Anthony Francis is a financial advisor at J.P. Morgan Securities in Palo Alto, California, holding Series 63 and Series 66 credentials with three years of industry experience. His prior roles include positions at First Republic Bank, Loan Depot, Bank of America, and Lennar Corporation. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative screens and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities compared with many institutional advisory programs.

Sijin Lin is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill and Bank of America in 2026, Lin held roles at Uber Technologies, Inc., and various academic institutions, including the University of California, Irvine and University of San Francisco. 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, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Hansen is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior roles include positions at Securities America Advisors, Inc., KMS Financial Services, Inc., and National Planning Corporation. OSAIC serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment approach features model-based asset allocation and portfolio optimization with discretionary and third-party management options.

Sandra Kopanos is a financial advisor with UBS Financial Services in San Jose, CA, holding a Series 66 designation and 17 years of industry experience. She previously worked at Wells Fargo Clearing for six years before joining UBS in 2022. Outside of her advisory role, she provides consulting on alternative energy through Ambit Energy and serves as a notary public. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Diana Llegue is a financial advisor at J.P. Morgan Securities in Mountain View, CA, holding a Series 66 designation. She has been working in the financial industry since 2024, with prior experience at Wells Fargo and B & L Lee Inc. Before entering finance, she worked in the development and hospitality sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking approach to build model asset allocations and offers broader derivatives and commodities capabilities.

James Park is a financial advisor with Edward Jones in San Jose, CA, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at several mortgage and lending firms, including Loan Factory Inc. and Ameritrust Mortgage Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Jason Styczynski is a financial advisor with Ameriprise in Morgan Hill, CA, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of his advisory role, he serves as Chair of the Investment Committee at Notre Dame San Jose High School, overseeing the stewardship of the school’s investments. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research and modeling with tax-efficient strategies. As a large institutional firm, it provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Antonio Arlia is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill, and has held roles at West Valley College and San Jose State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its formal advisory role to multiple registered investment companies and its use of algorithmic methods and AI in portfolio management.

Feroz Subedar is a financial advisor with Charles Schwab in Los Altos, CA, holding a Series 66 designation and 18 years of industry experience. His career includes prior roles at Ummah Investments LLC, Optima Investment Management LLC, and Scottrade/TD Ameritrade Services. He has been with Charles Schwab and Charles Schwab Bank since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services with a focus on multi-asset model portfolios and alternative investments.

Manuel Ojeda is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a disciplined investment approach, offering comprehensive solutions including estate planning and institutional advisory services.

Mary Plowden is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. Based in Palo Alto, CA, she provides institutional consulting services. J.P. Morgan Securities offers institutional consulting to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program uses a combination of quantitative screens and qualitative research to build model asset allocations, with recommendations limited to eligible strategies.

Laura Grant is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2015, serving in various roles including Planning Consultant, Relationship Manager, and Financial Representative. Laura focuses on wealth planning and collaborates with clients to develop customized financial plans tailored to their individual needs. She holds a California Insurance License, supporting her expertise in financial services. Outside of her professional work, Laura enjoys cooking and baking, fitness, music, spending time with pets, running, and traveling.

Sheela Sukhdeo is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. As a Certified Financial Planner (CFP), she focuses on wealth planning and maintaining a high level of integrity, compassion, and competence for her clients. Her experience spans various aspects of financial consulting, where she stays current with relevant knowledge and strategies to support her clients' financial futures. She holds a California Insurance License, further supporting her expertise in the field. Outside of her professional work, Sheela has personal interests in art, family activities, fitness, food, social events with friends, and tennis.

Alexander Curtis is a financial advisor at Morgan Stanley in Palo Alto, CA, with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2021. Outside of his advisory work, Curtis serves on the advisory board of Wishlife, a family communication platform based in South San Francisco. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Katelyn Pan is a financial advisor at Morgan Stanley in Palo Alto, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Andersen Tax and 23andMe, as well as work at U.C. Berkeley and Homestead High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Megan Lui is a Financial Advisor at Merrill Lynch Wealth Management. She leverages her background in consulting and the technology industry to provide comprehensive financial planning and investment consulting services. Megan specializes in working with clients in the technology and healthcare sectors, as well as social media influencers and entrepreneurs, helping them navigate wealth accumulation and long-term financial strategies. Megan holds a Bachelor's Degree from the University of Michigan and has earned the Personal Investment Advisor (PIA) designation. Her focus areas include college education planning, family wealth management, legacy planning, LGBT wealth planning, liquidity management, and portfolio management services. She is committed to building meaningful client relationships and creating personalized financial strategies that align with individual goals and priorities. Outside of her professional role, Megan has various personal interests including boxing, drawing/sketching, gardening, hiking, music, photography, pottery, running, traveling, and volleyball.

Luis Figueroa Ojeda is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. He has worked at Merrill since 2021 and previously held roles at Bank of America and other firms. Outside of his advisory work, Ojeda is involved with Carenet Services, Inc., a company that supports families with members who have mental and physical disabilities, where he assists in caregiving duties. Merrill provides managed account services to Bank of America fiduciary clients 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.

Timothy Mosley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that focus on clients' long-term financial objectives. His approach centers on goals-based wealth management, aiming to develop disciplined portfolio asset allocations tailored to individual client goals rather than benchmark performance. With over 20 years of experience prior to joining Merrill in 2008, Timothy has a background in marketing, business development, and management consulting in Silicon Valley's high-tech sector. His expertise includes retirement income planning, portfolio and investment management, wealth building strategies, trust and estate planning services through Bank of America Private Bank, and asset-based lending strategies. He holds multiple professional designations such as Chartered Alternative Investment Analyst (CAIA), Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Timothy earned master's degrees from Santa Clara University and San Jose State University, as well as a bachelor's degree from Santa Clara University. A Bay Area native, he lives in San Jose with his wife and three children. He is involved with the Greater Opportunities community organization and has personal interests in basketball, football, golfing, World War II history, reading, and traveling with his family.

Thomas Olivera is a Series 66-licensed financial advisor with Morgan Stanley in Los Gatos, CA, and has four years of industry experience. His prior roles include positions at San Jose Earthquakes LLC and San Jose State University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using proprietary tools and offers broad retail and institutional investment services.

Mitchell Fulton is a Financial Advisor at Merrill Lynch Wealth Management based in the San Jose, California office. He has over 12 years of experience in the financial services industry, providing wealth management and investment guidance to small business owners, corporate executives, high-net-worth individuals, and their families. Mitchell focuses on developing personalized financial strategies that align with clients' income, growth expectations, risk tolerance, and liquidity needs to support their short- and long-term financial goals. Born and raised in Michigan before moving to California, Mitchell holds a degree from Santa Clara University. He is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). His expertise includes liability-driven investing, asset allocation, and tax efficiency. Mitchell prioritizes understanding each client's current financial situation and aspirations to create customized wealth management plans that can adapt to changing market conditions. In addition to his professional work, Mitchell is involved in his community as a member of the San Jose Rotary Club and the Men's Club at St. Frances Cabrini. He applies his philosophy of "Service above Self" in both his client relationships and personal life.