Alexandria Adiutori is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked with the California Republican Party. Alexandria holds a Series 66 designation and is based in Los Gatos, California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and asset allocation models to tailor investment plans to clients’ goals and risk tolerances.

Brent Ross is a CFP®-certified financial advisor with 19 years of industry experience, currently with LPL Financial in San Jose, CA. He previously worked at Securities America, Inc. for 18 years and spent one year at OSAIC. Outside of his advisory role, Ross operates DC Design Studio, a business he has managed since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Zelin Yang is a financial advisor at Merrill in San Jose, CA, holding a Series 66 designation. Yang has been with Merrill since 2021 and previously worked at Bank of America, N.A. starting in 2026. Prior to entering the financial industry, Yang was engaged in homemaking and also worked at the Industrial and Commercial Bank of China from 2011 to 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates into Bank of America’s broader platform, providing access to a wide range of investment products and services.

Vaishali Harirajan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and Scotiabank, including multiple roles within JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services through a select group of Wealth Advisors.

Sandra Jerez is Vice President and Branch Leader at Fidelity Investments, where she leads a team of Financial Consultants and investment service associates. In her role, she oversees all aspects of branch operations, including customer interactions, team building, and training strategies. Sandra focuses on developing associates and managing operational activities to provide value to clients and assist them in achieving their financial goals through planning. Prior to joining Fidelity Investments in 2023, Sandra held positions at Merrill Lynch, serving as Performance Manager from 2019 to 2022 and as Market Leader from 2013 to 2019. She holds a California Insurance License.

Aaron Correll is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He partners with individuals, families, and businesses to develop personalized financial strategies aimed at achieving financial success and freedom. His approach emphasizes focusing on controllable factors to maintain and elevate clients' financial positions. Aaron has extensive experience in the financial services industry, having served as a Financial Consultant at Fidelity Investments from 2018 to 2022. Prior to that, he held positions at JPMorgan, including Vice President - Private Client Advisor from 2017 to 2018 and Assistant Vice President - Private Client Banker from 2013 to 2017. He holds a California Insurance License.

Brian Stevens is a financial advisor with Wells Fargo Clearing based in Santa Cruz, CA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 13 years at Charles Schwab and Charles Schwab Bank before joining Wells Fargo Clearing in 2024. 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 advice. The firm’s approach is guided by investment policy statements and modern portfolio theory, and it includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Phoebe Zhang is a financial advisor at Charles Schwab with a Series 66 license and experience working at Charles Schwab and Charles Schwab Bank since 2024. Prior to entering the financial industry, she held positions at Guardant Health, CVS Pharmacy, and in education. 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 both non-discretionary and discretionary investment options, combining strategic asset allocation with access to alternative investments and centralized operational support.

Salvatore Saso is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Salvatore holds the Professional Investment Advisor (PIA) designation and earned his Bachelor's Degree from San Jose State University. His expertise supports clients in achieving their financial goals through comprehensive planning and management strategies aligned with their individual needs.

Robert Anderson is a financial advisor with UBS Financial Services in Boulder Creek, CA, holding a Series 63 designation and bringing 47 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he serves as a member of the FINRA Market Regulation Committee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

David Gambelin is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 designation with 23 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing 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 employs a structured planning process that includes firm-approved tools and market outlook models.

Lisa Furlong is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Cetera and has previously worked at Avantax and LPL Financial. She is a partner at Mayer & Associates Advisory LLC, where she provides financial planning and investment advisory services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse portfolio management and advisory services through a large network of independent advisors.

Madalina Andrei is a CFP®-designated financial advisor with 15 years of industry experience. She has been with Edward Jones since 2012, working out of Mountain View, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Joshua Sangalang is a financial advisor with Charles Schwab in Los Altos, CA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab Bank and various positions outside finance, such as at Bennies Bread and Pumpernickel Pickle Catering Company. 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, integrating a broad range of investment options and centralized operational support.

Luke Sweet is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 license with six years of industry experience. Before joining Morgan Stanley in 2018, he worked at Lyft for one year and spent two years at the University of California, Davis. Sweet also served in the United States Army National Guard from 2008 to 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Fred Rice is a financial advisor with LPL Enterprise, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at firms such as Charles Schwab, E*TRADE, Royal Alliance Associates, and J.P. Morgan Securities. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, consulting, and access to model portfolios and third-party asset management arrangements through an integrated platform.

Yang Chen is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients identify their financial priorities and develop strategies to pursue their financial goals. Yang holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Master's Degree from Boston University and a Bachelor's Degree from Indiana University.

Jacqueline Mayer is a CFP® certificant with 44 years of industry experience, currently advising at Cetera. Her career includes roles at Avantax Investment Services and LPL Financial, as well as managing her own firm, Mayer & Associates Advisory LLC. Outside of her advisory work, she manages a separate business that involves leasing office space. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and advisory services through a network of over 10,000 advisors.

Sameer Kalra is a financial advisor with Morgan Stanley in Mountain View, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at UC San Diego and UC Santa Cruz, as well as a four-year tenure at UPS. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning that incorporates firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Jess Carkner is a financial advisor at OSAIC with 19 years of industry experience and holds a Series 66 designation. Prior to joining OSAIC in 2024, Jess worked at Securities America Advisors, Inc. and Kms Financial Services, Inc. He is also a volunteer firefighter with the Ben Lomond Fire District. 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 through a broad network of advisers, utilizing various asset-allocation tools and third-party platforms to manage portfolios across multiple investment types.