Andrew Castro is a CFP®-designated financial advisor with Edward Jones, based in Menlo Park, CA, with 11 years of industry experience. He has been with Edward Jones since 2014. Outside of his advisory role, Andrew coaches CrossFit classes at a gym in Mountain View, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and additional services such as a trust company and securities-based lending.

Gregory Meyerott is a financial advisor at Wells Fargo Clearing with Series 66 and Series 63 licenses and three years of industry experience. His prior roles include positions at JPMC Bank NA, J.P. Morgan Securities, and Redwood Park Advisors. 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 utilizes research and analytics to offer diversified investment solutions and operates both brokerage and advisory platforms.

Brandon Loza is a financial advisor at Morgan Stanley in San Jose, CA, with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at firms including Cetera Advisor Networks, Sageview Advisory Group, Futu Inc, Uber, and E*TRADE. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Chad Parker is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement, typically with at least $1 million in net investable assets. The firm provides written, research-driven Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies, delivered through a centralized consulting team in collaboration with client advisors.

Nicholas Hoodecheck is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 credential and has worked at Charles Schwab and Charles Schwab Bank since 2021. His prior roles include positions at Thomson Reuters, KMG Consultants Inc, and Minnesota Vikings LLC. Charles Schwab serves a large client base primarily composed 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 SMAs and offers a centralized operational model with extensive resources for alternative investments and cash management.

Alwa Gordon is a financial advisor with Wells Fargo Clearing in Capitola, CA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he is involved in music production and distribution through his business, 88 Over Everything, and also works as a driver for ride-sharing services. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad investment menu, including insurance-related vehicles and bank deposit sweep options.

Molly Newborn is a financial advisor at LPL Financial with 10 years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, and Morgan Stanley in various capacities. Outside of her advisory role, she works as an independent contractor in editing and is also involved in portrait modeling. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Mimi Patterson is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Curtis is a financial advisor at Morgan Stanley with Series 63 and 65 licenses and 44 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets starting in 1993. Curtis serves as a board member and director of The Sobrato Foundation in Mountain View, CA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in assets. The firm employs structured planning tools and a broad range of investment services, including both retail and institutional offerings.

Patrick Burke is a financial advisor at Ameriprise in Los Altos, CA, holding a Series 66 designation with one year of industry experience. His background includes roles at Ameriprise since 2024 and prior experience in academic settings at Santa Clara University. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Chychykaila is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. He has extensive experience collaborating with high-net-worth clients to develop comprehensive wealth strategies that align with their individual goals and evolving needs. Prior to his current role, Alexander was a Client Service Associate at UBS Financial Services from 2007 to 2009. Alexander graduated from the University of San Francisco in 2007 and holds a California Insurance License. Originally from Belarus, he brings a global perspective to his financial consulting practice. Outside of his professional work, Alexander enjoys outdoor adventures, photography, skiing, table tennis, tennis, and yoga.

Mildred Patubo is a financial advisor with Cetera in San Jose, CA, holding Series 66 and Series 63 licenses and bringing 28 years of industry experience. Her prior positions include roles at Citigroup and multiple firms affiliated with Cetera. She has also been involved with the Asian Community Mental Health Board and MIAAH (Multicultural Integrated and Accessible Healthcare). Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform and supports various program structures and custodial relationships.

Sophey Tiet is a financial advisor at LPL Enterprise with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prudential Insurance Company of America and Pruco Securities, LLC prior to joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

Eduardo Aguirre is a financial advisor with Charles Schwab in Campbell, CA, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Wells Fargo and a seven-year tenure at Uber, where he also worked as a driver in the transportation sector. Charles Schwab & Co., Inc. serves a large client base, 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 services with access to discretionary separately managed accounts, using multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Shu Ming Chu is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 1997. Outside of his advisory role, he owns a residential property in Santa Clara, California. 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, offering investment guidance via multi-asset model portfolios and due diligence on alternative investments.

Irma Quinones is a financial advisor at LPL Enterprise with 21 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her prior experience includes roles at The Prudential Insurance Company of America, Pruco Securities, LLC, and New York Life-related entities. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering advisory and brokerage services through an integrated platform that combines adviser programs with financial product sales and access to model portfolios and third-party asset management.

Xuemei Qian is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera since 2015. Her prior experience includes roles at Cathay Bank and CTBC Bank. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using both affiliated and third-party managers across various program structures and custodial relationships.

Homa Jahanian is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2021, she worked at IHSS and various insurance carriers, including Waddell & Reed. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both in-house and third-party sources.

Kin Chin is a financial advisor at Merrill with 10 years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with the broader Bank of America platform, providing access to a wide range of financial products and services.

Anastasia Schmidt is a financial advisor at Charles Schwab with 26 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab and its affiliated entities since 1999, with a brief period at Coast Engraving from 2019 to 2021. 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 advisory services with access to discretionary separately managed accounts, employing a multi-asset model portfolio approach supported by in-house research and alternative investment offerings.