Stephen Schweikart is a financial advisor at Fidelity with 22 years of industry experience. He holds the Series 63 and Series 66 credentials and is based in Sunnyvale, CA. Schweikart has been with Fidelity Investments since 2004. Strategic Advisers LLC, a Fidelity Investments company where Schweikart is employed, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Jeffrey Ullom is a Financial Consultant at Fidelity Investments, a position he has held since 2017. Prior to this role, he served as a Relationship Manager at Fidelity from 2016 to 2017 and as a Financial Representative from 2015 to 2016. Jeffrey's approach to financial advising is grounded in a structured process, dedication, and integrity, which complements Fidelity's brand, ethics, and pricing. He holds a California Insurance License, enabling him to provide insurance-related financial services. Additional details about his education, credentials beyond his insurance license, or personal interests have not been provided.

Emily Kuang is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is a sole proprietor of a rental property business in San Francisco. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Praveena Nand is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2001. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Randall Ng 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 Charles Schwab and JP Morgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Bin Zhai is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Cetera. He has held positions at Avantax Advisory Services and Avantax Investment Services, Inc. for over two decades and is also a CPA with 30 years in accounting. Outside of advisory work, he owns Zhai Insurance Services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and consulting services through a multi-manager platform featuring affiliated and third-party managers, catering to a broad range of client needs.

Anthony Valle is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. Their advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among their investment offerings.

Hanneke Finones is a financial advisor at Edward Jones in Burlingame, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she was involved in a dental practice, Chew & Finones DDS Inc. DBA Nest Dental, from 2012 to 2019. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of advisory programs, offering both discretionary and non-discretionary strategies supported by a nationwide network of over 23,000 financial advisors. The firm provides tax-efficient services, access to separately managed accounts, and maintains affiliated capabilities including a trust company and proprietary mutual funds.

Brian Higashi is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling in its financial planning process.

Ellen Sheldon is a Series 66-licensed financial advisor with six years of industry experience, currently with J.P. Morgan Securities. Her prior roles include positions at Bank of America, Merrill, and Securian Financial Services. Outside of finance, she is involved in a family propane business, Keene Propane Corporation, which she co-owns with her siblings. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ryskiem Henderson is a Financial Consultant currently working at Fidelity Investments since 2024. In this role, he provides guidance and ongoing support to clients in areas such as retirement planning, wealth building, asset preservation, and financial legacy creation. He has held financial consultancy and advisory roles across several firms, including TrueStage Financial (2022-2024), CUSO Financial Services (2020-2022), Mass Mutual Investor Services (2017-2020) as a Registered Investment Advisor, MetLife Securities as a Registered Investment Advisor (2013-2017) and earlier as a Financial Consultant (2002-2008), as well as serving as Managing Director at Princor Financial Services (2009-2011). He holds a California Insurance License. Outside of his professional work, Ryskiem engages in family activities, music, soccer, and traveling.

Violet Chen is a Financial Consultant currently working at Fidelity Investments since 2023. She has over a decade of experience in financial services, with a focus on comprehensive financial planning. Violet partners with clients to develop tailored financial plans that align with their long-term goals, offering guidance on asset allocation, asset location, withdrawal strategies, and tax-efficient investing. Prior to her current role, Violet worked as a Financial Solutions Advisor at Merrill Lynch from 2019 to 2023, a Relationship Manager at Bank of America from 2017 to 2019, and a Client Associate at Wealth APD from 2014 to 2016. She holds a California Insurance License.

Ravindra Anaparti is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes prior roles at Rashi Ventures and Passport Capital. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a process that combines quantitative modeling and centralized due diligence.

Gabrielle Bechwati is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Charles Schwab with five years at the firm and a total of four years of industry experience. Her prior work includes positions at Lewis Brisbois Bisgaard and various roles outside finance such as at Lacrosse Academy OC and Chapman University. Charles Schwab & Co., Inc. provides wealth advisory and managed account services primarily to high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by Schwab’s research and due diligence.

Adam Sadowy is a financial advisor with Wells Fargo Clearing, holding a Series 63 credential and four years of industry experience. Prior to joining Wells Fargo Clearing in 2022, he worked at Wells Fargo Bank, N.A. since 2019 and was employed by Starbucks from 2014 to 2018. Outside of his advisory role, he owns and manages a biotechnology experimentation business, SUDS Laboratory LLC. 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 uses research and analytics to guide diversified investment strategies and offers a broad range of brokerage and advisory solutions.

Vincent Sommese is a Series 66-licensed financial advisor at Morgan Stanley with four years of industry experience. Before joining Morgan Stanley Smith Barney LLC in 2021, he worked in education for 14 years and held various roles including a position with the Oakland Athletics in 2021. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process incorporates firm-approved tools and modeling techniques without providing individual security recommendations in standalone plans.

Cory Barraclough is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he focuses on delivering integrated, long-term financial strategies to senior professionals and leaders, particularly in the Bay Area technology sector. He works alongside his team to guide clients through complex compensation structures, retirement planning, cash flow management, and wealth preservation to create durable financial outcomes. Barraclough holds a Bachelor's Degree from Santa Clara University and is a Personal Investment Advisor (PIA). Fluent in both Spanish and English, he emphasizes a coordinated approach by collaborating with clients' legal and tax professionals to ensure comprehensive financial planning. His client focus areas include executive compensation, equity compensation services, family wealth management strategies, liquidity management, and socially responsible investing. In addition to his professional responsibilities, Cory Barraclough participates in community activities, volunteering with organizations such as the American Legion and Hope Services. His personal interests include adventure sports, chess, cooking, golfing, reading, rock climbing, running, skiing, spending time with family, and traveling.

Gen Tri is a Vice President and Financial Consultant at Fidelity Investments, a role held since 2022. In this capacity, Gen partners with clients by educating and empowering them to understand their financial situation and make sound decisions to pursue their lifelong goals. Gen has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Central Relationship Manager, Retirement Solutions Representative, Premium Service Representative, and Financial Representative. This extensive experience reflects a deep understanding of financial consulting and client relationship management. Gen holds a California Insurance License. Outside of professional responsibilities, Gen has interests in fitness, food, snowboarding, tennis, and traveling.

Shannon Schatzman is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2020, Schatzman held various roles including positions at Toast Inc., Marriott International, and Boston University. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.

Julie Nguyen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with JPMorgan Securities LLC since 2015. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.