Andrea Trudeau is a ChFC® and financial advisor with 37 years of industry experience. She has worked with firms including OSAIC since 2024, ABD Insurance & Financial Services (now Newfront) since 2012, and Foothill Securities from 1999 to 2016. In addition to advisory roles, she serves as an executive vice president at Newfront, a benefits consulting firm, where she assists employers in designing employee benefits programs. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through an extensive network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with a focus on diversified portfolios constructed using advanced asset-allocation tools and risk assessments.

Marcela Garcia Dungy is a financial advisor with Charles Schwab in Los Gatos, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2009. Outside of her advisory role, she manages rental properties in Hawaii and California. Charles Schwab & Co., Inc. 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 offers a multi-asset model portfolio approach supported by proprietary research and alternative investment options.

Angeline Turcan currently serves as Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this capacity, she collaborates closely with the Branch Leader to build and lead a strong team focused on delivering results and maintaining high levels of client satisfaction. She applies leadership principles to help associates perform at or above their full potential and ensures supportive accountability through regular and individualized meetings. Prior to her current role, Angeline gained extensive experience in wealth management and brokerage services. She was a Wealth Group Executive at Citibank from 2019 to 2023, Regional Brokerage Manager at Wells Fargo from 2013 to 2019, and Market Director at JPMorgan Chase from 2009 to 2013. She holds a California Insurance License. Outside of her professional responsibilities, Angeline is interested in fitness activities including running and swimming, and she is an instrumentalist.

Michael Mosher is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Ameriprise Financial Services, Portsmouth Financial Services, NB Wealth Management, and NB Securities. 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 supported by firm-approved tools and utilizes analyses such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

James Yeo is a financial advisor at Primerica Advisors based in San Jose, CA, holding Series 65 and Series 63 licenses with two years of industry experience. His work history includes roles at PFS Investments Inc., Primerica Financial Services, and Sunrun. Primerica Advisors 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 delivers advisory services through a large network of advisors using model-driven portfolio strategies managed by unaffiliated asset managers.

Cliff Ahn is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. He has previously worked at Bank of America, Fidelity Investments, and held academic appointments at the University of California, Berkeley. He was also the owner of Context Switch LLC, a personal and professional coaching business that is currently being closed. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Benjamin Raney is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to joining J.P. Morgan, he held positions at Bond Pavement and Willard Hicks Grill. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Brandon Vargas is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 66 designation and four years of industry experience. His background includes roles at Wells Fargo Bank and Chase Bank, as well as various positions at San Jose State University and other organizations. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a broad range of investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Ting Ngan is a Series 66-licensed financial advisor with 14 years of industry experience, currently practicing at J.P. Morgan Securities in Santa Clara, CA since 2012. 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.

Dongyong Zhou is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior experience includes roles at Edward Jones, JP Morgan Chase Bank, CUSO Financial Services, and Powell Financial Group. Outside of his advisory work, he manages two rental properties. Charles Schwab serves a large client base, 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 affiliated discretionary strategies, supported by a centralized operational structure.

Savada Kong is a financial advisor at Fidelity with six years of industry experience. Her prior roles include positions at Edward Jones and New York Life Insurance Company. Outside of her advisory work, she manages a dog vlog channel where she edits and posts videos featuring her dog. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Eric Stryker is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Yan Chyrle Maxilum is a financial advisor at RBC Capital Markets based in San Jose, CA, with five years of industry experience. She holds Series 63 and Series 66 licenses. Her previous roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs with portfolio management, financial planning, and brokerage services tailored to clients' risk profiles and investment goals.

Zhongguang Chen is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at WELLS FARGO Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with a focus on tailoring services to plan objectives, demographics, and risk tolerances.

Cindy Shi is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and over 20 years of industry experience. She has been with Cambridge Investment Research Advisors since 2012 and operates a tax preparation business as a CPA. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm provides various portfolio management options and utilizes both proprietary and third-party strategies tailored to client objectives.

Jacob Whitaker is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Mariner Independent Advisor Network and THE Financial Services NETWORK. His professional background also includes roles outside the financial sector, such as positions at GT Auto Lounge and Capitol Advocacy. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research from LPL Research and third-party subadvisors.

Daniel Weisman is a financial advisor with Charles Schwab based in Sunnyvale, CA. He holds a Series 66 designation and has 21 years of industry experience, having worked at Charles Schwab Bank Ssb since 2005 and Charles Schwab & Co., Inc. since 2004. Outside of his advisory role, he owns rental properties managed by a third party. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary and discretionary investment management options, utilizing multi-asset model portfolios and conducting due diligence on alternative investments through its integrated operational platform.

Jacky Zhang is a Vice President and Wealth Planner at Fidelity Investments, a position held since 2018. In this role, he focuses on understanding clients' financial goals and objectives to build and maintain long-term financial plans. He aims to provide candid assessments to assist clients in making important financial decisions and maintains regular contact to keep plans on track and adjust them as needed. Prior to his current role, Jacky Zhang served as Vice President and Private Client Advisor at JP Morgan & Chase Co. from 2017 to 2018, Vice President and Financial Consultant at Charles Schwab & Co. from 2016 to 2017, Branch Manager at Scottrade Inc. from 2014 to 2016, and Investment Consultant at Scottrade Inc. from 2009 to 2014. He holds a California insurance license. Outside of work, Jacky Zhang has interests in biking, cars, fishing, outdoor adventures, parenthood, and traveling.

Priya Garg Kanoo is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 66 designations and seven years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2019 and has an extended tenure at Wells Fargo Bank NA dating back to 2016. Outside of her advisory role, she co-owns an IT business based in San Jose with her spouse. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and various brokerage and advisory solutions. The firm manages approximately $671 billion in assets and leverages research and analytics in its investment approach.

Ali Hasta is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Citigroup, Bank of America, Merrill, TD Ameritrade, and Scottrade. Hasta is based in San Jose, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.