Siyuan Zhang is a financial advisor with LPL Enterprise in San Jose, CA, holding Series 63 and Series 65 licenses and having three years of industry experience. Prior to joining LPL Enterprise in 2025, Siyuan worked at several firms including The Prudential Insurance Company of America, PRUCO Securities, LLC, Transamerica Financial Advisors, Inc, and Vista Wealth LLC. Outside of finance, Siyuan leads hardware manufacturing and procurement at Glimpse LLC dba Skylight. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm uses model-driven investment implementation and offers access to third-party asset managers and a range of financial planning and consulting services.

Paul Martin is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Advisors and its related entities since 2013. Outside of his advisory role, he is involved in managing an investment business, MPG Investments, based in Pleasanton, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, utilizing proprietary research and planning tools to develop tailored recommendations for clients who meet a net-worth threshold.

Alberto Delgado is a financial advisor at Merrill with a Series 66 designation and three years of industry experience. He has worked at Merrill since 2020 and Bank of America N.A. since 2022. Outside of his advisory roles, he has held positions in athletics and recreation at the University of California Santa Cruz. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Christopher Jones is a financial advisor with Morgan Stanley in Mountain View, CA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides investment services through various programs and affiliated entities.

William Hansen is a Series 66-credentialed financial advisor with Equitable Advisors in Campbell, CA. He has one year of industry experience. Prior to joining Equitable Advisors, he worked at Flagship Services, Inc. and Dio Deka. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Andre Barde Jr. is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at C2 Education and various other employers. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, as well as registered investment companies, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its advisory role to multiple registered investment companies and fund-of-funds.

Jasper Smith is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, and Merrill. He is actively involved with The #BuildWealth Movement as an author, speaker, and founder of a related radio and podcast series, and serves on the board of the Urban Financial Services Coalition’s San Francisco Bay Area chapter. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and various affiliated non-securities products and services.

Diana Andersen is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked for firms including Fidelity Brokerage Services and Silicon Valley Capital Partners. Andersen serves as Co-Director of Student Affairs for the Association for Latino Professionals for America, coordinating student chapters and networks. 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 advice with an emphasis on diversified portfolios and long-term strategies.

Gary Pereira is a financial advisor with OSAIC based in San Jose, CA, holding Series 63 and Series 65 credentials and over 40 years of industry experience. His career includes 15 years at Securities America Advisors, Inc. and a decade operating his own advisory practice. Outside of his advisory work, he is involved in residential real estate sales, insurance sales, personal training, and youth baseball umpiring. OSAIC serves a broad range of retail and institutional clients, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to build diversified portfolios across multiple investment types and supports various advisory platforms and third-party solutions.

John Dominge is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. He holds the Series 66 designation and has previously worked at SCF Investment Advisors, SCF Securities, and Mass Mutual Life Insurance. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charities, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, employing proprietary and third-party model strategies across multiple platform arrangements.

Alyssa Chi is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley, she worked in educational roles at San Jose State University, Yonsei University, De Anza College, and Evergreen Valley High School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and market simulations.

Marika Somorjai is a financial advisor with Cambridge Investment Research Advisors in San Jose, CA, holding Series 63 and Series 65 credentials and with 29 years of industry experience. She has been with Cambridge since 2010. Outside of advising, she owns Marika Skin Care, a retail sales business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and custody platforms.

Steven Do is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at E*TRADE in various capacities from 2013 to 2022. Outside of his advisory work, he is a passive investor in a poke restaurant in Santa Cruz, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and extensive asset management capabilities.

Haiqing Chen is a financial advisor at Merrill with six years of industry experience and holds Series 63 and Series 66 licenses. Prior to joining Merrill and Bank of America in 2025, Chen worked at firms including Pacific Advisors, Guardian Life, MassMutual, NYLIFE Securities, and New York Life. Outside of advising, Chen serves as Treasurer and Board Member of the US Chamber of Commerce Silicon Valley, where they assist with bookkeeping, financial reporting, and event organization to support the Chinese American business community. 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 for individuals, high-net-worth clients, and institutional accounts.

Hector Garza is a CFP® professional with 17 years of experience in the financial industry. He is currently with Wells Fargo Clearing and has previously worked at Mariner Independent Advisor Network, PFG Advisors, LPL Financial, and Stanford Federal Credit Union. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and incorporates modern portfolio theory, providing tailored solutions that include a broader range of financial products such as insurance-related vehicles and bank deposit sweep options.

Tyler Siegert is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at Primerica Advisors since 2005 and has prior experience with The Bartlett Group Inc. and Bartlett Group Insurance & Financial Services. Siegert is also president of ADC Group, based in San Jose. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies developed by unaffiliated asset managers and supported by custodial services from Pershing.

David Lytle is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at LPL Financial since 2021 and previously spent ten years with Waddell & Reed, Inc and various insurance carriers. Outside of his advisory role, he is also involved as a non-variable insurance agent specializing in life and long-term care insurance. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered primarily through its network of investment adviser representatives.

David Chen is a Financial Consultant at Fidelity Investments, where he focuses on understanding his clients' unique situations to develop tailored financial plans aimed at meeting their family goals. He is committed to helping clients implement strategies that address their individual needs. David's professional experience includes roles as a Financial Consultant at Fidelity Investments since 2022, a Financial Consultant at E*Trade Financial from 2020 to 2022, a Relationship Manager at Fidelity Investments from 2019 to 2020, a Financial Representative at Fidelity Investments from 2018 to 2019, and a New Client Onboarding Specialist at LPL Financial from 2017 to 2018. He holds a California Insurance License. Outside of his professional work, David enjoys camping, cars, motorcycles, outdoor adventures, snowboarding, and traveling.

Meng Zhang is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. His background includes roles at JPMorgan Chase Bank and HSBC Bank USA. Outside of finance, he has experience working in the fashion industry and has been involved with travel-related ventures. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending strategies.

Megan Forestieri is a financial advisor with Fidelity, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at RBC Capital Markets and several capacities within Fidelity beginning in 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it is notable for its use of AI and systematic methodologies in investment processes.