Laurie Conforti is a financial advisor with OSAIC in Campbell, CA, holding a Series 65 designation and nine years of industry experience. She has worked at Securities America, Inc. since 2017 and was previously employed at Challenger School from 2010 to 2016. Outside of her advisory role, she serves as a server at a private event venue, Coyote Ranch. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services with a range of investment solutions, utilizing asset-allocation tools and automated rebalancing to manage portfolios across various asset classes.

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 31 years of industry experience. His prior work includes 11 years at UBS Financial Services Inc. Outside of finance, he is 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 high-net-worth individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Elijah Paniagua is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2024. Outside of his advisory role, he serves as Minister of Music at Creekside Bible Church, where he plans and coordinates music activities and leads volunteer musicians. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment advisory programs and maintains a large national network of advisors and branch offices.

Thomas Donnelly is a Series 66-registered financial advisor with Morgan Stanley in San Jose, CA, bringing 13 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC in 2020. Outside of his advisory role, Donnelly serves as a board member on the finance committee of the Monterey Museum of Art. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and combines extensive retail and institutional services with specialized planning and investment strategies.

Alexander Torshizi is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and BMO Harris Bank. He is also a commissioned notary in the state of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management supported by in-house and third-party research.

Michael Chen is a financial advisor at Charles Schwab with five years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley and E*TRADE Capital Management. Outside of his advisory role, he owns a rental property. Charles Schwab 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 and utilizes multi-asset model portfolios supported by dedicated research and alternative investment due diligence.

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 at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank, Bank of America, and Merrill prior to his current role. Outside of finance, he was involved with Pilot Construction Management Inc. from 2016 to 2020. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

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.

Kenneth Fesler is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Our Time to Act United and the University of California, Davis. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of mutual funds, ETFs, and other investment vehicles.

Trung Lam is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with J.P. Morgan Securities since 2012 and also holds a position at JPMorgan Chase Bank, N.A. since 2011. Prior to that, he worked at Endo Holdings LLC from 2023 to 2025. 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. The firm delivers these services alongside brokerage, distribution, and investment management capabilities as a subsidiary of J.P. Morgan.

Gary Yung is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, Bank of America, and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Shweta Agarwal is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Their advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Kevin Chen is a Wealth Management Advisor with Merrill Lynch Wealth Management based in the Bay Area. Fluent in Mandarin and English, he serves a diverse clientele including High Net Worth Individuals, professionals, business owners, startup companies, endowment funds, engineers, and multi-generational families. Kevin collaborates with his clients to develop comprehensive wealth management strategies that address various aspects of their financial lives, including investment advice and liability risk assessments. His expertise encompasses 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 planning, cash management, insurance and annuities, and coordination with clients' legal and tax professionals. He is particularly focused on assisting startup founders throughout the business lifecycle. Kevin holds a Bachelor's Degree from the University of Southern California and professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He is affiliated with professional organizations such as Phi Sigma Kappa and the USC Alumni Association. A native San Franciscan, Kevin resides in the Bay Area and has personal interests in Traditional Archery and Classic Car Restoration. He supports community initiatives including GiveTeens20, the Pacific Center for Autism Education, and Friends of Children with Special Needs.

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.