Mengyao Lin is a financial advisor at Merrill with five years of industry experience. She holds Series 66 and Series 63 licenses. Prior to her current role, she worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2018 to 2023. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kenneth Shaw is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Wells Fargo Investments, LLC for seven years before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he is involved in business development for SAFR SPORTS, educating friends and former NFL colleagues on helmet protectors designed to reduce head and brain trauma. 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 substantial assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Richard Rojeck is a financial advisor at OSAIC with 45 years of industry experience. He holds a Series 63 credential and previously worked for Lincoln Financial Advisors Corporation and Osaic FA, Inc. Rojeck is also an author and public speaker, involved in promoting his book through a personal media business. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients. The firm offers both brokerage and advisory services, emphasizing model-based asset allocation and portfolio optimization through a multi-advisor platform.

Bao Truong is a financial advisor at J.P. Morgan Securities with six years of industry experience and a Series 66 designation. He has been with J.P. Morgan in various capacities since 2016. Outside of his advisory role, he is involved in several entrepreneurial activities including car rentals through Turo and managing multiple rental properties, and he also pursues gardening as a hobby. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and offers recommendations that may include ESG criteria, supported by affiliated investment management services.

Aaron Mulvaney is a financial advisor at Edelman Financial Engines with 32 years of industry experience. He holds the Series 63 and Series 65 designations. His prior work includes roles at Charles Schwab from 2003 to 2015 and multiple entities affiliated with Edelman Financial Engines since 2015. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary management with a focus on diversified model portfolios and long-term investment strategies.

Dylan King is a Series 66-licensed financial advisor with four years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., having joined both in 2025. His prior roles include three years at Edward Jones and five years at JPMorgan Chase Bank, N.A. Before his finance career, he worked at Giovanni's Italian Restaurant for three years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program combines quantitative and qualitative research and incorporates an ESG eligibility framework within its investment recommendations.

Anneliese Keil is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 66 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2011, following prior roles at LPL Financial and Securities America Advisors. She serves on the Kappa Alpha Theta Advisory Board at San Diego State University. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Schuyler White Jr. is a financial advisor at Wells Fargo Advisors with four years of industry experience. He holds the Series 66 designation and previously worked at Ignite Visibility and GoSite. Outside of advising, he serves as a trustee for a family friend’s trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services using proprietary research and tools, allowing clients to implement recommendations through various brokerage and advisory programs.

Joseph Eben is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Primerica Advisors since 1993 and also works with H & R Block since 2013. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Jason Theisen is a financial advisor with Cetera in San Diego, CA, holding Series 66 and Series 63 designations with 11 years of industry experience. His prior roles include positions at Truuwater Financial, Stratos Wealth Partners, and Ibis Capital. He is also registered as Practice Operations Coordinator for Pushpin Financial, a Cetera business. Cetera Investment Advisers LLC serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with varied program options and custodial relationships.

Andrew Udvari is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab & Co., Inc. since 2017 and Charles Schwab Bank since 2018. 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 alongside discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational infrastructure.

Jairo Servin is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, business owners, and families develop strategies to achieve their financial goals. He focuses on areas including college education planning, corporate executive services, employee benefits planning, equity compensation services, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Raised in Salinas, California, Jairo moved to the Bay Area in 2008 and is a graduate of San Francisco State University with a Bachelor of Arts in Sociology. His background as a student athlete has instilled dedication and discipline, qualities he applies in his financial planning career. Since beginning his work in the financial sector in 2019 at Northwestern, Jairo has developed a commitment to connecting with clients and serving as a resource to help them obtain their financial objectives. He holds the Chartered Retirement Planning Counselor™ (CRPC) designation, is Series 7 and 66 FINRA registered, and is a Personal Investment Advisor (PIA). Jairo is bilingual in English and Spanish. In addition to his professional work, Jairo volunteers as a wrestling coach at local high schools. He lives in Belmont with his dog Belfi and enjoys activities such as working out, running, football, hiking, attending concerts, dining out, and walking on the beach.

Timmy Nguyen is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has worked at firms including J.P. Morgan Securities LLC, Merrill, and Bank of America. 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 combines research and analytics with diversification principles and modern portfolio theory in its investment approach.

Erik Liodice is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. He has worked at several major firms, including JP Morgan Securities LLC for 11 years and TD Ameritrade from 2007 to 2013. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Duyen Tran is a financial advisor with Wells Fargo Clearing in San Diego, CA, holding a Series 63 designation and 15 years of industry experience. Tran has been with Wells Fargo Bank, N.A. since 2006 and Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to guide investment decisions and provides both brokerage and advisory solutions through a large network of financial advisors.

Edward Hawley is a financial advisor with LPL Financial in San Diego, CA, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. His prior roles include positions at Homebridge Financial, Primeview Capital, and Salisbury Capital Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm employs a variety of investment approaches, including model portfolios and customized strategies, supported by operational tools and research, and oversees over $819 billion in discretionary assets through its extensive network of advisors.

Rachel Chryssostomides is a CFP® professional with 12 years of experience in the financial services industry. She is currently with LPL Financial and previously worked at Ameriprise and FSC Securities. She also has experience with The Root Cellar LLC. 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 portfolios, third-party asset management, and institutional platforms.

Daniel Gunderson is the Vice President and Branch Leader at Fidelity Investments, where he leads a team focused on client-first strategies. He aims to simplify complex financial concepts and collaborates with clients to develop plans aligned with their goals. He has been with Fidelity Investments since 2009, progressing through various roles including Financial Representative, Investments Representative, Financial Consultant, Regional Planning Consultant, and now Branch Leader. His experience encompasses financial consulting and regional planning. Daniel holds a California Insurance License.

Scott Hagopian is a financial advisor at LPL Financial with 44 years of industry experience. He holds Series 63 and Series 65 designations. His prior career includes long-term roles at The Mutual Life Insurance Company of New York and Cambridge Investment Research, as well as involvement with Bloodstock Investments. 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 portfolio programs, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

Justin Wees is a financial advisor with Charles Schwab in San Diego, CA, holding Series 63 and Series 66 licenses and having 27 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank SSB since 2003 and 2005, respectively. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized custody and operational infrastructure.