Roderick Fox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 19 years of industry experience. His career includes roles at Wells Fargo Bank and JPMorgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Steven Polaski is a CFP® professional with 25 years of industry experience, currently advising at Cetera since 2023. He previously spent 18 years at Summit Financial Group Inc. and three years working with Livermore High School. Polaski is also a licensed insurance agent and occasionally places policies through approved companies. Cetera Investment Advisers LLC is an SEC-registered firm that serves a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Dylan Crist is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 2014 as part of the RHR Group. He specializes in Goals Based Wealth Management, focusing on helping a select group of individuals manage their financial lives through personalized strategies. His client focus areas include college education planning, family wealth management, legacy planning, personal retirement planning, philanthropic planning, special needs planning strategies, tax minimization, and retirement income. Dylan holds a Bachelor's Degree from Menlo College, where he attended on a soccer scholarship. He also holds the designation of Personal Investment Advisor (PIA). A Bay Area native, Dylan maintains an active lifestyle and enjoys professional sports, boating, fishing, golfing, hiking, running, soccer, surfing, and spending time with his family. He also participates in community volunteer activities in line with Merrill’s tradition of community involvement.

Syed Rizvi is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Wells Fargo Clearing since 2016 and also has a longstanding association with Wells Fargo Bank NA dating back to 2009. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of advisory services, financial planning, and retirement plan consulting, leveraging research and analytics to support investment decisions.

Aubrey Tarpley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at firms including First Republic Investment Management, Bank of America, and Merrill. Tarpley serves as a California Advisory Board member of the Concussion Legacy Foundation, a nonprofit supporting individuals affected by concussions and CTE. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Kevin Ma is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans by leveraging Fidelity's holistic strategies and offerings. He focuses on understanding clients' short and long term goals to provide personalized financial guidance. Prior to joining Fidelity Investments in 2024, Kevin worked as a Financial Solutions Advisor at Merrill Lynch from 2021 to 2024. He holds a California Insurance License, supporting his capacity to advise clients on insurance-related financial matters. Outside of his professional role, Kevin has interests in cooking, baking, and running.

Amir Ghassemzadeh is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and 17 years of industry experience. His career includes multiple roles at Wells Fargo entities and six years at JPMorgan Securities LLC. 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 aligned with diversification principles and modern portfolio theory.

Harpreet Dehar is a Series 66-registered advisor with J.P. Morgan Securities in Palo Alto, CA. He has experience in the financial industry dating back to 2014, including roles at Wells Fargo Bank, First Republic Bank, and JPMorgan Chase Bank. Dehar is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a broad range of banking products and services alongside his advisory work. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and supports a range of eligible investment strategies, including those with ESG considerations.

Michael Nguyen is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2008. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party analytics to support its investment approach.

Kelvin Skewes Campos is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2021. Outside of his financial advisory role, he serves as Technical Director and coach for the Sunnyvale Alliance Soccer Club, working with boys' soccer teams aged seven to twelve. 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, offering both non-discretionary and discretionary investment options within an integrated operational structure.

Kenneth Seale is a financial advisor with Merrill in Palo Alto, CA, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Merrill Lynch since 1999. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mia Li is a Planning Consultant at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients strive for their financial goals through a client-centered approach. Prior to her current role, Mia worked as a Relationship Manager at Fidelity Investments from 2022 to 2024. She also has experience as a Financial Solutions Advisor and Banker at Bank of America between 2020 and 2022. Mia holds a California Insurance License. Outside of her professional career, Mia enjoys activities such as badminton, visiting museums, painting, snowboarding, and traveling.

Mark Maizel is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2016 and briefly with AFS Securities LLC. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning and a variety of investment solutions, managing approximately $2.74 trillion in client assets.

C Davis III is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 63 designation and over 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a sole proprietor involved in property management in Menlo Park, California. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Ho Yin Chung is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013, including seven years at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.

Robert Santos is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2014, following three years at Thrivent Investment Management. 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 written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and may incorporate an ESG eligibility framework.

Addie Chan is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Wells Fargo in 2016, Chan worked at Morgan Stanley and Citigroup Global Markets. She serves on the investment committee at San Mateo College, providing oversight on endowment and non-endowment funds. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Carine Krikorian is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and various Wells Fargo entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Adam Ghinazzi is a financial advisor at Cetera with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and Cetera Wealth Services since 2013. He is also affiliated with East Bay Financial Network, a financial services business. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform that includes both affiliated and third-party managers.

Dominique Reyes is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds a Series 66 credential and has held positions at firms including Corebridge Financial and PAX Labs, Inc. Outside of finance, she has been involved with Heylo LLC for five years. 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 combines quantitative and qualitative research supported by a manager solutions team and offers broader derivatives and commodities capabilities.