience. He has worked at Morgan Stanley in various capacities since 2014, including his current role at Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients. The firm provides tailored financial planning through its Financial Advisors and Estate Planning Strategies Group, managing approximately $2.74 trillion in client assets.

Judy Klink is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She has been with the firm since 2000 and brings extensive experience in advising clients on wealth accumulation, preservation, and transfer through customized wealth management strategies. Her approach emphasizes understanding each client's unique financial goals to develop tailored strategies that address their specific needs. Judy holds a Bachelor's degree and a Master's degree in Economics with an emphasis in Finance from San Jose State University. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor™ designation, as well as the Personal Investment Advisor credential. She leverages the investment resources of Merrill Lynch Wealth Management and the banking services of Bank of America to assist clients in managing various aspects of their financial lives. Her client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Judy is fluent in Yue (Cantonese), Mandarin, and English.

Miguel Castillo is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior roles include positions at UBS Financial Services and Citigroup Global Markets. He is also the owner of CF4CAPITAL, Inc., a private investment-related business. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients who meet certain net-worth criteria. The firm integrates advisory services with various financial products and referral channels, delivering tailored recommendations supported by Wells Fargo research and planning tools.

Franklin Klein is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with J.P. Morgan Securities in Los Gatos, CA, having previously worked at Charles Schwab, TD Ameritrade, and RBC Capital Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting.

Tuyet Do is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to her current role, she worked at Deloitte & Touche, LLP for one year and has multiple prior terms at J.P. Morgan and JPMorgan Chase Bank, N.A. 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 within a non-discretionary framework. The advisory process leverages centralized due diligence and integrates quantitative and qualitative research to build model asset allocations.

Ann Margaret Bishop is a Series 66-licensed financial advisor with 17 years of industry experience. She is currently with Fidelity and has previously worked at firms including Morgan Stanley Smith Barney, Wells Fargo Advisors, Natixis Investment Managers, and First Republic Securities Company. She is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm combines proprietary fundamental research with quantitative analysis and systematic portfolio construction, serving clients through discretionary and non-discretionary advisory services as well as fund advisory roles.

Jimmy Galindo is a financial advisor with RBC Capital Markets in San Jose, CA, holding Series 63 and Series 65 credentials and with 27 years of industry experience. His prior experience includes roles at City National Bank and Morgan Stanley Private Bank. He serves as a committee member at Gateway City Church, where he participates in governance and policy review. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and employs tailored investment strategies using both in-house and third-party managers.

Gary Cruff is a financial advisor with Equitable Advisors, holding a Series 66 designation and 24 years of industry experience. He previously worked at Ameriprise Financial Services, LLC from 2002 to 2026. Outside of advising, he serves as a California Notary Public and manages real estate properties for his family. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and asset-management programs. The firm leverages third-party advisory models and offers a range of investment options including mutual funds, ETFs, and select alternative investments.

Carlos Curiel is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Foresters Advisory Services and Foresters Financial Services, as well as self-employment in the financial sector. 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 investment management services, including model portfolios, third-party asset management, and institutional platforms.

William Stonhaus is a financial advisor with UBS Financial Services in San Jose, CA. He holds Series 63 and Series 65 designations and has 44 years of industry experience. Stonhaus has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Michael Glantz is a financial advisor with Thrivent Investment Management based in San Jose, CA. He holds Series 63 and Series 66 designations and has 28 years of industry experience. Glantz has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses covering a wide range of planning topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Casey Galdieri is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves 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 utilizes structured planning tools and market-based modeling in its financial planning process.

Salah Saleh is a Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies tailored to their unique goals, providing access to investment insights from Merrill and banking and lending solutions through Bank of America. His client focus areas include family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, and small business strategies. Salah holds a Bachelor's Degree from the University of Michigan System and holds the Personal Investment Advisor (PIA) designation. He communicates in both English and Arabic. Salah emphasizes clear and concise financial advice, helping clients understand their options and make informed decisions. He follows a holistic, human-centered approach to wealth management and values supporting and connecting the local community. Outside of his professional work, Salah spends time volunteering with community organizations. His personal interests include basketball, camping, chess, football, golfing, music, reading, traveling, and spending time with his family.

Rana Oroumi is a Financial Consultant at Fidelity Investments, where she partners with clients and their families to understand their unique financial situations and co-create and execute investment strategies and financial plans. She utilizes a disciplined process and Fidelity's broad services and resources to provide investment guidance aimed at helping clients work towards their financial success. Prior to her current role, Rana served as an Investment Consultant at Fidelity Investments from 2022 to 2023. Before joining Fidelity, she worked as a 1st Vice President Private Client Banker at JPMorgan Chase Bank from 2018 to 2022. She holds a California Insurance License. Outside of her professional responsibilities, Rana enjoys family activities, social events with friends, hiking, music, outdoor adventures, and swimming.