Chase Henley is a Series 66-licensed financial advisor with Morgan Stanley in Pleasanton, CA, bringing seven years of industry experience. His work history includes consistent roles at Morgan Stanley and Amherst College from 2016 to the present. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client and corporate financial planning agreements.

Sujan Chyo is a Series 66-licensed financial advisor with Morgan Stanley in Pleasanton, CA, with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling to support client financial goals.

Nathan Bennett is a CFP® professional with 26 years of experience currently affiliated with Raymond James Financial Services Advisors, Inc. He is also the co-owner and managing partner of Summit Financial Group, LLC, where he serves as CEO and chair of the leadership team. His career includes long-term roles at Securian Financial Services, Inc. and Summit Financial Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients including individuals, high-net-worth clients, pensions, corporations, and institutional entities. The firm delivers tailored, non-discretionary advice using analytical modeling and supports its offerings with municipal advisory services and specialized retirement plan consulting.

Revital Alon is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and 24 years of industry experience. She previously worked at UBS Financial Services from 2002 to 2009 before joining Ameriprise, where she has been since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Daniel Mckinney is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Morgan Stanley since 2015, with a brief tenure at Merrill in 2017. 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 supported by firm-approved tools and methodologies.

Jeffrey Ting is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing decades of industry experience to his role. He began his financial services career at Merrill Lynch Wealth Management in 1997 and joined his father, the late John Ting, in 1999. He specializes in wealth planning, retirement strategy, investment guidance, college savings, concentrated stock strategy, tax minimization, survivorship, and estate plan analysis, with a focus on providing guidance to small to medium-sized businesses in selecting 401(k) plans and estate planning services. Jeffrey holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from the University of California, Berkeley. He is a member of professional organizations such as the Investments & Wealth Institute™. In addition to his professional work, Jeffrey is involved in community activities and serves as an annual sponsor of The Guardsmen and the Mills-Peninsula Women's Center. He supports the San Francisco International Asian American Film Festival, the Cal Alumni Club of the Peninsula, and Kristi Yamaguchi's Always Dream. Jeffrey enjoys spending time with his wife and two sons, playing tennis, skiing, and attending Cal football games.

Mai Liu is a financial advisor at Charles Schwab with 10 years of industry experience. Liu holds Series 65 and Series 63 licenses and has worked at Charles Schwab since 2022, with prior experience at Morgan Stanley Private Bank and Fidelity Investments. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 mix of non-discretionary advice and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a distinctive operational structure integrating advisory, brokerage, custody, and cash-sweep services.

Shu Wei Ouyang is a financial advisor with Cetera in San Mateo, CA, holding a Series 66 designation and 17 years of industry experience. Prior to joining Cetera, Shu Wei worked at Merrill, Bank of America, and Charles Schwab. Outside of advising, Shu Wei owns multiple rental properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Martin Johnson is a financial advisor with OSAIC in San Ramon, CA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He previously worked at Lincoln Financial Advisors for 24 years before joining OSAIC in 2025. Johnson also operates insurance-related businesses offering accident, health, disability, long-term care, and life insurance products, as well as commission-based group benefits. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of affiliated advisers and advisory platforms. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers, using various tools and analysis to construct portfolios that can include a wide range of securities, managed on discretionary or non-discretionary bases.

Sheng Chun Chiu is a financial advisor at Charles Schwab with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Charles Schwab and its affiliated bank since 2012. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a combination of non-discretionary advisory and discretionary managed-account services through its Schwab Wealth Advisory program and affiliated investment management firms.

Egan Brown is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 66 credential and nine years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2017 and previously worked at H&R Block. Outside of his advisory role, he owns and manages real estate investment activities. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Paula Bai is a financial advisor with UBS Financial Services in Los Angeles, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at Morgan Stanley, RBC Capital Markets, and Wells Fargo. Outside of her advisory work, she owns a rental property in Florida. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services and offers a range of financial planning and capital markets solutions.

Jeffrey Lee is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has held roles at Summit Financial Group, Securian Financial Services, and SGC Financial & Insurance Services. Outside of his advisory work, he is an associate advisor with Summit Financial Group, supporting another financial advisor in a non-investment capacity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a large advisor network, with specialized municipal finance capabilities and customized employer advisory programs.

James Bassett is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years. Outside of his advisory role, Bassett owns and operates Diamond Oak Wealth Partners and serves as CEO of JRB Financial, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary advisory services using risk profiling and analytical modeling, and it supports a broad network of advisors with specialized programs including municipal and public finance advisory services.

John Macchi is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets since 1993. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenarios developed by its Global Investment Committee to support its advisory process.

Scott Cangelosi is a financial advisor at OSAIC with 27 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 27 years. He also acts as an insurance agent specializing in non-variable life insurance policies and fixed/indexed annuities. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services, employing various investment tools and access to third-party managers to construct diversified portfolios.

Hamed Rashidpour is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he collaborates with individuals, families, and business owners to develop financial strategies that align with their goals and risk tolerance. His approach emphasizes financial planning as an ongoing process, adapting to clients' evolving needs and priorities over time. Prior to his current position, Hamed served as a Financial Solutions Advisor at Merrill Lynch-Bank of America from 2016 to 2022. His areas of expertise include investment planning, retirement income planning, and tax-efficient investing strategies, with a focus on fostering long-term client relationships and supporting informed financial decision-making. Hamed holds a California Insurance License. Outside of his professional work, he has interests in comedy, family activities, fitness, movies, music, and soccer.

Shayna Forbes Felix is a financial advisor with Ameriprise, holding a Series 66 designation and 23 years of industry experience. She has been with Ameriprise and its affiliates since 2005. Outside of her advisory role, she is involved in business ownership and management through entities such as Juno Moneta LLC and SMFF Enterprises Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written retirement income plans and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources.

Bitals Maharjan is a financial advisor at J.P. Morgan Securities with eight years of industry experience. His background includes roles at Wells Fargo Bank, N.A., Charles Schwab & Co, and currently JPMorgan Chase Bank, N.A. Since 2024, he has served as a board member for the Newa Organization of America Northern California Chapter, participating in cultural event volunteer work. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm delivers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Tammy Lau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. She previously worked at BancWest Investment Services and Bank of the West from 2003 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.