Meiting Lin is a financial advisor at J.P. Morgan Securities with the Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2026, Lin held roles at JPMorgan Chase Bank, N.A., Citibank, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a specialized group of Wealth Advisors. Their advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice and customized reporting, with clients retaining final decision-making authority.

Sy Nguyen is a Financial Advisor at Merrill Lynch Wealth Management, where he joined in 2022 following over three years of experience at Edward Jones. In his current role, he advises clients on wealth accumulation and preservation through tailored wealth management strategies, focusing on understanding clients' priorities and providing solutions to improve their financial situation. Sy leverages the resources of Merrill Lynch and Bank of America to address various aspects of clients' financial lives. Sy's expertise includes services for defined benefit plans, investment consulting for defined contribution plans, managing new wealth, personal retirement planning, portfolio management services, and retirement income. He is committed to delivering wealth advisory services and investment management that help clients pursue their long-term goals. His professional credentials include the Chartered Retirement Planning Counselor designation along with CERTIFIED PLAN FIDUCIARY ADVISOR, Personal Investment Advisor, and Retirement Accredited Financial Advisor certifications. He holds an MBA in Finance from the Neeley School of Business at Texas Christian University and earned a Bachelor's degree in Finance and Accounting. Sy is involved in community organizations such as Second Harvest of Silicon Valley and the Vietnamese American Organization. In his personal time, he enjoys hiking, running, and spending time with his family.

Richard Dupont is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with J.P. Morgan Securities in Palo Alto, CA, having previously worked at firms including First Republic Investment Management, Bank of America, Merrill, and Banc of America Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and integrating ESG eligibility frameworks.

William Wang is a financial advisor with Charles Schwab in Cupertino, CA, holding Series 66 and Series 63 licenses and 13 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2014. Outside of his advisory role, he owns and operates an automotive repair business focused on building and restoring cars. Charles Schwab serves a large client base of primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment solutions, integrating multi-asset model portfolios with access to alternative investments and comprehensive custody and brokerage services.

Adam Fischer is a Series 66-registered financial advisor with UBS Financial Services in Los Gatos, CA, where he has worked since 2013. He has 21 years of industry experience. Fischer serves on the Finance Commission for the Town of Los Gatos, advising on financial and budgetary matters for the local government. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory offerings, including financial planning, portfolio management, and mutual fund distribution. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor financial plans.

Xiang Li is a Series 66-licensed financial advisor at LPL Financial with 22 years of industry experience. He has worked at LPL Financial since 2010, and previously held positions at Citigroup Global Markets, Citicorp Investment Services, and Morgan Stanley DW Inc. Outside of his advisory work, Li provides interpretation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.

Michael Valenzuela is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2025. He has held multiple roles within Fidelity Investments, including Investment Consultant, Relationship Manager, and Workplace Planning Consultant, gaining a breadth of experience in financial services since 2021. Michael specializes in retirement planning, tax-efficient investing, and children's education planning. He emphasizes education and communication to help clients make informed investment decisions and feel confident in their financial strategies. He holds a California Insurance License, supporting his work in comprehensive financial planning. Outside of his professional role, Michael enjoys hiking and reading.

Mason Mckown is a Wealth Management Advisor at Merrill Lynch Wealth Management. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) certification and the Personal Investment Advisor (PIA) designation. Mason earned his bachelor's degree from the University of California at Santa Barbara with a concentration in Ethics within his Philosophy major. Mason's expertise focuses on college education planning, divorce transition planning, family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. He specializes in working with clients experiencing major life transitions, including retired rental property owners and those with concentrated employer stock. Mason emphasizes personalized planning that reflects each client's goals, values, and priorities, aiming to instill confidence in their financial future through trust and open communication. He has been involved in the Rotary Club of Campbell and served as its past president. Mason lives in Silicon Valley with his wife, two children, and their golden retriever. His personal interests include adventure sports, camping, hiking, music, pickleball, skiing, surfing, tennis, volleyball, and spending time with his family.

Kathleen Webb is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously spent 11 years at A. G. Edwards & Sons, Inc. Aside from her advisory work, she serves as a trustee for her family’s trusts. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory, serving over 14,000 advisors and managing approximately $671 billion in assets.

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.

Thomas Wong is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity Investments since 2014, initially serving as a Financial Consultant before his current role. Prior to joining Fidelity, he worked as a Financial Advisor at Miceli Financial Partners from 2008 to 2014, and as a Financial Representative at NML from 2006 to 2008. Thomas specializes in working with clients to develop comprehensive financial plans by identifying gaps and educating them on their options. His approach involves empowering clients to make informed financial decisions for themselves and their families, utilizing the resources available through Fidelity Investments. He holds a California Insurance License.

Jeffrey Coplan serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he focuses on assisting individuals and families in achieving their financial objectives through personalized financial, investment, and long-term wealth planning strategies. He emphasizes the importance of having a clear financial plan, maintaining discipline, and making informed decisions rather than attempting to time the market. Jeffrey holds a California Insurance License, which supports his provision of comprehensive financial advice. Outside of his professional responsibilities, he engages in activities such as bowling, golf, softball, and enjoys spending time with his pets and family.

Jarrett Fishpaw is a financial advisor with Charles Schwab in Los Gatos, CA. He holds a Series 66 designation and has experience dating back to 2014, previously working at Coldwell Banker Realty for 11 years before joining Charles Schwab Bank and Charles Schwab in 2025. 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 a combination of non-discretionary and discretionary investment options, utilizing multi-asset model portfolios and a centralized operational structure.

Bela Palfalvi is a financial advisor with Charles Schwab in Cupertino, CA, holding a Series 63 license and bringing 33 years of industry experience. His career includes over two decades with Charles Schwab and related entities, as well as three years at TD Ameritrade. 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 offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and centralized operational infrastructure.

Dewi Hartono is a financial advisor at Morgan Stanley in Cupertino, CA, with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and includes both retail and institutional services.

Xinyao Wang is a financial advisor at Charles Schwab with six years of industry experience. His background includes roles at JPMorgan Chase Bank and JPMorgan Securities, along with earlier experience outside finance as an auctioneer and working in the restaurant industry. Charles Schwab serves primarily high- and ultra-high-net-worth clients 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, and offers multi-asset model portfolios alongside centralized custody and order-routing services.

Yan Xiong is a financial advisor with J.P. Morgan Securities in Mountain View, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase Bank, as well as a one-year tenure at HACC.AI System Solution LLC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a manager solutions team and includes specialized capabilities in derivatives and commodities.

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.

Lin Wu is a financial advisor with Morgan Stanley in Mountain View, CA, holding a Series 66 designation and 20 years of industry experience. Prior to joining Morgan Stanley in 2022, Wu worked at Wells Fargo Clearing and Wells Fargo Bank NA for a combined total of over a decade. Morgan Stanley Wealth Management serves individual and institutional clients by offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that includes firm-approved tools and modeling techniques.