Matthew Jacksteit is a CFP® professional with 14 years of experience in the financial industry, currently serving at Edward Jones since 2011. He participates actively in community affairs through roles including chairing the Business & Policy Committee of the Sunnyvale Chamber of Commerce and serving on the Measure G Citizens Oversight Committee in Sunnyvale, CA. Edward Jones is a full-service wealth management firm serving over four million clients across individual, institutional, corporate, and charitable sectors. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Rohn is a CFP® credentialed financial advisor with 13 years of industry experience, currently with Ameriprise in Campbell, CA. He previously worked at Edward Jones and held various roles in financial services and technology firms including Lyft, Facebook, and Bank of America. Outside of his advisory work, he serves as Vice President on the Board of Trustees for the Mountain View DeAnza Masonic Lodge and works as a driver for Lyft. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach incorporates proprietary research and third-party data within a defined investment universe linked to its affiliated products and distribution arrangements.

Niya Xie is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. Her prior roles include positions at JPMorgan Chase Bank and its securities affiliates. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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.

Steven Chang is a financial advisor with LPL Financial who holds Series 66 and Series 63 licenses and has 23 years of industry experience. His prior roles include positions at Beacon Pointe Wealth Advisors and Ameriprise. Outside of advising, he is registered as an insurance agent focusing on non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, third-party asset management, and institutional platforms, supported by extensive research and technology tools.

Alison Jones is currently the Branch Leader at Fidelity Investments in Campbell, where she works with her team to facilitate relationships with clients and develop positive lifetime partnerships. She has been with Fidelity since 2018, advancing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, she worked in new client development at TD Ameritrade. Alison holds a California Insurance License. Outside of her professional responsibilities, she enjoys cooking and baking, exploring food as a foodie, gardening, running, playing tennis, and traveling.

Susan Markham is a financial advisor at UBS Financial Services with 23 years of industry experience. She has held positions at Morgan Stanley from 2009 to 2022 before joining UBS in 2022. Her credentials include Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management, offering services such as futures commission merchant activities, principal trading, and proprietary research.

Cameron Briggs is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He has held various positions within Fidelity Investments since 2021, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to his tenure at Fidelity, Cameron gained experience as a Wealth Management Intern at Morgan Stanley from 2019 to 2020. Cameron is licensed with a California Insurance License, enabling him to provide investment and retirement guidance tailored to the unique situations of his clients. He utilizes historical data and Fidelity's statistical analysis to partner with clients and offer suggestions throughout each phase of their financial circumstances. Outside of his professional work, Cameron has interests in baseball, fitness, social events with friends, horseback riding, and surfing.

Nida Memon is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with 19 years of industry experience. Prior to joining Morgan Stanley in 2025, she worked at JP Morgan Chase Bank and J.P. Morgan Securities from 2023 to 2025, and held roles at First Republic Securities Company and First Republic Investment Management from 2022 to 2023. Her earlier experience includes six years at Wells Fargo Clearing and two years at Ameriprise. Morgan Stanley Wealth Management provides a range of advisory services to both individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses methodologies such as Secular Return Estimates and Monte Carlo simulations in its financial planning process.

Steven Zeller is a financial advisor at Wells Fargo Clearing with 27 years of industry experience. He has held positions at Wells Fargo Clearing since 2016 and previously worked at A. G. Edwards & Sons, Inc. from 2001 to 2008. He holds a Series 63 designation and is based in Palo Alto, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm combines research and analytics with diversification principles to evaluate investment options and offers both brokerage and advisory solutions through a large network of financial advisors.

David Le is a financial advisor at J.P. Morgan Securities with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various roles since 2013, including positions at GMGB, Inc and JPMorgan Chase Bank, N.A. Outside of finance, he was involved with Stella Boo Corporation, operating a dessert and drinks business for six years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes ESG considerations, supporting clients in making informed investment decisions.

Eric Weitz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients in the financial services industry since 1996, bringing over 29 years of experience managing individual wealth through various market cycles. Eric focuses on a comprehensive and disciplined approach to wealth management, beginning with listening carefully to clients' needs to deliver personalized financial strategies aligned with their long-term goals. His areas of expertise include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, tax minimization, and individual and corporate investment strategies. Eric emphasizes simplicity and transparency in investing, aiming to help clients pursue objectives such as funding education, ensuring retirement income sustainability, managing health care costs, and facilitating wealth transfers across generations. Eric graduated from San Jose State University in 1994 with a B.S. in Finance and a minor in Economics. He holds the Personal Investment Advisor (PIA) professional designation. Based in San Jose, he enjoys spending time with his wife Christine and their two children. Eric's personal interests include baseball, camping, fishing, football, golfing, scuba diving, and soccer. Growing up in the San Francisco Bay Area, he is an avid supporter of local sports teams including the San Francisco Giants, 49ers, and Sharks.

Laura Barberian is a financial advisor at Morgan Stanley with 33 years of industry experience. She has held roles at Morgan Stanley Private Bank, Wells Fargo Clearing, and UBS Financial Services. Barberian also serves as a trustee and co-trustee in a trust-related capacity outside of her advisory role. Morgan Stanley Wealth Management provides advisory and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets through a structured planning approach and a wide range of investment programs.

Emiliano Siqueiros is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Door Dash. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Eli Pao is a financial advisor at Charles Schwab with 30 years of industry experience. He has been with Charles Schwab since 2000 and has held roles at both Charles Schwab Bank SSB and Charles Schwab. He holds Series 63 and Series 65 designations. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering a multi-asset investment approach supported by centralized custody and operational infrastructure.

Vanessa De Ingardia is a CFP® with 28 years of industry experience, currently serving at Raymond James Financial. She has been a Certified Divorce Financial Analyst (CDFA) since 2016 and has worked with Raymond James Financial Services Advisors, Inc. since 2011. She operates a branch under the name Blue Diamond Wealth Management in Campbell, CA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers various advisory programs alongside municipal and public finance services.

John Bach is a financial advisor with J.P. Morgan Securities based in Santa Clara, CA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with J.P. Morgan Securities since 2012 and previously worked at Wamu Investments Inc. Outside of finance, he owns Bach Apparel, a screen printing business managed through a third-party vendor. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative and qualitative research with forward-looking capital market assumptions to support its advisory process.

Karen Glomb is a Series 66-licensed financial advisor at Wells Fargo Clearing with 18 years of industry experience. She has held positions at several major firms, including J.P. Morgan Securities and UBS Financial Services. Glomb is based in Palo Alto, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research and analytics with diversification principles and modern portfolio theory to provide both brokerage and advisory solutions.

Paul Mills is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Clavius Wealth Management and has a background that includes roles in education and community involvement, including ongoing work with ADVNC Lacrosse since 2022. 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 that utilizes structured discovery processes and firm-approved tools.

Aicha Fofana is a Financial Advisor at Merrill Lynch Wealth Management based in the Palo Alto office. She collaborates closely with clients to understand their unique financial goals and offers personalized guidance to assist with building, managing, and preserving their wealth. Prior to her current role, Aicha worked as a Relationship Manager, where she gained experience supporting clients in achieving their financial objectives. Her career has been centered on fostering long-term relationships rooted in trust and communication. Aicha holds FINRA Series 7 and Series 66 registrations and has earned the Chartered Retirement Planning Counselor™ (CRPC) designation. She obtained her Bachelor's Degree from Franklin & Marshall College and remains committed to staying informed about industry developments to provide clients with thoughtful and informed financial guidance.

Wendy Banks is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab and its affiliated entities since 2013. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts. The firm is notable for its integrated structure, combining advisory, brokerage, custody, and alternative investment services within a single platform.