Dina Hall is a financial advisor at UBS Financial Services with 39 years of industry experience, all of which has been with UBS since 1987. She holds a Series 63 designation. Outside of her advisory role, she serves as a co-trustee for a family trust involved in settling an estate. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Jasmine Yang is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and 25 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a sole proprietor involved in property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its advisory services.

Christopher Do is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at UBS Financial Services Inc for nine years before joining Wells Fargo Clearing in 2018. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, 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.

William Thaddius La Rue is a financial advisor at Edelman Financial Engines with 15 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at Fisher Investments and TIAA. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining committee-driven modeling with planner delivery and online tools. The firm manages a large client base with diversified model portfolios and offers a range of investment products including direct-indexing SMAs and thematic portfolios.

Pervin Ozer is a financial advisor at Morgan Stanley in San Mateo, CA, holding Series 65 and Series 63 designations with one year of industry experience. Prior to joining Morgan Stanley, Ozer worked at Wells Fargo Clearing and Wells Fargo Bank, NA, and has experience outside finance including roles at Starbucks and Universidade Estadual de Goias. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and strategies such as the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Riley Tolles is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 credential with two years of industry experience. Prior to joining Morgan Stanley, Tolles worked at Ernst and Young and has experience in business development through ownership of Secia Art, an art and culture venture based in San Francisco. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery processes and firm-approved tools.

Julian Lardizabal is a financial advisor at Morgan Stanley with Series 63 and Series 65 designations. He has held roles at several firms and organizations since 2016, including MAI Capital Management, Robertson Stephens, and Reef Technology. His background also includes positions outside of finance, such as teaching at San Francisco State University and involvement with Legends Baseball Camps. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a variety of advisory programs. The firm manages approximately $2.74 trillion in client assets and offers planning that incorporates firm-approved tools and market outlook models.

Husnia Lutfi is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 65 and Series 63 licenses. She has five years of industry experience, including prior roles at TD Ameritrade, Charles Schwab, Bank of America, Merrill, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets through a large network of financial advisors.

Lulu Xiong is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and Citigroup in various roles since 2014. 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 ESG considerations to develop model asset allocations.

Samuel Martinez is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior experience includes roles at Bank of America, Wells Fargo, J.P. Morgan Securities, and Citi, as well as positions with professional baseball organizations such as the San Jose Giants and Oakland Athletics. 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, pension plans, corporations, and charitable organizations.

Anushree Dave is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has over 15 years of experience in the financial services industry, specializing in helping clients pursue their short- and long-term financial objectives. Anushree focuses on providing and managing customized financial strategies for individuals, families, and businesses. Her areas of expertise include college education planning, executive compensation, equity compensation services, family wealth management strategies, legacy planning, LGBT wealth planning, personal retirement planning, women and wealth, individual and corporate investment strategies, and tax minimization. Anushree holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). She earned a Master of Marketing Management from Jamnalal Bajaj Institute of Management Studies. Anushree is fluent in English, Gujarati, Hindi, and Marathi. Outside of work, she enjoys hiking, painting, reading, and traveling with family and friends.

Luisa Martinez is a Financial Consultant currently working at Fidelity Investments since 2020. She has experience in wealth management and equities trading, having previously served as a Portfolio Wealth Manager at Abendstern Wealth Management from 2015 to 2020 and as a Representative and Equities Trader at Golden Beneficial Securities from 2008 to 2010. Luisa holds a California Insurance License. In her role, she partners with clients to identify personal financial goals and develop comprehensive plans to meet ongoing needs. She aims to foster trusting and collaborative relationships where clients can openly share their challenges and aspirations. Outside of her professional work, Luisa enjoys camping, cooking and baking, visiting museums, outdoor adventures, playing soccer, and traveling.

Seth Tom is a financial advisor at Fidelity with two years of industry experience. He holds the Series 66 designation and has worked at Fidelity Investments since 2024. Outside of his advisory role, Seth serves as the head coach for the Tonga Weightlifting Federation, coaching an athlete and attending competitions. Fidelity’s affiliated Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprised of mutual funds, ETFs, and ETPs.

Robert Leland is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 19 years. Outside of his advisory role, he is involved in fixed insurance products. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies.

Kenny Merlo is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Investments, LLC. 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 a range of brokerage and advisory solutions.

Jonathan Martinez Cervantes is a financial advisor at LPL Financial with three years of industry experience. He previously worked at Ameriprise Financial for four years and spent eight years at Pace Supply Corp. He holds a Series 66 designation. 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 and model portfolio programs, supported by a large network of investment adviser representatives.

Kevin Yee is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds the Series 66 designation and has worked at J.P. Morgan Securities since 2024, with prior experience at JPMORGAN Chase Bank, First Republic Bank, Aflac, and the University of Oregon. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm utilizes a centralized due diligence process combining quantitative and qualitative research to develop model asset allocations.

Bhawna Kochhar is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2015 and Wells Fargo Clearing since 2016. 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 uses research and analytics to support its investment approach.

Weldon Poole is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management, based in Palo Alto, California. He has been with Merrill since 1995 and focuses on assisting clients with planning and realizing their financial goals. Weldon is a CERTIFIED FINANCIAL PLANNER® certificant and a qualified Portfolio Manager, offering personalized investment strategies that may include individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. He specializes in areas such as college education planning, divorce transition planning, executive compensation, liquidity management, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Weldon holds a Bachelor of Science degree in Economics from Brigham Young University, Provo, Utah. With over 25 years of experience, he emphasizes intellectual rigor, in-depth customization, and a commitment to client service. He believes in a planning-based approach to wealth management, addressing tax liability, cash flow needs, risk management, and asset management to help clients meet their critical financial needs. Weldon has been named to Forbes' "Best-in-State Wealth Advisors" list consecutively through 2026. Outside of his professional work, Weldon is active in volunteer work, dedicating 10 to 15 hours per week. He lives in Fremont, California with his wife Amanda and their four adult children. His personal interests include hiking, skiing, photography, and reading.

Josh Tanaka is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His previous roles include positions at GuardDog.ai and Hathaway Dinwiddie, as well as work connected to the University of Washington. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios composed of mutual funds, ETFs, and ETPs.