Wei Zhai is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to joining Schwab, Wei worked at PointNemo Enterprise for two years and has an academic background that includes positions at Central University of Finance and Economics and the University of Bristol. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and related services, offering a combination of non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Laura Leavitt is a CFP®-certified financial advisor with over 30 years of industry experience. She is currently with Cetera and has held roles at several firms including Voya Financial Advisors and Good Life Financial Group. Leavitt is also president of Sam Granato Insurance Services, Inc., an insurance agency she has managed since 1993. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Bianca Cross is a Series 66-licensed financial advisor at J.P. Morgan Securities with 14 years of industry experience. She has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously held positions at Cetera and Wells Fargo. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Meilue Vang is a financial advisor at Wells Fargo Clearing with six years of industry experience. Prior to joining Wells Fargo in 2025, Vang spent 20 years at Morgan Stanley. He holds a Series 66 designation. 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 offers both brokerage and advisory solutions.

Andrew Dibono is a financial advisor with Wells Fargo Clearing in Santa Clara, CA, holding a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo Clearing in 2020, he worked at San Francisco State University and De Anza College. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm offers investment policy statement preparation, investment recommendations, performance reporting, participant education, and discretionary plan-level investment selection, with an advisory process grounded in modern portfolio theory and tailored to plan objectives and risk tolerances.

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.

Steven Chang is a financial advisor with LPL Financial in Los Gatos, California, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Beacon Pointe Wealth Advisors and Ameriprise. Outside of advising, he is also licensed as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to a wide range of clients, including individuals, retirement plans, banks, and institutions. The firm offers various financial planning and asset management solutions supported by extensive operational and research tools.

Ali Alomari is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work experience includes roles at Tesla, Excite Credit Union, Nissan of Gilroy, and in M&A Market/Plaza Minimart. Ali is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction, managing both discretionary and non-discretionary portfolios across mutual funds, ETFs, and ETPs.

Sarah Clish is a CFP®-certified financial advisor with Ameriprise in San Jose, CA, and has 24 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves on the boards of the Mission Valley Chorus and the Rotary Club of San Jose and teaches water aerobics at the Central YMCA. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Phil Cunningham is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2009 and previously worked at Citigroup Global Markets. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets, and offers a variety of investment and planning tools as part of its advisory process.

Michael Yoshihara is a financial advisor with Osaic Wealth, Inc. in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Osaic Wealth since 2018 and previously worked at Signator Investors, Inc. from 2016 to 2018. Outside of his advisory role, he is a music instructor specializing in saxophone and serves as a partner advising the operations of a Japanese language school. Osaic Wealth, Inc. serves a diverse clientele including individual investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, leveraging asset-allocation tools and third-party managers to offer multifaceted portfolio solutions.

Laurie Rudd is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 66 designation and 27 years of industry experience. She 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 plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is based on investment policy statements and modern portfolio theory, with an emphasis on tailored plan objectives and risk tolerances, including a discretionary 3(38) option and a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Bart Smith is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Wells Fargo Advisors LLC, Wells Fargo Investments, Wamu Investments, and UBS Financial Services. 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 offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Christian Lopez is a financial advisor at Wells Fargo Clearing with a Series 63 designation and no industry experience prior to joining the firm. He has been associated with Wells Fargo Bank, N.A. since 2000. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Yun Sum Fung is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. Prior to joining Merrill and Bank of America in 2019, Fung worked at the University of California, Los Angeles, and San Joaquin Delta College. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, along with account administration and custody support.

Ronald Chapman is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 designations and bringing 35 years of industry experience. He has worked with RBC Capital Markets since 2013 and has also been with City National Bank since 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

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.