Aaron Moore is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 credential and nine years of industry experience. He has worked at LPL Financial since 2020 and previously at Securian Financial Services Inc. and Minnesota Life from 2016 to 2020. Moore is also associated with SGC Financial and SageCrest Wealth Management as part of his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Asako Thompson is a Series 66-licensed financial advisor at Morgan Stanley with 21 years of industry experience. She has worked at Unionbanc Investment Services for 20 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Kimbrely Gruidl is a financial advisor with LPL Financial in Fremont, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Her prior roles include positions at U.S. Bank and U.S. Bancorp Investments, and she has operated as a self-employed professional since 2005. She is also a Notary Public in Livermore, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual, institutional, and corporate clients through a national network of investment adviser representatives. The firm offers a broad range of advisory and financial planning services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Deepak Ganju is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with clients’ unique financial goals and life priorities. Drawing on the investment insights from Merrill Lynch strategists and the banking services of Bank of America, he supports clients in areas including retirement planning, family wealth management, education planning, international wealth management, and investment consulting for defined benefit and contribution plans. Deepak holds an MBA from California State University, San Francisco, and a Bachelor's degree from the University of Phoenix. He carries the Personal Investment Advisor (PIA) designation and communicates fluently in English and Hindi. Beyond his professional role, Deepak contributes to his community through involvement with the Kiwanis Club, the Indo American Community Federation, and immigrant services within the Indo American community. His approach centers on developing risk-averse, tax-efficient financial strategies to help clients preserve and build wealth in a manner that supports their long-term objectives. Deepak’s client focus spans a range of financial planning needs, and he emphasizes working closely with clients to create flexible plans that adapt to changing market conditions.

William Yates is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 1984 and joined Merrill Lynch in 2004. In his role, he collaborates closely with clients to design long-term strategies tailored to help achieve their individual life goals. William holds a Bachelor's Degree in Business/Economics from the University of California, Santa Barbara. He holds the Personal Investment Advisor (PIA) designation. His consultative process customizes solutions based on each client's risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. He supports clients in planning for retirement, education funding, home purchases, business growth, legacy building, and philanthropic efforts. Outside of his professional duties, William serves as Chair of the BACCV.

Robert Haeusslein is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing 38 years of experience to his role. Since joining Merrill in July 1984, he has focused primarily on serving high net worth individuals, offering expertise in areas such as college education planning, divorce transition planning, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, portfolio management, special needs planning strategies, tax minimization, and retirement income. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified Investment Management Analyst® (CIMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). His educational background includes a High School Diploma from Hillsdale High School. Outside of his professional work, Robert enjoys a variety of personal interests, including baseball, basketball, boating, fishing, football, gardening, golfing, reading, spending time with his family, and tennis.

Ali Darzi Larijani is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Open Invest Co., Matthew Zaheri Corporation, Plug and Play Tech Center, and Bloomberg L.P. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors.

Parker Bauman is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and with eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 and previously worked at Adlava, Schwartz Realty, and Schwartz Flansburg PLLC. Outside of his advisory role, Bauman coaches lacrosse at Sacred Heart Schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Melissa Knutson is a Financial Consultant at Fidelity Investments, a role she has held since 2023. She has been with Fidelity since 2022, previously serving as a Planning Consultant and Financial Representative. Melissa's professional experience includes positions at JPMorgan Chase as a Private Client Banker and Relationship Banker, as well as roles at Wells Fargo as a Personal Banker, Lead Teller, and Teller. Melissa holds a California Insurance License. She focuses on providing financial planning that is thoughtful and approachable, aiming to empower her clients by understanding their unique goals, values, and circumstances. Through this personalized approach, she offers unbiased guidance and clear action steps tailored to each client's specific needs.

Josephine Yap is a financial advisor at Morgan Stanley Wealth Management in San Jose, CA, holding Series 63 and Series 66 licenses with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a sole proprietor involved in real estate investments. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that emphasize advisory roles without individual security recommendations in standalone plans.

Lucy Mc Guire is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2018. She has eight years of industry experience and previously worked at Finet Mortgage of Saratoga for 11 years. Outside of her advisory role, she owns a seven-unit rental property in Sacramento, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.

David Calomese currently serves as Vice President and Branch Leader at Fidelity Investments, a position he has held since 2025. In this role, he focuses on fostering client and associate interactions that align with Fidelity's Standards of Care. Prior to this, David held leadership roles at major wealth management firms, including Managing Director and Market Executive at Merrill Lynch Wealth Management from 2021 to 2024, and Managing Director and Market Leader at Wells Fargo Advisors Wealth Management from 2014 to 2021. David holds a California Insurance License. Outside of his professional career, he has personal interests in art, golf, and skiing.

Robert Ostenberg is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior experience includes 15 years with Securian Financial Services Inc, Minnesota Life Insurance Company, and Sgc Financial & Insurance Services. He also offers retirement planning classes as part of his business activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various technologies across discretionary and non-discretionary management approaches.

Jia He is a financial advisor at Morgan Stanley with 15 years of industry experience. She has been with Morgan Stanley since 2014 and holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions. The firm offers tailored financial planning using structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Anthony Ditta is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on providing services including equity compensation, family wealth management strategies, liquidity management, portfolio management, small business strategies, tax minimization, and retirement income. His work addresses the complexities individuals face in achieving long-term financial goals amid demanding personal and professional schedules. Anthony holds a Bachelor's Degree from San Jose State University and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He emphasizes building long-lasting client relationships through personalized advice and collaboration with his team. Outside of his professional life, Anthony engages in various sports such as baseball, football, cycling, and golf, and enjoys activities including cooking, reading, skiing, and traveling. He also values spending time with his family.

Phillip Moehrke is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2014, including a role at Morgan Stanley Private Bank, N.A. since 2017. Based in San Jose, CA, his practice operates within a large institutional firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services that utilize structured discovery conversations and firm-approved tools to support client planning needs.

Judy Klink is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. She has been with the firm since 2000 and brings extensive experience in advising clients on wealth accumulation, preservation, and transfer through customized wealth management strategies. Her approach emphasizes understanding each client's unique financial goals to develop tailored strategies that address their specific needs. Judy holds a Bachelor's degree and a Master's degree in Economics with an emphasis in Finance from San Jose State University. She is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning Counselor™ designation, as well as the Personal Investment Advisor credential. She leverages the investment resources of Merrill Lynch Wealth Management and the banking services of Bank of America to assist clients in managing various aspects of their financial lives. Her client focus areas include education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, women and wealth, individual and corporate investment strategy, tax minimization, and retirement income. Judy is fluent in Yue (Cantonese), Mandarin, and English.

Miguel Castillo is a financial advisor with Wells Fargo Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with the Wells Fargo organization since 2009 in various roles. Outside of his advisory work, he owns CF4CAPITAL, Inc., a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu covering areas such as retirement, education, and special-needs planning, with tailored recommendations developed through proprietary research and tools.

Irina Shuvaeva is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she works as a caregiver and is a commissioned notary in California. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Zi Chen Liu is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, and Katten Muchin Rosenman LLP. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach involves structured discovery conversations and utilizes firm-approved tools to model outcomes, while clients are responsible for plan implementation and updates.