Jack Damelio is a Financial Advisor at Merrill Lynch Wealth Management, where he is part of the GD Group. He focuses on helping entrepreneurs, founders, executives, and their families with wealth management, including areas such as pre-liquidity event planning, diversification strategies, corporate cash management, executive compensation optimization, and tax-sensitive investing. Jack serves as a Portfolio Advisor in the Merrill Investment Advisory Program, recommending investment strategies to help clients pursue their objectives. Jack began his career in wealth management at Morgan Stanley in 2022 as a Financial Advisor before joining Merrill Lynch Wealth Management two years later. He holds a Bachelor's degree in Economics from Pomona College, where he also played infield on the varsity baseball team. He carries the Personal Investment Advisor (PIA) designation. A resident of San Francisco, Jack is a native of the Bay Area and has interests in football, golfing, music, spending time with his family, and traveling. He regularly volunteers with community organizations in the city.

Kim Lee is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at various J.P. Morgan entities since 2012. 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 applying an ESG eligibility framework in its investment recommendations.

Laurie Heinly is a financial advisor with Morgan Stanley in San Jose, CA, holding Series 63 and Series 65 credentials and with 29 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of advising, she is an investor in a technology company, Nexqloud Technologies. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a range of investment programs.

Jason Lee is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley from 2015 to 2024. His current role at Wells Fargo Clearing began in 2024. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of financial products including insurance-related vehicles and bank deposit sweep options.

Delbar Jahanian is a financial advisor with LPL Financial in Campbell, CA, holding a Series 66 designation and over 20 years of industry experience. Prior to joining LPL Financial in 2021, Jahanian was with Waddell & Reed Inc. for 16 years and has been involved with various business activities including nonprofit work with Persian Zoroastrian organizations and operating a financial coaching service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and technology-driven investment strategies.

Alexander Rich is a financial advisor with Charles Schwab in Menlo Park, CA, holding Series 66 and Series 63 licenses and having 14 years of industry experience. He has worked at Charles Schwab and its affiliates since 2011. Outside of his advisory role, he owns a rental services business in Phoenix, Arizona. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and operational infrastructure.

Jeremy Mcchesney is a CFP® with 16 years of experience in the financial industry. He is currently affiliated with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., having worked previously with First Republic Investment Management and Wells Fargo Advisors. 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.

Julius Scott is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and was previously with Goldman Sachs from 2016 to 2018. He holds Series 65 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its investment recommendations.

Gerard Bessette is Vice President, Wealth Planner at Fidelity Investments, where he has served since 2026. In this role, he works closely with clients to develop personalized financial plans that align with their individual goals and priorities. His approach emphasizes collaboration and thoughtful guidance to help clients navigate their financial journeys. Prior to his current position, Gerard held the role of Financial Consultant at Fidelity Investments from 2019 to 2026. His experience in the financial services industry includes positions at TD Ameritrade, Hornor, Townsend & Kent, Inc, CUSO Financial Services, L.P, and AXA Advisors, LLC. Gerard holds a Certified Financial Planner (CFP®) designation and maintains a CA Insurance License. Outside of his professional career, Gerard enjoys activities such as spending time at the beach, hiking, swimming, traveling, and caring for pets.

David Vanderzwaag is a financial advisor with LPL Financial in San Jose, CA, holding a Series 63 designation and 37 years of industry experience. He previously worked for National Planning Corporation for 10 years before joining LPL Financial in 2017. Vanderzwaag is also the owner of Vander Zwaag Financial, Inc., an entity associated with his advisory business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management supported by proprietary research, third-party subadvisors, and technology-driven solutions.

Andrew Walsh is a Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management and tax minimization strategies. He works closely with clients to understand their priorities and helps develop personalized strategies to achieve their short-, mid-, and long-term financial goals. His expertise covers a broad range of areas, including college education planning, executive compensation, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Andrew holds a Bachelor's Degree from the National University of Ireland and a Master's Degree from Imperial College. He carries the professional designation of Personal Investment Advisor (PIA) and is registered under NMLS#2287337. As part of his approach, he serves as a resource for investing, retirement planning, and saving for unexpected events, providing clients with ongoing advice and guidance. Andrew can also connect clients with Bank of America specialists in banking, credit, home financing, and small business solutions. Outside of his professional work, Andrew is a husband and father who enjoys spending time with his family. His personal interests include fishing, gardening, golfing, music, soccer, and traveling. He is actively involved in sports, including soccer, karate, and Gaelic youth sports.

Bradley Nering is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over a decade of experience in banking and wealth management, having started his career at Wells Fargo in 2012 as a licensed banker. He was promoted to Client Associate in 2013 and advanced to Financial Advisor in 2018. He focuses on providing personalized financial strategies that help clients achieve their objectives while maintaining high professional standards. Brad's expertise includes family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, sports and entertainment, tax minimization, and retirement income. His passion for markets began in Wyatt, Indiana, trading corn and soybean futures with his father, which instilled principles of risk management and disciplined investment strategy. He holds a Bachelor of Arts degree from Pepperdine University and studied abroad in Spain and Argentina, which broadened his global financial perspective. In addition to his professional pursuits, Brad is a Personal Investment Advisor (PIA) and is involved with the Surfrider community organization. He resides in San Jose, California, serving clients across the Bay Area and Los Angeles.

David Yu is a financial advisor with Charles Schwab in Redwood City, CA, holding Series 63 and Series 65 designations and 28 years of industry experience. He has been with Charles Schwab since 1998. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm operates a combination of non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and oversight from the Schwab Center for Financial Research.

Rucong Zhang is a financial advisor at Cetera with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Wells Fargo Clearing and Citibank. Based in San Jose, CA, he has been with Cetera and related entities since 2026. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Suki Lee is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 33 years of industry experience. She has been with Charles Schwab since 1992 and has worked at Charles Schwab Bank since 2005. Outside of advising, she manages several rental properties in San Francisco. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment approaches with centralized operational and supervisory structures.

Dennis Karle is a CFA® charterholder with 33 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Palo Alto, CA. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and has worked at MORGAN STANLEY SMITH BARNEY LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools and methodology to support client goals.

Maria Aurea Dayap is a financial advisor at Merrill with a Series 66 designation and 1 year of industry experience. She has been with Merrill since 2014. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Julius Agbonbhase is a Series 66-credentialed financial advisor at Morgan Stanley with 17 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2018 and previously held roles at E*Trade Securities LLC and E*Trade Capital Management, LLC from 2013 to 2018. Outside of his advisory work, he serves as Vice President 2 for ACCIOBA North America, a community organization focused on civic and fundraising activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and scenario modeling.

Weilun Wang is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Enterprise LLC, Schwab Wealth Advisory, and Charles Schwab & Co., Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Kimberly Bradford is a Financial Consultant currently working at Fidelity Investments. She collaborates with individuals and families to develop strategies for retirement planning, tax-efficient investing, and navigating major life transitions. Kimberly has experience in various financial roles, including Financial Solutions Advisor at Merrill from 2022 to 2024, Senior Premier Banker at Wells Fargo from 2021 to 2022, and Relationship Manager at Bank of America from 2014 to 2018 and again from 2019 to 2021. She holds a California Insurance License. Outside of her professional work, Kimberly has interests in art, fitness, food, running, and traveling.