Lovlean Purewal is a financial advisor at Integrity Alliance, LLC with a Series 66 designation and three years of industry experience. Prior to joining Integrity Alliance, Purewal held roles at Lion Street Financial, Morgan Stanley, UBS, and DFA of California. The firm serves a broad client base including individual investors, corporations, and qualified retirement plans, offering portfolio management, financial planning, and other services supported by a large network of independent advisors. Integrity Alliance employs varied investment approaches and operates as both a registered investment adviser and broker-dealer.

Tinghei Lee is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 12 years of industry experience. His career includes roles at JP Morgan Securities and JP Morgan Chase Bank, and he has maintained an ongoing business interest in Lees Gong Hey Fat Choi Company since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies, combining large institutional capabilities with specialized market roles.

Lawrence Wagner is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging internal standards and oversight committees to select and monitor managers.

Justin Bass is a financial advisor with MAI Capital Management, LLC, holding a Series 65 credential and 13 years of industry experience. He previously worked at TRUE Capital Management for eight years before joining MAI Capital Management in 2022. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers trust and insurance administrative services, with reported assets under management of $72.3 billion as of May 2026.

Vivian Chuan Sun is a financial advisor with LPL Financial based in San Ramon, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Her previous roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Wells Fargo Clearing, Wells Fargo Investments, and Citicorp Investment Services. She is a founder, member, and secretary of the Five Loaves & Two Fishes Global Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational and research tools.

Ryan Keyser is a financial advisor with Merrill in Brentwood, CA, holding Series 66 and Series 63 licenses and one year of industry experience. His prior roles include positions at Northwestern Mutual and Workday. 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. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Brandon Herrera is a Private Wealth Manager with Merrill Private Wealth Management. He joined Merrill in March 2018, focusing primarily on the management and business development of the corporate cash segment. Prior to Merrill, Brandon spent nine years with Bank of America’s Commercial Banking team, where he served as a Treasury Sales Officer addressing the working capital needs of clients across for-profit healthcare, professional sports, not-for-profit healthcare, and institutional sectors. Brandon holds a Bachelor's Degree from California Polytechnic State University and is a Personal Investment Advisor (PIA). He resides in Clayton, California with his wife and three children. In addition to his professional work, Brandon is involved in coaching his sons in soccer and baseball and organizes a significant annual fundraiser barbecue for the local swim team. His personal interests include baseball, basketball, boating, camping, fishing, football, and hiking.

Linh Wong is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 10 years of industry experience. Her prior roles include positions at JPMorgan Securities LLC, LPL Financial, East West Bank, and Cetera Investment Services. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions.

Spencer Jung is a financial advisor at Osaic Wealth in San Ramon, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Osaic in 2025, he worked at Lincoln Financial Advisors for four years and has held positions at O'Brien Wealth Partners, Northeastern University, and Grantham, Mayo & Van Otterloo. Outside of advising, he sells life, disability, and long-term care insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform that offers brokerage and advisory services. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and various managed account programs across a complex network of affiliated firms.

Michael West is a CFP® with 40 years of industry experience, currently affiliated with Cetera Wealth Services, LLC. He has a long history in tax preparation and accounting, operating his own tax services business since 1996, and is involved in managing and investing in various rental properties. West also serves as president of Rich Island Inc, which operates a duck club. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management.

John Pacelli is a CFP® with 48 years of industry experience, currently serving as a financial advisor at OSAIC since 2025. His prior experience includes six years at Lincoln Financial Advisors, three years at Kestra Financial Services, Inc., and 24 years at D/A Financial. In addition to his advisory role, he is licensed to offer disability and traditional life insurance, as well as fixed and fixed indexed annuities. OSAIC serves a diverse clientele, including retail and institutional investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based investment approach with portfolio optimization and offers a range of advisory and brokerage services through a multi-advisor platform.

Vanessa Campos is a financial advisor with J.P. Morgan Securities in Concord, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in various roles since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process leverages centralized due diligence combining quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.

Sabrina Mohabat is a financial advisor at Fidelity with 10 years of industry experience. She holds Series 66 and Series 63 designations and previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank, N.A. In addition to her advisory work, she owns a dessert cart business called Boujee Bar LLC. Fidelity's Strategic Advisers LLC provides a broad range of investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager fund structures.

Logan Marts is a financial advisor at Osaic Wealth with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Fidelity Investments. His background includes roles outside finance, such as positions at Amazon and in interpreting services. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a broad range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multi-advisor platform solutions.

Arnel Tecson is a Series 66 credentialed financial advisor with LPL Financial in San Ramon, CA, where he has worked since 2007, totaling 19 years of industry experience. Outside of his advisory role, he has been involved in a real estate rental business in Keller, Texas. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a broad range of financial planning and asset management services through a large network of investment adviser representatives.

George Arrivas is a financial advisor at Edward Jones with 11 years of industry experience. He holds Series 63 and Series 66 registrations and has previously worked at Bank of America, Merrill, and earlier at Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Smith is a financial advisor with J.P. Morgan Securities in San Ramon, CA, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a 15-year tenure with JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized Wealth Advisor program. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Frederick Lewis is a financial advisor at OSAIC with five years of industry experience and a Series 66 designation. Prior to joining OSAIC in 2025, he spent six years with Lincoln Financial Advisors. Outside of advisory work, he is also licensed as an insurance agent, offering and servicing fixed insurance products including fixed and indexed annuities as well as various types of health and life insurance. OSAIC serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and access to third-party money managers and proprietary strategies.

Manpreet Kaur is a financial advisor with J.P. Morgan Securities in Tracy, CA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has previously worked at Bank of America, Merrill, Wells Fargo, and JPMorgan Chase Bank. Outside of her advisory role, she serves as Secretary for AnchorJoy Properties LLC, a property management entity. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors. The firm focuses on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, employing a centralized due diligence process supported by quantitative and qualitative research.

Jacquelyn Wright is a financial advisor with Edward Jones in Brentwood, CA, holding a Series 66 designation and 10 years of industry experience. She has been with Edward Jones since 2015. Outside of her advisory role, she serves as president of the Krey Parents Club in Brentwood, overseeing meetings, fundraising, and event planning. 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 and investment strategies, supported by a large nationwide network of financial advisors and branch offices.