Aaron Hudson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on assisting corporate executives with strategies for concentrated stock positions, restricted stock transactions, and liquidity events. Aaron also works with non-profit organizations and families, offering tailored wealth management strategies that align with specific client objectives. Before joining Merrill Lynch Wealth Management in 2019, Aaron worked as a client service associate at Morgan Stanley. His professional approach emphasizes attentive and accessible service, aiming to build long-lasting client relationships through careful listening and understanding of each client's financial goals. His areas of focus include corporate executive services, divorce transition planning, executive compensation, equity compensation services, services for endowments, foundations, and non-profits, investment consulting for defined contribution plans, sports and entertainment, and tax minimization. Aaron earned a Bachelor's Degree from the University of California system and completed an Accredited Certificate Program from the American College of Financial Services. He has professional designations including Chartered Financial Consultant (ChFC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of work, Aaron enjoys baseball, basketball, boxing, football, golfing, music, photography, and spending time with his family.

Nicole Lai is a financial advisor at Morgan Stanley Wealth Management in Orinda, California, holding a Series 66 designation with 14 years of industry experience. She has worked at Morgan Stanley since 2016 and previously at UBS. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a variety of advisory programs to both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through structured planning processes and broad retail and institutional services.

Zhenzhen Huang is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has been with J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm uses quantitative asset-allocation modeling combined with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Joshua Park is a Series 66 licensed financial advisor with seven years of industry experience. He currently works at J.P. Morgan Securities and has prior experience at Bank of America, Merrill, and Fidelity Brokerage Services. Outside of finance, he has been involved with I.S. Kim's Martial Arts. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Daniel Jew is a CFP® professional with 17 years of experience in financial advising. He has worked at Edward Jones since 2008. Jew holds Series 63 and Series 66 registrations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Freddie Vidrio is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He has accumulated 26 years of experience in the financial services industry, with extensive expertise in complex guidance and in-depth retirement planning. Prior to his current role, Mr. Vidrio served as an Investment Consultant at Fidelity Investments from 2012 to 2018. His career includes roles as Vice President Financial Advisor at J.P. Morgan Securities LLC from 2012 to 2013 and at Chase Investment Services Corp from 2010 to 2012. Additional experience includes serving as Financial Advisor at CUNA Brokerage Services, Inc. from 2009 to 2010 and U.S. Bancorp Investments, Inc. from 2003 to 2009. Earlier in his career, he worked as a Personal Banker at US Bank and as a Teller at Bay View Bank. Mr. Vidrio holds a California Insurance License.

Christine Meyer is a financial advisor at Fidelity with five years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2021, with prior roles at Merrill and Bank of America. Outside of her advisory role, she operates Beyond Bowls, reselling dough bowls at an outdoor marketplace in Danville, California. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios.

Chih Han Goh is a financial advisor with Merrill in San Leandro, CA, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and Bank of America since 2016. Outside of his advisory role, he serves as Deputy Principal at Fremont Chinese School, a weekend language school in Fremont, CA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Sze Wai Kwok is a Series 66-licensed financial advisor at Charles Schwab with 10 years of industry experience. Kwok has worked at Charles Schwab Bank and Charles Schwab since 2019 and previously held roles at Bank of America, Merrill, Bancwest Investment Services, and Bank of the West. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering wrap fee programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory services with access to discretionary separately managed accounts and provides investment guidance through multi-asset model portfolios and a formal alternative-investment process.

Monu Ahluwalia is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2009. He holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Chelsie Lui is a financial advisor at Fidelity with one year of industry experience and holds a Series 66 designation. Her prior work experience includes roles at Meta, Louis Vuitton, and Hanover Walnut Creek. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management, fund advisory, and model portfolio delivery, with oversight controls and the use of advanced methodologies such as AI in research.

Ian Epstein is a financial advisor at Fisher Investments with 22 years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2004. 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 various asset classes. The firm uses a centralized investment process combining quantitative and qualitative research to construct diversified portfolios and offers sub-advisory and retirement plan services.

Jing Yang Guo is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2010. Outside of his advisory role, he owns a rental property in Peoria, Arizona. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts, offering multi-asset model portfolios alongside alternative investment options.

Tuyetanh Tran is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with JPMorgan Chase Bank N.A. and its affiliated entities since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Hana Redzic is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. since 2022 and joined Merrill in 2020. Outside of financial advising, she owns a photography and social media business called Maass Photography. 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. The firm offers a range of model-based and discretionary strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jiaze Li is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and seven years of industry experience. His career includes multiple roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and HSBC Securities (USA) Inc. Prior to entering finance, he worked as an Accounting Principal at Sephora/Adecco NA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering non-discretionary investment programs supported by an in-house manager solutions team and centralized due diligence.

Mark Gillelen is a financial advisor at LPL Financial with 37 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at First Allied Advisory Services and First Allied Securities. He serves as president and board member of The Eva and John Ross Foundation, a nonprofit organization. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Nancy Vonhof is a financial advisor at Morgan Stanley with 40 years of industry experience. She has been with Morgan Stanley since 2009 and holds the Series 63 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations to assist in financial decision-making.

Peter Morris is a financial advisor at Osaic Wealth, Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. Prior to joining Osaic in 2025, he worked for 47 years at Lincoln Financial Advisors Corporation. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm employs various asset-allocation tools and supports discretionary and non-discretionary account management.

Timothy White is a financial advisor at UBS Financial Services with 13 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, Wells Fargo Advisors, and Primerica Advisors. Outside of his advisory role, he co-owns Hidden Apex LLC, a digital marketing and media company. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and 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.