Josh Tanaka is a financial advisor with Fidelity Investments holding a Series 66 designation. He has been with Fidelity since 2025 and has held diverse roles prior to joining, including positions at GuardDog.ai and University of Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is known for its work with registered investment companies, delivery of model portfolios, and application of AI and systematic methodologies in its investment process.

Masoud Mohebi is a financial advisor at Morgan Stanley with eight years of industry experience. He has held positions at Morgan Stanley Private Bank, J.P. Morgan Securities LLC, JPMorgan Chase Bank, and Wells Fargo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by structured planning processes and advanced modeling tools.

Weijia Guo is a financial advisor with Merrill in Millbrae, CA, holding Series 63 and Series 66 licenses and six years of industry experience. Prior to joining Merrill and Bank of America in 2019, Guo worked at The Prudential Insurance Company of America and Pruco Securities, LLC from 2017 to 2019 and spent two years at Izakaya Umai. 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 investors, pension and profit-sharing plans, corporations, and charitable organizations.

Dylan Sabalvaro is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior roles include positions at BMO Bank NA and Northwestern Mutual. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs.

Brandon Martinez Larragoiti is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill. Outside of his advisory role, he serves as a board member for the nonprofit organization Children Now, focusing on children's issues. Morgan Stanley Wealth Management provides a broad range of advisory and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and firm-approved tools, offering tailored financial plans without individual security recommendations as part of standalone programs.

Jenny Lee is a Senior Financial Advisor with Merrill Lynch Wealth Management. She focuses on creating personalized wealth management strategies that align with her clients' individual financial goals. Jenny’s approach involves a thorough understanding of each client’s financial situation, allowing her to help design and implement customized plans that address investment risk and long-term objectives. Her areas of expertise include divorce transition planning, managing new wealth, personal retirement planning, and supporting women and wealth. Jenny holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). She earned a Bachelor's Degree from Northwestern University and an MBA from New York University. In addition to her professional work, Jenny participates in community volunteer activities. Outside of work, she enjoys cooking, spending time with her family, and practicing yoga.

Kaitlyn Zawada is a financial advisor at Osaic with five years of industry experience. She holds a Series 66 credential and previously worked at Lincoln Financial Advisors Corporation for five years. In addition to her advisory role, she is licensed to offer fixed insurance products, including annuities and life insurance. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services alongside financial planning and retirement consulting. The firm uses a range of asset-allocation tools and supports multiple advisory platforms, including third-party managed account solutions.

Leanne Skelly is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and bringing 20 years of industry experience. She worked at U.S. Bancorp Investments, Inc. for 12 years before joining LPL Financial in 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and specialized programs for institutional clients.

Vicky Wong is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds Series 63 and Series 66 licenses and has worked at JP Morgan Chase Bank and JP Morgan Securities since 2017, with prior experience at Verizon Wireless. J.P. Morgan Securities 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 operates as both a broker-dealer and investment adviser, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Tom Gai is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities, LLC since 2016. 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 operations with brokerage and investment management capabilities, delivering advisory services on a non-discretionary basis.

Antoine Malouin is a financial advisor at Ameriprise in San Jose, CA, holding a Series 66 designation. He began his career at Ameriprise in 2023 after completing his studies at UC Irvine. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing managed accounts and algorithmic support in its advisory process.

Anthony Essma is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS Financial Services Inc. and Morgan Stanley since 2014. He co-owns a rental property with his spouse. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and emphasizes advisory services without offering individual security recommendations as part of standalone financial plans.

Jinglang Wei is a CFP® certificant and financial advisor with seven years of industry experience. Wei currently works at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., having held prior roles at Fidelity Brokerage Services LLC and educational organizations. 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 an ESG eligibility framework.

Michael Manneh is a financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at First Republic Bank for 21 years and Flagtar Private Bank for two years before joining Morgan Stanley in 2025. He holds Series 63, Series 65, and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Robert Vaughan is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation with nine years of industry experience. Prior to joining Morgan Stanley in 2017, he worked at Apttus from 2014 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and research.

Tushar Zalpuri is a Senior Financial Advisor with Merrill Lynch Wealth Management, utilizing the investment resources of Merrill Lynch and the banking services of Bank of America to support various aspects of clients' financial lives. Since joining Merrill Lynch in 2015, he has focused on working with high net worth individuals, households, business owners, and professionals throughout the Bay Area to develop and maintain personalized financial strategies. His client services include corporate executive services, family wealth management, legacy planning, retirement income, and socially responsible investing. Tushar holds a bachelor's degree in economics with a minor in communications from the University of California, Davis. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in Hindi, Spanish, and English, he also participates in professional organizations such as the Serra Alumni Board, UC Davis Men's Rugby, and Zeta Psi Fraternity, Inc. Originally from San Mateo, California, Tushar now resides in San Francisco. While at UC Davis, he was a member of the rugby team that won the D1AA National Championship in 2015. In his spare time, he enjoys running marathons, attending local sporting events, basketball, football, spending time with family, traveling, and watching movies.

Michael Matsuno is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at California Polytechnic State University and Nordstrom. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Russell Bordonaro is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 31 years of experience in wealth management, he specializes in creating personalized financial strategies that reflect his clients’ unique goals and priorities. His areas of expertise include education planning, executive and equity compensation services, family wealth management, legacy and philanthropic planning, tax minimization, retirement income, and portfolio management. Russell began planning for his financial future while still in college, applying his early experience from the hospitality industry to develop a strong foundation in investment and service. He holds a Bachelor's degree from Rutgers University and holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Russell emphasizes a collaborative, one-on-one approach with clients, beginning every relationship with a comprehensive review of their current financial situation and future aspirations to build a flexible, tailored strategy. Outside of his professional work, Russell is active in his community and values spending time volunteering. He enjoys a variety of personal interests including hiking, cooking, biking, gardening, painting, photography, reading, and spending time with his family. He often engages in art projects and outdoor activities with his adult son while teaching him about the importance of investing in the future.

Claudia Angeja is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at Wells Fargo Clearing for seven years and has been with Morgan Stanley since 2016, including her current role starting in 2025. She holds a Series 66 designation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Stephanie Shum is a financial advisor with LPL Financial in Burlingame, CA, holding CFP®, Series 66, and Series 63 credentials, with six years of industry experience. Prior to joining LPL Financial in 2025, she worked at Grove Point Advisors LLC and Grove Point Investments LLC from 2023 to 2025, and was self-employed from 2011 to 2018. LPL Financial serves a diverse range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.