Gregory Wood Jr. is a financial advisor at LPL Enterprise with four years of industry experience. He holds Series 66, Series 65, and Series 63 licenses. His prior roles include positions at Merrill, BOFA Securities, and Freedom Asset Management Limited. Wood Jr. has served in the United States Navy Reserve Component since 2016. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm provides financial planning, advisory services, and brokerage products, utilizing a platform that integrates adviser programs with other financial product sales, including insurance.

Leonard Sun is a financial advisor at UBS Financial Services with Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Wells Fargo Bank, N.A. He studied full-time at the University of California, Davis, and Ohlone College prior to entering the financial services industry. Leonard has also been involved with Bay Angels. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor plans to clients’ goals and risk tolerances.

Sophia Sinsigalli is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. She has worked at Merrill since 2019 and has prior experience at Standard Strength and Bank of America N.A. 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 individual and institutional clients.

Mary Suhr is a Series 66-licensed financial advisor at Morgan Stanley in Palo Alto, CA, with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Matthew Solis is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC and over 20 years at Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering tailored services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education.

Michael Fujii is a financial advisor at Cetera with the PFS™ designation and one year of industry experience. He also serves as a partner at Johanson & Yau Accountancy Corporation, a public accounting firm, where he leads the tax department and manages client relationships. In addition to his advisory roles, Fujii co-owns an LLC that holds the building housing his business operations. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving a diverse client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary strategies.

Yin Wang is a financial advisor with LPL Enterprise in San Jose, CA, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Enterprise, Wang worked at The Prudential Insurance Company of America, Pruco Securities LLC, NYLIFE Securities LLC, and New York Life. Outside of finance, Wang has worked as a dentist at Milpitas Dental Group since 2003. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and a range of brokerage and insurance products via an integrated platform.

Rex Wang is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise, Prudential Insurance Company of America, Pruco Securities, LLC, various insurance carriers, and Waddell & Reed, Inc. He is based in San Jose, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and develops tailored recommendations using proprietary research and tools, with clients choosing whether and how to implement them.

Vincent Di Piero is a CFP® professional with nine years of industry experience, currently serving at Edward Jones since 2017. Prior to joining Edward Jones, he worked with Reach Professional Tutoring and Momel Partners Inc. in earlier roles. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Michael Burns is a financial advisor with Merrill in San Jose, CA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has worked with both Merrill Lynch, Pierce, Fenner and Smith, Inc. and Bank of America, N.A. since 2012 and 2013, respectively. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Conor Harty is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. His prior work includes roles at LookLook, Newell Brands, and Emory University. 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 in its recommendations.

Nathaniel Garcia is a financial advisor with Fidelity in San Jose, CA, holding Series 63 and Series 66 licenses. He has two years of industry experience and has worked at Fidelity Investments since 2023, with prior roles at Regions Bank and Fidelity National Financial Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, delivering model portfolios using a systematic approach across various asset classes.

Edward Madden is a financial advisor at LPL Enterprise with 37 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Madden also acts as an insurance agent broker for individuals and small businesses. LPL Enterprise serves a diverse client base that includes individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to a range of investment and insurance products through an integrated platform combining advisory and brokerage services.

Matthew Bond is a financial advisor with LPL Financial based in San Mateo, CA, holding a Series 66 designation and bringing 23 years of industry experience. His prior roles include positions at Securian Financial Services, Link-Allen & Associates, and Minnesota Life, each spanning 18 years. Outside of his advisory work, he has interests in insurance brokerage through SGC Insurance Brokerage LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, with access to model portfolios and research from multiple sources.

Jesus Gutierrez Chavez is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and six years of industry experience. His prior work history includes roles at Fidelity Investments, Charles Schwab Bank, Charles Schwab, and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Sonal Tiwari is a Planning Consultant at Fidelity Investments, a position she has held since 2026. In this role, she focuses on assisting clients with comprehensive planning by understanding their unique situations and goals. Prior to this, she served as a Relationship Manager at Fidelity Investments from 2025 to 2026, a Client Service Associate at UBS from 2024 to 2025, and a Wealth Management Client Associate at Merrill Lynch from 2022 to 2023. She also held the position of Multi Unit Team Leader at H&R Block in 2020. Sonal holds a California Insurance License, which supports her expertise in providing financial planning and insurance solutions. Outside of her professional work, she enjoys cooking and baking, spending time with her family, listening to music, reading, and traveling.

Don Willner is a financial advisor at OSAIC with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Woodbury Financial Services, Inc., Questar Asset Management, and Questar Capital Corporation. Outside of his advisory role, he conducts seminars focused on women's situational awareness and self-defense. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services using various asset-allocation tools and supports both discretionary and non-discretionary portfolio management.

Roderick Fox is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2010 and a brief tenure at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. 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 IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Adeline Bellot is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 designation and nine years of industry experience. She has been associated with LPL Financial since 2015 and also provides investment advisory services through Mariner Independent Advisor Network, LLC, an independent registered investment advisor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations across a national network. The firm offers a range of financial planning and advisory programs, with both discretionary and non-discretionary management supported by various model portfolios and research resources.

Joycelyn Tran is a financial advisor at Wells Fargo Advisors with four years of industry experience and holds the Series 66 designation. Prior to joining Wells Fargo Advisors in 2026, she worked at LPL Enterprise and Pruco Securities LLC, and has experience with The Prudential Insurance Company of America. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, utilizing proprietary research and planning tools to develop tailored recommendations.