Jesus Maciel is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at various J.P. Morgan entities since 2016. Outside of his advisory role, he is an owner and partner of La Michoacana Plus, an ice cream parlor. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis.

Damon Focaracci is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding a Series 66 designation and 28 years of industry experience. He previously worked at UBS Financial Services for nine years before joining Wells Fargo Advisors in 2021. Outside of his advisory role, he owns a consulting business focused on business and development consulting. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning for niches such as business-owner transitions and special-needs analysis. The firm provides tailored recommendations using proprietary research and planning tools, with clients deciding how to implement them through various brokerage or advisory options.

Ruth Freitas is a financial advisor at LPL Financial with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Bank of the West and BancWest Investment Services prior to joining LPL Financial. 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.

Jason Drotar is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a notary public and co-owns a fitness studio franchise with his spouse. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm uses proprietary research and planning tools to develop tailored recommendations, with planning engagements typically discrete and client-implementation optional.

Bradley Ledwith is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with LPL Financial since 2006. Outside of advisory work, Ledwith is a self-published author and has served as an executive producer on production projects. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies, supported by advanced operational tools.

Mario Fitoria is a financial advisor with J.P. Morgan Securities in San Jose, CA. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2025. Prior to that, he worked at JPMorgan Chase Bank, N.A. and Bank of America. Outside of finance, he is also involved in the entertainment industry as a weekend club DJ and music producer. J.P. Morgan Securities provides institutional consulting services to clients such as corporations and foundations, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Anna Jacobs is a financial advisor with LPL Financial based in San Jose, CA, holding a Series 66 designation and bringing 20 years of industry experience. She previously worked with Waddell & Reed, Inc. for 16 years and has been involved in various roles including insurance agencies and property management. Outside of her advisory work, she has engaged in rental property management and served on a homeowners association board. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, utilizing model portfolios and third-party subadvisors, and supports its advisors with advanced operational and research tools.

Dennis Laughlin is a CFP® professional with 19 years of industry experience, all of which has been with Edward Jones since 2007. He holds the Series 66 designation and is based in San Jose, CA. Outside of his advisory role, he manages a residential rental property in Indialantic, Florida. Edward Jones is a wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Rodney Acord is a financial advisor at OSAIC with 30 years of industry experience. He previously worked at Lincoln Financial Advisors Corporation from 1995 to 2025. His credentials include the Series 63 and Series 65 licenses. Outside his advisory role, he is involved in fixed and indexed annuity sales through an insurance agency he owns. OSAIC serves a wide range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisers. The firm employs various asset-allocation and portfolio management tools and supports multiple advisory platforms, including third-party money managers and unified managed accounts.

Gregory Lindahl is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 designation and with 18 years of industry experience. He has been with LPL Financial and its affiliated entities since 2006. In addition to his advisory role, he spends part of his time providing tax consulting related to retirement and college savings through a separate tax planning business. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Alan Williamson is a financial advisor with Equitable Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has worked at Equitable Advisors since 2006, with prior experience at Axa Advisors and Osaic FA, Inc. Outside of his advisory role, he serves as an ecclesiastical leader for The Church of Jesus Christ of Latter-day Saints and acts as an administrator or executor of estates and trusts. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm utilizes a range of investment programs, including third-party and LPL-sponsored advisory models, focusing on matching client needs with appropriate program models or discretionary managers.

Paul Martin is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its related entities since 2013. Outside of his advisory role, he is involved in managing an investment business, MPG Investments, based in Pleasanton, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations for clients who meet a net-worth threshold.

Mary Bellizzi is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 22 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2003. Outside of her advisory role, she is involved in small group medical insurance and rents a room in her home. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based planning focused on a broad range of financial topics, with planning services delivered separately from portfolio management.

Marika Somorjai is a financial advisor with Cambridge Investment Research Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and with 29 years of industry experience. She has been with Cambridge since 2010. Outside of advising, she owns Marika Skin Care, a retail sales business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

Haiqing Chen is a financial advisor at Merrill with seven years of industry experience and holds Series 63 and Series 66 licenses. Prior to joining Merrill and Bank of America in 2025, Chen worked at firms including Pacific Advisors, Guardian Life, MassMutual Life Insurance Company, Eagle Strategies LLC, and New York Life. Outside of advising, Chen serves as Treasurer and Board Member of the US Chamber of Commerce Silicon Valley, supporting the Chinese American business community through bookkeeping and event organization. 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 institutions.

Robert Galindo Jr. is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2017 and previously held roles at The Planners Network, National Planning Corporation, and Ameriprise, among others. Since 2008, he has been involved with the Metropolitan Adult Education Program. 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 advisory services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

Tyler Nguyen is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, and Citigroup Global Markets Inc. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework.

Michael Aubel is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding a Series 63 designation and over 37 years of industry experience. He has worked at Wells Fargo Advisors and affiliated entities since 2009. Outside of his advisory role, he owns FSBMICHAEL INC, an investment-related business based in Mountain House, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, with clients able to choose how to implement these through various brokerage or advisory programs.

Bao Lieu is a financial advisor at Merrill with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Merrill and Bank of America, he worked at NYLife Securities LLC and New York Life Insurance Company. Before his financial career, he was employed in education at HCMC University of Pedagogy, Tran Phu Highschool, and Nguyen Tri Phuong Middle School. 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, pension plans, corporations, and charitable organizations.

Ignacio Ceniceros is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Bank of America/Merrill Lynch and JP Morgan Chase Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.