John Coleman is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, utilizing firm-approved tools and strategies to support clients’ financial goals.

Lance Friesz serves as a Vice President and Wealth Planner at Fidelity Investments since 2022. He approaches client relationships with an education-based philosophy, aiming to empower clients to make informed financial decisions for themselves and their families. Lance focuses on developing customized wealth strategies designed to provide benefits both currently and for future generations. He has been with Fidelity Investments since 2012, holding various roles including Financial Representative, Investment Consultant, Financial Consultant, and currently as Vice President, Wealth Planner. Lance holds a California Insurance License. Outside of his professional work, Lance enjoys camping, family activities, fitness, gardening, photography, and soccer.

Mark Manasco is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan affiliates since 2011, including roles at Chase Investment Services Corp and JPMorgan Chase bank. 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 through a select group of Wealth Advisors. The firm operates both as a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Shideh Heidarkhani Khameneh is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She has previously worked at Bank of America and Copynet. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 plans, corporations, and charitable organizations.

Rupesh Shah is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a conservator in a non-investment-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process involving firm-approved tools and modeling techniques.

Miriam Martin is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she engages in online selling of used goods through platforms such as Poshmark, 5 Miles, and OfferUp. 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 advisory 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.

Colby Schmidt is a CFP® certified advisor with Charles Schwab in Menlo Park, CA, with two years of industry experience. Before joining Charles Schwab, he worked at Union Jack and held various roles including positions at Lowe's Companies and The Bay Club Company. 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, alternative investment due diligence, and a centralized operational structure.

Michelle Liu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and Charles Schwab. 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 through a team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Bryan Durkee is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has held various roles within Fidelity Investments, including Investment Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative in 2023. His primary responsibility involves understanding clients' goals, motivations, and important relationships to assist them in making informed financial decisions. Bryan holds a California Insurance License, supporting his ability to provide clients with comprehensive financial guidance. Outside of his professional role, Bryan has interests in beach activities, football, music, and traveling.

Adrienne Lee is a Series 66-licensed financial advisor with five years of industry experience, currently serving at J.P. Morgan Securities in Sunnyvale, CA. Her prior roles include positions at UBS, Bank of America, Merrill, and involvement with the University of California. Outside of her advisory work, she is an owner and partner of Sen Studio, an e-commerce business specializing in women’s apparel. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation process combined with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through its Institutional Consulting Services program.

Rashid Coleman is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Gianna Aiello is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. She previously worked at NYLIFE Securities, LLC and New York Life Insurance Company. Gianna has also been involved in roles outside finance, including positions at Scarlett Vision Media and GAB Public Relations, LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Tamara Forte is a financial advisor at Wells Fargo Clearing in Palo Alto, CA, with 21 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009 and holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, 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 supported by research from Wells Fargo Investment Institute.

Sharon Juang is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she is involved in real estate ownership alongside her husband. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering access to proprietary research and a broad range of capital markets solutions.

Lee Sui is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and six years of industry experience. Prior to joining J.P. Morgan, Lee worked at Amazon and held positions at Ontap and the University of California. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Sharon Gutierrez is a CFA® charterholder with 17 years of industry experience. She has worked at Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Hui Wong is a financial advisor with Morgan Stanley in Menlo Park, California, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2020, Wong worked at Nordstrom, Inc. and was the owner of Sugarie Bake Shop, a restaurant and bar in Pleasanton, California. Wong continues to maintain ownership of the Sugarie Bake Shop outside of financial advisory work. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and models.

Dina Artzt is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She previously worked at WELLS FARGO ADVISORS LLC for three years and UBS Financial Services for eighteen years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including 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 supported by research and analytics from Wells Fargo Investment Institute.

Erin Walsh is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, she worked at Bank of America, N.A., and held roles at Data Axle, Aviva Stadium, Boston College, Avenir Restaurant Group, and Saint Francis High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Miller III is a financial advisor at Merrill with Series 66 credentials and three years of industry experience. Before joining Merrill, he worked at T-Mobile for eight years and Foothill College for five years. Outside of his advisory role, he provides mobile notary public services and works as an independent contractor for Amazon Flex, DoorDash, and Lyft in the Bay Area. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.