Min Myo is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has been with Fidelity Investments since 2010, progressing from Investment Consultant to Financial Consultant before his current role. Prior to joining Fidelity, Min worked as a Financial Advisor with MML Investors Services and Ameriprise Financial Services. With over 15 years of planning experience, Min specializes in retirement planning, estate planning considerations, and wealth planning. He focuses on establishing long-term planning relationships and creating customized plans that adapt to the changing needs of his clients. His professional approach is informed by his understanding of the multiple financial goals faced by families. Min holds a California Insurance License.

Mitchell Bertonneau is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Charles Schwab with five years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management services supported by multi-asset model portfolios and a centralized operational structure.

Jessica Hughes is a financial advisor with Cetera, holding Series 65 and Series 66 credentials and over 21 years of industry experience. She has worked with Avantax and Ameriprise, and also owns Tenshi Financial and Insurance Services, where she provides insurance and benefit plan comparisons. Hughes holds powers of attorney for family members’ investment and financial accounts. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, supporting a range of program structures and custodial relationships.

Christopher Dao is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2013 and served in the Army Reserves from 2006 to 2018. 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 services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts, using multi-asset model portfolios and centralized operational support.

Blake Harmer is a financial advisor with Ameriprise in Pleasanton, CA, holding a Series 66 designation and approximately one year of industry experience. Prior to joining Ameriprise, he worked at Renaissance Financial and Larson Lawnscape, and he attended the University of Kansas. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that focuses on dependable income sources and tax-aware withdrawal strategies.

Charles Prestigiacomo is a financial advisor with LPL Financial in Alamo, CA, holding a Series 63 designation and 38 years of industry experience. He has worked previously at Advantage Wealth Advisors and First Allied Advisory Services. He also provides investment advisory services through Advantage Wealth Advisors, an independent registered investment advisor separate from LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a broad range of investment approaches through its extensive network of advisors and emphasizes operational and research tools without relying on automated investment decisions.

Rania Israel is a financial advisor with Charles Schwab in San Ramon, California, holding Series 63 and Series 66 designations and nine years of industry experience. She has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2017, following a brief tenure at Pruco Securities, LLC. Outside of her advisory role, she has engaged in rental property management for a former residence. 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 services. The firm offers a combination of non-discretionary advisory guidance and discretionary separately managed accounts, supported by multi-asset model portfolios and a centralized operational structure.

Malina Satyajit Kumar is a financial advisor at Merrill with Series 63 and Series 65 credentials and two years of industry experience. Her work history includes roles at Merrill since 2022, with prior positions at Lincoln Financial Group and Ameriprise Financial. 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, and various institutions.

Justin Solo is a financial advisor with Mass Mutual Investors Services in San Leandro, CA, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2022 and previously worked at Northwestern Mutual from 2020 to 2022. Prior to his financial industry career, he was employed at Audi Oakland for seven years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements using firm-approved software and delivers written recommendations, with optional implementation through separate brokerage or insurance arrangements.

Claudia Thompson is a financial advisor at Morgan Stanley with 35 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Morgan Stanley Smith Barney LLC in 2025, she worked at Merrill for 21 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by advanced tools and research from its Global Investment Committee.

Jordan Bohn is a Series 66-licensed financial advisor with Edward Jones in Pleasanton, CA. He began his advisory career at Edward Jones in 2025. Outside of his advisory role, he is active as a Twitch streamer. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services with a nationwide network of financial advisors and extensive affiliated capabilities.

Suleiman Samandar is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at BlackRock and LendingClub. J.P. Morgan Securities 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 team of Wealth Advisors. The firm delivers these services on a non-discretionary basis alongside affiliated brokerage and investment management capabilities.

Lisa Lagorio is a CFP® with 41 years of industry experience. She currently works at OSAIC and has previously been affiliated with Securities America Advisors, National Planning Corporation, and Sterling Financial Services. She serves on the finance committee for the Pedrozzi Scholarship Foundation, which awards scholarships to graduates of local high schools in Livermore, CA. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of advisers and various advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided asset-allocation tools and third-party solutions to construct diversified portfolios.

Sean Mullen is a financial advisor at LPL Financial with 11 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2014. He is also associated with Linsco/Private Ledger Corp. and PRIMED, where he has maintained roles since 2014 and 2008, respectively. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of strategies implemented by its network of investment adviser representatives.

Sandra Gonzalez Vargas is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Patelco Credit Union, CUSO Financial Service, LP, and State Farm Insurance. She is involved with Patelco Financial Solutions, a related business entity connected to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Te Hsin Yuan is a financial advisor at Charles Schwab in Fremont, CA, holding a Series 66 designation with 19 years of industry experience. He has worked at Charles Schwab since 2013, following previous roles at Merrill, Fidelity, and Banc of America Investment Services. Charles Schwab serves a large client base primarily consisting 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and due diligence on alternative investments.

Zachary Van Blake is a financial advisor with Wells Fargo Clearing in Danville, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with Wells Fargo Clearing since 2016, following four years at WELLS FARGO Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services grounded in modern portfolio theory. The firm’s advisory process is IPS-driven and includes a broader set of financial product offerings than typical large institutional advisers, such as insurance-related vehicles and bank deposit sweep options.

David Marroquin is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, New York Life, and AT&T. Outside of his advisory role, he works part-time as a driver consultant for Uber in San Francisco. 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, and institutional investors.

Randall Robertson is a financial advisor with Cambridge Investment Research Advisors in Pleasanton, CA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to his current role since 2016, he worked at List Alliance, Inc. for 15 years. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by offering financial planning, investment management, and retirement plan advisory services. The firm delivers solutions through a network of independent Financial Professionals using various platform arrangements and proprietary as well as unaffiliated model strategies.

Sherri Omdahl is a financial advisor with Morgan Stanley in Pleasanton, CA, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery and advanced modeling tools.