Radha Narayan is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she serves as a trustee for a colleague's child's UTMA/trust account. 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 client strategies.

Cliff Liang is a financial advisor at OSAIC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Fsc Securities Corp for seven years. Outside of his advisory work, he operates a sole proprietorship assisting people with health insurance enrollment. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and investment advisory services alongside financial planning, retirement consulting, and access to third-party money managers. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Jose Campos is a CFP® with 10 years of industry experience and is currently affiliated with Raymond James Financial Services Advisors, Inc. He has previously worked at Commonwealth Financial Network and H.D. Vest Advisory Services, among other firms. Campos is also involved in entrepreneurial ventures, serving as CEO of Innovative Investment Partners, LLC, and president of Rydge Wealth Management, as well as a partner in Rydge Tax Services, focusing on tax preparation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients. The firm offers tailored non-discretionary planning and utilizes advanced analytical tools to support client goals, with specialized capabilities in municipal and public finance as well as innovative retirement plan advisory services.

Richa Rastogi is the Vice President and Branch Leader at Fidelity Investments, a position she has held since 2023. She leads a team of associates who collaborate with clients to develop customized financial plans and assist in implementing strategies. Her role involves coaching and guiding her team to achieve their potential and success. Richa has been with Fidelity Investments since 2015, progressing from Financial Representative to Financial Consultant and Vice President Financial Consultant CFP® before assuming her current leadership role. Prior to joining Fidelity, she worked as a Financial Advisor at Northwestern Mutual in 2015 and as an Associate at JM Financial Services from 2011 to 2014. She holds a California Insurance License. Outside of her professional career, Richa enjoys family activities, fitness, hiking, and music.

Hadis Farazmand is a financial advisor with J.P. Morgan Securities in San Mateo, CA, holding Series 66 and Series 63 designations and two years of industry experience. Prior to joining J.P. Morgan Securities and JPMC Bank NA in 2024, Farazmand worked at Technology Credit Union and San Francisco Federal Credit Union. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support non-discretionary investment decisions.

Dyana Mathis is a Series 65 licensed financial advisor with Fisher Investments in San Mateo, CA, where she has worked since 2014. She has nine years of industry experience. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm combines quantitative and qualitative research through a centralized investment process and employs tax-aware strategies and risk management techniques to construct diversified portfolios.

Nathan Jia is a Financial Consultant at Fidelity Investments, a position he has held since 2024. He focuses on ensuring clients' capital is actively working towards their financial success, emphasizing regular in-person meetings to refine and adjust financial plans aligned with clients' goals. Nathan's professional experience includes roles as Vice President at Sunstone Management Inc from 2023 to 2024, Managing Director at Sunstone Trust Company from 2021 to 2023, and Investment Manager at American Lending Center Holdings Inc from 2017 to 2021. He holds a California Insurance License. Outside of his professional work, Nathan enjoys activities such as badminton, fitness, hiking, movies, outdoor adventures, and traveling.

Christopher Mansfield is a financial advisor at Equitable Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at the College of Financial Planning and First Republic Securities Company. Outside of his advisory role, he is involved with Dergalis Associates, LLC, focusing on the sales of group and individual ancillary products. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model that includes advisory and brokerage/insurance channels tailored to client goals and risk tolerance.

Dukens Holmes Tallandier is a financial advisor at Edward Jones in San Mateo, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, they were involved with Bay Area Home Cleaning, a residential and commercial cleaning service they owned and managed. Dukens also served in the US Army Reserves from 2013 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Zana Lugo is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2026. She brings extensive experience in financial advisory roles, having worked as a Financial Consultant at Fidelity Investments from 2020 to 2025, Senior Financial Consultant at TD Ameritrade from 2019 to 2020, Financial Advisor at Pettinelli Financial Partners from 2018 to 2019, Vice President Financial Consultant at Charles Schwab from 2014 to 2018, and Financial Advisor at Ameriprise Financial from 2003 to 2013. Zana holds a California Insurance License and focuses on financial planning to help clients work towards goals important to them and their families. She values the opportunity to support clients on their financial journeys.

Brett Berry is a CFA® charterholder with 20 years of industry experience, currently serving at J.P. Morgan Securities. His prior roles include positions at First Republic Investment Management and First Republic Securities Company. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Dominic Cavalieri is a financial advisor at Morgan Stanley in Burlingame, CA, holding a Series 66 designation with four years of industry experience. His prior roles include positions at Parkside Technologies, Parkside Securities, and several media and public sector organizations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Michael Thompson is a financial advisor with OSAIC in San Mateo, CA, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Securities America Advisors and 1st Global Advisor affiliates. Thompson also manages multiple family trusts and operates an accounting practice under Michael G Thompson CPA. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across a variety of investment types.

Matthew Mcgrouther is a financial advisor with Morgan Stanley in San Mateo, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Morgan Stanley since 2014 and also works with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by proprietary tools and modeling techniques.

Christopher Devcich is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Edward Jones since 1999. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients across a broad range of household and organizational types. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and provides a variety of discretionary and non-discretionary investment strategies, including overlay and tax-efficient services.

Esfandiar Zartoshty is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 10 years of industry experience. He previously worked at Mass Mutual Pacific from 2017 to 2023 and Vector Insurance from 2009 to 2017. 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, financial planning, and retirement consulting, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Scott Morris is a CFP® professional with 19 years of experience in the financial services industry. He currently serves as an advisor at OSAIC and previously worked for 18 years at Lincoln Financial Advisors. In addition to his advisory role, he offers fixed and indexed annuities as well as traditional life insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing a variety of asset-allocation tools and investment platforms to manage portfolios across multiple asset classes.

Thomas Befumo is a financial advisor with Osaic, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. His prior experience includes ten years with Lincoln Financial Advisors and over two decades running Befumo Insurance Group, Inc. He also offers disability insurance, fixed annuities, traditional life insurance, and long-term care products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, institutional, and charitable investors. The firm provides integrated brokerage and advisory services through a large network of advisers, using asset-allocation tools and multiple investment platforms to manage portfolios across various asset classes.

Cynthia Valencia is a financial advisor with UBS Financial Services in San Mateo, CA, holding a Series 66 designation and seven years of industry experience. She previously worked five years at Morgan Stanley before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, offering a broad range of products and solutions.

Jason Uchi is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has previously worked at Capella Partners INC., Scharf Investments LLC, JP Morgan, and NAI Northern California. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions under a fiduciary standard.