Connor McGuire is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 66 designation and possessing 10 years of industry experience. He has worked at Morgan Stanley since 2015, including roles with Morgan Stanley Private Bank, National Association since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Tarik Glenn is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley. Outside of finance, he has been involved with the National Cycling League and community education initiatives. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers a range of investment strategies, including model-based and discretionary approaches, integrated with Bank of America’s broader platform.

Jeffrey Bohn is a financial advisor with Edward Jones in Pleasanton, CA, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. He has been with Edward Jones since 2005. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management through a large nationwide network of financial advisors and branch offices.

Sarah Rush is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. She previously worked at Lincoln Financial Advisors from 2020 to 2025, Wells Fargo Clearing from 2016 to 2020, and Wells Fargo Advisors, LLC from 2012 to 2016. In addition to her advisory role, she is also licensed to offer traditional life insurance, fixed and indexed annuities, and long-term care insurance. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to manage diversified portfolios.

Brianna Visalli is a financial advisor at Raymond James Financial with a Series 66 credential and one year of industry experience. Prior to her advisory role, she was involved in professional athletics, playing in the National Women's Soccer League and the Barclay's Women's Super League, and worked with Stanford University's Athletics Department. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, institutions, and municipal entities, with a focus on tailored, non-discretionary solutions.

Masoud Rahimi is a Financial Consultant currently working at Fidelity Investments since 2024. He has previously held roles at Charles Schwab as a Financial Consultant from 2018 to 2024 and at Fidelity Investments as a Financial Representative from 2017 to 2018. His work focuses on understanding the unique needs of each client, including retirement planning, wealth building, and managing life transitions. He emphasizes transparency, integrity, and personalized guidance in his approach to helping clients achieve their financial goals. Masoud holds a California Insurance License. Outside of his professional work, he has interests in camping, fitness, golf, outdoor adventures, parenthood, and traveling.

Kenneth Lee is a financial advisor with LPL Financial in Fremont, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. His prior roles include positions at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and Compass Bank. Outside of his advisory work, he manages a home-based business entity focused on rental property management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with both discretionary and non-discretionary management options supported by internal and third-party research.

David Marchetti is a Planning Consultant at Fidelity Investments, where he collaborates closely with clients and their families to clarify their financial situations and identify their priorities. He develops personalized financial plans in partnership with wealth management teams to support clients' financial goals. His experience at Fidelity Investments includes roles as a Financial Representative and Relationship Manager prior to his current position. David holds a California Insurance License. Outside of his professional career, David enjoys camping, attending concerts, fishing, exploring culinary experiences, watching football, and listening to music.

Jane Lang is a CFP® professional with four years of experience in financial advising. She has worked at Edelman Financial Engines since 2022 and previously held roles at Herrmann & Cooke, Inc., HC Financial Advisors, Inc., and the University of California, Los Angeles. Edelman Financial Engines provides technology-enabled investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Timothy Cariolano is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 63 designation and 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Morgan Stanley Smith Barney LLC in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and models such as Monte Carlo simulations to support its financial planning process.

Mei Cheung is a financial advisor with LPL Financial based in Pleasanton, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. Her prior work history includes roles at HSBC Securities (USA) Inc. and BMO Bank NA. She is currently associated with both LPL Financial and BMO Bank NA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Celeste Gurule is a financial advisor at OSAIC with 39 years of industry experience. She holds the CFP® designation and the Series 63 license. Prior to joining OSAIC in 2025, she worked for Lincoln Financial Advisors Corporation from 1987 to 2025. Outside of her advisory role, she is involved in managing insurance-related activities and operates a legal entity offering fixed and indexed annuity products. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by asset-allocation tools, risk assessments, and access to third-party money managers.

Claude Bishop is a financial advisor with Osaic, holding a Series 66 designation and bringing 24 years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors and Kestra Financial Services, Inc. He is also the owner of a CPA firm where he provides tax preparation and planning services, and occasionally advises selected clients on life insurance coverage. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services. The firm utilizes advanced asset-allocation tools and third-party resources to manage diversified portfolios across various asset classes.

Ernest Guzman Jr. is a financial advisor with Morgan Stanley in Pleasanton, CA, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Donald Ledoux is a CFP®-designated financial advisor with 20 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Summit Financial Group, LLC, and Securian Financial Services. He serves as a board member and treasurer for the PulsePoint Foundation, a nonprofit organization. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, delivering advisory services primarily on a non-discretionary basis.

Xiao Liu is a financial advisor at Merrill with a Series 66 designation and six years of industry experience. Prior to joining Merrill, they have worked at Bank of America since 2015. Outside of their advisory role, Xiao Liu is involved in family co-ownership of a separate investment-related business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individual, high-net-worth, and institutional clients. The firm integrates investment management with broader banking services, utilizing both internally constructed and third-party strategies.

Hana Cuartelon is an advisor with LPL Financial in Fremont, CA. She holds the Series 66 designation and has experience in banking and health services, having worked at Fremont Bank and in home health care prior to joining LPL Financial. She also serves as a notary at Fremont Bank. 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 services, utilizing model portfolios, research, and advanced technologies.

Nicholas Charbonneau is a Planning Consultant at Fidelity Investments, a role he has held since 2026. In this position, he works closely with clients to understand their financial goals and collaborates with them to develop personalized financial plans. Prior to his current role, Nicholas gained experience at Fidelity Investments as a Relationship Manager from 2025 to 2026 and as a Financial Representative from 2024 to 2025. This progression reflects his growing expertise in financial planning and client relationship management. Outside of his professional work, Nicholas has interests that include baseball, beach activities, boating, fitness, golf, and skiing.

Jose Leyva is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has been with J.P. Morgan Securities since 2014 and has a longstanding affiliation with JP Morgan Chase Bank dating back to 2008. Leyva also has experience with Fresh Valley Ag Services. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting, delivered alongside affiliated brokerage and investment management capabilities.

Yuhsin Tseng is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, Tseng worked at Merrill and Bank of America for nine years. 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 brokerage, distribution, and investment management capabilities.