Joanne Gong is a financial advisor with Wells Fargo Clearing in San Jose, CA. She holds a Series 66 designation and has one year of industry experience. She has been with Wells Fargo Clearing since 1997, working within the firm for 29 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Katherine Lynne Seidel is a financial advisor with UBS Financial Services in Los Gatos, California, holding a Series 66 credential and 18 years of industry experience. She previously worked at Edward Jones from 2008 to 2016 before joining UBS in 2016. Outside of finance, she is involved in personal training through a business in Santa Cruz. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and model-based asset allocations.

Michael Guimarin is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 credential. He has worked at Morgan Stanley and its Private Bank since 2025. Outside of his advisory role, he owns Learn Sensemaking, LLC, an education technology business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved planning tools and strategies.

Tam Thanh Le is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial, he worked at Polaris Advisory Inc and held roles at San Jose State University, PremierOne Credit Union, Citibank, and Victoria Secret. Outside of advisory work, he owns businesses engaged in Amazon and eBay reselling. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Yongqing Zhang is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, Yongqing works with a selected group of individuals, executives, and business owners to develop personalized financial strategies aimed at helping clients pursue their long-term goals. He focuses on areas including college education planning, divorce transition planning, investment consulting for defined contribution plans, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Yongqing holds a Bachelor's Degree from Tsinghua University and a Master's Degree from Johns Hopkins University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Yongqing is proficient in English and Chinese. He participates in community service through volunteering with local organizations. Outside of his professional responsibilities, Yongqing enjoys basketball, tennis, and spending time with his family.

Pankit Patel serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he assists clients in utilizing Fidelity's suite of resources to develop and implement financial plans tailored to their individual and family economic situations. His approach is centered on clients' needs and financial goals. Patel has over a decade of experience working with High Net Worth clients in retirement, income, and wealth planning. Prior to joining Fidelity, he was Assistant Vice President and Financial Advisor at Merrill Lynch from 2011 to 2012, and an Investment Consultant and Registered Representative at UBS from 2007 to 2011. He holds a California Insurance License.

Jason Arzate Murillo is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, he worked as a Financial Professional at New York Life. Jason is licensed in California for insurance. He is committed to providing personalized financial guidance that aligns with each client's individual objectives and life stages. He focuses on building relationships based on trust and understanding to support clients in their financial journeys. Outside of his professional work, Jason enjoys comedy, fitness, football, golf, movies, and traveling.

Karen Zhu is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Morgan Stanley, she worked at Mizuho Securities LLC for two years. Outside of finance, she operates a dog sitting business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate financial planning agreements.

Brenda Castellanos Rojas is a financial advisor with J.P. Morgan Securities in Mountain View, CA, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously worked at US Bank. 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. Their advisory process includes quantitative and qualitative due diligence and incorporates ESG criteria, with a distinct regulatory structure that supports derivatives and commodities capabilities.

Chohee Chong is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 credential and has worked at Bank of America and Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Victor Chan is a Branch Leader at Fidelity, a role he has held since 2023. In this capacity, he is committed to helping all associates within his branch provide a positive client experience to uphold Fidelity's Standard of Care. Prior to this, he worked as a Private Client Advisor at JPMorgan Chase Bank from 2021 to 2023. He holds a California Insurance License. Outside of his professional responsibilities, Victor enjoys family activities, football, attending social events with friends, and music.

Mengxiao Shan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Mengxiao offers access to investment insights from Merrill and banking and lending solutions through Bank of America. Mengxiao's expertise spans family wealth management, services for endowments, foundations, non-profits, employee benefit plans, international wealth management, retirement planning, portfolio management, small business strategies, and tax minimization. She and her team focus on developing individualized strategies and providing ongoing portfolio advice for individuals, families, business owners, and non-profit organizations, particularly in the Silicon Valley area. She holds a Master of Business Administration (MBA) from the University of Florida and a Bachelor's Degree from Shenyang Normal University. Mengxiao is a Personal Investment Advisor (PIA). She speaks both English and Chinese. Outside of work, she volunteers in her community and enjoys basketball, cooking, hiking, music, photography, reading, swimming, traveling, and yoga.

Adrian Baker is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. across multiple periods since 2017, as well as at Bank of America and Merrill. Prior to his finance career, he was employed at Montage Wellness Center and Parking Company of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by systematic quantitative and qualitative research and includes capabilities in derivatives and commodities.

Dahn Lincoln is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the downtown San Jose office in Silicon Valley, Northern California. He began his career in financial services in 2016 in Los Angeles' Century City district. Dahn supports individuals and families by developing personalized financial plans through a Goals-Based Wealth Management process that centers on clients' values and priorities. He leverages Merrill Lynch's investment insights and Bank of America’s banking services to offer comprehensive wealth management solutions. Dahn holds a bachelor's degree in Business Economics from the University of California, Los Angeles (UCLA). He possesses several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in Mandarin Chinese, Japanese, and English, reflecting his years spent studying abroad in China and Japan. Dahn is a member of professional organizations such as SILVAR and the UCLA Alumni Association. Outside of work, his personal interests include basketball, football, music, running, spending time with family, and watching movies.

Dan Chang is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual written recommendations through a centralized consulting team, primarily focusing on assets managed within Ameriprise.

Tuan Tran is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan Chase Bank, N.A., JP Morgan Securities LLC, and Chase Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans 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 vehicles and bank deposit sweep options in its investment menus.

Megan Edwards is a financial advisor with LPL Financial in Los Gatos, CA, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Ivy Financial Planning & Associates, LLC, and Associated Securities Corp. Outside of her advisory role, she serves as an assistant JV softball coach at Los Gatos High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm utilizes both proprietary and third-party investment strategies and offers a broad platform that includes financial planning, model portfolios, and institutional programs.

Dominick Ruiz is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Strategic Wealth Advisors Group, LLC, Wells Fargo Clearing, Chase Investment Services Corp., and Banc of America Investment Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and provides various advisory platforms alongside non-advisory financial services.

Mary Rono is a financial advisor at J.P. Morgan Securities in Los Gatos, CA, holding a Series 66 designation with 10 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Nathan Hodson is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fidelity in various capacities since 2017. His work history includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.