David Tran is a financial advisor with Wells Fargo Clearing in Fremont, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. He has worked within various Wells Fargo entities since 2005, including Wells Fargo Advisors and Wells Fargo Bank. 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 and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Russell Lin is a financial advisor with Charles Schwab in Pleasanton, CA, holding the Series 66 designation and with seven years of industry experience. He has worked at Charles Schwab Bank, SSB since 2020 and Charles Schwab & Co., Inc. since 2018. 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with centralized supervisory and custody arrangements.

Lin Shen is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in the financial industry, Lin is committed to helping clients understand and improve their financial condition to pursue their personal goals with confidence. Lin focuses on connecting all aspects of clients' financial lives to prioritize and pursue the goals that matter most to them. Lin's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Lin holds a Master's Degree from the University of Arizona and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Lin is fluent in Mandarin, Yue (Cantonese), and English. Outside of work, Lin enjoys gardening, hiking, reading, running, spending time with family, and traveling. Lin also participates in community volunteering, reflecting a commitment to the communities served.

Lacey Brook is a financial advisor with Morgan Stanley in Orinda, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Raymond James and Associates from 2015 to 2022 before joining Morgan Stanley. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process incorporating proprietary tools and market simulations.

Zhaolin Kang is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. 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 range of investment options such as money market funds, collective investment trusts, mutual funds, group annuity contracts, and bank deposit sweep programs.

Kinley Wong is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Lincoln Financial Advisors for 24 years. In addition to his advisory role, he is an insurance agent involved in the sale of accident and health insurance, disability insurance, long-term care insurance, fixed/indexed annuities, and life settlements. OSAIC serves a broad client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, utilizing firm-provided asset-allocation tools and multiple platforms to construct customized portfolios.

Peter Torchia is a financial advisor with Merrill in Pleasanton, CA, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has worked at Merrill since 1985 and at Bank of America since 2009. 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 for individuals, high-net-worth clients, and various institutional investors.

Brian Mui is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He holds the Series 66 designation and has been with J.P. Morgan Securities since 2012, also working with JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities delivered through a select group of Wealth Advisors.

Jenner Stimpfig is a Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 2006 and currently serves as the Resident Director of the Pleasanton office, overseeing 24 Financial Advisors and over $3.425 billion in assets and liabilities as of April 1st, 2024. Jenner's team focuses on creating and updating financial plans that align with clients' goals and life events, serving individuals, families, company owners, executives, and retirees. With 22 years of industry experience, Jenner specializes in wealth management, retirement benefit consulting, and employee financial wellness programs. He holds several professional designations, including the Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Additionally, he holds a Bachelor's Degree from the California State University System. Beyond his professional role, Jenner is involved with the Gratitude Network and dedicates time to nonprofit and community-based organizations. He resides in Danville with his wife and two daughters.

Caroline Angelica Lopez Robles is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, BMO Harris Bank, and JPMorgan in various capacities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its advisory approach involves structured planning tools and modeling techniques without providing individual security recommendations as part of standalone plans.

Alejandra Venezia is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and J.P. Morgan Chase Bank since 2012. Outside of her advisory role, she owns and manages a rental property. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

John Jaber is a financial advisor at UBS Financial Services with 41 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Abhijit Talathi is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Fremont Bank, Marina Landing Family Dentistry, and Cisco Systems Inc. Outside of his advisory role, he is involved with a dental practice as outside employment. 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.

Tina Fletcher is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 certifications and has 45 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its advisory services.

Judith Feuer is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2020. Prior to joining Edward Jones, she worked at Robert Half International from 2015 to 2020. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a variety of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Rohan is a CFP® with 40 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016. 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 IPS-driven approach incorporates modern portfolio theory and includes insurance-related investment options alongside traditional products.

Michael Muniz is a financial advisor with UBS Financial Services holding a Series 66 designation and 26 years of industry experience. His prior work includes positions at Bank of America and Merrill Lynch, Pierce, Fenner & Smith Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Jordan Frierson is a financial advisor at OSAIC with two years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Financial Advisors Corporation and Acord & Fong Wealth Strategies. Outside of his role at OSAIC, he receives advisory compensation through his team's LLC, which functions solely as a pass-through entity for his advisory duties. Osaic Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing various portfolio construction tools and third-party platforms to manage a broad range of investment products.

Vanessa Savage is a financial advisor with Raymond James Financial and holds a Series 66 designation. She has 22 years of industry experience, including roles at Morgan Stanley and Summit Financial Group, where she serves as an independent contractor and member of the leadership team. She is also involved in selling fixed insurance, long-term care, and disability solutions through Raymond James Insurance Solutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Sean Mckenna is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves on the board of Flying Resort Ranches in Salmon, Idaho, where he also holds a Vice President role related to license approvals. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing a structured planning process supported by firm-approved tools and methodologies.