Angelita Kamholz is a financial advisor with Wells Fargo Clearing in Hayward, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked with Wells Fargo Bank NA since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of services including investment advisory, financial planning, and retirement plan consulting. 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 sources.

Xiang Li is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at JPMorgan Chase Bank, N.A. and First Republic Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence supported by quantitative and qualitative research, with a focus on eligible strategies and ESG considerations.

Shereen Louka is a financial advisor with J.P. Morgan Securities in Livermore, CA, holding Series 63 and Series 66 designations and 7 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Steven Eggers is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2010 and 2015, respectively. Outside of advising, he owns and manages a rental property with his wife. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that includes firm-approved tools and scenario modeling but typically does not offer individual security recommendations as part of standalone planning.

Gabriel Wright is a financial advisor at Edward Jones in Livermore, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Univar Solutions, Dollar Tree, and PG&E. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Fadela Hamidat is currently a Planning Consultant at Fidelity Investments, a role she has held since 2026. She brings a client-focused approach to her work, emphasizing understanding individual needs and providing thoughtful planning support to help clients realize their future visions. Her professional experience includes positions as an Investment Consultant at Charles Schwab from 2025 to 2026, Private Client Banker at JP Morgan Chase from 2021 to 2025, and Relationship Banker at JP Morgan Chase from 2019 to 2021. This background has equipped her with insights across various facets of financial planning and client relationship management. Fadela holds a California Insurance License. Outside of her professional interests, she enjoys activities such as hiking, traveling, and exploring culinary experiences.

Tjindiwati Suttio is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to model financial outcomes.

Xuan Tran is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 designations and has 12 years of industry experience. Prior to joining LPL Financial in 2019, Tran worked at Wells Fargo Clearing and Wells Fargo Bank NA. He is also a commissioned notary in the state of California. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeffrey Minamide is a financial advisor with Morgan Stanley in Pleasanton, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of the Southern Alameda Buddhist Church. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a disciplined investment process but generally acts in an advisory capacity for retirement accounts unless specifically engaged otherwise.

Fan Kong is a financial advisor at LPL Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked across several firms, including U.S. Bancorp Investments, Wells Fargo Clearing, and BMO Bank. Fan is based in Fremont, CA. 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 supported by both proprietary and third-party investment strategies, with a platform that integrates technology and a broad scope of financial activities.

Sarah Phillips is a financial advisor at Morgan Stanley in Pleasanton, CA, holding a Series 66 designation with 13 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and the Estate Planning Strategies Group.

Michael Do is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work history includes roles at Bank of America and various positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Shantell Bryant is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 credentials and has worked in various capacities within Fidelity since 2016, including positions at Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Strategic Advisers LLC. Prior to joining Fidelity, she was self-employed for twelve years. 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 employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, managing investments through affiliated and unaffiliated sub-advisers while maintaining oversight and governance procedures.

Nhi Giang is a financial advisor with Morgan Stanley in Fremont, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Nhi has worked at Morgan Stanley since 2019 and previously held positions at Mex Group Worldwide Limited, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Clyde Slappey is a financial advisor at Edward Jones in Newark, CA, holding a Series 66 designation and no prior advisory industry experience. Before joining Edward Jones in 2026, he held positions at the Gordon and Betty Moore Foundation and several biotechnology firms including Alexza Pharmaceuticals and Genomic Health, Inc. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Lan Zhang is a financial advisor at Charles Schwab with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 1993, including a role at Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. 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 offers a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Marci Rosenfeld is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding a Series 66 designation and bringing 23 years of industry experience. Her career includes positions at J.P. Morgan Chase Bank, First Republic Investment Management, Wells Fargo Clearing, Deutsche Bank Securities, and Credit Suisse Securities. She serves as Vice Chair of the Board and Investment Committee at the Contemporary Jewish Museum. 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 through a non-discretionary program supported by centralized due diligence and a combination of quantitative and qualitative research.

August Berman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for nine years. Outside of finance, he operates a personal training business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs and structured financial planning tools.

Elvira Vargas Candelario is a financial advisor at Fidelity with six years of industry experience. She holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2023, following prior roles at JPMorgan Chase Bank and J.P. Morgan Securities. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs. The firm also incorporates algorithmic methods and AI in its investment process and serves as an advisor to multiple registered investment companies.

Ernest Collins is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Citigroup, Bank of America, and Merrill. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors.