Daniel Gregg is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 66 designation. He has prior experience at Merrill, Peninsula Equity Capital, NorthWestern Mutual, and Locale, with a background that includes time in the fitness and retail industries as well as attending Foothill College and San Jose State University. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Nancy Pyzel is a financial advisor at OSAIC with 20 years of industry experience. She holds a Series 66 designation and has worked for firms including Lincoln Financial Advisors Corp, Royal Alliance Associates, and Acord & Fong Wealth Strategies. Outside of advising, Pyzel writes a monthly humor column for the Foolish Times of Monterey and serves as secretary and board member for Women in Financial Services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and multiple platforms, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools and automated rebalancing to construct diversified portfolios across a wide range of investment types.

Maile Huynh is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been with Fidelity Investments since 2012, progressing through roles including Financial Consultant, Investment Consultant, Relationship Manager, and Financial Representative. Her work focuses on partnering with clients and their families to understand their financial goals and needs, leveraging Fidelity's resources to create customized financial plans. Throughout her career, Maile has emphasized building and maintaining close relationships with clients to establish trust and reliability. She holds a California Insurance License. Outside of her professional role, Maile's personal interests include cars, family activities, music, sailing, and traveling.

Trevor Schwartz is a CFP® with 31 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He has been with various branches of Raymond James since 2013. He is also the owner and lead advisor of Trevor Schwartz Investments, a support company operating under the Raymond James Financial Services umbrella. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad client base that includes high-net-worth individuals, corporations, pension plans, and charitable organizations.

Brian Shih is a financial advisor at Morgan Stanley in Cupertino, CA, holding a Series 66 designation. He has prior work experience at Nimble Robotics, Amazon, and serves in the United States Army Reserve. His industry experience as a financial advisor is under one year. 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 and manages approximately $2.74 trillion in client assets.

Hui Ting Chang is a Series 66-licensed financial advisor with six years of industry experience. She is currently with Morgan Stanley, where she has worked since 2022, after prior roles at Bank of America, Merrill, and Charles Schwab. 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 through a structured planning process that includes firm-approved tools and modeling techniques.

Brian Marquez is a financial advisor with LPL Financial based in San Jose, CA, holding Series 63 and Series 66 credentials and having 19 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc. and J.P. Morgan Chase Bank and J.P. Morgan Securities, where he worked for a decade. Marquez is involved in entrepreneurial ventures including family financial management and insurance brokerage activities. 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, and brokerage services, employing both discretionary and non-discretionary management and utilizing model portfolios, third-party research, and advanced technologies.

Cheryl Wong is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Kan Wealth Management LLC, Gemmer Asset Management, Sowell Financial Services, and Concert Wealth Management. Outside of her advisory role, she serves on the finance committee of Project Hired, an individual rights and liberties organization. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning and investment solutions supported by firm-approved tools and research from its Global Investment Committee.

Brendon Ewell is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 designation and currently in his first year in the industry. His prior experience includes roles at Fremont Bank, the Special Needs Planning Group, and Sharks Sports & Entertainment, along with positions in education and retail. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured, research-based planning process that incorporates firm-approved tools and modeling techniques.

David Henderson is a financial advisor at Osaic Wealth, Inc. in San Jose, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. His prior roles include positions at Woodbury Financial Services, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. He also operates a sole proprietorship as an insurance agent providing services for existing policyholders and placing new business. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers, utilizing asset-allocation tools and automated portfolio management.

Brandon Sass is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 registrations and bringing 22 years of industry experience. He has worked with PFS Investment Inc. and Primerica Financial Services since 2003 and has been self-employed since 2002. In addition to investment advisory services, he receives non-investment related compensation for referrals of home security and automation products and loan products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure rather than fixed fees.

Michael Sandoval is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Merrill Financial Solutions Advisor, he works closely with clients to define their financial goals and develop portfolio strategies aimed at achieving those objectives. He provides ongoing advice and adjusts strategies as clients' situations evolve. He specializes in understanding clients' individual priorities, including general investing, retirement planning, and saving for unforeseen expenses. His approach involves getting to know clients to create personalized financial plans that address their unique needs. Michael holds a Bachelor's Degree from California State University and has earned professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA).

Alexander Gast is a Financial Advisor associated with Merrill Lynch Wealth Management, specializing in retirement planning and portfolio management services. He focuses on developing personalized financial strategies tailored to each client's goals, risk tolerance, time horizon, and liquidity needs. Born and raised in San Jose, Alexander's connection to his community is rooted in personal experience. Specifically, the 2008 financial crisis, during which his family lost their home, influenced his commitment to helping clients navigate their financial futures securely. His areas of expertise include equity compensation services, personal retirement planning, and retirement income strategies. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Alexander obtained a High School Diploma/GED from New Valley High and attended Mission College without earning a degree. He resides in San Jose with his wife, who is expecting their second child, and his 11-year-old son. Alexander enjoys chess, football, golfing, music, running marathons, and tennis. He is involved in the community through organizations such as First Tee, Sacred Heart Food Bank, and the San Jose Country Club.

Alfred Edmonds is a financial advisor at Cetera with nine years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Foresters Financial Services and involvement with the DeAnza Soccer Club. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with access to various third-party money managers and program structures.

Vu Nguyen is a financial advisor at Raymond James Financial with 27 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc., Raymond James Financial Services, Inc., Raymond James & Associates, and Unionbanc Investment Services. He holds Series 63 and Series 65 credentials. Outside of his advisory role, he is an officer and financial advisor for Wealthstone Asset Management Group, Inc. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

David Cooper is a financial advisor with Ameriprise in San Jose, CA, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Mikhael Turcan is a Planning Consultant with Fidelity Investments, where he assists individuals and families in making informed financial decisions and developing strategies aligned with their long-term goals. His work centers on retirement planning, investment guidance, and overall financial wellness. Prior to his current role, Mikhael served as a Relationship Manager at Fidelity Investments from 2025 to 2026. Before joining Fidelity, he held positions at Dunham as a Business Development Associate from 2023 to 2025 and as a Regional Sales Associate from 2022 to 2023. Mikhael holds a California Insurance License. Outside of his professional responsibilities, he enjoys camping, football, music, spending time with pets, and snowboarding.

Donna Young is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has been with Merrill Lynch Pierce Fenner & Smith Incorporated since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jeffrey Spence is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2014. 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 and utilizes structured planning tools and methodologies to support its financial planning services.

Arely Leon Mejia is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 66 and Series 63 credentials and has previously worked at JP Morgan and TD Ameritrade. She is based in Campbell, CA. 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, offering a mix of non-discretionary and discretionary investment options supported by centralized custody and operational infrastructure.