Weijia Guo is a financial advisor with Merrill and holds Series 63 and Series 66 designations. Guo has seven years of industry experience, including prior roles at The Prudential Insurance Company of America and Pruco Securities, LLC. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Raphael Anaya is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and eight years of industry experience. His career includes positions at Wells Fargo, Mechanics Bank/LPL, and JP Morgan Chase, as well as a brief role outside finance at Mariachi Mexican Grill. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment options alongside integrated brokerage, custody, and financial planning services.

Joseph Wraga is a financial advisor with Charles Schwab in San Francisco, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with various Schwab entities since 2013, including Charles Schwab Trust Bank and Charles Schwab Investment Advisory, Inc. Charles Schwab & Co., Inc. serves a large client base of 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, leveraging multi-asset model portfolios and alternative investment options.

Maria Santos is a financial advisor with LPL Financial in Fremont, CA, holding a Series 66 designation and three years of industry experience. She previously worked at Fremont Bank from 2018 to 2022 and at Comerica Bank and Silicon Valley Bank in earlier roles. In addition to her advisory work, she serves as a notary in Fremont. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management.

Brian Krebs is a financial advisor with J.P. Morgan Securities in Pleasanton, CA, holding a Series 66 designation and 16 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Posh Mommy and The Pitching Center. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm delivers these services on a non-discretionary basis, combining large institutional advisory operations with broker-dealer and investment adviser registrations.

Jenny Lee is a financial advisor at Merrill with five years of industry experience and a Series 66 designation. She has worked at Bank of America, N.A. and Merrill since 2020, and previously spent nine years at American Express. Outside of her advisory role, she owns Greyfin Management LLC, a business involved in importing car floor mats from Taiwan. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes integrated manager selection, tax-efficient capabilities, and benefits from its affiliation with Bank of America and related entities.

Cristiana Da Silva is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Bank. Da Silva is based in San Francisco, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Claudia Correa is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 15 years of industry experience. She previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Morgan Stanley Smith Barney LLC in 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Kaitlyn Zawada is a financial advisor at Osaic with five years of industry experience. She holds a Series 66 credential and previously worked at Lincoln Financial Advisors Corporation for five years. In addition to her advisory role, she is licensed to offer fixed insurance products, including annuities and life insurance. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm uses a range of asset-allocation tools and supports multiple advisory platforms, including third-party managed account solutions.

Robert Anderson is a financial advisor with UBS Financial Services in San Mateo, CA, holding a Series 63 license and 47 years of industry experience. He has been with UBS since 2001. Anderson serves as a member of the FINRA Market Regulation Committee, participating in quarterly meetings that influence regulatory oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor strategies to clients' goals and risk tolerances.

Hannah Young is a financial advisor at Charles Schwab with five years of industry experience. She holds a Series 66 designation and has worked at Charles Schwab & Co., Charles Schwab Bank, TD Ameritrade, Vector Marketing, and Impact Martial Arts. 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 and discretionary investment management, using multi-asset model portfolios and a centralized operational structure.

Yun Doreen Ge is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. She has been with J.P. Morgan Securities since 2017 and has involvement in several LLCs, primarily as a passive owner of rental property entities. J.P. Morgan Securities 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Leanne Skelly is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for 12 years before joining LPL Financial in 2022. 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 financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and specialized programs for institutional clients.

Adam Anakota is a financial advisor with Wells Fargo Clearing in Fremont, CA, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Bank of America, Merrill, HSBC Securities, and HSBC Bank USA. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Grace Nash is a financial advisor with Morgan Stanley, holding a Series 66 designation and 17 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and has been with Morgan Stanley Private Bank, N.A. since 2020. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both retail and employer-based financial planning solutions.

Marquez Parnell is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan Securities, he worked at First Republic Bank, Wells Fargo Bank, and Nordstrom. Outside of his advisory role, he owns and operates Fudgel LLC, a local Bay Area business specializing in clothing decoration. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Phillip Jerome is a financial advisor with Charles Schwab in Oakland, CA, holding Series 63 and Series 66 designations and 30 years of industry experience. He has been with Charles Schwab since 2006. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering bundled advisory, brokerage, custody, and cash-sweep services. The firm combines non-discretionary client relationship models with access to discretionary separately managed accounts and employs multi-asset model portfolios supported by in-house research.

Thuy Khanh Tran is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan entities since 2014, including JPMorgan Chase Bank, N.A. Since 2014, she has been associated with JP Morgan Securities LLC. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Vicky Wong is a financial advisor with J.P. Morgan Securities in San Carlos, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2017, following a one-year break in 2016–2017. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Tom Gai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC since 2016. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.