Arian Panahpourtehrani is a financial advisor with Merrill in San Jose, CA, holding a Series 66 designation and beginning their industry experience in 2026. Prior to joining Merrill, Arian worked at Bank of America from 2019 to 2026, Citi Bank from 2017 to 2019, and Sears from 2015 to 2017. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ting O'Connor is a financial advisor with UBS Financial Services in San Jose, CA, holding a Series 66 credential and 26 years of industry experience. Prior to joining UBS in 2023, O'Connor worked at Bank of America and Merrill. Outside of advisory work, O'Connor owns and manages a sole proprietorship investment related to a vacation home and is owner of a single-member LLC used for asset protection and liability management purposes. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities and wealth management services through a broad platform that includes financial planning, portfolio management, and market-making activities.

Michael Anki is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at First Republic Bank for six years and Andersen Tax for four years. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Alan Huynh is an Investment Consultant at Fidelity Investments, where he collaborates with clients to assist them in making informed decisions regarding their financial futures. He emphasizes understanding each client's goals, time horizon, and risk tolerance to offer personalized guidance. Prior to his current role, Alan worked as a Financial Consultant at Equitable Advisors from 2022 to 2025. He holds a California Insurance License. Outside of his professional work, Alan has interests in food, movies, outdoor adventures, pets, and theater.

Andrew Minker is a financial advisor at Equitable Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise for 27 years. He serves as a trustee for a personal trust. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Jacobo Koen Ruben is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Rockefeller Capital Management for six years and has additional experience at Financial Clarity and Willamette University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs. The firm also provides multi-manager fund advisory and serves as a commodity pool operator registered with the CFTC.

Joyce Irmer is Vice President and Financial Consultant at Fidelity Investments, a role she has held since 2020. She has been with Fidelity Investments since 2011, progressing through positions including Financial Services Associate, Financial Representative, Relationship Manager, Investment Consultant, and Financial Consultant. Her professional experience centers on wealth planning and financial consulting. Joyce holds a California Insurance License. She is dedicated to working closely with clients to develop and maintain customized financial plans tailored to their individual needs. Outside of her professional responsibilities, Joyce enjoys comedy, family activities, exploring food, parenthood, reading, and traveling.

Phuong Pham is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and 20 years of industry experience. Pham has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Timon Shaw is an Investment Consultant at Fidelity Investments, a role he has held since 2025. His approach centers on understanding clients' risk tolerance, investment preferences, and personal backgrounds to develop financial plans aimed at achieving financial freedom for individuals and families. Prior to his current position, Timon served as Associate Vice President of Private Markets at Upmarket from 2023 to 2024. He also has experience as a Financial Advisor and Client Associate at Merrill between 2019 and 2021. Timon holds a California Insurance License. Outside of his professional work, Timon has personal interests that include attending concerts, fitness activities, football, golf, and snowboarding.

Vy Dang is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of her advisory role, she operates a small e-commerce business selling used clothing and branded bags. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large-scale institutional advisory with brokerage and investment management capabilities. The firm offers asset allocation advice and investment manager searches on a non-discretionary basis, with recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Brian Lamb is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding a Series 66 designation and 18 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2011. 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 large team of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management services.

Paul Kim is a financial advisor with Stifel in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, before joining Stifel in 2018. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and municipal entities, operating alongside affiliated trust companies and banks.

Chi Kim is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Christopher Milner is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2018. Prior to that, he worked at Northwestern Mutual for one year and has experience in both financial services and corporate environments. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering model-based and discretionary investment strategies developed by internal and third-party managers.

Ian Foo is a financial advisor with LPL Financial in Palo Alto, CA, holding a Series 66 credential and bringing 14 years of industry experience. His prior roles include positions with Cetera Investment Services, MW Wealth Advisors, and Scottrade. He is also involved with Stanford Federal Credit Union in a financial institution capacity. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Andrew Liu is a CFP® and Series 66-registered financial advisor with Wells Fargo Clearing, based in San Jose, CA. He has 23 years of industry experience, including over a decade at Wells Fargo Clearing and prior experience at Wells Fargo Advisors, LLC. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary investment advisory options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jesus Maciel is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He has worked at various J.P. Morgan entities since 2016. Outside of his advisory role, he is an owner and partner of La Michoacana Plus, an ice cream parlor. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services that include asset-allocation advice, investment manager searches, and customized performance reporting on a non-discretionary basis.

Linh Truong is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has worked at Raymond James since 2012 and at First Tech Federal Credit Union since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Marcela Gonzalez is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She brings extensive experience in personal financial planning, emphasizing client engagement in the planning process to develop disciplined financial strategies. Prior to her current role, Marcela served as Vice President -- Investments and Private Client Advisor at JPMorgan Securities from 2012 to 2020. Her earlier experience includes positions as a Licensed Banker at Chase Bank from 2010 to 2012 and as a Registered Client Associate at Merrill Lynch from 2008 to 2010. She holds a California Insurance License.

Jeannie Mainland is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities. Mainland is based in San Jose, CA. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that supports both advisory programs and financial product sales.