Jessica Levan is a CFP® professional with 18 years of industry experience, currently working with J.P. Morgan Securities since 2013. Her prior roles include positions at Chase Investment Services Corp. and MSI Financial Services, Inc. She is based in Morgan Hill, CA. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, and it offers capabilities including derivatives and commodities through various regulatory registrations.

Alexis Winder is a CFP® professional with nine years of industry experience, currently serving clients at Edward Jones since 2017. Based in Hollister, CA, Winder holds the Series 66 designation. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Gonzalo Bravo Jr. is a financial advisor with J.P. Morgan Securities in Hollister, CA, holding Series 63 and Series 66 designations and having 12 years of industry experience. He has worked with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting within a non-discretionary program. Their advisory process combines quantitative and qualitative research with forward-looking market assumptions to develop model asset allocations, incorporating ESG criteria and utilizing affiliates for implementation and portfolio services.

Marisa Otto is a CFP®-credentialed financial advisor with Edward Jones, based in Morgan Hill, CA. She has 23 years of industry experience and has been with Edward Jones since 2002. Outside of her advisory role, she serves as a board member and scholarship committee member for the Rotary Club of San Jose East/Evergreen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Robert Fortino is a financial advisor at Edward Jones in Gilroy, CA, with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies and affiliated services. The firm has a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Christopher Loo is a financial advisor with Ameriprise in Morgan Hill, CA, holding a Series 63 designation and 32 years of industry experience. He has been with Ameriprise and its predecessor firms since 1993. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet certain asset thresholds, providing written Recommendation Reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary recommendations, primarily for clients with assets managed within Ameriprise.

Kimberly Gaxiola is a CFP® professional with 27 years of industry experience, currently with Cambridge Investment Research Advisors where she has worked since 2010. Her prior experience includes roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. She also serves as a board member of Informed Choices, a nonprofit organization. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through thousands of financial professionals. The firm offers discretionary and non-discretionary management across multiple platforms and maintains proprietary model strategies under the Founders Gate Capital brand.

Anusha Sapharu is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked previously at Bank of America/Merrill Lynch and J.P. Morgan Securities LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Victor Gaxiola is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Wells Fargo Clearing and A. G. Edwards & Sons. Outside of his advisory work, he serves as a director managing curriculum for Leadership Morgan Hill and is a council member with Gerson Lehrman Group, providing consulting and coaching. Cambridge Investment Research Advisors serves a diverse client base of individuals and institutional investors, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base through thousands of financial professionals and provides access to multiple platforms, third-party advisers, and proprietary model strategies.