Joseph Peironnet is a financial advisor with Charles Schwab in San Mateo, CA, holding a Series 66 designation and starting his advisory career in 2025. Prior to joining Charles Schwab, he has experience at Related Companies, CU Denver Wellness Center, and Minio Inc, among others. 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, combining non-discretionary advisory relationships with access to discretionary separately managed accounts and alternative investments.

William Rossitto Jr. is a financial advisor with LPL Financial holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC and Wells Fargo Clearing. He is currently associated with Alliant Credit Union in addition to his work at LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

Theresa Ruiz Fong is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a part owner of Baden Coin Laundry, LLC, a business she has been involved with since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Brian Wang is a Wealth Management Advisor and Merrill Resident Director with expertise in building long-term relationships with families, helping them steward their resources and accomplish their financial goals. Since 2010, he has provided financial advice and wealth management services to high net worth individuals and families. His client focus areas include family wealth management strategies, investment consulting for defined contribution plans, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Brian holds a Bachelor's Degree from the University of Illinois System and professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). The CPWA certification is administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. He follows the Merrill tradition of community participation and spends time volunteering with organizations in the community. Outside of work, Brian enjoys cooking, gardening, running, and tennis. He is fluent in Chinese and English.

Donovan Kerr is a Series 66 licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked with the Levin Johnston Team at Marcus & Millichap and was involved in catering and event services at Domenico Winery Catering & Events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed using systematic methodologies and long-term asset allocation benchmarks.

Peter Bergquist is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based modeling techniques.

Stacy Blair is a financial advisor at Edward Jones in Burlingame, CA, with seven years at the firm and two years of industry experience. Prior to joining Edward Jones, she worked for Fairfax County Public Schools and spent time as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

Brian Thorbrogger is a financial advisor with Morgan Stanley in San Mateo, CA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, having begun his career at Citigroup Global Markets in 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual 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 employs a structured planning process utilizing firm-approved tools and market models.

Thomas Boesch is a financial advisor with Fidelity Investments, holding Series 63, Series 65, and Series 66 credentials and possessing 38 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and has worked at Fidelity Investments since 1999. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and it serves a broad client base with discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Joshua Yeager is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining UBS in 2025, he worked at Scotia Capital (USA) Inc., Nomura Securities International, Inc., KPMG, and Duff & Phelps. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and securities-backed lending programs.

Weifen Cheng is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a CFP® designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup Global Markets. Cheng is also the sole proprietor of a real estate business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Issa Kaleh is a financial advisor with J.P. Morgan Securities in Burlingame, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, Bank of America, Wells Fargo, and Northwestern Mutual Investment Management. 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 combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Pagnchaktra Sun is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Citibank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jerry Tzu Hsuan Chen is a financial advisor with Merrill in San Mateo, CA, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2014. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Susan Brauner is a financial advisor at Osaic with 44 years of industry experience. She holds a Series 63 designation and has worked at Securities America Advisors Inc and The Brauner Company, where she has served as a co-trustee of the company’s profit sharing plan. Brauner is also licensed as an insurance agent specializing in term insurance and fixed annuities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to multiple third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Shiting Yu is a CFP® designated financial advisor with three years of industry experience currently working at Ameriprise in San Mateo, CA. Prior to joining Ameriprise in 2026, Yu spent three years at RBC Capital Markets, LLC. 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 annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Elisabeth Dellinger is a financial advisor with Fisher Investments, holding a Series 65 designation and 12 years of industry experience. She has been with Fisher Investments since 2004. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, and is noted for its centralized investment decision process and diverse client base.

Jeffrey Better is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 41 years. Outside of advising, he serves as a board member for the Omega Foundation, a charitable organization focused on fundraising, and acts as co-trustee for a relatives' living trust. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer customized portfolio management across various investment products.

Michael Kimsey is a CFP® and ChFC® with 47 years of experience in the financial industry. He has been with OSAIC since 2025, following a 27-year tenure at Lincoln Financial Advisors Corporation. Outside of his advisory role, Kimsey serves as co-trustee of his mother’s revocable trust and is licensed to offer various insurance products including accident and health, disability, and long-term care insurance. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm combines brokerage and investment advisory services with financial planning, retirement consulting, and access to third-party money managers, using firm-provided tools and third-party platforms to construct diversified portfolios tailored to client needs.

John Ogilvie is a Planning Consultant at Fidelity Investments. In his current role, he partners with clients and their Financial Consultants to support retirement planning through holistic guidance. He has experience in financial services, having held positions as a Relationship Manager and Financial Representative at Fidelity Investments, as well as internship roles in investment banking at Canaccord Genuity and private wealth management at CIBC. John holds a California Insurance License. Outside of his professional work, he enjoys attending concerts, football, music, outdoor adventures, skiing, and surfing.