Peyvand Pourhosseini is a financial advisor at LPL Enterprise with 29 years of industry experience. He holds the ChFC® and Series 63 designations. His prior experience includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed, Inc. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and institutional entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it also offers access to third-party asset managers and insurance products through affiliated entities.

Laurie Conforti is a financial advisor at Osaic with nine years of industry experience. She holds a Series 65 designation and previously worked at Securities America, Inc. Laurie also has experience outside the financial industry, including working as a server at a private event venue, Coyote Ranch. Osaic Wealth serves a broad range of retail and institutional clients, providing brokerage and advisory services through a multi-advisor platform. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supporting both discretionary and advisor-managed strategies across various account types.

Lourdes Lopez is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her background includes roles at PFS Investments Inc. and Avinger, Inc., among others. She is involved in sales of investment-related products and also partakes in referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, along with corporate and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports execution and custody through established providers, with approximately $15.5 billion in assets under management.

Gianna Saso is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 65 licenses and two years of industry experience. She previously worked at Dan Caputo Co. for six years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and provides a range of retirement plan services supported by research from Wells Fargo Investment Institute and third-party sources.

Christopher Weng is a financial advisor with Raymond James & Associates in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at UBS Financial Services Inc. and Morgan Stanley. Outside of his advisory work, he has been involved with Tamad Aviation LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Thomas Donnelly is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Wells Fargo Clearing and Merrill. Outside of his advisory work, he serves on the Finance Committee of the Monterey Museum of Art. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and resources.

Michelle Pichsenmeister Phan is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and five years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. before joining Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jiangning Liu is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill. Outside of finance, he was involved with Pilot Construction Management Inc for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, including ESG considerations, supported by centralized due diligence and offers a range of derivatives and commodities capabilities.

Leslie Figone is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Amy Chu is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 designations and bringing 22 years of industry experience. She has been with Morgan Stanley and its related entities since 2007. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.

Michael Aoun is a Series 66-credentialed financial advisor with Morgan Stanley in Los Gatos, California, bringing two years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at ICR Staffing for two years and spent seven years in education. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Mark Kleiner is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2012. He is committed to understanding each client's unique financial situation and goals, collaborating with them to develop personalized financial plans. Mark utilizes a wide range of investment options and diversified strategies available through Fidelity to help clients work towards their financial objectives. Mark has extensive experience in the financial advisory field, having previously worked as a Financial Advisor at UBS Financial Services from 2006 to 2012 and at Morgan Stanley from 2001 to 2006. He holds a California Insurance License. Outside of his professional work, Mark enjoys running and swimming.

Jacqueline Kobinski is a financial advisor at UBS Financial Services in San Jose, CA, with 17 years of industry experience. She has been with UBS since 2007 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.

Trung Lam is a CFP® professional with 14 years of industry experience, currently serving at J.P. Morgan Securities in Santa Clara, CA. He has been with J.P. Morgan Securities since 2012 and has prior experience at Endo Holdings LLC from 2023 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research with a forward-looking approach to build model asset allocations, and recommendations may incorporate an ESG framework.

Shweta Agarwal is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Investments and Morgan Stanley DW Inc. She is based in San Jose, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions, utilizing research and analytics to support investment decisions.

Kevin Chen is a Wealth Management Advisor at Merrill Lynch Wealth Management based in San Jose, California. He works with a diverse group of clients, including high net worth individuals, professionals, business owners, startup companies, endowment funds, engineers, and multi-generational families. Kevin focuses on creating comprehensive wealth management strategies that consider all aspects of his clients' financial lives, including investment advice and identifying potential risks and liabilities. His services cover areas such as personal portfolio management, retirement and estate planning, endowment fund management, social governance (ESG) investing, corporate benefit and retirement plans, liability restructuring, concentrated position management, business exit planning, multi-generational education, cash management, insurance, and collaboration with clients' legal and tax professionals. Additionally, Kevin assists startup companies and their founders throughout the business cycle, from initial funding to exit events. Kevin holds a Bachelor's degree from the University of Southern California and holds professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is fluent in Mandarin and English and is a member of Phi Sigma Kappa and the USC Alumni Association. Kevin is a native San Franciscan residing in the Bay Area with interests in traditional archery and classic car restoration. He supports community organizations such as the Pacific Center for Autism Education, Friends of Children with Special Needs, and GiveTeens20.

Hung Ha is a financial advisor at Merrill in San Jose, CA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Bank of America and operating Tay Ho Restaurant. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutional entities.

Ann Sheehan is a financial advisor with Osaic Wealth, holding a Series 63 designation and bringing 48 years of industry experience. Before joining Osaic in 2024, she worked at Securities America Advisors and Foothill Securities, among other firms. She is also the owner of a tax preparation and planning business and serves as vice president of the FAMA Foundation, a charitable organization. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporate clients, offering comprehensive financial planning and investment management through a multi-advisor platform. The firm’s investment approach utilizes model-based asset allocation, portfolio optimization, and a range of managed portfolio programs supported by various custodial and advisory relationships.

Jayne Love Arburn is a financial advisor at OSAIC with two years of industry experience. She holds the Series 66 designation and has previously worked at Woodbury Financial Services Inc. and Lindsey Hanley. OSAIC serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services through a multi-advisor platform. The firm’s investment approach incorporates model-based asset allocation and portfolio optimization, supported by various tools and strategies tailored to client needs.

Teresa Johnson is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. She has been with Merrill since 2009. Outside of her advisory role, she is the sole owner of a rental property in Nampa, Idaho. 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 institutions.