Shuai Wang is a financial advisor with Cambridge Investment Research Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Wang has been with Cambridge Investment Research Advisors since 2012 and has held multiple roles with affiliated firms since 2009. Outside of advisory work, Wang is involved as an owner and independent insurance agent in related insurance businesses. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services. The firm offers a range of investment implementation options through various custody platforms and proprietary and third-party model strategies, with a network of independent financial professionals tailoring approaches to client objectives.

Eric Susantio is a financial advisor at UBS Financial Services in San Jose, CA, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with UBS since 2008. Outside of advising, he has worked as a registry specialist at Macy's West. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, employing proprietary market research and model-based asset allocations tailored to client goals.

Marlina Kartawinata is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

David Hohl is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 47 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Rhett Hall is a financial advisor with UBS Financial Services in Campbell, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at UBS since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, Hall serves on the board of a non-profit football camp for athletes with Down Syndrome and coaches high school football. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and research-driven, model-based asset allocations tailored to client goals and risk tolerances.

Yuetong Chen is a financial advisor at Merrill with three years of industry experience. Chen holds Series 63 and Series 66 licenses and has worked previously at J.P. Morgan Securities and Bank of America, N.A. Outside of finance, Chen was involved with Palo Alto Hills Golf & Country Club for one year. 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. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Tevin Mercer is a financial advisor with Edward Jones in San Jose, CA, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and has prior experience in sales and hospitality, including roles at Cintas and Levy Restaurants. Outside of advisory work, he has been involved with hospitality services, working in box suites at the 49ers stadium during home games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory and investment solutions, including managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Zosky is a financial advisor at Morgan Stanley in Palo Alto, CA, with three years of industry experience. He holds a Series 66 designation and previously worked at Rimon PC and Royse Law Firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Yen Ting Lu is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill and other prominent firms including Bank of America, JP Morgan Chase Bank, and Citigroup. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Taniese Powell is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of finance, she has experience in the wellness industry through Loma Spa and has worked at De Anza College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and consulting primarily through non-discretionary advisory programs supported by a range of investment strategies and affiliated research.

Haidee Lin is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Based in San Jose, CA, Lin has spent her entire career with the firm. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cory Goligoski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1992, shortly after earning his Bachelor's degree in Economics from the University of California at Los Angeles. Cory brings over 30 years of experience in financial strategies, with a focus on areas such as stock options, retirement planning, and comprehensive wealth management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Cory works closely with families and individuals to develop long-term strategies that address wealth management, retirement income, tax minimization, executive compensation, and education planning among other priorities. Outside of his professional role, Cory is involved with the Hillsborough Little League and the Ronald McDonald House. His personal interests include baseball, biking, football, hiking, running, spending time with family, and traveling.

Jason Babcock is a financial advisor with Charles Schwab based in Los Altos, CA. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2002 and Charles Schwab Bank, SSB since 2005. 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 and alternative investment options.

Jahar Datta is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at WELLS FARGO Advisors, LLC. Outside of his advisory role, he has ownership in a rental property managed by a third party. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Joanne Gong is a financial advisor with Wells Fargo Clearing in San Jose, CA. She holds a Series 66 designation and has one year of industry experience. She has been with Wells Fargo Clearing since 1997, working within the firm for 29 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Katherine Lynne Seidel is a financial advisor at UBS Financial Services with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Edward Jones before joining UBS in 2016. Outside of her advisory role, she is involved with Santa Cruz Personal Training & Sports Rehab, where she contributes to marketing, advertising, and sales activities. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management through a broad platform of products, research, and capital markets services.

Michael Guimarin is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 credential. He has worked at Morgan Stanley and its Private Bank since 2025. Outside of his advisory role, he owns Learn Sensemaking, LLC, an education technology business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved planning tools and strategies.

Annelise Kettmann is a Financial Advisor and a member of The Kettmann Group, a family-led team at Merrill Lynch Wealth Management, with more than 35 years of experience. The group focuses on providing customized, goals-based financial strategies to help clients navigate their unique circumstances. Annelise specializes in assisting multi-generational families and business owners with wealth management, long-term planning, and strategies designed to grow, preserve, and transfer wealth. She holds a bachelor's degree from California Polytechnic State University and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Annelise speaks English and Spanish and is affiliated with the Junior League of San Jose. Outside of her professional work, Annelise is involved in community service through organizations such as Hunger at Home. Her personal interests include golfing, surfing, and tennis.

Tam Thanh Le is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Polaris Advisory Inc, San Jose State University, PremierOne Credit Union, Citibank, and Victoria’s Secret. Outside of his advisory role, he owns businesses involved in Amazon and eBay reselling. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and technology solutions.

Benito Barillas is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for six years at Seguros Antigua, Corredores de Seguros, S.A. Outside of his advisory role, he has a partial ownership interest in a house rental business in Antigua Guatemala. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.