Miguel Jimenez is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2021, following a 15-year tenure at Merrill. 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, distribution, and investment management capabilities.

Ryan Seay is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. He is based in San Jose, CA. 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 and financial planning services supported by proprietary tools and methodologies, managing approximately $2.74 trillion in client assets.

Samantha Williams is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position she has held since 2024. She has been with Fidelity Investments in various roles since 2011, including Financial Consultant, Planning Consultant, and Senior Relationship Manager. Prior to joining Fidelity, Samantha worked at JPMorgan Chase as a Licensed Personal Banker and at E*TRADE FINANCIAL as an Executive Services Specialist. She also held a position with American Express Financial Advisors. Samantha holds a California Insurance License. She is focused on building long-term relationships with clients and their families, emphasizing trust and collaboration to develop holistic financial plans tailored to their unique experiences and goals. Outside of her professional career, Samantha enjoys cooking and baking, participating in family activities, caring for pets, reading, traveling, and volunteering.

James Gagnon Jr. is a Series 66-licensed advisor with 26 years of industry experience. He is currently with LPL Enterprise and has held positions at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in non-variable health insurance activities related to Prudential. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products via its integrated platform.

Seongu Lee is a financial advisor at Merrill with Series 66 and Series 63 credentials and one year of industry experience. Prior to joining Merrill in 2025, he worked at Bank of America, J.P. Morgan Securities, and JPMorgan Chase Bank. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tri Nguyen is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, Tri serves as an advocate for clients, collaborating to develop financial plans tailored to each family's unique needs. Tri emphasizes thoughtful strategy development, identifying opportunities for improvement, and maintaining open, ongoing communication. Tri has professional experience in the financial services industry, having served as a Premier Banker at Wells Fargo from 2021 to 2023 and as a Financial Solution Advisor at Bank of America from 2016 to 2021. Tri holds a California Insurance License. Outside of work, Tri has interests in badminton, exploring food as a foodie, and spending time with pets.

Yanming Lin is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise for eight years before joining J.P. Morgan in 2026. 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, distribution, and investment management capabilities.

Heather Wong is a financial advisor at Morgan Stanley in Palo Alto, CA, with six years of industry experience. She holds a Series 66 designation and has worked at several firms including Bank of America, Merrill, and Ameriprise Financial. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services that include structured planning but generally does not act as an ERISA fiduciary unless separately engaged.

Brian Kadan is a financial advisor at Edelman Financial Engines in Santa Clara, CA, holding Series 63 and Series 65 licenses. He has experience working previously at West Marine and Boston Scientific and has been with Edelman Financial Engines since 2024. Prior to his financial advisory role, he spent nearly two decades at Bay Club Redwood Shores. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm’s investment process emphasizes diversified model portfolios, periodic rebalancing, and a long-term orientation, with offerings that range from planner-led wealth management to online advice platforms.

Renee Hurni Gray is a financial advisor at Merrill with 22 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2008. The firm, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. Merrill offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Cathy Ha is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. Her prior roles include positions at Merrill Lynch, Citibank, and East West Bank. 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 with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative investment onboarding process.

Vuong Le is a financial advisor at Merrill with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several institutions including JPMorgan Chase Bank and Bank of America. 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. The firm offers model-based and discretionary investment strategies supported by internal and third-party portfolio managers, serving individuals, high-net-worth clients, and institutional investors.

Jennifer Cardoza is a financial advisor at Edward Jones with Series 66 credentials and five years of industry experience. She worked at Merrill for 20 years before joining Edward Jones in 2024. Outside of her advisory role, she serves as an office manager for a pest control company, where she manages client communications and website maintenance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Dayna Sumiyoshi is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Min Ma is a financial advisor with LPL Financial in Sunnyvale, CA, holding Series 63 and Series 66 licenses and 22 years of industry experience. Ma has been with LPL Financial since 2009. Outside of advisory work, Ma is involved in providing in-home supportive services. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with investment options supported by LPL Research and third-party subadvisors.

Christopher Raddie is a financial advisor with Mass Mutual Investors Services in San Jose, CA, holding the ChFC® designation along with Series 66 and Series 63 licenses. He has 11 years of industry experience, including 10 years with MassMutual Life Insurance Co and MML Investor Services, LLC. He is also an agent with Silicon Valley Financial Group, focusing on group health. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements utilizing firm-approved analytical tools and offers specialized programs including divorce planning and estate-settlement services.

Jeffrey Di Bono is a financial advisor with Wells Fargo Clearing in Santa Clara, CA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as co-trustee for his parents' investment-related trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Peter Seyedi is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Wells Fargo, he worked at JPMorgan Chase Bank and Bank of the West. Outside of finance, he has a business interest in Prime Auto Works LLC, where he is involved in automotive rim repair and painting. 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 provides both brokerage and advisory solutions, utilizing research and analytics informed by diversification principles and modern portfolio theory.

Evelyn Huey is a financial advisor with LPL Financial in Fremont, CA, holding Series 63, 65, and 66 licenses and with 26 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner & Smith from 2013 to 2017 and has been with LPL Financial and Fremont Bank since 2017. Evelyn is also a commissioned notary in the State of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research and employs both discretionary and non-discretionary management strategies.

Aarushi Khurana is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior roles include positions at Ameriprise and Ducat Capital Partners. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios. The firm also serves as a commodity pool operator and advisor to multiple registered investment companies.