Jeffrey Roodman is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. His prior experience includes positions at Merrill, LPL Financial, California Bank & Trust/Zions Bank, and various J.P. Morgan entities. Outside of his advisory role, he is involved in an e-commerce venture, Reznim LLC, which he co-owns with family members and supports a business operated by his children and relatives. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a broader range of derivatives and commodities capabilities compared with many institutional advisory programs.

Steven Feng is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, Chase Investment Services Corp., and Merrill. Feng is based in Palo Alto, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to provide diversified investment solutions.

Victoria Shen is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Smith Barney since 2012, as well as at Barking Frog Innovations from 2017 to 2019. Based in Palo Alto, California, she currently serves clients through Morgan Stanley Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, employing structured planning tools and analyses to support client decision-making.

Gerard William Pablo is a financial advisor at Morgan Stanley in Los Gatos, CA, holding a Series 66 designation. He has prior experience with U.S. Bancorp Advisors, LLC, and First Republic Bank. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Emily Vanhoorickx is a financial advisor with UBS Financial Services in San Jose, CA, holding Series 63 and Series 65 designations and possessing 45 years of industry experience. She has been with UBS since 1980. Vanhoorickx serves as treasurer and board member of the CEP Society, an alumni association for Certified Equity Professionals at Santa Clara University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Gerald Brown is a financial advisor at Primerica Advisors with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with PFS Investments Inc. and Primerica Financial Services for over two decades. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm relies on model-based investment strategies managed by unaffiliated asset managers and supports trade execution and custody through established industry providers.

Sophia Pires is a financial advisor with Morgan Stanley in Palo Alto, California, holding a Series 66 license and bringing 19 years of industry experience. She has worked at Morgan Stanley since 2017 and previously held positions at Wells Fargo bank and its affiliated entities from 2007 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured planning tools and scenario modeling to support client goals.

Veronica Yapp is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, Charles Schwab, and American Express. Outside of her advisory work, she is a partner and owner of JVA Supply LLC, a delivery service for non-durable goods serving small businesses in her community. 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 advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Paul Dines is a CFP®-certified financial advisor with Edward Jones in San Jose, CA, where he has worked for 20 years. He holds a Series 66 designation and has spent his entire industry career at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Colin Cassady is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2016. Outside of his advisory role, he owns and operates a photography business focused on capturing life events. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with diversification principles and offers both brokerage and advisory solutions.

Dustin Brunzlick is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2021. Prior to this, he held roles at R.E. Edwards Associates Inc. and State Farm Insurance. Outside of finance, Dustin is the captain of the San Francisco 49ers Touchdown Team, where he designs route patterns for the team's flag runners during player introductions and touchdown celebrations. Charles Schwab serves a large client base of 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’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset portfolio guidance supported by in-house research and alternative investment programs.

Sarah Hipolito is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch and Morgan Stanley Smith Barney LLC. Prior to her financial services career, she was employed at STK Las Vegas. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to develop plans, with clients responsible for implementation and updates.

Teri Yamamura is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 32 years of industry experience. Her prior work includes extensive tenure at First Allied Advisory Services and First Allied Securities. Outside of financial advising, she works as a yoga instructor and provides consulting services as a secret shopper. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and oversight, managing over $256 billion in assets with support from more than 10,000 advisors nationwide.

Sean Morgan is a financial advisor with Fidelity in Palo Alto, CA, holding a Series 66 designation. He has one year of industry experience, joining Fidelity Investments in 2026. Prior to this, his work history includes positions at various organizations such as NTD Television and Pilot City. Fidelity’s Strategic Advisers LLC, where Morgan works, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios drawn from mutual funds, ETFs, and ETPs.

Benjamin Lundquist is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, TD Ameritrade, and U.S. Bancorp Investments. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by its research and due diligence teams.

Chih Chieh Lien is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021 and previously at Wells Fargo Clearing Services and Wells Fargo Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Andrea Trudeau is a financial advisor at Osaic with a ChFC® designation and 37 years of industry experience. She has held positions at ABD Insurance & Financial Services, Foothill Securities, Massachusetts Mutual Life Insurance Company, and Securities America Advisors. In addition to her advisory role, she serves as an executive vice president and shareholder of Newfront, a firm specializing in employee benefits consulting and insurance brokerage services. Osaic Wealth serves a broad range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting various strategies including discretionary management and third-party manager selection.

Marcela Garcia Dungy is a financial advisor with Charles Schwab in Los Gatos, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2009. Outside of her advisory role, she manages rental properties in Hawaii and California. 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 and offers a multi-asset model portfolio approach supported by proprietary research and alternative investment options.

Brenda Lopez is a financial advisor at Fidelity with a Series 66 credential. She has been with Fidelity since 2025 and has no prior industry experience before joining the firm. Prior to her current role, her work history includes positions outside the financial industry, such as in education and childcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse range of clients, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Victoria Da Conceicao is a financial advisor at UBS Financial Services with one year of industry experience. She previously held roles at Bain & Company, GCM Grosvenor, and Oaktree Capital Management. Outside of her advisory work, she has been involved with Alzheimer's Brain Box for five years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor client plans.