Feng Jin is a financial advisor at Fidelity with nine years of industry experience and holds the Series 66 designation. He has previously worked at UBS Financial Services and Merrill Lynch. Feng Jin is currently with Strategic Advisers, LLC, a Fidelity Investments company. Strategic Advisers provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

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.

Annie Louie is a financial advisor with Merrill in San Francisco, CA, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Merrill and Bank of America, N.A. since 2016. Outside of her advisory role, she is the sole owner of a rental property investment in Richmonds Hill, Georgia. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base, including individuals, high-net-worth clients, pension plans, and corporate fiduciaries. The firm offers a variety of model-based and discretionary investment strategies and is integrated into Bank of America’s broader corporate platform.

Linh Tran is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory work, Tran is involved in education and real estate through board memberships with Little Builders International Academy LLC and ALKAL Franz LLC. Morgan Stanley Wealth Management provides comprehensive advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers services spanning from personal financial plans to corporate financial planning agreements.

David Cuellar is a CFP® professional with 35 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors LLC from 2014 to 2016. Outside of his advisory role, Cuellar writes children's books and teaches financial strategies for retirement at De Anza College, Canada College, and the College of San Mateo. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Shuk Ming Leung is a financial advisor at J.P. Morgan Securities with nine years of industry experience. His work history includes roles at HSBC Securities, Morgan Stanley, Citigroup, and Bank of America. He holds Series 63 and Series 65 licenses. 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 combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Pierre Manneh is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012 and 2015, respectively. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools, with plans based on model-driven outcome simulations, while clients retain responsibility for implementation.

Vicky Hsia is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Charles Schwab in San Mateo, CA. She has worked at Charles Schwab since 1999, with a brief period at Quantum Capital Management from 2018 to 2019. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Ashley Hanson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2015. She works closely with Wealth Management Advisors and families to support their financial planning needs. Prior to her current role, Ashley served as a Relationship Manager at Fidelity Investments from 2012 to 2015, and as a Financial Representative from 2010 to 2012. She began her career as a Client Service Associate at Stevens Foster Financial Advisors from 2005 to 2010. Ashley holds a California Insurance License. Her professional focus is on delivering client service that enables clients to concentrate on their personal priorities while managing their financial goals effectively.

Annie Tran is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and 5 years of industry experience. She has been with Morgan Stanley since 2017, following her studies at UC Irvine. 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 focused on tailored financial planning, utilizing structured discovery conversations and firm-approved planning tools.

Wooseok Chang is a financial advisor at Merrill based in Palo Alto, CA. He holds the Series 66 designation and has been in the industry since 2026. Prior to his current role, he worked at Bank of America and has experience in various other fields including the restaurant industry and ride-sharing services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Matthew Grush is a financial advisor at Edward Jones with Series 63 and Series 66 licenses. He has recent experience working at Commure, Augmedix, JustAnswer, and SquareTrade prior to joining Edward Jones. Grush is based in Pacifica, CA, and is new to the financial advisory industry. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 financial advisors.

Sandra Lanoie is a financial advisor at Morgan Stanley with 42 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2020. She holds Series 63 and Series 65 credentials. Lanoie serves on the advisory board of the Children’s Musical Theater in San Jose. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, combining tailored financial planning and investment services supported by structured discovery processes and firm-approved planning tools.

Thomas Anderson is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 designations and with 40 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Leonard Sun is a financial advisor at UBS Financial Services with Series 63 and Series 66 credentials. He has one year of industry experience and previously worked at Wells Fargo Bank, N.A. He studied full-time at the University of California, Davis, and Ohlone College prior to entering the financial services industry. Leonard has also been involved with Bay Angels. 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 to tailor plans to clients’ goals and risk tolerances.

Mary Suhr is a Series 66-licensed financial advisor at Morgan Stanley in Palo Alto, CA, with 19 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Conor Harty is a Series 66 licensed financial advisor at J.P. Morgan Securities with three years of industry experience. His prior work includes roles at LookLook, Newell Brands, and Emory University. 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 and applying an ESG eligibility framework in its recommendations.

Mark Brian Canlapan is a financial advisor at Merrill with three years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several major financial institutions, including Bank of America, Citigroup, and J.P. Morgan. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, and other fiduciaries.