Alex Preisser is a Series 66-licensed financial advisor with Charles Schwab in Sunnyvale, CA, with two years of industry experience. He previously worked for the Department of the Air Force and Outdoor Rec Ramstein. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure.

Neil Parekh is a financial advisor at RBC Capital Markets with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing Services and Morgan Stanley Private Bank. He is based in San Jose, CA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Michael Vukson is a CFP® professional with 30 years of industry experience, currently serving at Wells Fargo Clearing since 2016. His prior roles include positions at Wells Fargo Advisors LLC, A. G. Edwards & Sons, Inc., and Morgan Stanley DW Inc. He holds Series 63 and Series 65 licenses. 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 manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Carine Krikorian is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and various Wells Fargo entities. 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.

Michael Jamieson is a financial advisor with UBS Financial Services in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with UBS since 1995. Outside of his advisory work, he occasionally conducts historical research and freelance writing on topics such as World War II and biographies of the "Greatest Generation." UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Thomas Griffin Jr. is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients through a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and comprehensive asset management.

Xiaoyi Tang is a CFA® charterholder based in Cupertino, CA, affiliated with Charles Schwab. Tang has one year of industry experience, including roles at Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. Prior to this, Tang worked for eight years at E Fund Management Co. Ltd. Charles Schwab & Co., Inc. serves a large client base of 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 investment approach supported by research and formal alternative investment processes.

Ella Zarren is a Financial Consultant at Fidelity Investments, where she has been serving since 2019. She works primarily with high net worth families in Silicon Valley, focusing on comprehensive family wealth planning to support financial independence. Ella is supported by a team of professionals to assist clients throughout their wealth planning journey. Her experience at Fidelity includes roles as a Financial Representative, Relationship Manager, Planning Consultant, and currently as a Financial Consultant, reflecting a progression of responsibilities and expertise in financial advisory services. She holds a California Insurance License. Outside of her professional career, Ella has personal interests that include baseball, board games, family activities, singing, traveling, and yoga.

Nathan Peyzner is a Financial Consultant at Fidelity Investments, where he supports and guides families through their financial journeys. He focuses on building strong relationships and making financial planning approachable by offering clear communication and thoughtful strategies. Nathan has been with Fidelity Investments since 2020, holding various roles including Financial Representative, Relationship Manager, Investment Consultant, and currently Financial Consultant. He holds a California Insurance License. Outside of his professional work, Nathan enjoys family activities, visiting museums, outdoor adventures, skiing, tennis, and traveling.

Emilio De Sousa is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2010, and previously at Wells Fargo Investments from 2001 to 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad 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 both direct and corporate financial planning services.

Nathanael Silin is a financial advisor with Primerica Advisors in Newark, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Primerica Advisors since 2014 and has held multiple roles in transportation and delivery services. Outside of advisory work, Silin operates a landscaping contracting business and has experience as a driver for ride-sharing and delivery services. 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 account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

William Murray is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2003. In addition to advisory work, he is involved in sales of investment-related products and also receives compensation for referring home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and selectively managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading and execution to BNY Mellon Advisors.

Joann Stewart is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. 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 advice. The firm employs an IPS-driven process grounded in modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, beyond typical institutional offerings.

Jarrad Di Maggio is a financial advisor with RBC Capital Markets in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior roles include positions at Farmers Financial Solutions, Summit Financial Group, Minnesota Life Insurance, and Securian Financial Services. He is also the owner of D5 Solutions, a consulting firm that assists insurance agents and financial advisors in expanding their reach and improving relationship management. RBC Wealth Management serves a diverse range of clients, including individual investors, institutional clients, corporations, and charitable organizations, offering customized portfolio management and financial planning services through various advisory programs.

John Campbell is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its affiliated entities since 2017. Prior to that, he worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. from 2009 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that use structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Timothy Liu is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he partners with clients and their families to develop customized financial plans tailored to their unique situations, implementing strategies aimed at pursuing their financial goals. He serves as a primary resource for comprehensive wealth management planning at Fidelity. Prior to joining Fidelity, Timothy worked as a Senior Private Client Advisor at Bank of the West from 2015 to 2022. He holds a California Insurance License, which supports his work in providing financial advisory services. Outside of his professional work, Timothy has personal interests in boating, cars, fishing, and traveling.

Brian Vera Cruz is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. He previously worked at Heritage Bank of Commerce and First Republic Bank. Outside of his financial career, he is involved in photography as a proprietor. Morgan Stanley Wealth Management is a large institutional firm serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and research to support its financial planning process.

Charles Lawson is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a broad suite of capital markets solutions.

Emily Sims is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Waddell and Reed and Amy Cook, as well as operating as a notary and managing a home-based Etsy shop and freelance design business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions with access to both proprietary and third-party strategies.

Ruhi Mistry is a Financial Advisor based in San Jose, working with Merrill Lynch Wealth Management. She focuses on client areas including Corporate Benefits, LGBT Wealth Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Socially Responsible and ESG Investing, Women and Wealth, and Retirement Income. Ruhi is committed to helping individuals and families gain clarity around their finances and improve their financial well-being. Ruhi believes that financial health is a crucial aspect of overall well-being that is often overlooked. She works to empower clients by understanding their unique circumstances, enabling them to make informed decisions and achieve financial goals they may have thought unattainable. Her mission is to help clients build a solid financial foundation to live well today and create the future they envision. She holds a Personal Investment Advisor (PIA) designation and earned her education from the University of California, Santa Cruz. Outside of her professional work, Ruhi enjoys biking, music, and traveling.