Max Kaplan is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, implements tax-aware strategies, and manages risk through various defensive tactics.

Christopher Lightner is a financial advisor with Edward Jones in Alameda, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at TrendKite and W2O Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Leah Weinberg is a CFP® professional with nine years of industry experience, currently serving at OSAIC since 2024. She previously worked at Securities America Advisors, Inc. and Investacorp, and maintains involvement as a partner and sales assistant at Weinberg Financial Group, where she engages in research, analysis, and operations. She also holds an insurance production role focusing on life, disability, and long-term care insurance. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Karen Cao is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at JP Morgan Securities LLC and JPMorgan Chase Bank. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, and institutional investors.

Wendi Hao is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Bank of America, N.A. Prior to her current roles, she held a consulting assignment at BlackRock, Inc. through a management consulting group. 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 and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating ESG considerations when applicable.

Miten Bhatia is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Tri Counties Bank, Charles Schwab Bank, Charles Schwab, and U.S. Bancorp Investments. He is also Vice President at Tri Counties Advisors, a financial support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services and supports a large advisor network with advanced analytical tools and specialized municipal and employer advisory programs.

Richard Fain is a CFP® with 40 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has served as a financial advisor at West Portal Financial Group LLC since 2014. Outside of his advisory work, he participates on the finance and investment committee at St. Ignatius Church in San Francisco. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using various analytical tools and maintains affiliations that support municipal and public finance advisory services.

Selina Soo is a financial advisor with Ameriprise in Burlingame, CA, holding a Series 63 designation and over 31 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as president on the board of directors for the Asian Women Resources Center. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Xiuqi Jiang is a financial advisor with J.P. Morgan Securities in South San Francisco, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. Jiang has been with J.P. Morgan Securities since 2015, including prior roles at JPMorgan Chase Bank. Outside of advisory work, Jiang is involved in family real estate investment activities as an owner and partner. 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 program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Cesar Shinzato is a financial advisor at Merrill with 9 years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2015. Merrill, together 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 supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutional entities.

Leonidas (Leo) Maheras is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Prior to joining LPL, he worked at Merrill for seven years and Morgan Stanley for two years. He is also involved with Maheras Wealth Management, a business focusing on fixed annuities and life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms through a large network of advisors.

Ryan Lowenstein is a financial advisor with OSAIC in San Mateo, CA, holding a Series 66 designation and five years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for seven years and was employed at DoorDash for five years. Outside of his advisory role, he performs as a DJ at bars and events in San Francisco. OSAIC Wealth serves a diverse client base including retail investors, retirement plan participants, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and multiple investment program options.

Musetta Li is a CFP®-certified financial advisor with 27 years of industry experience, currently with J.P. Morgan Securities since 2017. She previously worked at Schwab Private Client Investment Advisory and Charles Schwab, serving in various advisory roles. Outside of her advisory work, she manages a rental property in San Francisco. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Debby Wu is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 66 licenses and having 21 years of industry experience. She has been with J.P. Morgan Securities and its affiliated entities since 2008. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Qifei Qi is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. Qi holds Series 63 and Series 66 licenses and has been with J.P. Morgan since 2013 in various roles. Outside of financial services, Qi works as a caregiver with In Home Support Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Kalvin Sid is a financial advisor with LPL Financial, holding CFP®, Series 63, and Series 65 designations and has 22 years of industry experience. He previously worked at Next Financial Group Inc for 17 years and OSAIC Services, Inc. for three years. 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 portfolio programs, third-party asset management, and institutional platforms.

Craig Bonnifield is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities, Inc. from 2007 to 2017. He is also the CEO and owner of Franklin Park Wealth Management, a firm he established in 2023 to manage investment advisory clients. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring its client engagements as annual, collaborative relationships focused on goal analysis and written recommendations.

Robert Gold is a financial advisor at OSAIC with 39 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Woodbury Financial Services, Cetera Advisor Networks, Summit Financial Group, Stifel, Wells Fargo Clearing, and Morgan Stanley. OSAIC serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting various strategies and third-party money manager programs.

Gabriel Deluna is a financial advisor with J.P. Morgan Securities in San Francisco, CA, holding Series 66 and Series 63 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has also worked with JPMC BANK NA (Southwest) since 2011. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through its regulatory registrations and affiliations.

Kathleen Augusta is a financial advisor at Merrill with 32 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2017, previously spending eight years at Morgan Stanley Smith Barney. 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 strategies for a diverse client base including individuals, high-net-worth clients, and institutions.