Jesse Blount III is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and approved planning tools.

Michael Mulvihill is a CFP®-designated financial advisor at OSAIC with 42 years of industry experience. He has previously worked at Sagepoint Financial, Inc., Sunamerica Securities, Inc., and Anchor National/Financial. Outside of advisory work, he owns a tax preparation business, Boyd Tax Counselors, Inc. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charities, offering integrated brokerage and advisory services. The firm utilizes asset-allocation tools, risk-tolerance analysis, and a variety of investment options to manage portfolios on both discretionary and non-discretionary bases.

Ernel Cabanero is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 65 and Series 63 licenses and 22 years of industry experience. He has been with Primerica Advisors since 2009 and affiliated with Primerica Financial Services since 2003. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based strategies and discretionary separately managed account options.

Connie Can is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary retirement-income recommendations.

Marisa Fugate is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 15 years of industry experience. She is also the owner of Thielen & Associates, an accounting and tax preparation business. Marisa has worked at multiple firms including LPJM Partners and Avantax Advisory Services, contributing to her diverse background in financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a variety of portfolio management and retirement services and operates a multi-manager platform with a range of program options and custodial relationships.

Maggie Martin is a financial advisor with Morgan Stanley in Santa Cruz, CA, holding a Series 66 designation and 23 years of industry experience. She has worked with Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs a structured planning process using firm-approved tools and delivers services supported by its Global Investment Committee’s return estimates and modeling techniques.

Huan Lai serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, he works closely with clients to help preserve and grow their assets through proactive planning and a disciplined investment process. He specializes in creating customized portfolio strategies that encompass alternative investments, personalized tax minimization strategies, wealth transfer planning, and philanthropic solutions tailored to High Net Worth individuals. Huan's expertise includes corporate executive services, divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, defined benefit plans, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income planning. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Born and raised in southern China, Huan earned a Bachelor's degree from Peking University and an MBA from the Monterey Institute of International Studies. He is a member of professional organizations such as the PKU Alumni Golf Association and the Peking University Alumni Association of Northern California (PKUAANC). He speaks both English and Chinese.

Jonathan Gervais is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at HSBC Bank USA N.A. and HSBC Securities USA Inc. He is also currently associated with BMO Harris 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 wide range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and various institutional solutions.

Julie Saso is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has been advising clients since 1997. She specializes in managing new wealth, personal retirement planning, and retirement income, focusing on the development, implementation, and tracking of clients’ unique goal-based retirement strategies. Julie is responsible for managing existing client relationships and implementing wealth management plans tailored to her clients' financial objectives. Julie holds the Chartered Retirement Planning Counselor™ (CRPC) designation as well as the Personal Investment Advisor (PIA) certification. She earned a Bachelor of Science degree in Business Management from the State University of New York at Oswego and also holds a certificate in Interior Design from the Fashion Institute of Design and Merchandising in Los Angeles. A native of Clifton Park, New York, Julie initially worked out of Merrill Lynch’s Century City office before relocating to San Jose in 2005. Outside of her professional role, Julie is involved with St Martin of Tours School, where her son attends kindergarten. Her personal interests include hiking, interior decorating, spending time with her family, traveling, watching movies, and practicing yoga.

Lin Yan is a financial advisor with Morgan Stanley in Cupertino, CA, holding a Series 66 license and eight years of industry experience. Prior to joining Morgan Stanley, Yan worked at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated, each for four years, and also at Future Research for two years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

Hai Tran is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase and Bank of America, N.A. from 2014 to 2019. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Quang Phan is a CFP® professional with over 23 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2022. His prior experience includes more than a decade at Cuso Financial Services, L.P. 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, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports specialized municipal and public-finance advisory services.

Ka Eun Lee is a financial advisor with Merrill in Cupertino, CA, holding Series 63, Series 65, and Series 66 licenses and 14 years of industry experience. Prior to joining Merrill and Bank of America in 2026, Lee worked at Park Avenue Securities and GUARDIAN LIFE INSURANCE/Pacific Advisors. Outside of advisory work, Lee has been involved with Loft Science LLC, providing business planning services. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Laurie Conforti is a financial advisor with OSAIC in Campbell, CA, holding a Series 65 designation and nine years of industry experience. She has worked at Securities America, Inc. since 2017 and was previously employed at Challenger School from 2010 to 2016. Outside of her advisory role, she serves as a server at a private event venue, Coyote Ranch. 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 advisory services with a range of investment solutions, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

Lourdes Lopez is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her background includes roles at PFS Investments Inc. and Avinger, Inc., among others. She is involved in sales of investment-related products and also partakes in referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, along with corporate and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports execution and custody through established providers, with approximately $15.5 billion in assets under management.

Gianna Saso is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Dan Caputo Co. for six years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and provides a range of retirement plan services supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Weng is a financial advisor with Raymond James & Associates in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes 11 years at UBS Financial Services Inc. Outside of finance, he is involved with Tamad Aviation LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Thomas Donnelly is a Series 66-registered financial advisor with Morgan Stanley in San Jose, CA, bringing 13 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Outside of his advisory role, Donnelly serves as a board member on the finance committee of the Monterey Museum of Art. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines extensive retail and institutional services with specialized planning and investment strategies.

Alexander Torshizi is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and BMO Harris Bank. He is also a commissioned notary in the state of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Michael Chen is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and E*TRADE Capital Management. Outside of his advisory role, he owns a rental property. Charles Schwab serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and utilizes multi-asset model portfolios supported by dedicated research and alternative investment due diligence.