Eric Susantio is a financial advisor at UBS Financial Services in San Jose, CA, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with UBS since 2008. Outside of advising, he has worked as a registry specialist at Macy's West. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, employing proprietary market research and model-based asset allocations tailored to client goals.

Marlina Kartawinata is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

David Hohl is a financial advisor at UBS Financial Services with 48 years of industry experience and holds Series 63 and Series 65 designations. He has been with UBS since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets solutions through its comprehensive platform.

Rhett Hall is a financial advisor with UBS Financial Services in Campbell, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Wells Fargo Clearing and LPL Financial. Outside of his advisory work, he serves on the board of a nonprofit football camp for athletes with Down Syndrome and coaches high school football. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines institutional trading capabilities with wealth management, offering a broad range of services including fiduciary financial planning and capital markets activities.

Yuetong Chen is a financial advisor at Merrill with three years of industry experience. Chen holds Series 66 and Series 63 licenses and has previously worked at J.P. Morgan Securities and Instawork. Outside of finance, Chen has been involved with Palo Alto Hills Golf & Country Club. 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, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Tevin Mercer is a financial advisor with Edward Jones in San Jose, CA, holding a Series 66 designation and four years of industry experience. He has worked at Edward Jones since 2021 and has prior experience in sales and hospitality, including roles at Cintas and Levy Restaurants. Outside of advisory work, he has been involved with hospitality services, working in box suites at the 49ers stadium during home games. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 advisors. The firm offers a range of advisory and investment solutions, including managed strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Michael Zosky is a financial advisor at Morgan Stanley in Palo Alto, CA, with three years of industry experience. He holds a Series 66 designation and previously worked at Rimon PC and Royse Law Firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Whitney Rohrer is a financial advisor at Morgan Stanley with 20 years of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley in 2019, Rohrer worked at Bank of the West and BancWest Investment Services from 2016 to 2019, Wells Fargo Clearing from 2011 to 2016, Wells Fargo Investments from 2007 to 2011, and Ameriprise in 2006-2007. Outside of advisory work, Rohrer serves as a successor trustee in a trust-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside its broader investment and brokerage services.

Xiuying Jin is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Jin serves as a board member for The Joy Culture, a nonprofit organization based in California. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct financial planning and corporate arrangements.

Yen Ting Lu is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill and other prominent firms including Bank of America, JP Morgan Chase Bank, and Citigroup. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Taniese Powell is a financial advisor at Raymond James & Associates with one year of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Bank. Outside of finance, she has experience in the wellness industry through Loma Spa and has worked at De Anza College. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipalities, offering financial planning and consulting primarily through non-discretionary advisory programs supported by a range of investment strategies and affiliated research.

Hongjuan Zhang is a financial advisor with Wells Fargo Clearing in Fremont, CA, holding Series 63 and Series 66 licenses and having 20 years of industry experience. Prior to joining Wells Fargo in 2025, Zhang spent nine years at HSBC Bank USA, N.A. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Haidee Lin is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Based in San Jose, CA, Lin has spent her entire career with the firm. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cory Goligoski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1992, shortly after earning his Bachelor's degree in Economics from the University of California at Los Angeles. Cory brings over 30 years of experience in financial strategies, with a focus on areas such as stock options, retirement planning, and comprehensive wealth management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Cory works closely with families and individuals to develop long-term strategies that address wealth management, retirement income, tax minimization, executive compensation, and education planning among other priorities. Outside of his professional role, Cory is involved with the Hillsborough Little League and the Ronald McDonald House. His personal interests include baseball, biking, football, hiking, running, spending time with family, and traveling.

Jason Babcock is a financial advisor with Charles Schwab based in Los Altos, CA. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2002 and Charles Schwab Bank, SSB since 2005. 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 combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Jahar Datta is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. His career includes positions at Wells Fargo Investments, Chase Investment Services Corp., and Citigroup Global Markets. Datta is based in San Jose, CA. 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 combines research and analytics with a broad range of brokerage and advisory solutions.

Joanne Gong is a financial advisor with Wells Fargo Clearing in San Jose, CA. She holds a Series 66 designation and has one year of industry experience. She has been with Wells Fargo Clearing since 1997, working within the firm for 29 years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Katherine Lynne Seidel is a financial advisor with UBS Financial Services in Los Gatos, California, holding a Series 66 credential and 18 years of industry experience. She previously worked at Edward Jones from 2008 to 2016 before joining UBS in 2016. Outside of finance, she is involved in personal training through a business in Santa Cruz. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and model-based asset allocations.

Michael Guimarin is a financial advisor with Morgan Stanley in San Jose, CA, holding a Series 66 credential. He has worked at Morgan Stanley and its Private Bank since 2025. Outside of his advisory role, he owns Learn Sensemaking, LLC, an education technology business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved planning tools and strategies.

Tam Thanh Le is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial, he worked at Polaris Advisory Inc and held roles at San Jose State University, PremierOne Credit Union, Citibank, and Victoria Secret. Outside of advisory work, he owns businesses engaged in Amazon and eBay reselling. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.