Marc Kriessmann is a financial advisor at Osaic Wealth with 17 years of industry experience. He holds Series 65 and Series 66 credentials and has worked previously at Securities America Advisors, Inc. and Ben Yohanan Annuity & Insurance Agency, Inc. He is involved in managing fixed annuity products primarily for public sector and nonprofit employees and serves as Managing Director of Hatch Retirement Advisors, focusing on cash flow planning, estate coordination, and senior housing transition analysis. Osaic Wealth serves a wide range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, managed portfolios, and retirement consulting. The firm emphasizes model-based asset allocation and portfolio optimization and is notable for its scale, affiliate network, and recent consolidation activity.

Jong Hyun Kim is a Series 66 registered advisor with Charles Schwab, based in San Mateo, CA, and has four years of industry experience. His prior roles include positions at West Valley Community Services, YMCA of Silicon Valley, Downtown College Prep, and Berryessa Union School District. Kim has worked with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2021. 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 both non-discretionary and discretionary investment services utilizing multi-asset model portfolios and alternative investment options, supported by a large-scale integrated operational structure.

Ahmad Hojatnia is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at notable firms including JPMorgan Chase Bank, Bank of America, Merrill, and Raymond Young CPA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative due diligence with customized asset allocation advice and investment manager searches.

Lawrence Weiss is a CFP® professional with 26 years of experience in the financial services industry. He is currently with LPL Financial and previously spent 20 years at Next Financial Group, Inc. In addition to his advisory work, he volunteers with the nonprofit Aim High in San Francisco. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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, supported by advanced research tools and a broad network of investment adviser representatives.

Dong Choi is a financial advisor with Ameriprise in Redwood City, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise since 2012, including six years at the current firm. Outside of his advisory role, Choi serves as Treasurer on the Board of Directors for the Monsoon Education Youth Project and is a member of Endless Knot, both nonprofit organizations based in Globe, AZ. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm provides comprehensive, research-based recommendation reports combining modeling, tax strategies, and asset management, delivered through a centralized consulting team in partnership with financial advisors.

Max Kaplan is a financial advisor at Fisher Investments with seven years of industry experience. He holds the Series 65 designation and has been with Fisher Investments since 2015. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research, implements tax-aware strategies, and manages risk through various defensive tactics.

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.

Christopher Lightner is a financial advisor with Edward Jones in Alameda, CA, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held positions at TrendKite and W2O Group. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices, offering a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Leah Weinberg is a CFP® professional with nine years of industry experience, currently serving at OSAIC since 2024. She previously worked at Securities America Advisors, Inc. and Investacorp, and maintains involvement as a partner and sales assistant at Weinberg Financial Group, where she engages in research, analysis, and operations. She also holds an insurance production role focusing on life, disability, and long-term care insurance. Osaic Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, advisor-managed portfolios, and retirement plan consulting. The firm’s investment process uses model-based asset allocation and portfolio optimization, supported by various tools and third-party managers.

Karen Cao is a financial advisor at Merrill with 13 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior roles include positions at JP Morgan Securities LLC and JPMorgan Chase Bank. 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 designed for individuals, high-net-worth clients, and institutional investors.

Maximilian Mc Kelvy is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at BlackRock Investments, LLC for five years before joining Morgan Stanley Private Bank and Morgan Stanley in 2021. Mc Kelvy is the sole proprietor of Pacific Succession Planning LLC, a marketing entity based in San Francisco focused on business development and growth. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 supported by proprietary tools and market modeling techniques.

Wendi Hao is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Bank of America, N.A. Prior to her current roles, she held a consulting assignment at BlackRock, Inc. through a management consulting group. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating ESG considerations when applicable.

Miten Bhatia is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior roles include positions at Tri Counties Bank, Charles Schwab Bank, Charles Schwab, and U.S. Bancorp Investments. He is also Vice President at Tri Counties Advisors, a financial support company. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services and supports a large advisor network with advanced analytical tools and specialized municipal and employer advisory programs.

Richard Fain is a CFP® with 40 years of industry experience, currently affiliated with Raymond James Financial Services Advisors, Inc. He has served as a financial advisor at West Portal Financial Group LLC since 2014. Outside of his advisory work, he participates on the finance and investment committee at St. Ignatius Church in San Francisco. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using various analytical tools and maintains affiliations that support municipal and public finance advisory services.

Mary Winchester is a financial advisor at Morgan Stanley with 33 years of industry experience. She has held roles at Morgan Stanley Smith Barney since 2012 and previously worked at UBS Financial Services from 1997 to 2012. She holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and analyses.

Selina Soo is a financial advisor with Ameriprise in Burlingame, CA, holding a Series 63 designation and over 31 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as president on the board of directors for the Asian Women Resources Center. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Xiuqi Jiang is a financial advisor with J.P. Morgan Securities in South San Francisco, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. Jiang has been with J.P. Morgan Securities since 2015, including prior roles at JPMorgan Chase Bank. Outside of advisory work, Jiang is involved in family real estate investment activities as an owner and partner. 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 program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Cesar Shinzato is a financial advisor at Merrill with 9 years of industry experience. He holds a Series 66 designation and has been with Bank of America, N.A. and Merrill since 2015. 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 investment strategies supported by internal and third-party managers for a range of clients including individuals, high-net-worth investors, and institutional entities.

Leonidas (Leo) Maheras is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. Prior to joining LPL, he worked at Merrill for seven years and Morgan Stanley for two years. He is also involved with Maheras Wealth Management, a business focusing on fixed annuities and life insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms through a large network of advisors.

William Wolfe IV is a financial advisor with LPL Financial in Menlo Park, CA, holding Series 65 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Ameriprise, Incapital LLC, and Oppenheimer & Co. Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining a broad advisory platform with extensive non-advisory financial services.