Michael Hughes is a financial advisor at LPL Financial with 42 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Hughes is based in San Mateo, CA. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves 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 a range of model portfolios, research, and technology-driven strategies.

Daniel Sanchez is a financial advisor at Morgan Stanley in Burlingame, CA, holding a Series 66 designation with three years of industry experience. His prior work includes multiple roles at Morgan Stanley and a brief period in extended travel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning using structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Sibyl Woo is a financial advisor at Morgan Stanley with eight years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Charles Schwab Bank, Charles Schwab & Co., Inc., The Vanguard Group, and the University of California Merced. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using firm-approved tools and structured discovery processes. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Elena Fassio is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her previous roles include positions at Global Wealth Partners and Levcor, Inc. She has an academic background from Villanova University and experience working in education-related roles prior to entering the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies and involvement with registered investment companies.

Angelina Yu is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 license and previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Michele Michaels is a financial advisor with Charles Schwab in San Mateo, CA, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at TD Ameritrade and Natren Probiotics. 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 options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

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.

David Amann is a CFP® and ChFC® with 22 years of industry experience. He has been with Edward Jones in Redwood City, CA since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Floriberta Sario Perez is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Good Sports Inc. and Altimeter Capital. She has also been involved in academic and student success initiatives at San Jose State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory services supported by a structured planning process and firm-approved tools.

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.

William Maung is a financial advisor with Morgan Stanley Wealth Management in Menlo Park, CA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Morgan Stanley in 2025, he held roles at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Maung also served in the US Navy from 2012 to 2017. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Hashini Jayasekara Sa is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its planning process.

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.

Nathan Van Dell is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at John Mills and been involved with the United States Tennis Association. Outside of finance, he has been active with the Peninsula Community Center for several years. Morgan Stanley Wealth Management provides a wide range of advisory services to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive asset management capabilities.

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.