Edward Dinan is a financial advisor at Edelman Financial Engines with 16 years of industry experience. He holds a Series 66 designation and has been with Financial Engines Advisors L.L.C. since 2013. Outside of his advisory role, he serves as Treasurer and CFO for Samye, a 501(c)(3) religious organization, where he manages bookkeeping, bank accounts, taxes, and stock donations on a volunteer basis. Edelman Financial Engines provides technology-enabled investment advisory services for workplace retirement accounts, IRAs, taxable accounts, and institutional clients, managing model-based and customized portfolios while supporting a large client base through advisor-led and online 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 licenses and bringing 29 years of industry experience. He has been associated with PFS Investments Inc. and Primerica Financial Services since 1996. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts under a wrap-fee arrangement. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, with custody and execution handled by Pershing and Primerica Brokerage Services.

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 38 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab, Bancwest Investment Services, Inc., and Bank of the West. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer, investment adviser, and commodity-related registrations to deliver its services.

Eugene Goodreault Jr. is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following roles at Wells Fargo Clearing and Wells Fargo Advisors from 2011 to 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning. The firm employs structured discovery processes and planning tools, managing approximately $2.74 trillion in client assets.

Dana Seto Chun is a CFP® with 24 years of industry experience, currently affiliated with LPL Enterprise. She has previously worked at Prudential Insurance Company of America, Pruco Securities, LLC, and TIAA-CREF. Outside of her advisory role, she is involved with a family trust that manages real estate investments. 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, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that combines adviser programs with active sales of financial products.

Koby Lieu is a financial advisor at Raymond James Financial Services Advisors, Inc. in San Jose, CA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at CH Reynolds and Best Buy, as well as a decade as a full-time student. He also provides support services as an independent contractor for Wealthstone Asset Management Group. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, with a focus on tailored financial plans and recommendations supported by extensive research and asset-allocation analysis.

Lan Lin is a financial advisor with LPL Financial in Sunnyvale, CA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. Lin has been with LPL Financial since 2009. In addition to advisory services, Lin is involved with Polaris Advisory, which provides non-variable insurance products including life, health, disability, long-term care, and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and various technologies to support diversified investment strategies.

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.

Emma Tornel is a financial advisor at Charles Schwab with Series 66 registration and experience beginning in 2023. Prior to joining Charles Schwab, she held positions at JPMorgan Chase and Capital One, among other roles in diverse industries. Charles Schwab & Co., Inc. serves a large client base of 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 an integrated platform including brokerage, custody, and advisory services.

Chris Tran is a Financial Consultant currently working at Fidelity since 2024. He has previous experience as an Investment Advisor Representative at Fisher Investments from 2004 to 2018. Chris holds a California Insurance License. His professional focus is on helping clients grow and protect their wealth, make well-informed investment decisions, and simplify their financial lives. He emphasizes building strong relationships through clear and concise communication to help clients feel educated and confident in their decisions. Outside of his professional work, Chris has personal interests in camping, cars, fitness, traveling, and yoga.

Christopher Olivarez is a CFP®-certified financial advisor with 14 years of industry experience. He is currently with OSAIC and previously worked at Fidelity and Securities America Advisors. His background includes financial planning and insurance sales conducted through a sole proprietorship. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm uses advanced asset-allocation tools and offers portfolios that may include a range of securities managed on discretionary or non-discretionary bases.

Sy Nguyen is a Financial Advisor at Merrill Lynch Wealth Management, where he focuses on wealth management strategies to assist clients with wealth accumulation and preservation. He works closely with clients to understand their unique financial goals and provides tailored solutions aimed at improving their financial situations. Sy leverages the resources of Merrill and the banking services of Bank of America to address comprehensive aspects of his clients' financial lives. Sy has over three years of experience as a Financial Advisor at Edward Jones prior to joining Merrill Lynch in 2022. His areas of expertise include services for defined benefit plans, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Sy holds several professional designations such as Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned his MBA in Finance from the Neeley School of Business at Texas Christian University and holds a bachelor's degree in Finance and Accounting. Sy is involved in community organizations including Second Harvest of Silicon Valley and the Vietnamese American Organization. In his personal time, he enjoys hiking, running, and spending time with his family.

James Morehouse is a Series 66 licensed financial advisor with 13 years of industry experience. He is currently with J.P. Morgan Securities and JP Morgan Chase Bank, n.a., having previously worked at First Republic Investment Management, Inc., First Republic Securities Company, LLC, and Wells Fargo Advisors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

William Wang is a financial advisor with Charles Schwab in Cupertino, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2014. Outside of his advisory role, he owns and operates an automotive repair business focused on building and restoring cars. 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 offers both non-discretionary and discretionary investment solutions supported by research and a multi-asset portfolio approach.