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.

Aaron Brandt is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of more than 23,700 financial advisors.

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.

Stephen Woodward is a CFP® with 14 years of industry experience. He is currently with Wells Fargo Clearing and previously worked at JPMORGAN Securities LLC and Woodward Yates Revocable Trust. 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 advisory services guided by investment policy statements and modern portfolio theory. The firm includes insurance-related vehicles and bank deposit sweep options among its investment offerings, serving a broad range of institutional clients.

Robert Boyd is a financial advisor with Charles Schwab in Los Altos, CA, holding Series 63 and Series 65 credentials and over 32 years of industry experience. He has been with Charles Schwab since 1997 and with Charles Schwab Bank SSB since 2005. Outside of his advisory role, Boyd owns and manages several rental properties. 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, supported by a multi-asset investment approach and a centralized operational structure.

Stephen Schweikart is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and is based in Sunnyvale, CA. Schweikart has been with Fidelity Investments since 2004. Strategic Advisers LLC, a Fidelity Investments company where Schweikart is employed, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Rebecca Lee is a financial advisor with UBS Financial Services in Santa Clara, CA. She holds the Series 66 designation and has nine years of industry experience, with a tenure at UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a combination of brokerage and investment advisory services. The firm offers fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products, leveraging institutional trading capabilities alongside wealth management.

Xiaobei Li is a financial advisor at J.P. Morgan Securities with eight years of industry experience. Li holds Series 63 and Series 66 licenses and has worked with J.P. Morgan entities since 2017. Outside of advisory work, Li is a partner and owner of San Tomas Aquito, LLC, a real estate venture. 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 select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities and delivers recommendations on a non-discretionary basis.

Mami Uenobo is a financial advisor with Merrill in San Jose, CA, holding Series 63 and Series 66 licenses and 20 years of industry experience. Her career includes positions at Hamano & Associates, LPL Financial, Unionbanc Investment Services, and Union Bank of California. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, using model-based and discretionary investment strategies developed by internal and third-party managers.

Matthew Jimison is a financial advisor with Merrill in San Jose, CA. He holds a Series 66 designation and has one year of industry experience, including prior roles at Bank of America and James Capital Advisors. Outside of finance, he has worked in the cosmetics sector with Seven Seven Cosmetics. 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, and institutions, utilizing internal and third-party management teams.

Xi Wang is a Series 66-credentialed financial advisor with 17 years of industry experience. Currently based in Cupertino, CA, Wang has been with Morgan Stanley since 2020, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Prior to that, Wang worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. from 2016 to 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured financial planning tools and scenario modeling as part of its advisory process.