Ashkahn Moayedi is a financial advisor with Wells Fargo Clearing in Danville, CA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. 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 advisory services. The firm’s approach is IPS-driven and rooted in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Tommy Liu is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he is involved in property management activities in the Redwood City area. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by the Global Investment Committee’s return estimates and modeling tools.

Christina Patel is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and Ameriprise Financial Services Inc. since 2016. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement income planning advice focused on dependable income sources.

Mark James is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing. His prior experience includes roles at JP Morgan Chase Bank N.A. and Wells Fargo Advisors. Outside of finance, he owns and operates RetroTrips, a business focused on toy, hobby, and tabletop game sales. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Katrina Yun Nikolac is a financial advisor at Edward Jones in Los Altos, CA, holding the CFP®, ChFC®, and Series 66 designations with 18 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient overlay services.

David Knudsen is a financial advisor at Morgan Stanley in San Jose, CA, with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Samuel Maran is a Series 66-credentialed financial advisor with three years of experience at Morgan Stanley, based in Palo Alto, CA. His prior work includes roles in education and the restaurant industry, including positions at the University of California Berkeley and Pyeongchang Tofu House. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, providing financial planning through structured discovery and firm-approved tools, and managing approximately $2.74 trillion in client assets.

Muhammad Siddiqi is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. Outside of his advisory role, he is an executor involved in estate administration. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including personalized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools and market modeling techniques.

Nicholas Sexauer is a financial advisor with Charles Schwab in Menlo Park, CA, holding Series 63 and Series 66 credentials and having 13 years of industry experience. He has been with Charles Schwab since 2011 and Charles Schwab Bank SSB since 2014. 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 operates with a primarily non-discretionary client relationship model, offering multi-asset model portfolios alongside discretionary separately managed accounts managed by an affiliate, Charles Schwab Investment Management.

Joenah Norasing is a financial advisor at Morgan Stanley with seven years of industry experience. Prior to joining Morgan Stanley Smith Barney in 2026, Joenah worked at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank, N.A. for eight years. Outside of finance, Joenah has experience as a business owner, having operated Glow Nailbar LLC from 2016 to 2018. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and offers structured planning tools alongside investment advisory and brokerage services.

Troy Kenyon is a financial advisor at Charles Schwab with 8 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, SSB since 2018 and Charles Schwab & Co., Inc. since 2017. Prior to Schwab, he was employed at Roncancio Wealth Management for one year and worked at Arizona State University for four years. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and a centralized operational structure.

Lisa Hughes serves as a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 30 years of experience providing personalized wealth management services and strategies to a dynamic and accomplished group of clients. Lisa collaborates with a highly skilled professional team to address the long-term challenges and daily demands of substantial wealth. Her approach involves developing a deep understanding of clients' values and priorities before addressing investment needs. Lisa focuses on diversified portfolio development, alternative investments, and money manager selections. She addresses concentrated stock issues, liquidity creation, hedging, and risk reduction. Additionally, she helps clients explore estate planning techniques by coordinating with their outside advisors. Her client focus areas include college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, women and wealth, and tax minimization. Lisa holds a bachelor's degree in economics from the University of California at Berkeley. She has earned professional designations including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Her personal interests include gardening, hiking, painting, and yoga.

Qimeng Li is a financial advisor at Merrill with seven years of industry experience. They hold the Series 66 designation and have worked at both Merrill and Bank of America, N.A. since 2013. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers and supports account administration, trading, and custody.

Larry Thomas is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 63 designation and 39 years of industry experience. He has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jingyao Li is a financial advisor at Wells Fargo Clearing with three years of industry experience. Li holds the Series 66 designation and has previously worked at Bank of America and NatWest Bank, RBS Group. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 grounded in modern portfolio theory, with options for discretionary management and a range of investment vehicles including insurance-related products and bank deposit sweeps.

Robert Mount is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Cetera and its related entities since 2013 and has been self-employed in retirement planning since 1987. Outside of his advisory role, Mount serves as president of a homeowner association board. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diverse portfolio management options through a multi-manager platform, supporting discretionary and non-discretionary strategies across multiple program structures.

Kyle Foley is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 66 and Series 63 licenses and has worked at JPMorgan Chase Bank, N.A. since 2011. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Xiaolin Yang is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Yingzhi Xi is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Bank, N.A. prior to his current role. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Sarah Mijts is a Series 66-credentialed financial advisor with 19 years of industry experience. She is currently with Wells Fargo Clearing and has previously held roles at Rockefeller Financial LLC, First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.