Maura Escalante is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and seven years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and has been with Wells Fargo Bank NA since 2015. Prior to her advisory roles, she was involved with Archimedes Banya from 2015 to 2017. 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 data.

Benjamin Horn is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He previously worked at Lincoln Financial Advisors for 22 years before joining Osaic in 2025. In addition to his advisory role, Horn offers various insurance products including accident/health, disability, fixed/indexed annuities, long-term care, traditional life insurance, and Medicare supplement plans. Osaic Wealth, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, employing asset-allocation tools and risk assessments to manage portfolios across multiple asset classes with options for discretionary or non-discretionary management.

Yan Huang is a financial advisor with UBS Financial Services in Fremont, CA, holding a Series 66 designation and nine years of industry experience. He has been with UBS Financial Services Inc. since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

James Kuzmich is a financial advisor at Merrill with 21 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2000. Outside of his advisory role, he is a general partner at Advanced Emergency Systems LLC, a company specializing in emergency services and response software, and serves as a Hospitality Ambassador for Ruby Hill Winery in Pleasanton, California. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Peter Evans is a financial advisor with LPL Financial in San Mateo, CA, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, previously working for Securian Financial Services, Minnesota Life, and Link Allen and Associates. Outside of his advisory work, he has been involved with the City of Palo Alto Parks & Recreation Department. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Triccia Bana is a financial advisor at Fidelity with Series 66 and Series 63 credentials and two years of industry experience. Prior to joining Fidelity, she worked at MarketCast and Phoenix Marketing International among other roles. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Adam Nieto is a financial advisor with LPL Financial in Fremont, CA, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior roles include positions at Dcn Wealth Management, Sorrento Pacific Financial, LLC, and Fremont Bank. Outside of his advisory work, he is the owner of a home-based business called CardBoom4 Collectors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Steven Gruber is a Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2015. Prior to this, he worked as an Investment Consultant at TD Ameritrade from 2010 to 2015 and began his career as a Junior Financial Advisor at Financial Foundations in 2008. Steven has nearly two decades of experience in financial planning and investment strategy, working closely with clients to develop personalized plans that address their unique goals, concerns, and risk tolerances. He emphasizes the importance of ongoing communication and adjustment of investment strategies in response to changing market conditions. He holds a California Insurance License. Outside of his professional work, Steven enjoys cooking and baking, family activities, fitness, golf, skiing, and tennis.

Dayana Medevsky is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several notable firms, including Merrill, Bank of America, and J.P. Morgan Securities. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Mikael Lee is a financial advisor with Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at MetLife Securities Inc. Lee is also the owner of a boba tea shop, Lee's Teahouse Inc. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements using firm-approved analytical tools and serves a range of client types, including high-net-worth individuals.

Mark Lewandowski is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has been providing financial advice and strategies for over 23 years. He collaborates closely with other specialists within Merrill Lynch Wealth Management and Bank of America to assist clients in preserving and growing their wealth across different market environments. Mark's work includes helping wineries with retirement planning and focuses on areas such as college education planning, liquidity management, personal retirement planning, tax minimization, and socially responsible investing. Mark holds a Bachelor of Science degree in Business Administration from John F. Kennedy University, graduating Magna Cum Laude. Additionally, he earned a Course Certification in Success from Wharton University of Pennsylvania through an online program. He is also recognized as a Personal Investment Advisor (PIA). Mark is active in several professional organizations, including the Dublin Chamber of Commerce, Pleasanton Chamber of Commerce, and the Italian Catholic Federation. Fluent in Polish and English, Mark engages in community involvement with organizations like Kids Against Hunger and Tri-Valley Haven. Outside of his professional work, he enjoys playing tennis, basketball, golf, coaching and watching soccer, collecting wine, traveling, and spending time with his family.

Dawn Burton is a financial advisor with Primerica Advisors in San Ramon, CA, holding Series 63 and Series 65 designations and bringing 42 years of industry experience. She has worked with Primerica Advisors since 1982 and Primerica Financial Services since 1991. In addition to advisory services, she is involved in the sale of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options to individual and high-net-worth clients. The firm utilizes third-party asset managers and oversees model implementation with an operational model that includes percentage-based wrap fees and ongoing manager oversight.

Fochson Fung is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 66 licenses, with 19 years of industry experience. Fung has been with Cambridge Investment Research Advisors since 2011. Outside of advisory work, Fung is an independent insurance agent and is involved in sales and marketing activities for a non-investment business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing tailored strategies across multiple platforms with both proprietary and third-party model options.

David Parker is a financial advisor with Edward Jones in Danville, CA, holding a Series 66 designation and over 15 years of industry experience. He has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a network of approximately 23,701 financial advisors and 15,121 branch offices nationwide.

Cecilia Montoya is a Series 63 credentialed financial advisor with 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Jerald Henderson is a financial advisor with LPL Financial in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Securian Financial Services and Link Allen/Secure Futures from 2004 to 2020. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Robyn Johnson is a Series 66-registered financial advisor with Morgan Stanley in Oakland, CA, bringing 33 years of industry experience. She previously worked at New York Life Insurance Company and NYLIFE Securities LLC for over two decades before joining Morgan Stanley in 2023. Her career also includes a brief tenure at Fire Wings in 2022. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, emphasizing advisory services without individual security recommendations in standalone plans.

Tina Payton Thomas serves as a Resident Director at Merrill Lynch Wealth Management, where she focuses on meeting the complex wealth management needs of executives and business owners. With over 30 years of combined financial service experience as part of her private wealth management team, Tina is skilled at leveraging Merrill Lynch's investment insights alongside Bank of America's banking and lending solutions to provide a comprehensive range of financial services. Her expertise includes executive compensation management, exit planning business strategies, wealth transfer and retirement planning, philanthropic advising, and liability strategies. Tina is committed to helping clients integrate all aspects of their financial lives, addressing needs beyond traditional financial strategies to support both their professional and personal goals. She prioritizes developing tailored strategies for clients, their businesses, and their families to support the pursuit of short- and long-term objectives. Tina holds a Bachelor's Degree from Southern Illinois University and holds the professional designations of Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). She is active in professional organizations such as ACG Silicon Valley, Berkeley Chamber of Commerce, German American Business Association, and the John Muir Health Foundation, with community involvement including volunteer work with the John Muir Health Foundation. Tina is fluent in both English and German.

Dipanki Shah is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016. Prior to that, he worked at Wells Fargo Advisors LLC and Wells Fargo Bank, NA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s IPS-driven advisory process incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options, and it serves as an ERISA fiduciary when providing investment advice.

Sanam Chaudhary is a financial advisor at Edward Jones in Alameda, CA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Edward Jones in 2025, Chaudhary worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Bank of America. Chaudhary also has experience in the food industry with Newari Kitchen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.