Hanneke Finones is a financial advisor at Edward Jones in Burlingame, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she was involved in a dental practice, Chew & Finones DDS Inc. DBA Nest Dental, from 2012 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, offering both discretionary and non-discretionary strategies supported by a nationwide network of over 23,000 financial advisors. The firm provides tax-efficient services, access to separately managed accounts, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Adam Sadowy is a financial advisor with Wells Fargo Clearing, holding a Series 63 credential and four years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at Wells Fargo Bank, N.A. since 2019 and was employed by Starbucks from 2014 to 2018. Outside of his advisory role, he owns and manages a biotechnology experimentation business, SUDS Laboratory LLC. 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 uses research and analytics to guide diversified investment strategies and offers a broad range of brokerage and advisory solutions.

Vincent Sommese is a Series 66-licensed financial advisor at Morgan Stanley with four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2021, he worked in education for 14 years and held various roles including a position with the Oakland Athletics in 2021. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates firm-approved tools and modeling techniques without providing individual security recommendations in standalone plans.

Michael Benjaminson is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with LPL Financial since 2005 and previously worked at Osaic FA, Inc. from 2001 to 2005. Benjaminson operates MDB Wealth Group, Inc., which focuses on non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Alice Wilms is a financial advisor at Edward Jones with six years of industry experience. She holds a Series 66 designation and previously worked at New York Life and Thrivent Financial, in addition to consulting and self-employed roles. Wilms serves on the board of Save World Children, a nonprofit where she focuses on building partnerships and raising awareness. 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, managed solutions, and affiliated investment products, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Gen Tri is a Vice President and Financial Consultant at Fidelity Investments, a role held since 2022. In this capacity, Gen partners with clients by educating and empowering them to understand their financial situation and make sound decisions to pursue their lifelong goals. Gen has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Central Relationship Manager, Retirement Solutions Representative, Premium Service Representative, and Financial Representative. This extensive experience reflects a deep understanding of financial consulting and client relationship management. Gen holds a California Insurance License. Outside of professional responsibilities, Gen has interests in fitness, food, snowboarding, tennis, and traveling.

Deepa Venkatachalam is a Series 66-licensed financial advisor with seven years of industry experience. She currently works at J.P. Morgan Securities and has prior experience at Wells Fargo and Morgan Stanley. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, using quantitative asset-allocation modeling and centralized due diligence combined with an ESG eligibility framework.

Julie Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with JPMorgan Securities LLC since 2015. 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 its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jizi Gu is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Jizi has worked at Bank of America, N.A. since 2017 and has been affiliated with Merrill since 2021. 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, and institutions.

Alan Day is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds the Series 66 and Series 63 designations and has worked at JPMorgan Chase Bank, N.A. since 2013, joining J.P. Morgan Securities in 2023. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending eligible strategies.

Matthew Dennis is a financial advisor at LPL Financial with 11 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at MML Investor Services LLC and MassMutual Life Insurance Company. Outside of his advisory role, he is involved with Matador Risk as a security agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment solutions, including model portfolios, third-party asset management, and institutional platforms.

Carla Koren is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a tenure at Citigroup Global Markets starting in 1997. Koren serves on the finance and investment committees of Girls Inc of Alameda County and Temple Sinai. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and firm-approved tools but generally acts in an advisory capacity without individual security recommendations in standalone plans.

Nathalya Wolf is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank from 2009 to 2018. 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 delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jackson Kempker is a Financial Consultant at Fidelity Investments, where he works with clients to develop comprehensive financial plans tailored to their unique circumstances. He focuses on risk management, income strategies, and tax-efficient investing to help clients and their families maintain financial plans that align with their goals and adapt to their changing needs. Jackson holds a California Insurance License, which supports his professional practice in the financial services industry. Outside of his work, Jackson enjoys camping, cooking and baking, football, hiking, snowboarding, and traveling.

Dmitry Vasyutinskiy is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and AXA Advisors. Morgan Stanley Wealth Management 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 employs a structured planning process supported by firm-approved tools and scenario modeling.

Neelofar Hossaini is a financial advisor with Wells Fargo Clearing in Danville, CA, holding a Series 63 designation and eight years of industry experience. She has held various roles within Wells Fargo entities since 2014. Outside of her advisory work, she is an authorized signer for a local hair salon’s business accounts in case of emergencies. Wells Fargo Clearing provides retirement plan consulting services to 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, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Steven Kay is a financial advisor at Cetera with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its related entities since 2013, as well as Pension Planners Securities, Inc. from 2003 to 2008. In addition to his advisory role, he is involved in fixed life and health insurance through his business, Steve Kay Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party and affiliated investment solutions.

Nathan Chan is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at Saint Luke's Health System and the University of Missouri Kansas City School of Pharmacy. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements and offers a range of programs including educational seminars and specialized event-driven planning services.

Kingman Lowe is a financial advisor with Morgan Stanley in Pleasanton, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Morgan Stanley since 2009 and also works with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as Secretary with the WA Sung Service Club and is a partner on the advisory board of the Aptos III Group. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and a comprehensive approach involving the Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Naomi Evans Jalloh is a financial advisor at Merrill with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill and Bank of America since 2017. Prior to that, she was with Deyoe Wealth Management and LPL Financial. Outside of advising, she is a general partner and managing member of Black Sheep Acquisitions, a for-profit entity involved in real estate. Merrill, along 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, and institutional investors.