Ping Lin is a financial advisor at Charles Schwab with five years of industry experience. They have held roles at Charles Schwab since 2022 and previously worked at TD Ameritrade from 2020 to 2022. Ping Lin holds the Series 66 and Series 63 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 offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts using multi-asset model portfolios and due diligence on alternative investments.

Phil Park is a financial advisor at Morgan Stanley with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2017, following a prior role at LendingClub. 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 supported by structured discovery conversations and firm-approved planning tools.

Austin Batista is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera since 2019, following prior roles at Foresters Advisory Services LLC and Foresters Financial. Cetera Investment Advisers LLC serves a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a nationwide network of over 10,000 advisors, operating a multi-manager platform that provides access to affiliated and third-party managers across multiple program structures.

Stephanie Smith is a financial advisor at Morgan Stanley with 20 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools, incorporating various modeling techniques without providing individual security recommendations as part of standalone plans.

Reno Petrini is a Wealth Management Advisor at Merrill Lynch Wealth Management. In his role, he focuses on creating personalized wealth management strategies tailored to clients' individual financial situations and goals. He takes the time to understand clients and their families, helping them design and implement customized approaches that adapt to changing needs and market conditions. Reno provides access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America to address various aspects of clients' financial lives. Reno's expertise encompasses legacy planning, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, retirement income, and serving clients in sports and entertainment. He holds several professional designations, including Chartered Advisor in Philanthropy (CAP), CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a Bachelor's Degree from Arizona State University. Beyond his professional responsibilities, Reno participates in community volunteer work in line with Merrill's tradition of community involvement. His personal interests include basketball, camping, cooking, hiking, and spending time with his family.

Ryan Duffy is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding a Series 66 designation and eight years of industry experience. Prior to joining UBS in 2017, he worked in the beverage industry with Eight Bridges Brewing and Wine Warehouse. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets solutions.

Eric Englund is a financial advisor with RBC Capital Markets and holds the Series 66 designation. He has 19 years of industry experience, including roles at RBC Capital Markets since 2008 and City National Bank since 2023. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual and institutional clients with tailored advisory programs that provide portfolio management, financial planning, custody, and brokerage services. The firm uses a mix of in-house and third-party investment managers and offers integrated capital markets and alternative investment solutions.

Jourdan Erik Sy is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2014. He holds a California real estate broker license and is also a notary public. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to client needs.

Maurice Storch is an International Wealth Advisor with Merrill Lynch Wealth Management. He leads a team of investment professionals, leveraging the global banking resources of Bank of America alongside Merrill Lynch’s investment capabilities to deliver comprehensive wealth management services to plan sponsors and corporate executives. With 23 years of experience in the financial services industry, Maurice joined Merrill Lynch in September 2017. His expertise includes corporate benefit programs, such as Stock Plans, and he assists clients in integrating these benefits into long-term financial strategies centered on risk management. Maurice holds the designations of Equity Plan Consultant (EPC) and Personal Investment Advisor (PIA). He earned a High School Diploma from Rio Mesa High School and attended the California State University System without receiving a degree.

Delaney Dunn is a Financial Advisor with Merrill Lynch Wealth Management, where she assists clients in building wealth management strategies tailored to their individual needs. Beginning her financial services career in 2023, Delaney emphasizes a comprehensive approach that involves listening to clients and helping them make informed financial decisions. She focuses on areas including college education planning, family wealth management strategies, managing new wealth, personal retirement planning, and women and wealth. Delaney holds a Bachelor's Degree from the University of Alabama System and maintains the Personal Investment Advisor (PIA) designation. She is part of the Dunn Group, which collectively has over 30 years of experience in assisting high net worth families with wealth management, wealth transfer, tax minimization, and estate planning, collaborating closely with clients' other advisors. In addition to her professional role, Delaney serves as Vice President of the Women's Exchange at Merrill, San Francisco East Bay. She also dedicates time to volunteering in the community and pursues personal interests such as camping, cooking, reading, traveling, and spending time with her family.

Jacob Figueira is a CFP® professional with 18 years of industry experience, currently with Charles Schwab in Walnut Creek, CA. He has worked at Charles Schwab and Charles Schwab Bank SSB since 2019 and previously held roles at TD Ameritrade and Scottrade. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through the Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation and alternative investment options.

John Aaron is a financial advisor at Cetera with 17 years of industry experience and holds a Series 66 designation. He has held various roles within Avantax and its affiliated entities since 2010 and currently owns an accounting and tax preparation firm, Hawkes Hastings & Aaron Accountancy Corporation, which provides tax planning, bookkeeping, and financial statement services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to various portfolio management strategies and third-party money managers, supporting both discretionary and non-discretionary account structures.

Andrea Devincenzi is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. Prior to this, she worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Michelle Bricker is a financial advisor at LPL Financial with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at LPL Financial since 2020. Prior to that, she was with Transamerica Capital Inc and Invesco Advisers, Inc. and Invesco Distributors, Inc. for a combined eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving 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 plan consulting, and brokerage services supported by various model portfolios and research resources.

Talyn Mitchell is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has prior experience with Equitable Financial Life Insurance and Equitable Advisors. Outside of finance, he has been involved with Saint Mary’s College of California in various roles. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Mitchell Lum is a CFP® with four years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2021. His prior experience includes roles at Enfusion and time spent at the University of Illinois at Urbana-Champaign. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services grounded in an IPS-driven, modern portfolio theory approach. The firm’s offerings include investment policy statement preparation, performance reporting, participant education, and a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Alexandra Pastor is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and Fiduciary Trust Company International. 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 non-discretionary program supported by an in-house manager solutions team and centralized due-diligence framework.

Pema Lakar is a financial advisor with UBS Financial Services in Walnut Creek, CA, holding a Series 66 designation and having 13 years of industry experience. She has been with UBS since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing tailored financial plans supported by proprietary research and model-based asset allocations.

Salomon Cazares is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 licenses and has worked in various roles within JPMorgan entities and Santa Clara County. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors, with clients retaining final decision-making authority.

George Pieper is a financial advisor at J.P. Morgan Securities with Series 63 and 66 licenses and three years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as First Republic Bank and Techtronic Industries in sales roles. 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 broker-dealer, investment adviser, and futures commission merchant registrations.