Christopher Reyes is a financial advisor at Wells Fargo Clearing with 3 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and other firms. Reyes is based in San Jose, CA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Iva Kordes is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She has previously worked at Wells Fargo Bank and Bank of America/Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research to build model asset allocations, with implementation support from affiliated wealth management entities.

Jeff Avancena is a Series 66 licensed financial advisor with Merrill, based in San Jose, CA. He has nine years of industry experience and has been with Merrill since 2015, concurrently working at Bank of America, N.A. since 2017. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tim Kao is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2018. In this role, he supports financial advisors and associates to deliver comprehensive financial services to clients. His professional approach emphasizes making complex financial decisions understandable through holistic guidance combined with Fidelity's resources to help clients manage their financial journeys effectively. Mr. Kao has extensive experience in the financial services industry, having held senior roles including Managing Director positions at Prudential Advisors from 2015 to 2018 and Park Avenue Securities from 2012 to 2015. Earlier in his career, he served as Agency Sales Director and National Consultant at MetLife Securities between 2006 and 2012, and as a Financial Planner at Tax and Financial Group from 2002 to 2006. He holds a California Insurance License. Outside of his professional responsibilities, Tim Kao enjoys biking, attending concerts, spending time with family, fitness, and playing football and golf.

Brian Hsieh is a financial advisor with LPL Financial based in Campbell, CA, holding a Series 66 designation and 21 years of industry experience. His previous roles include operating Brian V Hsieh, Inc. and Marquez & Hsieh, LLC, both non-investment business entities. He has also been involved with local youth athletic organizations such as the Santa Teresa Little League and the Almaden Valley Youth Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Bryan Benelli is a CFP® professional at Stifel with three years of industry experience. His prior roles include positions at Red Tower Advisors and Jackson Hewitt Tax Services. He is based in San Jose, CA. Stifel serves a diverse client base that includes individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Henry Van is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Wells Fargo in 2026, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2017 to 2025, and spent one year at GNC (General Nutrition) from 2016 to 2017. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Mohammad Safariannematabad is a Financial Advisor at Merrill Lynch Wealth Management. He works with executives, attorneys, physicians, family business owners, and families to help them navigate important financial decisions with confidence. Mohammad focuses on providing personalized wealth management guidance, emphasizing a relationship-centered approach to understand each client's unique needs. His expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, and retirement income. Mohammad holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from IVC. He communicates professionally in both English and Farsi. Mohammad's mission is to simplify complex financial matters and offer guidance that empowers clients to make informed choices. He aims to build lasting relationships based on trust and personalized advice, supporting clients in pursuing their long-term financial goals.

Michelle Chang is a Financial Advisor at Merrill Lynch Wealth Management. She brings over 16 years of experience in the finance industry, focusing on simplifying and clarifying the complexities of investing for her clients. In her role, Michelle connects all aspects of a client's financial life to prioritize and pursue their most important goals. Her areas of expertise include customized wealth and retirement planning, fixed income investments such as CDs, bond laddering, preferred securities, and tax-free municipal bonds. She also specializes in education planning, including 529 plans and education analysis. Michelle's approach considers factors like risk tolerance, time horizon, liquidity, and tax sensitivity to tailor strategies that meet clients' unique needs. Michelle holds a Bachelor's Degree from the University of California System and is a Personal Investment Advisor (PIA).

Thomas Mccue is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include 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 supported by firm-approved tools and investment modeling techniques.

Nicholas Graham is a Series 66 credentialed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles at several companies in different sectors such as Master Arts Graphics Inc. and various food service establishments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Adam Pasco is a financial advisor at Morgan Stanley in Mountain View, CA, holding a Series 66 designation with seven years of industry experience. He has worked at Morgan Stanley since 2017, with prior experience at California Polytechnic State University. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and modeling tools but generally does not provide individual security recommendations as part of standalone plans.

Christopher Lewis is a CFP® with eight years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services in San Jose, CA. He has been affiliated with MML Investors Services, LLC since 2018 and has also worked with Mass Mutual Life Insurance Co since 2016. Outside of his financial advisory role, he provides private baseball hitting instruction to young players. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that supports individuals, business owners, trusts, estates, charitable organizations, and employers through financial planning, asset management, and educational seminars. The firm emphasizes collaborative planning engagements using firm-approved tools to analyze client goals and deliver written recommendations.

Ian Bushell is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at LPL Enterprise LLC, Santa Clara University, and Monte Vista High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Victoria Simpson is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2008. Based in Santa Clara, CA, her career has been focused within this firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Brighton Sugimura is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Brighton held various positions in education and accounting-related roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds.

Fei Liu is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Bank N.A. and Wells Fargo Clearing Services LLC since 2014 and 2019, respectively. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and provides both brokerage and advisory services, utilizing research from Wells Fargo Investment Institute and third-party sources to support diversified portfolio strategies.

Yaqiong Zhong is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Fly High and USC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, combining financial planning with access to diverse investment products and services. The firm’s planning process incorporates structured discovery and firm-approved tools, serving approximately $2.74 trillion in client assets.

David Solomon is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as involvement in residential real estate sales and marketing through Coldwell Banker in San Jose. He combines insurance and financial advisory services in his professional background. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a range of affiliated non-securities products and services.

Ngoc Thuy Linh Ngo is a financial advisor with Merrill based in San Jose, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, Ngo held positions at Bank of America and engaged in educational roles at Evergreen Valley College and San Jose State University. Ngo has also been involved with Unidos US and Teasociety in prior years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.