Franklin Klein is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with J.P. Morgan Securities in Los Gatos, CA, having previously worked at Charles Schwab, TD Ameritrade, and RBC Capital Markets. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to offer non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting.

Benjamin Cox is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in Aptos, CA. He has been with LPL Enterprise since 2026 and has no prior industry experience. Before entering the financial services field, he held positions outside the industry, including working at O'Neil Surf Shop and Palapas. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional clients. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

Kevin Kelly is a financial advisor at Fidelity with 29 years of industry experience. He holds Series 63 and Series 66 designations. His prior work includes 11 years at Charles Schwab before joining Fidelity in 2012. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios including mutual funds, ETFs, and ETPs. The firm is notable for its commodity pool operator registration, advisory roles to multiple registered investment companies, and use of advanced technologies such as AI in its investment process.

Nicole Le Gassick is a financial advisor at Raymond James Financial in Los Gatos, CA, holding a Series 66 designation. She joined Raymond James Financial in 2025 after a 16-year tenure at Lionsgate Entertainment Corporation. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary advice and supports its clients through advisory programs and institutional consulting services.

Robert Chaykin is a financial advisor with Morgan Stanley in Los Gatos, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Morgan Stanley and its affiliates since 2009, including Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he serves on the board of directors for the Jewish Community Relations Council of the Jewish Federation of Silicon Valley and participates on advisory and investment committees for regional nonprofit and government organizations. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering financial planning and investment programs supported by firm-approved tools and research.

Alexandria Adiutori is a financial advisor at UBS Financial Services with eight years of industry experience. She has been with UBS since 2017 and previously worked with the California Republican Party. Alexandria holds a Series 66 designation and is based in Los Gatos, California. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and asset allocation models to tailor investment plans to clients’ goals and risk tolerances.

Aaron Correll is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2022. He partners with individuals, families, and businesses to develop personalized financial strategies aimed at achieving financial success and freedom. His approach emphasizes focusing on controllable factors to maintain and elevate clients' financial positions. Aaron has extensive experience in the financial services industry, having served as a Financial Consultant at Fidelity Investments from 2018 to 2022. Prior to that, he held positions at JPMorgan, including Vice President - Private Client Advisor from 2017 to 2018 and Assistant Vice President - Private Client Banker from 2013 to 2017. He holds a California Insurance License.

Matthew Lopez is a financial advisor at Osaic Wealth with 12 years of industry experience and holds the Series 66 designation. He previously worked at Securities America Advisors and Questar Asset Management. Lopez is a member of Rotary International, where he participates in community service activities. Osaic Wealth serves a broad mix of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and managed portfolios. The firm’s investment process emphasizes model-based asset allocation and portfolio optimization, supporting discretionary strategies and third-party manager selection.

Jess Carkner is a Series 66 licensed financial advisor at OSAIC with 19 years of industry experience. Prior to joining OSAIC, Carkner worked at Securities America Advisors, Inc., KMS Financial Services, LPL Financial, and Edward Jones. Outside of finance, Carkner serves as a volunteer firefighter for the Ben Lomond Fire District. OSAIC Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services supported by a multi-advisor platform and an investment process centered on model-based asset allocation and portfolio optimization.

Gerard William Pablo is a financial advisor at Morgan Stanley in Los Gatos, CA, holding a Series 66 designation. He has prior experience with U.S. Bancorp Advisors, LLC, and First Republic Bank. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools.

Hector Gonzalez is a CFP® with 16 years of industry experience, currently affiliated with Edward Jones. His prior roles include positions at Fidelity Investments, Merrill Lynch, Pierce, Fenner & Smith Inc/Bank of America, and JPMorgan Chase Bank NA/Securities LLC. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.

Andreas Lindstrom is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following prior roles at E*TRADE Capital Management and E*Trade Securities. Morgan Stanley Wealth Management serves individuals and institutional clients by providing a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and offers planning services supported by structured discovery processes and proprietary investment modeling tools.

Marcela Garcia Dungy is a financial advisor with Charles Schwab in Los Gatos, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2009. Outside of her advisory role, she manages rental properties in Hawaii and California. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by proprietary research and alternative investment options.

Angeline Turcan currently serves as Vice President and Branch Leader at Fidelity Investments, a role she has held since 2023. In this capacity, she collaborates closely with the Branch Leader to build and lead a strong team focused on delivering results and maintaining high levels of client satisfaction. She applies leadership principles to help associates perform at or above their full potential and ensures supportive accountability through regular and individualized meetings. Prior to her current role, Angeline gained extensive experience in wealth management and brokerage services. She was a Wealth Group Executive at Citibank from 2019 to 2023, Regional Brokerage Manager at Wells Fargo from 2013 to 2019, and Market Director at JPMorgan Chase from 2009 to 2013. She holds a California Insurance License. Outside of her professional responsibilities, Angeline is interested in fitness activities including running and swimming, and she is an instrumentalist.

Michael Mosher is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Ameriprise Financial Services, Portsmouth Financial Services, NB Wealth Management, and NB Securities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and utilizes analyses such as Secular Return Estimates and Monte Carlo simulations to model outcomes.

Mark Gerber is a CFP® and holds a Series 66 designation with five years of industry experience. He has worked at OSAIC since 2025 and previously spent four years with Edward Jones. Before entering financial services, Gerber held positions including service with the Santa Cruz County Sheriff. OSAIC Wealth serves both retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a wide range of client types and investment strategies.

Aaron Brandt is a financial advisor at Edward Jones with 16 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies through a nationwide network of more than 23,700 financial advisors.

Galaham Zuanich is a financial advisor with Morgan Stanley in Santa Cruz, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, Zuanich serves as a lead instructor for investment and retirement courses at Cabrillo College. 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 modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides planning services through its Financial Advisors and Estate Planning Strategies Group.

Lisa Odsander Gronowski is a financial advisor at UBS Financial Services with eight years of industry experience. She has worked at UBS since 2017 and previously held roles with the Swedish American Chamber of Commerce and the Swedish School of Silicon Valley. She holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets and advisory solutions.

Felicia George is a financial advisor with Primerica Advisors in Watsonville, CA, holding Series 63 and Series 65 licenses and possessing 13 years of industry experience. Her work history includes roles with PFS Investments Inc. and Primerica Financial Services, among others. She is also involved with Corralitos Community Church. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third parties and supporting accounts with custodial services from Pershing.