David Solomon is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as involvement in residential real estate sales and marketing through Coldwell Banker in San Jose. He combines insurance and financial advisory services in his professional background. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a range of affiliated non-securities products and services.

Jackson Thoreson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2024. Prior to that, he spent five years with Bank of America, N.A. and Merrill. Outside of his advisory role, he is involved in coaching baseball at Bellarmine College Preparatory and College Park Baseball. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional financial services.

Griffin Meyer is a financial advisor at Morgan Stanley in San Mateo, CA, holding a Series 66 designation. He has experience working at Morgan Stanley Private Bank and Morgan Stanley since 2025 and previously held roles at Thomson Reuters, Leeco Steel, and several other companies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and provides planning services through both individual and corporate channels.

Xiaoqing Yan is a financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan in 2022, Yan worked at Guotai Junan Securities Co LTD and PwC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Kimberly Glowacki is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. She is based in San Jose, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

William Olesinski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Fidelity Investments, Fidelity Brokerage Services LLC, Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities, and Health IQ. Outside of finance, he was involved with The Patio at Rudy's for seven years. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, serving a variety of client types including registered investment companies.

Alexander Eckert is a financial advisor with Charles Schwab in Sunnyvale, CA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Primerica Advisors and Guardian Life Insurance. He has residual commission income from a long-term care and life insurance policy placed with One America in early 2018. 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 services with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Aaron Moore is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at SGC Financial and Securian Financial Services Inc. Moore operates out of San Mateo, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Kimbrely Gruidl is a financial advisor with LPL Financial in Fremont, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining LPL Financial in 2018, she worked at U.S. Bank and U.S. Bancorp Investments. She also serves as a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions, offering a range of financial planning and investment management solutions.

Deepak Ganju is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with clients’ unique financial goals and life priorities. Drawing on the investment insights from Merrill Lynch strategists and the banking services of Bank of America, he supports clients in areas including retirement planning, family wealth management, education planning, international wealth management, and investment consulting for defined benefit and contribution plans. Deepak holds an MBA from California State University, San Francisco, and a Bachelor's degree from the University of Phoenix. He carries the Personal Investment Advisor (PIA) designation and communicates fluently in English and Hindi. Beyond his professional role, Deepak contributes to his community through involvement with the Kiwanis Club, the Indo American Community Federation, and immigrant services within the Indo American community. His approach centers on developing risk-averse, tax-efficient financial strategies to help clients preserve and build wealth in a manner that supports their long-term objectives. Deepak’s client focus spans a range of financial planning needs, and he emphasizes working closely with clients to create flexible plans that adapt to changing market conditions.

William Yates is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 1984 and joined Merrill Lynch in 2004. In his role, he collaborates closely with clients to design long-term strategies tailored to help achieve their individual life goals. William holds a Bachelor's Degree in Business/Economics from the University of California, Santa Barbara. He holds the Personal Investment Advisor (PIA) designation. His consultative process customizes solutions based on each client's risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. He supports clients in planning for retirement, education funding, home purchases, business growth, legacy building, and philanthropic efforts. Outside of his professional duties, William serves as Chair of the BACCV.

Robert Haeusslein is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 38 years of experience to his role. Since joining Merrill in July 1984, he has focused primarily on serving high net worth individuals, offering expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management, special needs planning strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes a High School Diploma from Hillsdale High School. Outside of his professional work, Robert enjoys a variety of personal interests, including baseball, basketball, boating, fishing, football, gardening, golfing, reading, spending time with his family, and tennis.

Ali Darzi Larijani is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Open Invest Co., Matthew Zaheri Corporation, Plug and Play Tech Center, and Bloomberg L.P. 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 team of Wealth Advisors.

Parker Bauman is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and with eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 and previously worked at Adlava, Schwartz Realty, and Schwartz Flansburg PLLC. Outside of his advisory role, Bauman coaches lacrosse at Sacred Heart Schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Melissa Knutson is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2022, previously serving as a Planning Consultant and Financial Representative. Melissa's professional experience includes positions at JPMorgan Chase as a Private Client Banker and Relationship Banker, as well as roles at Wells Fargo as a Personal Banker, Lead Teller, and Teller. Melissa holds a California Insurance License. She focuses on providing financial planning that is thoughtful and approachable, aiming to empower her clients by understanding their unique goals, values, and circumstances. Through this personalized approach, she offers unbiased guidance and clear action steps tailored to each client's specific needs.

Lucy Mc Guire is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2018. She has eight years of industry experience and previously worked at Finet Mortgage of Saratoga for 11 years. Outside of her advisory role, she owns a seven-unit rental property in Sacramento, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

David Calomese currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he focuses on fostering client and associate interactions that align with Fidelity's Standards of Care. Prior to this, David held leadership roles at major wealth management firms, including Managing Director and Market Executive at Merrill Lynch Wealth Management from 2021 to 2024, and Managing Director and Market Leader at Wells Fargo Advisors Wealth Management from 2014 to 2021. David holds a California Insurance License. Outside of his professional career, he has personal interests in art, golf, and skiing.

Robert Ostenberg is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for Securian Financial Services Inc, Minnesota Life Insurance Company, and Sgc Financial & Insurance Services over a 15-year period. Outside of his advisory role, he has been involved in teaching retirement planning classes. 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, model portfolio programs, third-party asset management, and institutional platforms.

Jia He is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley since 2014 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Anthony Ditta is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on a range of client areas including equity compensation services, family wealth management strategies, liquidity management, managing new wealth, portfolio management services, small business strategies, women and wealth, sports and entertainment, tax minimization, and retirement income. He strives to build long-lasting relationships with clients and provide personalized financial advice. Anthony holds a Bachelor's Degree from San Jose State University and has earned several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He applies his skills and experience, along with support from his team, to help clients achieve their long-term financial goals amid busy work and life schedules. Outside of his professional work, Anthony is actively engaged in sports and outdoor activities. He has a background in competitive baseball and football, enjoys cycling, golfing, skiing, and spending time with his family. He pursues these interests alongside his advisory work.