Anh Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Nguyen held roles at J.P. Morgan Securities, JP Morgan Chase Bank, Wells Fargo, and Bank of America. Outside of finance, Nguyen is involved in providing manicure services as a part-time activity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Thomas Fritze is a financial advisor with Mass Mutual Investors Services in San Jose, CA, holding the ChFC® designation and Series 63 license, and has 28 years of industry experience. He has been with Mass Mutual and its affiliates since 2005 and is also involved in life and health insurance sales through Creekside Insurance Services, Inc. since 1995. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, annual planning process with tools such as Monte Carlo simulations and automated asset allocation, recommending investment categories and strategies but not exercising investment discretion.

Mark Taylor is a Series 66-licensed advisor with LPL Enterprise, based in San Jose, CA, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, he spent eight years at Quest Software. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to various asset managers and financial planning services.

John Kettmann is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career as a Financial Advisor in 1991 and has since developed experience focusing on the 401(k) marketplace, investment management, tax minimization, and retirement assets and services. John works to craft strategies that help clients build, manage, and preserve wealth for both current and future generations. He holds the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, as well as Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC) credentials. John earned his Bachelor's Degree from Santa Clara University and his Master's Degree from Golden Gate University.

Carl Schreiber is a financial advisor with Charles Schwab in Campbell, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America, and Merrill Lynch. Outside of finance, he is also an actor with a sole proprietorship in the entertainment industry that remains open for residual income but is not active during market hours. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary investment guidance and access to discretionary managed accounts, supported by a large-scale, integrated operational platform.

Siyuan Zhang is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses. He has three years of industry experience, including roles at The Prudential Insurance Company of America, PRUCO Securities, and Transamerica Financial Advisors. Outside of advisory work, he leads hardware manufacturing and procurement for Glimpse LLC dba Skylight. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and a wrap program through its network of investment adviser representatives.

Paul Martin is a financial advisor at Wells Fargo Advisors in San Jose, CA, with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Merrill and Wells Fargo Clearing. Outside of advisory work, he is involved in managing MPG Investments, which is an active business-related venture. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored planning solutions across various areas, including retirement, education, risk, and specialized services such as business-owner transition and special-needs planning.

Alberto Delgado is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2020 and Bank of America N.A. since 2022. Outside of his advisory roles, he has held positions in athletics and recreation at the University of California Santa Cruz. 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.

William Hansen is a Series 66-credentialed financial advisor with Equitable Advisors in Campbell, CA. He has one year of industry experience. Prior to joining Equitable Advisors, he worked at Flagship Services, Inc. and Dio Deka. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Andre Barde Jr. is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at C2 Education and various other employers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, as well as registered investment companies, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Jasper Smith is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, and Merrill. He is actively involved with The #BuildWealth Movement as an author, speaker, and founder of a related radio and podcast series, and serves on the board of the Urban Financial Services Coalition’s San Francisco Bay Area chapter. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and various affiliated non-securities products and services.

Diana Andersen is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked for firms including Fidelity Brokerage Services and Silicon Valley Capital Partners. Andersen serves as Co-Director of Student Affairs for the Association for Latino Professionals for America, coordinating student chapters and networks. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary advice with an emphasis on diversified portfolios and long-term strategies.

Gary Pereira is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Securities America Advisors, Inc. and Banc of America Investment Services, Inc. Outside of financial advising, he is involved in residential real estate sales, insurance sales, youth baseball umpiring, and personal training. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager selections.

John Dominge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at SCF Investment Advisors and SCF Securities for ten years, and at Mass Mutual Life Insurance for 17 years. Dominge is also involved with UPTREX Wealth Advisors LLC and serves as an advisory representative of a registered investment advisor. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Alyssa Chi is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley, she worked in educational roles at San Jose State University, Yonsei University, De Anza College, and Evergreen Valley High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market simulations.

Marika Somorjai is a financial advisor with Cambridge Investment Research Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2010 and previously at Woodbury Financial Services and FSC Securities Corporation. Outside of financial advising, she owns a retail skincare business, Marika Skin Care. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services through a broad network of financial professionals. The firm manages a multi-billion dollar asset base across multiple platforms and provides both discretionary and non-discretionary management options.

Haiqing Chen is a financial advisor with Merrill in San Jose, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Merrill, Chen held roles at Bank of America, Pacific Advisors, Guardian Life, MassMutual Life Insurance Company, Eagle Strategies, and New York Life, among others. Chen serves as Treasurer and Board Member of the US Chamber of Commerce Silicon Valley, where they assist with bookkeeping, event organization, and financial reporting to support the Chinese American business community. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Hector Garza is a CFP® professional with 17 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Mariner Independent Advisor Network, PFG Advisors, LPL Financial, and Stanford Federal Credit Union. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, providing tailored solutions that include a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Tyler Siegert is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and over 21 years of industry experience. He has been with Primerica since 2005 and has held roles at related firms including Bartlett Group Insurance & Financial Services. Siegert is also president of ADC Group, a business based in San Jose. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-driven investment strategies managed by third-party asset managers and supports execution and custody through BNY Mellon Advisors and Pershing.

David Lytle is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2021 and previously spent ten years with Waddell & Reed, Inc and various insurance carriers. Outside of his advisory role, he is also involved as a non-variable insurance agent specializing in life and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.