Arely Leon Mejia is a financial advisor with Charles Schwab in Campbell, CA, holding Series 63 and Series 66 licenses and possessing seven years of industry experience. Her prior work includes roles at TD Ameritrade, JP Morgan Securities, and Synapse Technology Corporation. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab operates as both a broker-dealer and investment adviser, offering a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and oversight functions.

Ryan Brown is a financial advisor with Charles Schwab, holding Series 63 and Series 66 licenses and 20 years of industry experience. He previously worked at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Brown is also involved in managing several private business entities unrelated to investment advisory services. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment management, supported by centralized operational and custody arrangements.

Connor Gambelin is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has prior experience at Morgan Stanley Private Bank, N.A., as well as academic roles at Tulane University. Morgan Stanley Wealth Management serves both individual and institutional clients by providing advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm's planning process uses structured discovery conversations and firm-approved tools but does not include individual security recommendations in standalone plans.

John Clay is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and part of Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is a partner in an entertainment business called Build Your Own Table. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through dedicated advisors and specialized estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market analyses.

Wei Zhai is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Wei worked at PointNemo Enterprise for two years and has an academic background that includes positions at Central University of Finance and Economics and the University of Bristol. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related services, offering a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Laura Leavitt is a CFP®-certified financial advisor with over 30 years of industry experience. She is currently with Cetera and has held roles at several firms including Voya Financial Advisors and Good Life Financial Group. Leavitt is also president of Sam Granato Insurance Services, Inc., an insurance agency she has managed since 1993. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Bianca Cross is a Series 66-registered financial advisor with J.P. Morgan Securities in San Jose, CA, and has 14 years of industry experience. She has worked at several firms, including Morgan Stanley, Wells Fargo, Cetera Investment Services, and JPMorgan Chase Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Meilue Vang is a financial advisor at Wells Fargo Clearing with six years of industry experience. Prior to joining Wells Fargo in 2025, Vang spent 20 years at Morgan Stanley. He holds a Series 66 designation. 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.

Andrew Dibono is a financial advisor with Wells Fargo Clearing in Santa Clara, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2020, he worked at San Francisco State University and De Anza College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers investment policy statement preparation, investment recommendations, performance reporting, participant education, and discretionary plan-level investment selection, with an advisory process grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

James Rohn is a CFP® credentialed financial advisor with 13 years of industry experience, currently with Ameriprise in Campbell, CA. He previously worked at Edward Jones and held various roles in financial services and technology firms including Lyft, Facebook, and Bank of America. Outside of his advisory work, he serves as Vice President on the Board of Trustees for the Mountain View DeAnza Masonic Lodge and works as a driver for Lyft. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach incorporates proprietary research and third-party data within a defined investment universe linked to its affiliated products and distribution arrangements.

Steven Chang is a financial advisor with LPL Financial who holds Series 66 and Series 63 licenses and has 23 years of industry experience. His prior roles include positions at Beacon Pointe Wealth Advisors and Ameriprise. Outside of advising, he is registered as an insurance agent focusing on non-variable insurance products. 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, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Ali Alomari is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work experience includes roles at Tesla, Excite Credit Union, Nissan of Gilroy, and in M&A Market/Plaza Minimart. Ali is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing both discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Sarah Clish is a CFP®-certified financial advisor with Ameriprise in San Jose, CA, and has 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the boards of the Mission Valley Chorus and the Rotary Club of San Jose and teaches water aerobics at the Central YMCA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Scott Tucker is a financial advisor with Morgan Stanley in Santa Cruz, CA, holding a Series 66 credential and four years of industry experience. Prior to joining Morgan Stanley, he worked in the automotive sector at Dell Exotic Auto Works and Borelli Motorsports. He has also been affiliated with DeAnza College since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm provides a wide range of advisory programs and tailored financial planning services to both individual and institutional clients.

Susan Markham is a financial advisor at UBS Financial Services with 23 years of industry experience. She has held positions at Morgan Stanley from 2009 to 2022 before joining UBS in 2022. Her credentials include Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management, offering services such as futures commission merchant activities, principal trading, and proprietary research.

Phil Cunningham is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and its affiliates since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and processes. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Michael Yoshihara is a financial advisor with Osaic Wealth, Inc. in San Jose, CA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. His prior work includes roles at Signator Investors, Inc. and Transamerica Financial Advisors. Outside of financial advising, he is a music instructor specializing in saxophone and serves as an advisor to a Japanese language school’s business operations. Osaic Wealth serves a broad client base including retail and institutional investors, offering advisory and brokerage services with a focus on model-based asset allocation and portfolio optimization through a multi-advisor platform.

Laurie Rudd is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding the Series 66 designation and bringing 27 years of industry experience. Her prior roles include positions at Wells Fargo Investments, Banc of America Investment Services, and Morgan Stanley DW Inc. She has been with Wells Fargo Clearing since 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 roughly $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Bart Smith is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has worked at several firms including Wells Fargo Investments, Wamu Investments, and UBS Financial Services. He is based in San Jose, CA. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Eric Weitz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients in the financial services industry since 1996, bringing over 29 years of experience managing individual wealth through various market cycles. Eric focuses on a comprehensive and disciplined approach to wealth management, beginning with listening carefully to clients' needs to deliver personalized financial strategies aligned with their long-term goals. His areas of expertise include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, tax minimization, and individual and corporate investment strategies. Eric emphasizes simplicity and transparency in investing, aiming to help clients pursue objectives such as funding education, ensuring retirement income sustainability, managing health care costs, and facilitating wealth transfers across generations. Eric graduated from San Jose State University in 1994 with a B.S. in Finance and a minor in Economics. He holds the Personal Investment Advisor (PIA) professional designation. Based in San Jose, he enjoys spending time with his wife Christine and their two children. Eric's personal interests include baseball, camping, fishing, football, golfing, scuba diving, and soccer. Growing up in the San Francisco Bay Area, he is an avid supporter of local sports teams including the San Francisco Giants, 49ers, and Sharks.