Haidee Lin is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Based in San Jose, CA, Lin has spent her entire career with the firm. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cory Goligoski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1992, shortly after earning his Bachelor's degree in Economics from the University of California at Los Angeles. Cory brings over 30 years of experience in financial strategies, with a focus on areas such as stock options, retirement planning, and comprehensive wealth management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Cory works closely with families and individuals to develop long-term strategies that address wealth management, retirement income, tax minimization, executive compensation, and education planning among other priorities. Outside of his professional role, Cory is involved with the Hillsborough Little League and the Ronald McDonald House. His personal interests include baseball, biking, football, hiking, running, spending time with family, and traveling.

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 in San Jose, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at WELLS FARGO Advisors, LLC. Outside of his advisory role, he has ownership in a rental property managed by a third party. 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 advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joanne Gong is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 66 designation. She has been with Wells Fargo Clearing since 1997, accumulating 29 years of industry experience. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics from Wells Fargo Investment Institute and third-party sources.

Katherine Lynne Seidel is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones before joining UBS in 2016. Outside of her advisory role, she is involved with Santa Cruz Personal Training & Sports Rehab, where she contributes to marketing, advertising, and sales activities. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a broad platform of products, research, and capital markets services.

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.

Annelise Kettmann is a Financial Advisor and a member of The Kettmann Group, a family-led team at Merrill Lynch Wealth Management, with more than 35 years of experience. The group focuses on providing customized, goals-based financial strategies to help clients navigate their unique circumstances. Annelise specializes in assisting multi-generational families and business owners with wealth management, long-term planning, and strategies designed to grow, preserve, and transfer wealth. She holds a bachelor's degree from California Polytechnic State University and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Annelise speaks English and Spanish and is affiliated with the Junior League of San Jose. Outside of her professional work, Annelise is involved in community service through organizations such as Hunger at Home. Her personal interests include golfing, surfing, and tennis.

Tam Thanh Le is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Polaris Advisory Inc, San Jose State University, PremierOne Credit Union, Citibank, and Victoria’s Secret. Outside of his advisory role, he owns businesses involved in Amazon and eBay reselling. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and technology solutions.

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.

Yongqing Zhang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with a selected group of individuals, executives, and business owners to develop personalized financial strategies tailored to their long-term goals. His approach emphasizes a thorough understanding of clients' full financial pictures and the creation of flexible strategies that adapt to changing market conditions. Yongqing's expertise spans 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 planning. He holds several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree from Tsinghua University and a Master's Degree from Johns Hopkins University. Outside of his professional role, Yongqing participates in community volunteer work aligned with the Merrill tradition. He enjoys basketball, tennis, and spending time with his family.

William Stricker is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 65 credentials and having nine years of industry experience. He has worked at various J.P. Morgan entities since 2017 and also has experience at Tulane. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset allocation, investment manager selection, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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 licenses and five years of industry experience. Prior to joining Morgan Stanley, she worked at Mizuho Securities LLC for two years. Outside of her advisory role, she operates a dog sitting business in Palo Alto. Morgan Stanley Wealth Management is an SEC-registered advisor and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning services utilizing structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Brenda Castellanos Rojas is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, she was employed at US Bank and San Jose State University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

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.

Marc Gambrel is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at JPMC Bank NA, U.S. Bank, and various retail companies. He is based in Los Altos, California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm operates within a larger banking and broker-dealer organization and offers customized services delivered on a non-discretionary basis.