Aicha Fofana is a Financial Advisor at Merrill Lynch Wealth Management, based in the Palo Alto office. She works closely with clients to understand their financial goals and provides personalized guidance aimed at building, managing, and preserving wealth. Prior to her current role, Aicha was a Relationship Manager, where she supported clients in working toward their financial objectives. Throughout her career, Aicha has focused on establishing lasting relationships based on trust and open communication. She holds a Bachelor's Degree from Franklin & Marshall College and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation, along with FINRA Series 7 and Series 66 registrations. Aicha also holds the Personal Investment Advisor (PIA) designation. She is committed to maintaining current industry knowledge to provide informed financial advice.

Patrick Phillips is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior roles include positions at Bank of America, N.A. and Merrill. Outside of his advisory work, he is a business owner of Whiskey Riot LLC, a non-investment-related venture based in Sacramento. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing various model portfolios, research resources, and technology-driven approaches.

Alex Wang is a financial advisor at Fidelity with a Series 66 designation. He has recently started his career in the industry and joined Fidelity Investments in 2025. Prior to his current role, his background includes various positions in athletics and retail sectors as well as multiple roles at the University of Oregon. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Bradley Grayson is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Burlingame, CA. He has 24 years of industry experience, including 10 years at Wells Fargo Clearing and 5 years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns investment rental properties in California with family. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Ravi Shah is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Morgan Stanley, having previously worked at Wells Fargo Clearing and Wells Fargo Advisors. His background includes roles at both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a range of programs and planning tools.

Chia Yu Lin is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Chia works with clients to develop personalized financial plans that align with their unique ambitions and priorities. Her approach involves connecting clients with the appropriate people, plans, and processes to help them pursue personal goals such as funding education, planning for retirement, and managing long-term family objectives. Chia holds a Master of Business Administration (MBA) from Ashland University and has earned the designation of Personal Investment Advisor (PIA). She emphasizes simplicity and transparency in wealth planning to make the investment process more accessible and manageable for her clients.

Dannette Schutz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at Jpmorgan Chase Bank, Indiana University, Core Spaces/Core Campus Payroll LLC, Old National Bank, Texas Roadhouse, and Starbucks Coffee Company. 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. The firm combines large institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver a range of integrated financial services.

Benjamin Jordan is a financial advisor at Merrill with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Bank of America, Ameriprise Financial Services, and New York Life Insurance. Jordan is based in Palo Alto, California. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susannah O’Toole is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2015. 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 supported by structured discovery and firm-approved tools, and manages approximately $2.74 trillion in client assets.

Jeffrey Hanson is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1990, he has focused on providing clients with personalized wealth management strategies tailored to their individual financial goals. Jeff combines decades of experience as a portfolio manager with his commitment to building enduring client relationships through customized investment advisory solutions and outstanding guidance. With over 30 years in the financial industry, Jeff has been an advocate of individualized portfolio management. Early in his career, he participated in Merrill Consults and became one of the first portfolio managers for the firm's investment advisory program. His expertise spans personal retirement planning, portfolio management services, and retirement income strategies. Jeff holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from West Bend East High School. Beyond his professional role, Jeff is active in his community. He has served as Toastmaster’s Club President, participated in Kiwanis and Rotary, and contributed to the Catholic church. He has coached youth sports teams, volunteered with Boy Scouts and Girl Scouts, and supported the Blue Devils Drum and Bugle Corps. In his personal time, Jeff enjoys adventure sports, biking, running marathons, skiing, and swimming.