Chase Young is a financial advisor at OSAIC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors, Mass Mutual Investors Services, and MetLife Securities. In addition to his advisory role, he is also licensed to offer various insurance products, including accident, health, disability, long-term care, and life insurance, as well as fixed and equity-indexed annuities. OSAIC serves a diverse client base, including retail and institutional investors, through a large network of advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, using asset-allocation tools and risk assessments to construct portfolios that may include a range of securities and alternative investments.

Akash Chauhan is a Financial Consultant at Fidelity Investments, a role he has held since 2025. He began his career with Northwestern Mutual as a Financial Representative in 2021 and joined Fidelity Investments the same year. At Fidelity, he has served in multiple capacities including Relationship Manager, Planning Consultant, and Investment Consultant. As a Certified Financial Planner®, Akash works closely with clients to develop financial plans tailored to their specific needs and goals. He emphasizes understanding clients' current financial circumstances to present appropriate ideas and strategies. Akash holds a California Insurance License. Outside of his professional responsibilities, he has interests in baseball, comedy, food, football, and traveling.

Lacey Wedell is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2006, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Shyamali Mukherjee is a financial advisor with Mass Mutual Investors Services. She holds a Series 66 designation and has been with the firm since 2026. Prior to her advisory role, she has worked at Sandia National Lab since 2010. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Milad Javaherian is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley, and various Wells Fargo entities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Daniel Chane is a Financial Consultant currently working at Fidelity Investments since 2021. He has over a decade of experience in the financial industry, including previous roles as a Market Leader at Merrill Lynch from 2014 to 2021 and as a Financial Solutions Advisor at Merrill Lynch from 2011 to 2014. His approach involves helping clients plan for their financial goals with a holistic perspective. Daniel focuses on educating, coaching, and mentoring clients to take a responsible approach toward overcoming financial concerns and pursuing their objectives. He emphasizes the importance of clients feeling understood and confident in their investment decision-making processes. Daniel holds a California Insurance License.

Margaret Ring Wiersma is a financial advisor with UBS Financial Services in Dublin, CA, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. She has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

John Brackett is a financial advisor with Cetera, holding 49 years of industry experience. He has worked with several firms, including BAR Financial, LLC, where he served as Regional Director for 16 years, and has recent involvement with B&B Ranch & Cattle, LLC. His career includes over a decade with Cetera Wealth Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets with a nationwide network of over 10,000 advisors.

Patrice Rainer is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. She has been with Cambridge Investment Research Advisors since 2016. Rainer serves as Vice President of the Estate Planning Council of Diablo Valley. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of investment solutions through a network of independent Financial Professionals, incorporating proprietary models and third-party strategies tailored to client objectives.

Robert Steinhorn is a financial advisor with Osaic Wealth, Inc. based in Alamo, CA. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 1994 and serves as CEO of Steinhorn Consulting, providing consultation on defined contribution versus defined benefit retirement plans. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, employing asset-allocation tools, risk assessments, and automated rebalancing to construct portfolios across a range of investment types.

Zubair Hakimi is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved in managing a rental property in Fremont, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds supported by a nationwide network of more than 23,000 financial advisors.

Saumya Batra is a financial advisor with Fidelity in Dublin, CA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity Investments in 2024, Saumya held various roles at Wells Fargo entities from 2017 to 2023. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its roles as a commodity pool operator, advisor to registered investment companies, and use of AI and systematic methodologies in portfolio management.

Francisco Barajas is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He initially joined Fidelity Investments in 2013, progressing through positions including Investment Consultant and Financial Consultant. Prior to his tenure at Fidelity, Francisco worked as a Financial Advisor at Ameriprise Financial from 2006 to 2013. Since 2006, Francisco has worked with numerous clients on investment planning, retirement planning, income protection, estate planning considerations, and financial conversations. He holds a California Insurance License, supporting his work in income protection and estate planning. Francisco is committed to helping clients achieve their financial goals through wealth planning and values the success of his clients as integral to his own.

Dean Thompson is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Wenjun Luo is a Financial Advisor based in Orlando, Florida, specializing in family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. At Merrill Lynch Wealth Management, Wenjun focuses on helping individuals and families develop short-, mid-, and long-term financial goals by taking the time to understand their unique needs and priorities. Fluent in Mandarin, Wenjun serves clients from diverse cultural backgrounds and is equipped to provide financial guidance that reflects their specific situations. Wenjun holds professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Throughout his work, he offers expertise in financial planning, investment management, retirement planning, and asset preservation. In addition to providing personalized financial advice, Wenjun can connect clients to Bank of America specialists for banking, credit, lending, and small business solutions. Outside of his professional role, Wenjun has personal interests in pickleball, skiing, and tennis. He is actively involved in the Orlando pickleball community, reflecting his engagement both professionally and personally within the local area.

Jonathan Brown is a financial advisor with Ameriprise Financial Services in Fremont, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved in independent insurance brokering and also works as a driver for Lyft, DoorDash, and Uber. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on a combination of investment research, third-party data, and algorithmic tools.

Georgina Jui is a financial advisor with Charles Schwab in Dublin, CA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with Charles Schwab since 1988, except for a brief period at TD Ameritrade from 2023 to 2024. 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, written advice policies, and alternative investment due diligence.

Rachelle Nguyen is a financial advisor with Ameriprise in Danville, CA, holding a Series 66 credential and nine years of industry experience. She has worked at Ameriprise since 2020 and previously operated as a self-employed professional. Outside of advising, she serves on the board of the National Charity League, Inc., and is secretary of The Women’s Empowerment Network at Ameriprise Financial. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored non-discretionary recommendations supported by a centralized consulting team.

Priti Manglik is a Series 66-registered financial advisor at Morgan Stanley with 18 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. She is based in Pleasanton, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and models such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Valerie Tu is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial in Fremont, CA. Her work history includes roles at BMO Bank NA and BancWest Investment Services before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and advanced management technologies.