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 the Senior Resident Director and Wealth Management Advisor at Merrill Lynch Wealth Management. Since joining the firm in 2006, he has built a team dedicated to providing wealth management services to company owners, executives, retirees, and their families. Jenner also serves as Resident Director of the Pleasanton office, overseeing over $3.8 billion in assets as of March 2025 and leading a team of financial advisors. With 22 years of experience as a financial advisor, Jenner's expertise encompasses corporate executive services, family wealth management strategies, personal retirement planning, portfolio management, and retirement benefits consulting. He works with both public and private companies to assist with retirement plans and employee financial wellness programs. Jenner holds several professional designations, including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's degree from the California State University System. Outside of his professional responsibilities, Jenner is involved with the Gratitude Network and lives in Danville with his wife and two daughters. They enjoy traveling within the United States and abroad.

Caroline Angelica Lopez Robles is a financial advisor at Morgan Stanley with four years of industry experience. She holds Series 66 and Series 63 designations and has worked previously at LPL Financial, BMO Harris Bank, and JPMorgan Securities LLC, among other firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides financial planning primarily in an advisory capacity.

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. Prior to joining LPL Financial, he held roles at Fremont Bank, Marina Landing Family Dentistry, and Cisco Systems Inc. In addition to his advisory work, he is employed outside the industry in a dental practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios.

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 Services Advisors, Inc. in San Ramon, CA, holding a Series 66 designation and over 21 years of industry experience. She has worked at Raymond James since 2023 and concurrently serves as a financial planner and leadership team member at Summit Financial Group since 2008. Outside of advisory roles, she is also involved as an insurance agent selling fixed insurance, long-term care, and disability 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, corporations, and institutional clients. The firm emphasizes tailored non-discretionary planning using analytical tools and supports clients through advisory programs and institutional consulting.

Jeffrey Stark is a financial advisor at LPL Financial with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Andy Lee is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2010, including at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Rakan Sawalha is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and having seven years of industry experience. He has worked with Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michelle Ruan is a Financial Advisor with Merrill Lynch Wealth Management. She focuses on connecting all aspects of clients' financial lives to help prioritize and pursue the goals that matter most to them. Michelle works closely with clients to understand their short-, mid-, and long-term goals, providing personalized wealth management strategies that adapt to changing market conditions. Her expertise encompasses college education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, tax minimization, and individual and corporate investment strategies. Michelle collaborates with Bank of America specialists to offer clients comprehensive banking, credit, home financing, and small business solutions as part of her advisory services. Michelle holds a Bachelor's Degree from the California State University System and has earned professional designations including Certified Investment Management Analyst (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She is fluent in English and Chinese. Outside of her professional work, Michelle enjoys badminton, hiking, running, swimming, and yoga.

Elizabeth Mintzer is a CFP® professional with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. She has worked at Cambridge Investment Research in various capacities since 2017. Outside of her advisory role, she is a group fitness instructor and serves as a committee member for the Financial Planning Association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement advisory, and financial-wellness services through independent Financial Professionals using a variety of platform options and tailored investment strategies.

Nicholas Chin is an Investment Consultant at Fidelity Investments, where he has been serving clients since 2026. He previously held roles within Fidelity as a Planning Consultant from 2024 to 2026, Relationship Manager from 2023 to 2024, and Financial Representative from 2022 to 2023. Prior to joining Fidelity, Nicholas gained experience as a Bank Teller at UNCLE Credit Union in 2022 and as a Commercial Banking Intern at Bridge Bank in 2021. Nicholas holds a California Insurance License, which supports his work in financial planning and investment consulting. His approach centers on active listening and creating strategies tailored to each client's goals and long-term vision. Outside of his professional career, Nicholas engages in fitness, football, golf, and volunteering activities.

Pacific Eng is a financial advisor at Osaic Wealth, Inc. with four years of industry experience. They hold a Series 66 designation and have prior experience at Lincoln Financial Advisors and UC San Diego. Outside of advisory services, Pacific Eng offers fixed insurance products including annuities and life insurance. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes, providing both discretionary and non-discretionary management options.

David Liebowitz is a financial advisor at UBS Financial Services in Danville, CA, holding a Series 66 designation. He began his advisory career at UBS in 2025 after prior experience at Five9 and four years at the University of California Berkeley. UBS Financial Services Inc. 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, offering a broad range of capital markets and advisory solutions.