Jasmin Martinez serves as Vice President Private Wealth Management Advisor at Fidelity Investments since 2026. She is a Certified Financial Planner® with over ten years of experience in the financial services industry. Her professional experience includes roles such as Financial Consultant and Vice President, Branch Leader at Fidelity Investments, as well as Senior Financial Consultant at Charles Schwab. She holds a California Insurance License. Outside of her professional work, Jasmin engages in activities such as kayaking, outdoor adventures, parenthood, caring for pets, traveling, and volunteering.

Colin Dasanjh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he manages several residential rental properties. 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 to its investment recommendations.

Amber Tamara Nguyen is a Financial Advisor with Merrill Lynch Wealth Management. She joined the Stimpfig Wealth Management Group in 2014 and has over a decade of experience serving clients. Amber helps develop, implement, and track customized wealth management strategies designed to assist clients in pursuing their financial goals while managing investment risk. She works with clients on retirement planning, funding education expenses, and creating legacies for future generations. Amber holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from the California State University System.

Paritosh Rajora is a financial advisor with LPL Enterprise holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, and Principal Life Insurance companies. He is based in San Jose, CA. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via an integrated platform.

Atop Inthamala is a Series 66-credentialed financial advisor with eight years of industry experience, currently serving clients at Morgan Stanley. Prior to joining Morgan Stanley in 2022, Inthamala worked for UBS Financial Services Inc. from 2016 to 2022 and has experience outside the financial industry through a role at Min Sok Chon, a Korean bar and restaurant. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, managing approximately $2.74 trillion in assets. The firm offers tailored financial planning and a range of investment programs, utilizing structured planning tools and market modeling techniques.

Jessica Tufte is a financial advisor at Cetera with 14 years of industry experience and holds the Series 66 designation. Her prior roles include positions at Ameriprise Financial Services and Craft and Fire Taproom, as well as a registered administrative assistant role at Rosenblatt Advisors. She is also a commissioned notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both discretionary and non-discretionary program options.

Allison Bordeaux is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, she worked at Northrop Grumman and Meta Platforms, Inc. She also has professional experience at Deloitte. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and conservative modeling techniques.

Nick Simon is a Financial Consultant at Fidelity Investments, a role he has held since 2024. In this capacity, he serves as an advocate for clients to ensure their financial plans are personalized to support their individual goals. Prior to his current position, Nick worked as an Investment Consultant at Fidelity Investments from 2022 to 2024, and briefly as a Relationship Manager at the same firm in 2022. He also has experience as a Financial Solutions Advisor at Merrill Lynch from 2021 to 2022 and as a Financial Advisor at Merrill Lynch from 2019 to 2021. Nick holds a California Insurance License.

Keng Sheng Wen is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Christina Guzman is a Series 66-licensed financial advisor with Morgan Stanley in Pleasanton, CA, bringing six years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2019. Outside of her advisory role, Christina is also a private yoga instructor. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Alexander Carter is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2011, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. In his current role, he partners with families to collaborate on all areas of financial decision-making, focusing on developing sound investment strategies and comprehensive financial planning. Throughout his career at Fidelity Investments, Alexander has built experience in investment consulting and financial advising. He holds a California Insurance License, which supports his work in financial services. Outside of his professional responsibilities, Alexander's personal interests include golf, snowboarding, and swimming.

Michelle Hu is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Cetera and its related entities since 2002, including roles at First Allied Securities and First Allied Advisory Services. Hu volunteers with the Shin Shin Educational Foundation and serves as trustee of the Hu Family Trust. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and managing more than $256 billion in assets.

Kevin Ho is a financial advisor at Morgan Stanley in Palo Alto, CA, with eight years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers a structured planning process supported by firm-approved tools and modeling techniques.

Rodger Hobbs is a CFP® professional with 20 years of industry experience, currently serving as an advisor at OSAIC since 2023. He previously worked for Royal Alliance from 2012 to 2023. Outside his advisory role, Hobbs operates a sole proprietorship, Von Baron Wealth Management, offering life and health insurance, and principals a tax preparation and planning service under Baron Tax Services. OSAIC serves a diverse client base, including individuals, high-net-worth investors, and institutional clients, providing brokerage, advisory, and financial planning services. The firm employs a variety of asset-allocation tools and third-party platforms to manage portfolios across multiple investment types either discretionary or non-discretionary.

Alice Chow is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Bank of America, and Merrill. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Andrew Chang is a Series 66-licensed financial advisor with Morgan Stanley in Palo Alto, California, where he has worked since 2015. He has 13 years of industry experience. Outside of his advisory role, he is involved in a real estate property ownership activity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through various channels, including direct individual plans and corporate financial planning agreements.

Scott Hamaguchi is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been associated with Raymond James Financial Services Advisors, Inc. since 2012 and also works with Addison Avenue Investment Services in a sales support role. He is based in San Jose, CA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm employs risk profiling and analytical tools to tailor non-discretionary planning and promotes client implementation through its advisory programs or other providers.

Courtney John is a Wealth Management Planning Consultant at Fidelity Investments. In this role, Courtney partners with advisors to provide detailed and comprehensive service and planning support tailored to high-net-worth clients. Courtney collaborates closely with clients to understand their unique financial goals and to develop personalized strategies that align with their priorities. Courtney's experience at Fidelity Investments includes roles as an Investment Consultant from 2023 to 2025, a Relationship Manager from 2022 to 2023, and a Financial Representative from 2021 to 2022. Courtney holds a California Insurance License. Outside of professional responsibilities, Courtney's personal interests include gardening, golf, painting, skiing, and surfing.

Robert Diaz is a Series 66 licensed financial advisor at Edward Jones with nine years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at RDSquared, various insurance carriers with W&R Insurance Agencies, Waddell & Reed Inc, and Asset Conversion Corp. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 financial advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and other services.

Phu Nguyen is a financial advisor with Fidelity Investments in San Jose, CA, holding Series 63, Series 65, and Series 66 designations and bringing 19 years of industry experience. His prior work includes roles at Jones Lang LaSalle and running The Maintenance Concierge Inc. for nine years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage funds and model portfolios, employing systematic methodologies and oversight in its investment processes.