Saumya Batra is a financial advisor with Fidelity in Dublin, CA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity Investments in 2024, Saumya held various roles at Wells Fargo entities from 2017 to 2023. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its roles as a commodity pool operator, advisor to registered investment companies, and use of AI and systematic methodologies in portfolio management.

Maha Riaz is a Planning Consultant at Fidelity Investments, a position she has held since 2026. In this role, she focuses on helping clients navigate complex financial strategies by tailoring plans to their evolving life stories, aiming to facilitate objective and confident decision-making aligned with clients' values and goals. Prior to her current role, Maha worked as an Associate at Morgan Stanley from 2025 to 2026, and she has experience in wealth operations from her time at SVB Private between 2021 and 2024. Her professional background encompasses financial planning and wealth management. Outside of her professional career, Maha enjoys badminton, family activities, social events with friends, horseback riding, movies, and parenthood.

Francisco Barajas is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He initially joined Fidelity Investments in 2013, progressing through positions including Investment Consultant and Financial Consultant. Prior to his tenure at Fidelity, Francisco worked as a Financial Advisor at Ameriprise Financial from 2006 to 2013. Since 2006, Francisco has worked with numerous clients on investment planning, retirement planning, income protection, estate planning considerations, and financial conversations. He holds a California Insurance License, supporting his work in income protection and estate planning. Francisco is committed to helping clients achieve their financial goals through wealth planning and values the success of his clients as integral to his own.

Chris Hu is a CFA® charterholder and holds a Series 66 license, with six years of experience in the financial services industry. He is currently with Morgan Stanley in Menlo Park, CA, and previously worked at Charles Schwab, Fidelity Investments, Bank of America N.A., and Merrill. His background also includes involvement with Blockchain At Berkeley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside input from its Global Investment Committee.

Mary Winchester is a financial advisor at Morgan Stanley with 33 years of industry experience. She has held roles at Morgan Stanley Smith Barney since 2012 and previously worked at UBS Financial Services from 1997 to 2012. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analyses.

Dean Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. His work history includes roles at Bancwest Investment Services, Banc of America Investment Services, and Wells Fargo Investments prior to joining Wells Fargo Clearing in 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Brown is a financial advisor with Ameriprise Financial Services in Fremont, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved in independent insurance brokering and also works as a driver for Lyft, DoorDash, and Uber. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on a combination of investment research, third-party data, and algorithmic tools.

Chandra Dulam is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with affluent individuals, families, senior executives, specialized doctors, and small businesses to understand their medium- and long-term financial needs. Chandra provides strategies to help clients reach their goals by utilizing Merrill Lynch investment products, Bank of America banking services, and resources from Bank of America Private Bank specialists, tailored to clients’ financial sophistication. Chandra’s expertise includes managing investments and risks for the long term, implementing wealth preservation and transfer strategies, and offering services such as college education planning, divorce transition planning, equity compensation, family wealth management, legacy planning, retirement planning, portfolio management, socially responsible investing, and tax minimization. He combines a strong financial background with Merrill’s wealth management platform to develop customized strategies that address his clients’ unique financial situations. He holds a Bachelor's degree from Osmania University, a Master’s degree from the University of Connecticut, and an MBA in Finance from the University of Arizona. Chandra is a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). He is involved in community organizations including AIM For Seva (Bay Area, CA), Foundation For Excellence (Bay Area, CA), and the Silicon Valley Rotary Club. Chandra speaks English, Hindi, and Telugu.

Georgina Jui is a financial advisor with Charles Schwab in Dublin, CA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with Charles Schwab since 1988, except for a brief period at TD Ameritrade from 2023 to 2024. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, written advice policies, and alternative investment due diligence.

Mohammad Shams is a financial advisor with Wells Fargo Clearing in Castro Valley, CA, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and Wells Fargo Bank NA since 2016. Outside of his advisory role, he provides part-time transportation services with Uber in San Francisco. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines extensive assets under management with research-driven investment approaches and provides both brokerage and advisory solutions.

Priti Manglik is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has held roles at Morgan Stanley, Commonwealth Financial Network, and Wells Fargo over her career. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Valerie Tu is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial in Fremont, CA. Her prior roles include positions at BMO Bank NA, BancWest Investment Services, and Citigroup Global Markets. 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 institutions, offering a range of financial planning and investment management solutions.

Kylee Harrison is a financial advisor with LPL Financial based in Fremont, CA, holding a Series 66 designation and entering the industry with under a year of experience. Prior to joining LPL Financial, she held various roles in education and banking, including positions at Fremont Bank, Texas A&M University, and multiple educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

William Wolfe IV is a financial advisor with LPL Financial in Menlo Park, CA, holding Series 65 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Ameriprise, Incapital LLC, and Oppenheimer & Co. Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services.

Angela Marcheschi is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and having 22 years of industry experience. She has been with Morgan Stanley since 2013. In addition to her advisory role, she operates as a life coach through her sole proprietorship, Wayfinder Life Coach. Morgan Stanley Wealth Management provides financial planning and advisory services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and serves clients through a broad range of investment and financial strategies.

Airung Liu is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP® designation and Series 66 license. His prior work includes roles at Securities America Advisors, Cambridge Investment Research Advisors, HSBC Securities (USA) Inc., and Morgan Stanley. In addition to his advisory work, he is also an independent agent providing fixed insurance strategies. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and the use of discretionary and third-party managed strategies.

Hai Nguyen is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan entities since 2009. Outside of his advisory role, he is an owner and partner of HQ Acquisitions LLC, a residential real estate investment and property management business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research, incorporating ESG considerations and utilizing broader derivatives and commodities capabilities.

Margaret Bussmann is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with seven years of industry experience. She has been with Morgan Stanley since 2015, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that employs firm‑approved tools and modeling techniques without providing individual security recommendations as part of standalone plans.

Chun Wong is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Securities LLC since 2016 after four years at MSI Financial Services, Inc. Outside of his advisory role, he owns rental properties managed through a local property management company. 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 searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes a broader range of regulatory registrations and derivatives capabilities.

Anjuna Manel Singh is a Series 66-licensed financial advisor with Wells Fargo Clearing in Castro Valley, CA, where she has worked for 10 years. She has 24 years of industry experience. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.