Weldon Poole is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill since 1995 and focuses on assisting clients in the planning and realization of their financial goals. His work includes developing personalized financial strategies and managing portfolios, including traditional advisement and discretionary management of investment strategies. Weldon holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., and is a qualified Portfolio Manager. He graduated with a Bachelor of Science degree in Economics from Brigham Young University. Over his career, he has built a practice dedicated to client-centered service with an emphasis on intellectual rigor, customization, and long-term planning. He is active in his community, volunteering 10-15 hours per week, and is affiliated with The Church of Jesus Christ of Latter-Day Saints. Weldon lives in Fremont, California with his wife and their four adult children, enjoying activities such as hiking, photography, reading, and skiing.

Susang Sijapati is a Planning Consultant at Fidelity Investments, where she collaborates with Financial Consultants to provide personalized planning experiences for clients. She supports advisors by proactively reaching out to clients to ensure their financial goals are understood and addressed, fostering engagement and collaboration to help clients navigate their financial futures confidently. Susang's experience at Fidelity Investments includes roles as a Relationship Manager from 2024 to 2025 and as a Financial Service Representative from 2023 to 2024. Prior to joining Fidelity, she worked as a Bank Teller at Wells Fargo from 2020 to 2021. She holds a California Insurance License. Outside of her professional role, Susang has interests in fitness, food, motorcycles, reading, and traveling.

Giovanni Delgado Peralta is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. He has worked at Bank of America, Wells Fargo Bank, Wells Fargo Clearing, loanDepot, Nissan of Tustin, and the Walt Disney Company. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

J. D Testa is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to joining Wells Fargo Advisors, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He also owns and operates Testa Capital Inc., an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services including retirement, education, risk, and wealth-transfer planning, utilizing proprietary research and planning tools to develop tailored client recommendations.

Stephen Zanolli is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 1991. He brings over 30 years of financial services experience in Silicon Valley, focusing on concentrated stock issues and strategies related to selling, liquidity, hedging, and risk management. Stephen employs a goals-based approach to wealth management, retirement income planning, and wealth transfer strategies tailored for ultra-high-net-worth clients. He collaborates with clients' external professionals to provide comprehensive estate planning services and strategies. Stephen previously served as resident director in the San Mateo office for two years, where he led other financial advisors and supported them in client engagement and building wealth management practices. He holds a bachelor's degree in industrial engineering from Stanford University and has earned the Certified Investment Management Analyst® (CIMA®) designation awarded by the Investments & Wealth Institute™ (The Institute). He is also recognized as a Personal Investment Advisor (PIA). Residing in Menlo Park with his wife, Jill, and their three daughters, Stephen remains active in his community by supporting local educational foundations. He is a member of the Half Moon Bay Men's Golf Club and has interests that include baseball, football, golfing, spending time with family, surfing, and traveling.

Masoud Mohebi is a financial advisor at Morgan Stanley with eight years of industry experience. He has held positions at Morgan Stanley Private Bank, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning processes and advanced modeling tools.

Cynthia Cougoule is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill, Bank of America, and First Republic Investment Management. In addition to her advisory role, she maintains a notary public appointment in California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Alexandria Adiutori is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked with the California Republican Party. Alexandria holds a Series 66 designation and is based in Los Gatos, California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and asset allocation models to tailor investment plans to clients’ goals and risk tolerances.

Brent Ross is a CFP®-certified financial advisor with 19 years of industry experience, currently with LPL Financial in San Jose, CA. He previously worked at Securities America, Inc. for 18 years and spent one year at OSAIC. Outside of his advisory role, Ross operates DC Design Studio, a business he has managed since 2000. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Zelin Yang is a financial advisor at Merrill in San Jose, CA, holding a Series 66 designation. Yang has been with Merrill since 2021 and previously worked at Bank of America, N.A. starting in 2026. Prior to entering the financial industry, Yang was engaged in homemaking and also worked at the Industrial and Commercial Bank of China from 2011 to 2017. 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 diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm integrates into Bank of America’s broader platform, providing access to a wide range of investment products and services.

Valentine Huang is a Senior Financial Advisor at Merrill Lynch Wealth Management based in Silicon Valley. He brings over 24 years of experience in investment banking and wealth management, serving individuals, families, business owners, executives, and institutions. Valentine's expertise includes portfolio management services, equity compensation services, tax minimization, legacy planning, and employee benefits planning among other client focus areas. Prior to joining Merrill, Valentine held roles such as Portfolio Manager and Wealth Advisor at Morgan Stanley's Menlo Park office, where he specialized in equity plan management and worked closely with venture capital clients. He also served as Director and Vice President at investment banks including Barclays Capital and Lehman Brothers, leading the west coast Asia ex-Japan institutional equities desk. Valentine graduated from the University of California Davis with a Bachelor of Arts in Economics and holds FINRA Series 7, 63, and 65 registrations along with the Personal Investment Advisor (PIA) designation. He resides in Belmont with his three sons and enjoys activities such as golf, tennis, running, music, soccer, chess, table tennis, traveling, and spending time with his family.

Vaishali Harirajan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan and Scotiabank, including multiple roles within JPMorgan Chase Bank N.A. and J.P. Morgan Securities LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services through a select group of Wealth Advisors.

Sandra Jerez is Vice President and Branch Leader at Fidelity Investments, where she leads a team of Financial Consultants and investment service associates. In her role, she oversees all aspects of branch operations, including customer interactions, team building, and training strategies. Sandra focuses on developing associates and managing operational activities to provide value to clients and assist them in achieving their financial goals through planning. Prior to joining Fidelity Investments in 2023, Sandra held positions at Merrill Lynch, serving as Performance Manager from 2019 to 2022 and as Market Leader from 2013 to 2019. She holds a California Insurance License.

Aaron Correll is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He partners with individuals, families, and businesses to develop personalized financial strategies aimed at achieving financial success and freedom. His approach emphasizes focusing on controllable factors to maintain and elevate clients' financial positions. Aaron has extensive experience in the financial services industry, having served as a Financial Consultant at Fidelity Investments from 2018 to 2022. Prior to that, he held positions at JPMorgan, including Vice President - Private Client Advisor from 2017 to 2018 and Assistant Vice President - Private Client Banker from 2013 to 2017. He holds a California Insurance License.

Brian Stevens is a financial advisor with Wells Fargo Clearing based in Santa Cruz, CA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including 13 years at Charles Schwab and Charles Schwab Bank before joining Wells Fargo Clearing in 2024. 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 advice. The firm’s approach is guided by investment policy statements and modern portfolio theory, and it includes a broader range of financial products than many peers, such as insurance-related vehicles and bank deposit sweep options.

Phoebe Zhang is a financial advisor at Charles Schwab with a Series 66 license and experience working at Charles Schwab and Charles Schwab Bank since 2024. Prior to entering the financial industry, she held positions at Guardant Health, CVS Pharmacy, and in education. Charles Schwab serves a large client base primarily consisting 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 and discretionary investment options, combining strategic asset allocation with access to alternative investments and centralized operational support.

Salvatore Saso is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in a range of client focus areas including college education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Salvatore holds the Professional Investment Advisor (PIA) designation and earned his Bachelor's Degree from San Jose State University. His expertise supports clients in achieving their financial goals through comprehensive planning and management strategies aligned with their individual needs.

Brandon Martinez Larragoiti is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, he serves as a board member for the nonprofit organization Children Now, focusing on children's issues. Morgan Stanley Wealth Management provides a broad range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering tailored financial plans without individual security recommendations as part of standalone programs.

Robert Anderson is a financial advisor with UBS Financial Services in Boulder Creek, CA, holding a Series 63 designation and bringing 47 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he serves as a member of the FINRA Market Regulation Committee. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.

David Gambelin is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 designation with 23 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and market outlook models.