Jason Babcock is a financial advisor with Charles Schwab based in Los Altos, CA. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2002 and Charles Schwab Bank, SSB since 2005. 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 and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Jahar Datta is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His career includes positions at Wells Fargo Investments, Chase Investment Services Corp., and Citigroup Global Markets. Datta is based in San Jose, CA. 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 combines research and analytics with a broad range of brokerage and advisory solutions.

Joanne Gong is a financial advisor with Wells Fargo Clearing in San Jose, CA. She holds a Series 66 designation and has one year of industry experience. She has been with Wells Fargo Clearing since 1997, working within the firm for 29 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Katherine Lynne Seidel is a financial advisor with UBS Financial Services in Los Gatos, California, holding a Series 66 credential and 18 years of industry experience. She previously worked at Edward Jones from 2008 to 2016 before joining UBS in 2016. Outside of finance, she is involved in personal training through a business in Santa Cruz. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and model-based asset allocations.

Michael Guimarin is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 credential. He has worked at Morgan Stanley and its Private Bank since 2025. Outside of his advisory role, he owns Learn Sensemaking, LLC, an education technology business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved planning tools and strategies.

Tam Thanh Le is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial, he worked at Polaris Advisory Inc and held roles at San Jose State University, PremierOne Credit Union, Citibank, and Victoria Secret. Outside of advisory work, he owns businesses engaged in Amazon and eBay reselling. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Curtis Bunch Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1999 with Smith Barney/Morgan Stanley and joined Merrill Lynch in 2008. Curtis has over twenty years of experience helping clients achieve their personal financial goals by implementing comprehensive planning and wealth management strategies. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) designation from the National Association of Plan Advisors. Curtis earned a Bachelor of Science degree in Business Administration with a concentration in Marketing from San Francisco State University and an Associate of Arts degree in Business Administration from the College of San Mateo. Curtis works closely with clients' certified public accountants, estate planning attorneys, and other financial professionals to develop integrated wealth management plans. Outside of his professional role, he is involved in the community as the San Mateo AYSO Regional Treasurer and volunteers with local youth sports organizations, including the American Youth Soccer Organization.

John Lowenberg Jr. is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Btig, LLC for 20 years. He is based in Palo Alto, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence along with an ESG eligibility framework, delivering tailored recommendations within a non-discretionary program.

Yongqing Zhang is a Wealth Management Advisor at Merrill Lynch Wealth Management. In this role, Yongqing works with a selected group of individuals, executives, and business owners to develop personalized financial strategies aimed at helping clients pursue their long-term goals. He focuses on areas including college education planning, divorce transition planning, investment consulting for defined contribution plans, personal retirement planning, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Yongqing holds a Bachelor's Degree from Tsinghua University and a Master's Degree from Johns Hopkins University. He has earned several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Yongqing is proficient in English and Chinese. He participates in community service through volunteering with local organizations. Outside of his professional responsibilities, Yongqing enjoys basketball, tennis, and spending time with his family.

William Stricker is a financial advisor with J.P. Morgan Securities in Palo Alto, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience, including roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. prior to his current position. 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 and fund searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research to build model asset allocations and incorporates ESG considerations where applicable.

Pankit Patel serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he assists clients in utilizing Fidelity's suite of resources to develop and implement financial plans tailored to their individual and family economic situations. His approach is centered on clients' needs and financial goals. Patel has over a decade of experience working with High Net Worth clients in retirement, income, and wealth planning. Prior to joining Fidelity, he was Assistant Vice President and Financial Advisor at Merrill Lynch from 2011 to 2012, and an Investment Consultant and Registered Representative at UBS from 2007 to 2011. He holds a California Insurance License.

Jason Arzate Murillo is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, he worked as a Financial Professional at New York Life. Jason is licensed in California for insurance. He is committed to providing personalized financial guidance that aligns with each client's individual objectives and life stages. He focuses on building relationships based on trust and understanding to support clients in their financial journeys. Outside of his professional work, Jason enjoys comedy, fitness, football, golf, movies, and traveling.

Karen Zhu is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Morgan Stanley, she worked at Mizuho Securities LLC for two years. Outside of finance, she operates a dog sitting business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate financial planning agreements.

Brenda Castellanos Rojas is a financial advisor with J.P. Morgan Securities in Mountain View, CA, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously worked at US Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes quantitative and qualitative due diligence and incorporates ESG criteria, with a distinct regulatory structure that supports derivatives and commodities capabilities.

Chohee Chong is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 credential and has worked at Bank of America and Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Victor Chan is a Branch Leader at Fidelity, a role he has held since 2023. In this capacity, he is committed to helping all associates within his branch provide a positive client experience to uphold Fidelity's Standard of Care. Prior to this, he worked as a Private Client Advisor at JPMorgan Chase Bank from 2021 to 2023. He holds a California Insurance License. Outside of his professional responsibilities, Victor enjoys family activities, football, attending social events with friends, and music.

Mengxiao Shan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Mengxiao offers access to investment insights from Merrill and banking and lending solutions through Bank of America. Mengxiao's expertise spans family wealth management, services for endowments, foundations, non-profits, employee benefit plans, international wealth management, retirement planning, portfolio management, small business strategies, and tax minimization. She and her team focus on developing individualized strategies and providing ongoing portfolio advice for individuals, families, business owners, and non-profit organizations, particularly in the Silicon Valley area. She holds a Master of Business Administration (MBA) from the University of Florida and a Bachelor's Degree from Shenyang Normal University. Mengxiao is a Personal Investment Advisor (PIA). She speaks both English and Chinese. Outside of work, she volunteers in her community and enjoys basketball, cooking, hiking, music, photography, reading, swimming, traveling, and yoga.

Adrian Baker is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. across multiple periods since 2017, as well as at Bank of America and Merrill. Prior to his finance career, he was employed at Montage Wellness Center and Parking Company of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by systematic quantitative and qualitative research and includes capabilities in derivatives and commodities.

Christina Yuni is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Merrill and Bank of America. Outside of her advisory work, she is a partner in Reef Hunters LLC, a company involved in real estate and technology. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, with a structured financial planning process supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Dahn Lincoln is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the downtown San Jose office in Silicon Valley, Northern California. He began his career in financial services in 2016 in Los Angeles' Century City district. Dahn supports individuals and families by developing personalized financial plans through a Goals-Based Wealth Management process that centers on clients' values and priorities. He leverages Merrill Lynch's investment insights and Bank of America’s banking services to offer comprehensive wealth management solutions. Dahn holds a bachelor's degree in Business Economics from the University of California, Los Angeles (UCLA). He possesses several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in Mandarin Chinese, Japanese, and English, reflecting his years spent studying abroad in China and Japan. Dahn is a member of professional organizations such as SILVAR and the UCLA Alumni Association. Outside of work, his personal interests include basketball, football, music, running, spending time with family, and watching movies.