Tuan Tang is a financial advisor at Merrill with a Series 66 designation. He has one year of industry experience and previously worked as an independent powerlifting coach. 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 investment strategies for individuals, high-net-worth clients, pension plans, and charitable organizations.

Maria Smith is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently serving at J.P. Morgan Securities in Dublin, CA. She has worked with JPMorgan Chase Bank, N.A. and affiliated entities since 2006. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach includes non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a focus on eligible investment strategies.

Mandana Hohn is a Senior Financial Advisor with Merrill Lynch Wealth Management. She works closely with clients to develop personalized wealth management strategies tailored to their unique financial goals and risk tolerance. Mandana leverages the resources of Merrill and Bank of America to provide investment insights, banking convenience, and lending solutions. Her client focus areas include college education planning, corporate executive services, divorce transition planning, employee benefits planning, family wealth management, retirement planning, portfolio management, and socially responsible investing, among others. With more than four decades of combined industry experience through the Hohn Group, Mandana provides customized and objective financial guidance to technology executives, high net-worth individuals, and small business owners across multiple states. The Hohn Group emphasizes long-term, individualized relationships and a holistic approach to wealth management, including retirement planning, concentrated stock strategies, education and estate planning, and lending services. Mandana holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She earned her High School Diploma/GED from Chabot College and communicates in both Persian and English. Outside of her professional role, Mandana is involved in community volunteer activities and enjoys personal interests such as biking, boating, camping, fishing, hiking, reading, spending time with family, traveling, watching movies, and woodworking.

Keihan Lamar is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having also worked at Wells Fargo Bank since 2014. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Kristin Sullivan is a financial advisor with Raymond James Financial, holding a Series 63 designation and 29 years of industry experience. She previously worked at Charles Schwab and Charles Schwab Bank from 1995 to 2024. Sullivan is also an independent contractor with Summit Financial Group, where she works directly with clients on wealth management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations, utilizing advanced analytical tools and offering specialized programs such as municipal and SIMPLE IRA advisory services.

Puiwah Yu is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds the Series 66 designation and has been with Wells Fargo since 2016, following a prior role at LPL Financial in 2011. Outside of her advisory work, she serves as officer manager for Appaloosa Glory, LLC, a supplier of cleaning solution products. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Loc Ngo is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. from 2016 to the present. Merrill, along 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 investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Parminder Banga is a financial advisor at Merrill with a Series 66 credential and three years of industry experience. He has worked at Merrill since 2016 and has also been associated with Bank of America, N.A. outside of Merrill. Banga and his wife hold a license with Amway Corporation for a small direct distribution business, primarily operated by his wife. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Charles Zheng is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. His career includes positions at J.P. Morgan Securities, Chase Investment Services, Morgan Stanley, and Wells Fargo Investments. Outside of finance, he owns and operates Lighthouse World Collectibles LLC, a business focused on buying and selling sports collectibles. 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.

Thomas Strohl Jr. is a CFP® professional with 28 years of industry experience, currently serving as an advisor at Osaic since 2025. Prior to joining Osaic, he spent 27 years with Lincoln Financial Advisors Corporation. He is also an insurance agent offering disability, long-term care, and life insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment process that emphasizes model-based asset allocation, portfolio optimization, and access to third-party managers and proprietary investment models.

Ami Ibarra is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds the Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she is involved in real estate through ownership in Raven Capital LLC and works as a contractor for RentSmallSmall, focusing on renting to young professionals in Africa. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that emphasizes asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative due diligence in its recommendations, which may include ESG criteria and utilize affiliated entities for implementation and portfolio services.

Aaron Gabriel is a CFP® professional with 37 years of experience in the financial industry, currently affiliated with Raymond James Financial. He has been associated with Raymond James Financial Services Advisors Inc. and The Gabriel Group since 2014. Outside of his advisory work, he is also a singer, songwriter, and recording artist involved with Rocky Michaels Music. 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, pension plans, corporations, and institutional clients. The firm provides tailored, non-discretionary consulting using analytical tools and supports its clients through advisory programs and institutional consulting across a large advisor network.

Edward Rusnak is a financial advisor with OSAIC, holding a Series 66 designation and 21 years of industry experience. He previously worked for Lincoln Financial Advisors for 20 years. Rusnak also conducts personal financial educational seminars for employees of local employers as part of their employee assistance programs. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment process with access to various portfolio management strategies and third-party money managers.

Erik Swoope is a financial advisor at Raymond James Financial with two years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and its Private Bank division. Outside of his advisory work, he coaches middle school to college-aged students in football and basketball and co-owns a hair salon in San Ramon, California. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm utilizes tailored, non-discretionary planning supported by analytical tools and emphasizes a broad range of advisory programs and institutional consulting services.

Christopher Mcclure is a financial advisor at Osaic with 31 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 31 years before joining Osaic in 2025. Outside of his advisory role, he is involved in the life settlements business as an agent through approved vendors. Osaic Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services supported by model-based asset allocation and portfolio optimization tools. The firm is notable for its scale, multi-advisor platform, and extensive network of affiliates and alternative investment options.

Clark Geranen is a financial advisor with LPL Financial in Danville, California. He holds the Series 66 designation and has six years of industry experience. Prior to joining LPL Financial in 2020, he worked at Cordoba Corporation and Parsons Corporation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management access, and institutional platforms.

Russell Lin is a financial advisor with Charles Schwab in Pleasanton, CA, holding the Series 66 designation and with seven years of industry experience. He has worked at Charles Schwab Bank, SSB since 2020 and Charles Schwab & Co., Inc. since 2018. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with centralized supervisory and custody arrangements.

Lin Shen is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in the financial industry, Lin is committed to helping clients understand and improve their financial condition to pursue their personal goals with confidence. Lin focuses on connecting all aspects of clients' financial lives to prioritize and pursue the goals that matter most to them. Lin's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Lin holds a Master's Degree from the University of Arizona and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Lin is fluent in Mandarin, Yue (Cantonese), and English. Outside of work, Lin enjoys gardening, hiking, reading, running, spending time with family, and traveling. Lin also participates in community volunteering, reflecting a commitment to the communities served.

Zhaolin Kang is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as money market funds, collective investment trusts, mutual funds, group annuity contracts, and bank deposit sweep programs.

Kinley Wong is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 designations and previously worked for Lincoln Financial Advisors for 24 years. In addition to his advisory role, Wong is licensed to sell a range of non-variable insurance products, including accident and health insurance, disability insurance, long-term care insurance, fixed and indexed annuities, and life settlements. OSAIC Wealth serves a broad range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and advisor-managed portfolios. The firm emphasizes model-based asset allocation and portfolio optimization, with resources supporting discretionary strategies, third-party managers, and proprietary investment models.