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.

Saumya Batra is a financial advisor with Fidelity in Dublin, CA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity Investments in 2024, Saumya held various roles at Wells Fargo entities from 2017 to 2023. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its roles as a commodity pool operator, advisor to registered investment companies, and use of AI and systematic methodologies in portfolio management.

Ann Chen is a financial advisor at J.P. Morgan Securities in Oakland, CA, with seven years of industry experience. She holds Series 63 and Series 66 registrations and has worked at several firms including JPMorgan Chase Bank, Charles Schwab, Fremont Bank, New York Life Insurance, and Massachusetts Mutual Life Insurance. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, and includes broader capabilities in derivatives and commodities.

Francisco Barajas is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He initially joined Fidelity Investments in 2013, progressing through positions including Investment Consultant and Financial Consultant. Prior to his tenure at Fidelity, Francisco worked as a Financial Advisor at Ameriprise Financial from 2006 to 2013. Since 2006, Francisco has worked with numerous clients on investment planning, retirement planning, income protection, estate planning considerations, and financial conversations. He holds a California Insurance License, supporting his work in income protection and estate planning. Francisco is committed to helping clients achieve their financial goals through wealth planning and values the success of his clients as integral to his own.

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.

Wenjun Luo is a Financial Advisor based in Orlando, Florida, specializing in family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. At Merrill Lynch Wealth Management, Wenjun focuses on helping individuals and families develop short-, mid-, and long-term financial goals by taking the time to understand their unique needs and priorities. Fluent in Mandarin, Wenjun serves clients from diverse cultural backgrounds and is equipped to provide financial guidance that reflects their specific situations. Wenjun holds professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Throughout his work, he offers expertise in financial planning, investment management, retirement planning, and asset preservation. In addition to providing personalized financial advice, Wenjun can connect clients to Bank of America specialists for banking, credit, lending, and small business solutions. Outside of his professional role, Wenjun has personal interests in pickleball, skiing, and tennis. He is actively involved in the Orlando pickleball community, reflecting his engagement both professionally and personally within the local area.

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.

Michael Ting is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client’s individual goals. By drawing on insights from Merrill and leveraging the banking and lending services of Bank of America, he aims to provide flexible wealth management solutions responsive to changing market conditions. Michael holds a Bachelor's Degree from Northwestern University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He communicates with clients in English, Mandarin, and Yue (Cantonese). Committed to community involvement, Michael participates in local volunteer organizations in line with Merrill’s tradition of community service.

Georgina Jui is a financial advisor with Charles Schwab in Dublin, CA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with Charles Schwab since 1988, except for a brief period at TD Ameritrade from 2023 to 2024. 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, written advice policies, and alternative investment due diligence.

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.

Rachelle Nguyen is a financial advisor with Ameriprise in Danville, CA, holding a Series 66 credential and nine years of industry experience. She has worked at Ameriprise since 2020 and previously operated as a self-employed professional. Outside of advising, she serves on the board of the National Charity League, Inc., and is secretary of The Women’s Empowerment Network at Ameriprise Financial. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored non-discretionary recommendations supported by a centralized consulting team.

David Traverso is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

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.

Valerie Tu is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial in Fremont, CA. Her prior roles include positions at BMO Bank NA, BancWest Investment Services, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.

Kylee Harrison is a financial advisor with LPL Financial based in Fremont, CA, holding a Series 66 designation and entering the industry with under a year of experience. Prior to joining LPL Financial, she held various roles in education and banking, including positions at Fremont Bank, Texas A&M University, and multiple educational institutions. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Rajani Gangalvoi is a financial advisor with Charles Schwab in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at Charles Schwab Bank, Charles Schwab & Co., Inc., and Wells Fargo Clearing and Bank. She serves as vice president and board member of the Tri Valley Kannada Sangha, a nonprofit charitable organization. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management with integrated brokerage, custody, and advisory services.

Ryan Lowenstein is a financial advisor with OSAIC in San Mateo, CA, holding a Series 66 designation and five years of industry experience. Prior to joining OSAIC in 2025, he worked at Lincoln Financial Advisors Corporation for seven years and was employed at DoorDash for five years. Outside of his advisory role, he performs as a DJ at bars and events in San Francisco. OSAIC Wealth serves a diverse client base including retail investors, retirement plan participants, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by various tools and multiple investment program options.

Musetta Li is a CFP®-certified financial advisor with 27 years of industry experience, currently with J.P. Morgan Securities since 2017. She previously worked at Schwab Private Client Investment Advisory and Charles Schwab, serving in various advisory roles. Outside of her advisory work, she manages a rental property in San Francisco. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a program focused 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.

Airung Liu is a financial advisor at OSAIC with 23 years of industry experience. He holds the CFP® designation and Series 66 license. His prior work includes roles at Securities America Advisors, Cambridge Investment Research Advisors, HSBC Securities (USA) Inc., and Morgan Stanley. In addition to his advisory work, he is also an independent agent providing fixed insurance strategies. OSAIC Wealth serves a diverse client base including retail and institutional investors, retirement plan sponsors, charities, and corporations. The firm offers a range of brokerage and advisory services with an investment approach that emphasizes model-based asset allocation, portfolio optimization, and the use of discretionary and third-party managed strategies.

Hai Nguyen is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan entities since 2009. Outside of his advisory role, he is an owner and partner of HQ Acquisitions LLC, a residential real estate investment and property management business. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory approach combines quantitative and qualitative research, incorporating ESG considerations and utilizing broader derivatives and commodities capabilities.