Michael Anki is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding a Series 66 designation and two years of industry experience. His prior experience includes roles at First Republic Bank and Andersen Tax. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by centralized due diligence and incorporates ESG considerations where applicable.

Alan Huynh is an Investment Consultant at Fidelity Investments, where he collaborates with clients to assist them in making informed decisions regarding their financial futures. He emphasizes understanding each client's goals, time horizon, and risk tolerance to offer personalized guidance. Prior to his current role, Alan worked as a Financial Consultant at Equitable Advisors from 2022 to 2025. He holds a California Insurance License. Outside of his professional work, Alan has interests in food, movies, outdoor adventures, pets, and theater.

Jacobo Koen Ruben is a financial advisor at Fidelity with the Series 66 designation and two years of industry experience. His prior roles include six years at Rockefeller Capital Management and earlier positions at Financial Clarity and Willamette University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services and manages multiple registered investment companies and fund-of-funds.

Lacey Wedell is a financial advisor with Morgan Stanley in Pleasanton, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has been with Morgan Stanley since 2006, including seven years at Morgan Stanley Private Bank, N.A. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and market modeling techniques.

Shyamali Mukherjee is a financial advisor with Mass Mutual Investors Services. She holds a Series 66 designation and has been with the firm since 2026. Prior to her advisory role, she has worked at Sandia National Lab since 2010. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Timon Shaw is an Investment Consultant at Fidelity Investments, a role he has held since 2025. His approach centers on understanding clients' risk tolerance, investment preferences, and personal backgrounds to develop financial plans aimed at achieving financial freedom for individuals and families. Prior to his current position, Timon served as Associate Vice President of Private Markets at Upmarket from 2023 to 2024. He also has experience as a Financial Advisor and Client Associate at Merrill between 2019 and 2021. Timon holds a California Insurance License. Outside of his professional work, Timon has personal interests that include attending concerts, fitness activities, football, golf, and snowboarding.

Patrick Bauzon is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His career in financial services spans over nine years, including experience as a Financial Advisor at Twin Peaks Wealth Advisors from 2021 to 2023 and as a Registered Sales Associate at Fremont Bank from 2018 to 2021. Patrick holds a California Insurance License, which supports his professional capabilities in the financial sector. His work focuses on providing clients with tailored financial plans to help navigate areas such as wealth accumulation, retirement, and income planning, utilizing Fidelity's planning tools and services. Outside of his professional career, Patrick has interests in cars, football, outdoor adventures, pets, and traveling.

John Mathews is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves 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 utilizes structured planning tools and proprietary modeling techniques to support its advisory services.

Ian Foo is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera Investment Services, MW Wealth Advisors, Scottrade, Citigroup Global Markets, and Morgan Stanley. Foo also serves in a financial institution role at Stanford Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

John Brackett is a financial advisor with Cetera, holding 49 years of industry experience. He has worked with several firms, including BAR Financial, LLC, where he served as Regional Director for 16 years, and has recent involvement with B&B Ranch & Cattle, LLC. His career includes over a decade with Cetera Wealth Services. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets with a nationwide network of over 10,000 advisors.

Jeannie Mainland is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, Pruco Securities, LLC, Mass Mutual Investors Services, METLIFE SECURITIES Inc, and Investment Advisors International, Inc. She is based in San Jose, CA. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in the Model Wealth Portfolios wrap program.

Zubair Hakimi is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved in managing a rental property in Fremont, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds supported by a nationwide network of more than 23,000 financial advisors.

Maha Riaz is a Planning Consultant at Fidelity Investments, a position she has held since 2026. In this role, she focuses on helping clients navigate complex financial strategies by tailoring plans to their evolving life stories, aiming to facilitate objective and confident decision-making aligned with clients' values and goals. Prior to her current role, Maha worked as an Associate at Morgan Stanley from 2025 to 2026, and she has experience in wealth operations from her time at SVB Private between 2021 and 2024. Her professional background encompasses financial planning and wealth management. Outside of her professional career, Maha enjoys badminton, family activities, social events with friends, horseback riding, movies, and parenthood.

Dean Thompson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 31 years of industry experience. His work history includes roles at Bancwest Investment Services, Banc of America Investment Services, and Wells Fargo Investments prior to joining Wells Fargo Clearing in 2016. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Jonathan Brown is a financial advisor with Ameriprise Financial Services in Fremont, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved in independent insurance brokering and also works as a driver for Lyft, DoorDash, and Uber. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on a combination of investment research, third-party data, and algorithmic tools.

Chandra Dulam is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with affluent individuals, families, senior executives, specialized doctors, and small businesses to understand their medium- and long-term financial needs. Chandra provides strategies to help clients reach their goals by utilizing Merrill Lynch investment products, Bank of America banking services, and resources from Bank of America Private Bank specialists, tailored to clients’ financial sophistication. Chandra’s expertise includes managing investments and risks for the long term, implementing wealth preservation and transfer strategies, and offering services such as college education planning, divorce transition planning, equity compensation, family wealth management, legacy planning, retirement planning, portfolio management, socially responsible investing, and tax minimization. He combines a strong financial background with Merrill’s wealth management platform to develop customized strategies that address his clients’ unique financial situations. He holds a Bachelor's degree from Osmania University, a Master’s degree from the University of Connecticut, and an MBA in Finance from the University of Arizona. Chandra is a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). He is involved in community organizations including AIM For Seva (Bay Area, CA), Foundation For Excellence (Bay Area, CA), and the Silicon Valley Rotary Club. Chandra speaks English, Hindi, and Telugu.

Vu Le is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. In this role, he collaborates with clients to develop customized financial plans that align with their unique goals and priorities. Prior to this position, Vu worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Vu holds a California Insurance License, supporting his ability to provide comprehensive financial guidance. Outside of his professional work, he has interests in beach activities, fitness, football, outdoor adventures, soccer, and traveling.

Mohammad Shams is a financial advisor with Wells Fargo Clearing in Castro Valley, CA, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and Wells Fargo Bank NA since 2016. Outside of his advisory role, he provides part-time transportation services with Uber in San Francisco. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines extensive assets under management with research-driven investment approaches and provides both brokerage and advisory solutions.

Priti Manglik is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has held roles at Morgan Stanley, Commonwealth Financial Network, and Wells Fargo over her career. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning services.

Mark Palmer is a CFP® with 29 years of experience in financial advising. He is currently with Edelman Financial Engines and has previously worked at firms including Charles Schwab, Wells Fargo Investments, and Presidio Capital Advisors. Palmer serves on the advisory board of the Mgrublian Center for Human Rights at Claremont McKenna College and participates on the marketing committee of Smulin Contemporary Ballet. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.