Jenny Ju is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding a Series 66 license and 17 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. Outside of her advisory role, she owns a rental property. 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.

Brian Franklin is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory work, Franklin serves as a basketball referee and is a board member of the Coalition for the Unhoused of Silicon Valley. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses firm-approved tools and scenarios to model outcomes, serving clients in both direct and corporate financial planning arrangements.

Robert Choy is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2025. Prior to joining Baird, he worked at Financial Engines Advisors L.L.C. for seven years and held roles at Edelman Financial Services, LLC and EF Legacy Securities, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, direct indexing, and ongoing manager monitoring supported by internal research and tools, including artificial intelligence.

Rose Odland is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2017, following nine years at Unionbanc Investment Services. Outside of her advisory role, she serves as a trustee and executor for family and close friends. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, with notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Daniel Chan is a Financial Consultant currently working at Fidelity Investments since 2024. He has experience in financial solutions advisory, having served as a Financial Solutions Advisor at Merrill from 2021 to 2024. Prior to that, he worked as an ADP Relationship Manager at Bank of America from 2019 to 2021. Daniel holds a California Insurance License. He is committed to assisting clients in pursuing their financial goals through thorough financial planning.

Priyanka Kothari is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. She has been with Merrill and Bank of America N.A. since 2018. 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 model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Greg Edgar is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. 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 customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Luzaida Pietri is a financial advisor with Ameriprise in San Jose, CA, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 19 years of industry experience, including over 15 years with Ameriprise and its affiliate. Pietri also serves as a fiduciary and executor in other business activities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kenneth Marcus is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the sole proprietor of Del Marcus Properties, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and modeling techniques in its financial planning process.

Christina Biagi is a financial advisor at Edward Jones in San Jose, CA, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory role, she is involved in managing rental property. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of investment strategies and affiliated services, operating under a fiduciary standard and supported by a nationwide network of over 23,700 advisors.

Evan Zeller is a Financial Consultant who prioritizes building genuine connections with clients based on trust and empathy. His approach focuses on understanding clients' financial goals and delivering personalized strategies with integrity and care. He has professional experience as a Planning Consultant at Fidelity from 2024 to 2025 and served as a Financial Planning Associate at Summit Financial Group from 2021 to 2024. Evan holds a California Insurance License, complementing his expertise in financial planning. Outside of his professional life, Evan enjoys spending time at the beach, cooking and baking, fitness activities, golf, and hiking.

Shuai Wang is a financial advisor with Cambridge Investment Research Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Wang has been with Cambridge Investment Research Advisors since 2012 and has held multiple roles with affiliated firms since 2009. Outside of advisory work, Wang is involved as an owner and independent insurance agent in related insurance businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through various custody platforms and proprietary and third-party model strategies, with a network of independent financial professionals tailoring approaches to client objectives.

Eric Susantio is a financial advisor at UBS Financial Services in San Jose, CA, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with UBS since 2008. Outside of advising, he has worked as a registry specialist at Macy's West. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, employing proprietary market research and model-based asset allocations tailored to client goals.

Marlina Kartawinata is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Rhett Hall is a financial advisor with UBS Financial Services in Campbell, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at UBS since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Hall serves on the board of a non-profit football camp for athletes with Down Syndrome and coaches high school football. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and research-driven, model-based asset allocations tailored to client goals and risk tolerances.

Yuetong Chen is a financial advisor at Merrill with three years of industry experience. Chen holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Bank of America, N.A. Outside of finance, Chen was involved with Palo Alto Hills Golf & Country Club for one year. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Tevin Mercer is a financial advisor with Edward Jones in San Jose, CA, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and has prior experience in sales and hospitality, including roles at Cintas and Levy Restaurants. Outside of advisory work, he has been involved with hospitality services, working in box suites at the 49ers stadium during home games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory and investment solutions, including managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Zosky is a financial advisor at Morgan Stanley in Palo Alto, CA, with three years of industry experience. He holds a Series 66 designation and previously worked at Rimon PC and Royse Law Firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Yen Ting Lu is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill and other prominent firms including Bank of America, JP Morgan Chase Bank, and Citigroup. 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 model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Taniese Powell is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of finance, she has experience in the wellness industry through Loma Spa and has worked at De Anza College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and consulting primarily through non-discretionary advisory programs supported by a range of investment strategies and affiliated research.