Zubair Hakimi is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved in managing a rental property in Fremont, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds supported by a nationwide network of more than 23,000 financial advisors.

Saumya Batra is a financial advisor with Fidelity in Dublin, CA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Fidelity Investments in 2024, Saumya held various roles at Wells Fargo entities from 2017 to 2023. Fidelity’s Strategic Advisers LLC division offers investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm is notable for its roles as a commodity pool operator, advisor to registered investment companies, and use of AI and systematic methodologies in portfolio management.

Ann Chen is a financial advisor at J.P. Morgan Securities with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including JPMorgan Chase Bank, Charles Schwab, Fremont Bank, New York Life Insurance, and Massachusetts Mutual Life Insurance. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis.

Francisco Barajas is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2017. He initially joined Fidelity Investments in 2013, progressing through positions including Investment Consultant and Financial Consultant. Prior to his tenure at Fidelity, Francisco worked as a Financial Advisor at Ameriprise Financial from 2006 to 2013. Since 2006, Francisco has worked with numerous clients on investment planning, retirement planning, income protection, estate planning considerations, and financial conversations. He holds a California Insurance License, supporting his work in income protection and estate planning. Francisco is committed to helping clients achieve their financial goals through wealth planning and values the success of his clients as integral to his own.

Dean Thompson is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. 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 modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Selina Soo is a financial advisor with Ameriprise in Burlingame, CA, holding a Series 63 designation and over 31 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as president on the board of directors for the Asian Women Resources Center. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Wenjun Luo is a Financial Advisor based in Orlando, Florida, specializing in family wealth management strategies, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. At Merrill Lynch Wealth Management, Wenjun focuses on helping individuals and families develop short-, mid-, and long-term financial goals by taking the time to understand their unique needs and priorities. Fluent in Mandarin, Wenjun serves clients from diverse cultural backgrounds and is equipped to provide financial guidance that reflects their specific situations. Wenjun holds professional designations as a Chartered Financial Analyst (CFA) and Personal Investment Advisor (PIA). Throughout his work, he offers expertise in financial planning, investment management, retirement planning, and asset preservation. In addition to providing personalized financial advice, Wenjun can connect clients to Bank of America specialists for banking, credit, lending, and small business solutions. Outside of his professional role, Wenjun has personal interests in pickleball, skiing, and tennis. He is actively involved in the Orlando pickleball community, reflecting his engagement both professionally and personally within the local area.

Jonathan Brown is a financial advisor with Ameriprise Financial Services in Fremont, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved in independent insurance brokering and also works as a driver for Lyft, DoorDash, and Uber. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on a combination of investment research, third-party data, and algorithmic tools.

Michael Ting is a Senior Financial Advisor at Merrill Lynch Wealth Management. He focuses on developing personalized financial strategies tailored to each client’s individual goals. By drawing on insights from Merrill and leveraging the banking and lending services of Bank of America, he aims to provide flexible wealth management solutions responsive to changing market conditions. Michael holds a Bachelor's Degree from Northwestern University and has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He communicates with clients in English, Mandarin, and Yue (Cantonese). Committed to community involvement, Michael participates in local volunteer organizations in line with Merrill’s tradition of community service.

Georgina Jui is a financial advisor with Charles Schwab in Dublin, CA, holding Series 63 and Series 65 licenses and possessing 43 years of industry experience. She has been with Charles Schwab since 1988, except for a brief period at TD Ameritrade from 2023 to 2024. 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, written advice policies, and alternative investment due diligence.

Mohammad Shams is a financial advisor with Wells Fargo Clearing in Castro Valley, CA, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has worked at Wells Fargo Clearing Services LLC since 2017 and Wells Fargo Bank NA since 2016. Outside of his advisory role, he provides part-time transportation services with Uber in San Francisco. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines extensive assets under management with research-driven investment approaches and provides both brokerage and advisory solutions.

Rachelle Nguyen is a financial advisor with Ameriprise in Danville, CA, holding a Series 66 credential and nine years of industry experience. She has worked at Ameriprise since 2020 and previously operated as a self-employed professional. Outside of advising, she serves on the board of the National Charity League, Inc., and is secretary of The Women’s Empowerment Network at Ameriprise Financial. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency strategies to deliver tailored non-discretionary recommendations supported by a centralized consulting team.

David Traverso is a financial advisor with Morgan Stanley in Oakland, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Priti Manglik is a Series 66-registered financial advisor at Morgan Stanley with 18 years of industry experience. Her prior roles include positions at Commonwealth Financial Network, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank. She is based in Pleasanton, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and models such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Valerie Tu is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial in Fremont, CA. Her work history includes roles at BMO Bank NA and BancWest Investment Services before joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios and retirement plan consulting, supported by research and advanced management technologies.

Kylee Harrison is a financial advisor at LPL Financial based in Fremont, CA. She holds a Series 66 designation and has been with LPL Financial since 2025. Prior to her current role, her background includes positions in education and banking. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and technology-driven solutions.

Rajani Gangalvoi is a financial advisor with Charles Schwab based in San Ramon, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining Schwab in 2021, she worked at Wells Fargo in various roles from 2015 to 2021. Outside of her advisory work, she serves as vice president and board member of the nonprofit Tri Valley Kannada Sangha. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering integrated advisory, brokerage, custody, and cash management services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and has a distinctive operational model that supports a broad range of client needs.

Leonidas (Leo) Maheras is a CFP® certificant with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2009. He operates in San Mateo, CA, and has prior experience running Maheras Wealth Management, which focuses on fixed annuities, life insurance, term insurance, and long-term care insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Ryan Lowenstein is a financial advisor at OSAIC based in San Mateo, CA, with five years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Financial Advisors for seven years and DoorDash for five years. In addition to his advisory role, he performs as a DJ at bars and events in the San Francisco area. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct portfolios that include a range of investment products and manages accounts on both discretionary and non-discretionary bases.

Musetta Li is a CFP®-certified financial advisor with 26 years of industry experience, currently with J.P. Morgan Securities LLC since 2017. She previously worked at Schwab Private Client Investment Advisory, Inc. and Charles Schwab, where she spent a combined 23 years. Outside of her advisory role, she manages a rental property in San Francisco. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities and delivers its program on a non-discretionary basis.