Jolon Staubli is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and joined Merrill Lynch in 2012. Prior to Merrill, Jolon worked as an institutional trader and financial advisor, gaining a broad range of experience within the financial sector. His expertise focuses on providing relationship-based advice to affluent clients regarding personal financial strategies and wealth management. This includes retirement planning, estate and tax planning in collaboration with clients' legal and accounting professionals, asset management, strategic lending through Bank of America, and managing liquidity events. He serves clients in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and personal retirement planning. Jolon holds a bachelor's degree in Economics and Business Administration with a concentration in Financial Services from Saint Mary's College of California. He is a Personal Investment Advisor (PIA) and is actively involved in the Greater San Carlos and Sacred Heart communities. Jolon lives in San Jose with his wife, Nicole, their daughter, and two sons. He enjoys spending time with his family through their schools and involvement in sports such as tennis and baseball.

Deborah Freeman is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Sonny Gulati is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes five years at Morgan Stanley & Co. LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers services such as custody, underwriting, and securities-backed lending.

Jordan Gomez is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to this, he was employed at Cielo24 and Pensionmark Financial Group, and he also spent four years at the University of California, Santa Barbara. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Dustin Sherlock is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Andale Management Group Inc., Popi's Oysterette, and several other companies across various industries. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance alongside access to affiliated discretionary separately managed accounts and a range of advisory, brokerage, and custody services.

Mark Bernard is a financial advisor with LPL Financial in San Mateo, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Citigroup Global Markets and UBS Financial Services. In addition to his advisory role, he teaches as an instructor at the College of San Mateo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers comprehensive advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a large network of advisors.

Sara Saxe is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing a wide range of financial solutions including fee-based planning and portfolio management.

Melinda Orozco is a financial advisor at LPL Financial in Redwood City, CA, holding Series 63 and Series 66 designations with 11 years of industry experience. She previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. before joining LPL Financial. Orozco is involved with Bay Area Financial Wellness, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Noah Hall is an advisor with Fidelity Investments, holding the Series 66 designation and based in Palo Alto, CA. He has been with Fidelity since 2025 and has experience working in event planning and catering at the University of Colorado Boulder. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including outsourced portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and intermediary platforms.

Corinne Paraso is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 license with five years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as a trustee for a trust based in Saratoga, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm’s financial planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate financial planning agreements.

Lee Sundstrom is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley since 2012. Outside of his advisory role, he works as an independent contractor driving for ride-sharing services Uber and Lyft. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Ryan Meirose is a Series 66-licensed financial advisor with Morgan Stanley in Palo Alto, CA, and has three years of industry experience. He previously worked at BMO Family Office and held positions across several other companies including California People Service and Simon Property Group. Outside of his advisory role, Meirose is involved with Backlit People LLC, an art and culture-focused business. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, offering tailored financial planning supported by firm-approved tools and extensive resources.

Rachael Martindale is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at InfoIMAGE Inc and Dijeau Poage Construction. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Jose Casarez is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Republic Bank, Bank of America/Merrill Lynch, and Technology Credit Union. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Jeffrey Anton is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and over 33 years of industry experience. His prior roles include positions at Securities America, Inc. and Foothill Securities, Inc., and he has operated Jeffrey Anton Tax and Business Services since 1984, providing income tax preparation for businesses and individuals. He is also licensed as a California life and health insurance agent. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Rachel Wagner is a financial advisor at LPL Financial with 20 years of industry experience. She has held roles at LPL Financial since 2010 and previously worked at Cambridge Investment Research Advisors from 2007 to 2010. Wagner holds the Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Jeenchen Chen is a financial advisor with Cetera in Palo Alto, CA, holding the ChFC® designation and Series 63 and 65 licenses, with three years of industry experience. Prior to joining Cetera, Chen held roles in healthcare and insurance firms and has contributed as an academic author in biomedical research. Outside of financial advising, Chen is involved in several medical technology advisory roles and business consulting through Humanity Digital LLC. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers, supporting discretionary and non-discretionary account structures.

Jesse Mares is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 63 designation and over 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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, utilizing research and analytics to support its investment approach.

Jia Hui Wei is a financial advisor with J.P. Morgan Securities in San Mateo, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan, Wei worked at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research, supporting recommendations with forward-looking capital market assumptions and incorporating ESG criteria where applicable.

Yue Pang is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Pang worked in the restaurant industry with Sushi Koya and Izakaya Ginji. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.