Benjamin Raney is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. His earlier work includes roles at Bond Pavement and Willard Hicks Grill. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, emphasizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.

Lee Michael Murphy is a Series 66-registered advisor with Osaic Wealth, Inc. based in Morgan Hill, California. He has 15 years of industry experience, including prior roles at Securities America Advisors and RNP Advisory Services. Outside of advising, he sells term and permanent life insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and advisory services along with access to third-party money managers and managed account solutions.

Erik Torres is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He previously worked at Citibank from 2013 to 2017 and has been with Merrill and Bank of America since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Eric Anderson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America. 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 large institutional advisory operations with broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Bao Dinh is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2012. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Albert Rodriguez is a financial advisor with LPL Financial in Morgan Hill, CA, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities LLC, Merrill, and Bank of America. He has also been involved with Forty Niners SC Stadium Company LLC and Populous, The Teams Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Volter Davoudi is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and 31 years of industry experience. His career includes tenures at UBS Financial Services and multiple roles within Wells Fargo firms since 2009. He is also the owner of Davoudi Wealth Management, Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions. The firm offers a broad range of financial planning and investment services tailored to clients who meet certain net-worth thresholds, utilizing proprietary research and planning tools.

Edman Wong is a financial advisor at Merrill with Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Bank of America. Outside of finance, he was involved with K Town Korean Bbq Inc. from 2022 to 2023. 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, pension plans, corporations, and charitable organizations.

Julie Tauriainen is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 designations and bringing 24 years of industry experience. She previously worked at Edward Jones for 17 years before joining Raymond James in 2019. Outside of her advisory role, she is the CEO of Serendipity Securities, a support company based in Aptos, CA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice supported by analytical tools and is noted for its municipal advisory affiliation and specialized programs such as SIMPLE IRA Employer Advisory & Consulting Services.

Lev Revutsky is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at LPL Financial since 2011, following prior roles at Guardian Life and Merrill. Outside of advising, he is involved in writing on a home-based basis. 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 portfolio programs, and access to third-party asset management, supported by a large network of advisors and technology tools.

Ryan Leiby is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 65 registrations and 26 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to deliver customized recommendations through its Institutional Consulting Services program.

Taylor Frias is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank N.A., Frias worked at California Mattress. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Callan is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 designation and 23 years of industry experience. He has been with LPL Financial since 2003. Outside of his advisory role, he acts as co-trustee for his family’s revocable living trust. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and third-party asset management, supported by extensive operational and research tools.

Shana Hudson is a financial advisor with Ameriprise in Morgan Hill, CA, holding a Series 63 designation and 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 1993. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports through a centralized consulting team.

Thomas Vanderzwaag is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. Prior to joining LPL Financial in 2017, he worked at National Planning Corporation from 2014 to 2017. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Hai Tran is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase and Bank of America, N.A. from 2014 to 2019. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Quang Phan is a CFP® professional with over 23 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial Services Advisors, Inc., where he has worked since 2022. His prior experience includes more than a decade at Cuso Financial Services, L.P. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports specialized municipal and public-finance advisory services.

Maylin Lema is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, she collaborates with clients and their families to integrate benefits into their overall financial plans through personalized education on benefits and equity compensation, as well as wealth planning and guidance. She emphasizes forming strong relationships with clients to maintain trust, reliability, and competency. Her professional experience includes various positions at Fidelity Investments since 2021, progressing from Investment Solutions Representative I to her current role. Prior to Fidelity, Maylin held roles such as Investment Advisor Representative at Creative Financial Designs and Registered Representative at Avantax Investment Services, Inc. She also has experience as a Financial Manager at Discovery Counseling Center, and as a Master Tax Advisor and Enrolled Agent at H&R Block. Maylin holds insurance licenses in Arkansas and California.

Luis Ruelas is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Bank of America. J.P. Morgan Securities LLC 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Quyen Nguyen is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Prior to joining Merrill and Bank of America, Nguyen held roles at New York Life Insurance Company and has experience in education, including positions at San Francisco State University and De Anza College. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies supported by internal and third-party managers.