Aubrey Tarpley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at firms including First Republic Investment Management, Bank of America, and Merrill. Tarpley serves as a California Advisory Board member of the Concussion Legacy Foundation, a nonprofit supporting individuals affected by concussions and CTE. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Eugene Mendoza is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo, Citigroup, Merrill, and Bank of America. Outside of his advisory role, Mendoza manages a rental property in Sacramento, California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Kevin Ma is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop tailored financial plans by leveraging Fidelity's holistic strategies and offerings. He focuses on understanding clients' short and long term goals to provide personalized financial guidance. Prior to joining Fidelity Investments in 2024, Kevin worked as a Financial Solutions Advisor at Merrill Lynch from 2021 to 2024. He holds a California Insurance License, supporting his capacity to advise clients on insurance-related financial matters. Outside of his professional role, Kevin has interests in cooking, baking, and running.

Geetanjali Joshi is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. She has accumulated over 19 years of experience in financial and wealth planning, including roles as a Registered Wealth Management Client Associate at Merrill Lynch Wealth Management from 2022 to 2024 and as a Wealth Advisor at Auric from 2005 to 2017. Early in her career, she was an Officer at Alpic Finance Ltd between 1995 and 1999. Geetanjali is licensed in insurance in California. Throughout her career, she has emphasized providing sound and trustworthy guidance to her clients, leveraging the resources of her firm to support their financial journeys. Outside of her professional work, Geetanjali is interested in art, family activities, social events with friends, traveling, volunteering, and yoga.

Amir Ghassemzadeh is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and 17 years of industry experience. His career includes multiple roles at Wells Fargo entities and six years at JPMorgan Securities LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research and analytics aligned with diversification principles and modern portfolio theory.

Harpreet Dehar is a Series 66-registered advisor with J.P. Morgan Securities in Palo Alto, CA. He has experience in the financial industry dating back to 2014, including roles at Wells Fargo Bank, First Republic Bank, and JPMorgan Chase Bank. Dehar is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a broad range of banking products and services alongside his advisory work. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and other institutional clients through a non-discretionary advisory program that emphasizes written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process integrates quantitative and qualitative research and supports a range of eligible investment strategies, including those with ESG considerations.

Chandra Foster is a financial advisor with Charles Schwab in Los Altos, CA, holding Series 63 and Series 66 credentials and bringing 13 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2015. Charles Schwab & Co., Inc. serves a large client base, 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 provides both non-discretionary advisory guidance and access to discretionary separately managed accounts, leveraging multi-asset model portfolios and research from the Schwab Center for Financial Research.

Joseph Murrer is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and assists them in developing strategies to pursue their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and preparing for unexpected expenses. In addition, he facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Murrer's expertise covers areas such as executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Oregon. Outside of his professional career, Murrer has interests including basketball, camping, music, pickleball, running, skiing, soccer, and spending time with his family.

Jeremy Belnas is a financial advisor with Morgan Stanley in Cupertino, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and has been with Morgan Stanley Smith Barney since 2012. His prior experience includes positions at Wells Fargo Clearing, Wells Fargo Investments, and Banc of America Investment Services. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning using proprietary tools and market modeling techniques, serving clients through both direct and corporate financial planning agreements.

Michael Nguyen is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 designations and 12 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank, N.A. since 2008. 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, utilizing research from Wells Fargo Investment Institute and third-party analytics to support its investment approach.

Kristopher Suhr is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Financial Solutions Advisor, he works closely with individuals and families to understand their unique financial needs and provide guidance on investment strategies, retirement planning, and wealth management. Kristopher enjoys getting to know clients personally to develop tailored strategies that align with their financial goals. He offers assistance ranging from general investing to planning for retirement and preparing for unexpected events. His approach emphasizes ongoing advice and guidance to adapt to changing client needs. He holds a Bachelor's Degree from the University of Nevada - Reno and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Kristopher's personal interests include basketball, biking, boating, camping, and scuba diving.

Kelvin Skewes Campos is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2021. Outside of his financial advisory role, he serves as Technical Director and coach for the Sunnyvale Alliance Soccer Club, working with boys' soccer teams aged seven to twelve. 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, offering both non-discretionary and discretionary investment options within an integrated operational structure.

Brandon Nguyen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has extensive experience in the financial services industry, having previously served as a Financial Solution Advisor at Merrill Lynch, Pierce, Fenner & Smith in 2018, and as a Chase Private Client Advisor at JP Morgan Securities from 2010 to 2018. Brandon holds a California Insurance License which supports his advisory roles. His professional approach is centered on helping clients strive for their financial goals. Outside of his professional life, Brandon is involved in family activities and parenthood.

Kenneth Seale is a financial advisor with Merrill in Palo Alto, CA, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Merrill Lynch since 1999. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jin Shin is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Arthur J. Gallagher & Co. Risk Placement Services and multiple positions within JP Morgan Chase Bank and J.P. Morgan Securities LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates a broad range of regulatory registrations that support derivatives and commodities capabilities.

Mia Li is a Planning Consultant at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients strive for their financial goals through a client-centered approach. Prior to her current role, Mia worked as a Relationship Manager at Fidelity Investments from 2022 to 2024. She also has experience as a Financial Solutions Advisor and Banker at Bank of America between 2020 and 2022. Mia holds a California Insurance License. Outside of her professional career, Mia enjoys activities such as badminton, visiting museums, painting, snowboarding, and traveling.

Mark Maizel is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2016 and briefly with AFS Securities LLC. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning and a variety of investment solutions, managing approximately $2.74 trillion in client assets.

C Davis III is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 63 designation and over 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a sole proprietor involved in property management in Menlo Park, California. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Lanette Carey is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1993. In addition to her advisory role, she receives compensation for sales and referrals related to loan products, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Ho Yin Chung is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013, including seven years at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.