Mehdi Moghni is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2017, progressing through roles including Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current position starting in 2024. As a CERTIFIED FINANCIAL PLANNER™, Mehdi focuses on wealth planning and staying informed about developments that affect his clients' financial futures. He holds a California Insurance License, supporting his work in financial consulting. Outside of his professional responsibilities, Mehdi enjoys boating, camping, attending concerts, hiking, and spending time with family.

Emmanuel Abrokwah is a Financial Consultant currently working at Fidelity Investment since 2025. He began his tenure at Fidelity Investment in 2024 as a Financial Consultant 1 before advancing to his current role. Prior to joining Fidelity Investment, Emmanuel served as a Senior Premier Banker (AVP) at Wells Fargo Bank from 2014 to 2024. Emmanuel partners with his clients to co-create personalized, long-term financial plans tailored to their specific financial goals. He holds a California Insurance License, which supports his expertise in financial consulting. Outside of his professional career, Emmanuel has interests in beach activities, cars, fitness, hiking, soccer, and table tennis.

Galina Sapozhnikov is a financial advisor at Charles Schwab with 18 years of industry experience. She holds a Series 66 designation and has been with Charles Schwab and Charles Schwab Bank since 2009. Charles Schwab & Co., Inc. serves a large client base of 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment options.

Daniel Owens is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. Outside of his advisory role, Owens performs as a trumpet player in the Left 2 Write funk band based in San Francisco. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of investment options including insurance-related vehicles and bank deposit sweep programs.

Brian Lei is a financial advisor with Wells Fargo Clearing in Daly City, CA, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors, LLC. Outside of his advisory work, he has also worked as a driver for a taxi service. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s 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 its investment offerings.

Lesley Lemessurier is a financial advisor at Ameriprise in San Jose, CA, holding a Series 66 designation with nine years of industry experience. She has been with Ameriprise and its affiliate since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Michael Lee is a CFP® with 19 years of industry experience currently advising clients at Edward Jones. His prior experience includes roles at Northwestern Mutual, Prudential, Merrill Lynch, Comerica Securities, and Scottrade. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Rory Wiebusch is a financial advisor with Merrill in San Jose, CA, holding a Series 66 designation and over 40 years of industry experience. He has been with Merrill since 1987. Outside of his advisory role, he serves as a power of attorney for a separate entity. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services primarily through the Select Portfolio Solutions Program. The firm serves a range of clients including individuals, high-net-worth clients, and various institutions, offering model-based and discretionary investment strategies supported by internal and third-party managers.

Casey Winningham is a CFP® professional with 40 years of industry experience, currently serving at Cetera since 2019. Prior to this, he worked at Foresters Financial and Foresters Advisory Services for a combined 34 years. He is also the owner of Winningham Wealth Management LLC, which operates as a DBA for his Cetera business and tax reporting purposes. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and affiliated and unaffiliated managers.

Parsa Habibi is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab in 2025, he worked at CIMA Fundmaster for one year. His background includes several years of full-time education before entering the financial industry. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and utilizes multi-asset model portfolios supported by in-house research and due diligence.

Zachary Levy is a Financial Consultant currently working at Fidelity Investments since 2024. He has held prior roles including Executive Relationship Manager at Morgan Stanley from 2023 to 2024, Financial Consultant at E*TRADE from 2022 to 2023, and Retail Trading Specialist at TD Ameritrade from 2020 to 2022. Zachary specializes in providing financial consultation services, focusing on partnering with clients to develop clear and actionable financial strategies. He is licensed with a California Insurance License. Outside of his professional career, Zachary engages in family activities and enjoys fitness, football, golf, outdoor adventures, and running.

James Nielsen is a financial advisor at RBC Capital Markets with 45 years of industry experience. He has been with RBC Capital Markets since 2012 and holds the Series 63 and Series 65 designations. Outside of his advisory work, he serves on the board of directors for the Waterfowl Environment Protection Organization, a nonprofit dedicated to maintaining wetland habitats. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers a range of advisory programs with customizable investment strategies utilizing both in-house and third-party managers.

Xia Wang is a financial advisor with LPL Enterprise, holding the ChFC® designation and Series 63 license, with 24 years of industry experience. She has worked at Prudential Insurance Company of America since 2001, including a long tenure at Pruco Securities, LLC., before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to various investment and insurance products through an integrated platform.

Ina Bourdev is a Vice President and Financial Consultant at Fidelity Investments, bringing over 20 years of industry experience to her role. She helps clients create customized financial plans and build investment strategies with a focus on retirement and tax-efficient investing, leveraging Fidelity's insights, investing tools, and a team of specialists. Ina's professional background includes positions as a Financial Consultant at Fidelity Investments, Vice President and Financial Solutions Advisor at Bank of America Merrill, Registered Operations Leader at Ameriprise Financial, and Private Client Banker at JP Morgan Chase. She holds a California Insurance License. Outside of her professional work, Ina enjoys spending time at the beach, attending concerts and social events with friends, hiking, and listening to music.

Jacob Barone is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Charles Schwab, Bank of America, Merrill Lynch, and Goldman Sachs Investment Bank. Before entering finance, he spent over a decade at Edwards Flooring. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a notable range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Tamara Blue is a financial advisor with Charles Schwab in Los Gatos, CA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with Charles Schwab and its affiliate bank since 1999 and 2008, respectively. 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 services, offering a combination of non-discretionary investment guidance and access to discretionary separately managed accounts within an integrated custody and brokerage platform.

Brian Carey is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions.

Jamel Wright is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Transamerica Financial Advisors and World Financial Group. Outside of finance, he is involved as an HR Manager at Hongwei Medical Group and serves as Managing Member of HL & Jewsr Holdings LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process to implement a variety of investment models.

Scott Anderson is a financial advisor at Morgan Stanley in San Jose, CA, with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Wilson Kwok is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors LLC and Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.