Lisa Furlong is a CFP®-certified financial advisor with 21 years of industry experience. She is currently with Cetera and has previously worked at Avantax and LPL Financial. She is a partner at Mayer & Associates Advisory LLC, where she provides financial planning and investment advisory services. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts, offering diverse portfolio management and advisory services through a large network of independent advisors.

Jacqueline Mayer is a CFP® certificant with 44 years of industry experience, currently advising at Cetera. Her career includes roles at Avantax Investment Services and LPL Financial, as well as managing her own firm, Mayer & Associates Advisory LLC. Outside of her advisory work, she manages a separate business that involves leasing office space. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of portfolio management and advisory services through a network of over 10,000 advisors.

Andrea Trudeau is a financial advisor at Osaic with a ChFC® designation and 37 years of industry experience. She has held positions at ABD Insurance & Financial Services, Foothill Securities, Massachusetts Mutual Life Insurance Company, and Securities America Advisors. In addition to her advisory role, she serves as an executive vice president and shareholder of Newfront, a firm specializing in employee benefits consulting and insurance brokerage services. Osaic Wealth serves a broad range of retail and institutional clients, offering both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach focuses on model-based asset allocation and portfolio optimization, supporting various strategies including discretionary management and third-party manager selection.

Benjamin Raney is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 66 and Series 63 licenses and seven years of industry experience. His prior work includes roles at Bond Pavement and Willard Hicks Grill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research to build model asset allocations, incorporating an ESG eligibility framework.

Dongyong Zhou is a CFA® charterholder with nine years of industry experience, currently serving as a financial advisor at Charles Schwab. His prior experience includes roles at Edward Jones, JP Morgan Chase Bank, CUSO Financial Services, and Powell Financial Group. Outside of his advisory work, he manages two rental properties. Charles Schwab serves a large client base, 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 combines non-discretionary advisory relationships with access to affiliated discretionary strategies, supported by a centralized operational structure.

Savada Kong is a financial advisor at Fidelity with six years of industry experience. Her prior roles include positions at Edward Jones and New York Life Insurance Company. Outside of her advisory work, she manages a dog vlog channel where she edits and posts videos featuring her dog. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jacob Whitaker is a financial advisor with LPL Financial in Campbell, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mariner Independent Advisor Network, THE Financial Services NETWORK, and Whitaker & Associates. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lee Michael Murphy is a financial advisor with OSAIC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Securities America Advisors, RNP Advisory Services, and Foothill Securities. He has also been involved with the Morgan Hill Community Foundation for over a decade and sells term and permanent life insurance on the side. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporate clients, offering both brokerage and advisory services across various programs. The firm utilizes a model-based investment approach with tools for asset allocation, portfolio optimization, and rebalancing, supported by a complex affiliate network and a variety of program options.

Erik Torres is a financial advisor with Merrill, holding a Series 66 designation and six years of industry experience. He previously worked at Citibank from 2013 to 2017 and has been with Merrill and Bank of America since 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Hung Vu is a financial advisor with Ameriprise in Gilroy, CA, holding a Series 63 designation and 35 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1990. Outside of his advisory role, he has provided a personal loan to a long-term friend. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its extensive institutional platform.

Dan Hogan is the Vice President and Branch Leader at Fidelity Investments, a role he has held since 2025. In this capacity, he leads a team of financial professionals, focusing on delivering a world-class experience for clients and upholding Fidelity's Standards of Care. His professional experience spans several positions in the financial services industry, including Financial Consultant at Charles Schwab from 2022 to 2025, and various roles at Ameriprise Financial from 2013 to 2022, such as Branch Manager, Regional Sales Manager, and Financial Advisor. Dan holds a California Insurance License. Outside of his professional responsibilities, Dan's personal interests include art, cars, music, pets, snowboarding, and traveling.

Christopher Koyama is a Financial Consultant currently with Fidelity Investments, where he has worked since 2021. Prior to this, he held the position of Financial Consultant at E*TRADE Financial from 2018 to 2021, and served as a Private Client Advisor at Bank of the West from 2015 to 2018. Christopher holds a California Insurance License, supporting his work in wealth planning and financial consulting. His professional approach centers on building transparent relationships tailored to client priorities, leveraging his team's dedication and Fidelity's network to develop customized strategies. Outside of his professional role, Christopher is engaged in family activities, parenthood, and caring for pets.

Eric Anderson is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America, N.A. Prior to his current role, he was at these firms for a decade each. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s process combines systematic quantitative screening with qualitative research, incorporating forward-looking capital market assumptions and an ESG eligibility framework.

Dimitar Kotov is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.

Thao Nguyen is a Planning Consultant at Fidelity Investments, a role she has held since 2023. She focuses on assisting clients in utilizing Fidelity's resources to pursue their financial goals. Thao emphasizes sharing knowledge and aims to empower clients to confidently manage the complexities of their financial situations. Thao's experience at Fidelity Investments includes previous positions as a Relationship Manager from 2022 to 2023 and as a Financial Representative from 2021 to 2022. She holds a California Insurance License.

Drake Kelly is a financial advisor with MassMutual Investors Services holding a Series 66 credential and has been in the industry since 2026. Prior to joining MassMutual, he worked at XILO and Optyo, and has experience with various fitness and service-oriented roles. He has also served in the Army National Guard. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning process using firm-approved software and provides specialized programs including estate settlement and divorce planning.

Bao Dinh is a financial advisor at Merrill with 11 years of industry experience. He holds the Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2012. 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 using model-based and discretionary investment strategies.

Albert Rodriguez is a financial advisor with LPL Financial in Morgan Hill, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. His background includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities LLC, Bank of America, Merrill, and BMO Harris Bank. He has also worked with sports and venue-related companies such as the Forty Niners SC Stadium Company LLC and Populous, The Teams Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes and investment approaches.

Cynthia Lloyd is a financial advisor at Fidelity with Series 65 and Series 66 licenses and three years of industry experience. Her background includes roles at Fisher Investments and Discovery Senior Living, where she worked in a senior living facility and occasionally served as a concierge. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, employing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios that utilize mutual funds, ETFs, and ETPs.

Volter Davoudi is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He has previously worked at UBS Financial Services and Wells Fargo Clearing. He is registered with Series 63 and Series 65 credentials. 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 range of planning options and integrates advisory services with various financial product offerings and referral channels.