Hsun Yi Shih is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with West Portal Financial Group, LLC and Raymond James Financial Services since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized services including municipal advising and employer SIMPLE IRA consulting.

Kevin Harrington is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is involved in a trust-related business activity in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured approach to financial planning using firm-approved tools and modeling techniques.

Alvin Wan is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, he held positions at JS Appraisal, Pacific Aviation, and San Jose State University. Merrill 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 plans, corporations, and charitable organizations.

John Lam is a financial advisor with Merrill in San Francisco, CA, holding Series 63 and Series 65 credentials and ten years of industry experience. His work history includes roles at Bank of America, Citigroup, JPMorgan Chase, and Amazon Inc. Outside of finance, he has provided in-home supportive services as a caregiver since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Marcial Vargas is a financial advisor with Ameriprise in Redwood City, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC, accumulating eight years in those roles. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning with written recommendation reports and ongoing advice tailored to dependable income and tax-aware withdrawal strategies.

Hector Naranjo Lepe is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2019, following two years at Merrill. Outside of finance, he was involved with Rose Garden Massage from 2012 to 2020. 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 that utilize structured discovery processes and firm-approved tools to support client planning.

Thomas Butler is Vice President and Wealth Planner at Fidelity, where he focuses on building long-term relationships with clients by understanding their individual and family financial goals. He is part of a specialized group aimed at providing a comprehensive and detailed financial planning experience for clients. He has held the position of Vice President and Senior Lead Private Client Adviser at Bank of the West from 2011 to 2019. Prior to that, he worked as a Financial Advisor at Merrill Lynch from 2006 to 2011 and at Morgan Stanley from 2005 to 2006. He holds a California Insurance License.

Elisabeth Lee is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes roles at the Law Offices of Andrew B Shin and the University of Southern California. 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, and institutional investors.

Robert Cooper is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has worked previously at Bank of America, N.A., Morgan Stanley, and MBS Source eTrading, Inc., and was involved with the Marin Bocce Federation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Brian Morgan is a financial advisor with Morgan Stanley in Burlingame, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2020. Outside of financial services, Morgan is a co-founder and CFO of A.P.E.X. LLC, a company that designs strength and conditioning programs for high school and collegiate athletes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning involves structured discovery and firm-approved tools, offering a broad range of retail and institutional investment solutions.

Chad Bell is a financial advisor at Morgan Stanley with over 23 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2011. Outside of his advisory role, he serves on the administration and finance committee for Trinity Presbyterian Church and works as a bookkeeper and payroll assistant for the Santa Cruz Forest School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer managing approximately $2.74 trillion in client assets. The firm offers a range of advisory programs and financial planning services to individuals and institutions, utilizing structured planning tools and methodologies without providing individual security recommendations as part of its standalone planning services.

Hans Reese is a CFP® professional with 25 years of experience in the financial industry. He has been with LPL Financial in San Mateo, CA, since 2006. Outside of his advisory work, he is associated with Legal Shield in a limited, non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs and financial planning services, utilizing model portfolios, research, and both discretionary and non-discretionary management approaches.

Richard Dupont is a financial advisor at J.P. Morgan Securities with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill, Bank of America, First Republic Investment Management, and J.P. Morgan entities. Based in Palo Alto, CA, he has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2023. 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, distribution, and investment management capabilities.

Xiang Li is a financial advisor at LPL Financial with 21 years of industry experience. He has held his current position since 2010. Outside of advising, he works as an interpreter. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Hok In Un is a Series 66 licensed advisor at J.P. Morgan Securities with six years of industry experience. Prior to joining J.P. Morgan, he worked at Tumi Inc. from 2016 to 2020. He has held positions at both JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2020. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a combination of quantitative asset-allocation modeling and centralized due diligence. The firm applies an ESG eligibility framework in its recommendations and delivers services on a non-discretionary basis.

Harlan Sylvester is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and nine years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. He serves as a council member outside of his advisory work. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Feng Jin is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. He has worked previously at UBS Financial Services and Merrill Lynch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Elizabeth Robbins is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with 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 firm-approved methodologies to support its financial planning process.

Luke Harris is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, Carleton College, and Lakeside Partners. 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 combination of advisory and brokerage capabilities.

Yan Xiong is a financial advisor with J.P. Morgan Securities in Mountain View, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His work history includes roles at J.P. Morgan Chase Bank, Bank of America, and Merrill. He also was involved with HACC.AI System Solution LLC for one year. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework in its investment recommendations and operates within the broader J.P. Morgan broker-dealer and banking organization.