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.

Susang Sijapati is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to provide personalized planning experiences for clients. She supports advisors by proactively reaching out to clients to ensure their financial goals are understood and addressed, fostering engagement and collaboration to help clients navigate their financial futures confidently. Susang's experience at Fidelity Investments includes roles as a Relationship Manager from 2024 to 2025 and as a Financial Service Representative from 2023 to 2024. Prior to joining Fidelity, she worked as a Bank Teller at Wells Fargo from 2020 to 2021. She holds a California Insurance License. Outside of her professional role, Susang has interests in fitness, food, motorcycles, reading, and traveling.

Christopher Proceviat is a financial advisor with LPL Financial in San Jose, CA. He holds the Series 66 designation and has been with LPL Financial since 2026. Prior to joining the firm, he held roles at Rippling, Airwallex, Matik, Navan, and Sanmina. 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.

Stephen Zanolli is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1991. He brings over 30 years of financial services experience in Silicon Valley, focusing on concentrated stock issues and strategies related to selling, liquidity, hedging, and risk management. Stephen employs a goals-based approach to wealth management, retirement income planning, and wealth transfer strategies tailored for ultra-high-net-worth clients. He collaborates with clients' external professionals to provide comprehensive estate planning services and strategies. Stephen previously served as resident director in the San Mateo office for two years, where he led other financial advisors and supported them in client engagement and building wealth management practices. He holds a bachelor's degree in industrial engineering from Stanford University and has earned the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ (The Institute). He is also recognized as a Personal Investment Advisor (PIA). Residing in Menlo Park with his wife, Jill, and their three daughters, Stephen remains active in his community by supporting local educational foundations. He is a member of the Half Moon Bay Men's Golf Club and has interests that include baseball, football, golfing, spending time with family, surfing, and traveling.

Masoud Mohebi is a financial advisor at Morgan Stanley with eight years of industry experience. He has held positions at Morgan Stanley Private Bank, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning processes and advanced modeling tools.

John Israel is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2020. He has been in the financial services industry since 1999, working with clients and families to support their financial goals. His professional focus is on wealth planning and providing tailored strategies for a variety of investor styles. Before his current role, John worked as a Relationship Manager at Fidelity Investments from 2015 to 2019. Prior to that, he served as a Brokerage Consultant at Wells Fargo Advisors between 2011 and 2015. His earlier career includes roles at Crédit Agricole as an Internal Auditor Manager from 2007 to 2011 and as a Capital Market Operation Supervisor from 2005 to 2007, as well as an Associate in Capital Market Operations at American Express from 1999 to 2005. John holds a California Insurance License.

Cynthia Cougoule is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 66 licenses and 21 years of industry experience. Her prior roles include positions at Merrill, Bank of America, First Republic Investment Management, and Morgan Stanley. She is also a commissioned notary public. 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 written asset allocation advice, manager searches, and customized performance reporting.

Brent Ross is a CFP® with 19 years of industry experience, currently affiliated with LPL Financial. He previously worked at Securities America, Inc. for 18 years and has maintained DC Design Studio since 2000. 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 range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by advisor-facing technologies and a broad platform of non-advisory financial products.

Valentine Huang is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management, located in Silicon Valley. He provides financial advisory services to corporations, affluent investors, and families, focusing on delivering tailored solutions to address complex wealth management challenges. His client services include support in areas such as education planning, employee benefits planning, equity compensation services, legacy planning, liquidity management, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. With over 23 years of experience in the financial services industry, Valentine has held key roles prior to joining Merrill Lynch. He was a Portfolio Manager and Wealth Advisor at Morgan Stanley's Menlo Park office, where he specialized in equity compensation strategies and worked closely with venture capital clients. He also served as a Director and Vice President at Barclays Capital and Lehman Brothers, heading the west coast Asia ex-Japan institutional equities desk. Valentine is registered with FINRA and holds the Series 7, 63, and 65 licenses, along with the Personal Investment Advisor (PIA) designation. He earned his Bachelor of Arts in Economics from the University of California Davis. Valentine resides in Belmont with his three sons. His personal interests include playing piano, golf, tennis, running, hiking, visiting museums, attending symphonies and concerts, and dining out.

Sandra Jerez is Vice President and Branch Leader at Fidelity Investments, where she leads a team of Financial Consultants and investment service associates. In her role, she oversees all aspects of branch operations, including customer interactions, team building, and training strategies. Sandra focuses on developing associates and managing operational activities to provide value to clients and assist them in achieving their financial goals through planning. Prior to joining Fidelity Investments in 2023, Sandra held positions at Merrill Lynch, serving as Performance Manager from 2019 to 2022 and as Market Leader from 2013 to 2019. She holds a California Insurance License.

Maria Santos is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She has prior experience at Fremont Bank, Comerica Bank, and Silicon Valley Bank, and is also a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of representatives. The firm offers a range of advisory and brokerage services, including financial planning and institutional platforms, and supports advisors with diverse investment strategies and operational tools.

Brian Krebs is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Prior to that, he was involved with Posh Mommy and The Pitching Center. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory framework.

Brandon Martinez Larragoiti is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, he serves as a board member for the nonprofit organization Children Now, focusing on children's issues. Morgan Stanley Wealth Management provides a broad range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering tailored financial plans without individual security recommendations as part of standalone programs.

Leanne Skelly is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. She previously worked for U.S. Bancorp Investments, Inc. for 12 years before joining LPL Financial in 2022. She operates under the DBA Bay Area Financial Wellness as part of her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors.

Adam Anakota is a financial advisor with Wells Fargo Clearing in Fremont, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, HSBC Securities, and HSBC Bank USA. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Grace Nash is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, specializing in tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Daniel Baskin is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Chase Investment Services Corp., Wamu Investments, Inc., and Ameriprise. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, using research and analytics along with diversification principles and modern portfolio theory to evaluate investment options.

Madalina Andrei is a CFP®-designated financial advisor with 15 years of industry experience. She has been with Edward Jones since 2012, working out of Mountain View, CA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Joshua Sangalang is a financial advisor with Charles Schwab in Los Altos, CA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Charles Schwab Bank and various positions outside finance, such as at Bennies Bread and Pumpernickel Pickle Catering Company. 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, integrating a broad range of investment options and centralized operational support.

Thuy Khanh Tran is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 11 years of industry experience. Tran has worked with JPMorgan Chase Bank, N.A. since 2015 and with J.P. Morgan Securities since 2014. 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. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG criteria and a wide range of investment capabilities including derivatives and commodities.