Hunter Risbeck is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and has prior work experience including positions at Royal Ambulance, Chabot College, and San Francisco State University. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Rene Francois Cervantes is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where he has worked since 2016. He has 10 years of industry experience and holds credentials as a Certified Public Accountant, providing accounting and bookkeeping services outside of his advisory role. He also serves as a director at a high-tech firm based in Sunnyvale, California. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm operates through thousands of financial professionals and manages a multi‑billion dollar asset base with a range of proprietary and third-party investment strategies.

Gaylord Gomez is a Series 66-registered financial advisor with Wells Fargo Clearing, based in Palo Alto, CA. He has 24 years of industry experience, including previous roles at Wells Fargo Investments and Mass Mutual Investors Services. He has been with Wells Fargo Clearing since 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 across more than 14,000 advisors and offers both brokerage and advisory solutions.

John Wong is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and 25 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and methodologies.

Elizabeth Jessup is a financial advisor at Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation with one year of industry experience. She previously worked at Origin Point in 2022 and has been with Wells Fargo Clearing since 2003. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Hannah Avanessian is a Wealth Management Planning Consultant at Fidelity Investments. She collaborates with individuals and families to create and maintain financial plans tailored to their unique lifestyles. Hannah emphasizes trust, respect, and empathy as the foundations of the strong relationships she maintains with clients. She has held several roles at Fidelity Investments, beginning as a Financial Representative in 2022, then serving as a Relationship Manager from 2023 to 2024, followed by Planning Consultant from 2024 to 2025 before assuming her current position in 2026. Outside of her professional work, Hannah has interests in cooking and baking, gardening, swimming, and traveling.

Omid Sajjadi is the Market Leader responsible for overseeing Fidelity's investor centers within the San Francisco market. In this role, he provides financial and investment guidance to clients, including one-on-one retirement planning, income strategies, and college planning services. Prior to his current position, Omid served as Vice President and Branch Leader at Fidelity Investments from 2020 to 2025. He also held the position of Branch Manager at TD Ameritrade from 2010 to 2020. Omid holds a California Insurance License. Outside of his professional responsibilities, he is interested in fitness, social events, museums, soccer, traveling, and yoga.

Dawn Aquilina is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with UBS Financial Services since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Jonathan Young is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and having 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following two years at Ameriprise Financial Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and methodologies.

Cathy Liu is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and JPMorgan Securities since 2017. Prior to her career in finance, she was affiliated with Washington University in St. Louis for four years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their non-discretionary advisory program offers written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Shahrzad Keshavarz Adeli is a financial advisor with J.P. Morgan Securities in Mountain View, CA, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining J.P. Morgan Securities in 2022, she worked at Tiffany & Co. and has been involved with bestofluxuryworld since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Nishan Pant is a financial advisor with LPL Financial, holding a Series 66 designation and starting his advisory career in 2026. Prior to joining LPL Financial, he has held positions at BMO Bank N.A., Bank of the West, Walgreens, and Century Commercial Bank Limited. He has also spent five years at Tribhuvan University, Shanker Dev Campus. 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 other institutions. The firm offers a range of financial planning and investment management solutions through a broad network of advisors, utilizing model portfolios, third-party subadvisors, and customized strategies.

Ryan Wypiszynski is a financial advisor with Mass Mutual Investors Services in Sunnyvale, CA, holding Series 63 and Series 66 credentials and 10 years of industry experience. He worked at Thrivent Investment Management Inc and Thrivent Financial for a decade before joining Mass Mutual Investors Services and MassMutual in 2026. 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 ongoing financial planning, asset management, and educational programs, structuring financial planning as annual collaborative engagements using firm-approved analytical tools.

Jezza Pimentel is a financial advisor at Morgan Stanley with nine years of industry experience. He has worked at Morgan Stanley since 2019 and previously held roles at JPMorgan Chase Bank NA, JPMorgan Securities LLC, and BancWest Investment Services. Pimentel holds a Series 66 designation and is based in Palo Alto, CA. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support its financial planning process.

Anil Gulati is a ChFC®-designated financial advisor with 43 years of industry experience, currently with OSAIC since 2024. His previous experience includes roles at Woodbury Financial Services, Equitable Advisors, and Mony Securities Corporation. He serves as a director of the Indian Chamber of Commerce, a nonprofit organization. OSAIC serves a broad mix of retail and institutional clients via a multi-advisor platform offering brokerage and advisory services. The firm emphasizes model-based asset allocation and portfolio optimization, supporting a variety of investment programs and third-party manager options.

Carmen Ibrahim is a financial advisor at Merrill with nine years of experience, including one year at Lending Club prior to joining Merrill. She holds the Series 66 designation and is based in Palo Alto, CA. 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 a range of clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Yunhe Chao is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and possessing six years of industry experience. Prior to joining J.P. Morgan Securities in 2019, Chao held roles in various retail and educational companies, including L'Occitane Inc. and Ponddy Education Inc. Outside of finance, Chao has been involved with Coodo Pet Bakery & Boutique LLC from 2022 to 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of advisors, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities.

Deborah Ebert is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at Wells Fargo Clearing since 2016 with a brief period at Merrill in 2021-2022, as well as experience at UBS Financial Services from 2007 to 2010. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Seibel is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as Vice President at Fisher Investments from 2001 to 2024. Over his career spanning more than 20 years, John has worked with thousands of high-net-worth investors to plan, build, and protect their unique financial needs. He holds a California Insurance License, which supports his professional capabilities in financial consulting. Outside of his professional work, John has personal interests in baseball, family activities, fitness, movies, and tennis.

Nora Yeh Shen is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. She previously worked at Cetera Investment Services and Technology Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, wrap and model portfolio programs, and institutional platforms, utilizing various investment strategies supported by research and technology tools.