Jinglang Wei is a CFP® professional with eight years of industry experience, currently serving at J.P. Morgan Securities. Their career includes prior roles at Fidelity Brokerage Services LLC and JPMorgan Chase Bank, N.A. Wei is based in Millbrae, CA, and holds Series 63 and Series 66 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to deliver written asset allocation advice and customized reporting, with a focus on a defined set of eligible investment strategies.

Tushar Zalpuri is a Senior Financial Advisor with Merrill Lynch Wealth Management, utilizing the investment resources of Merrill Lynch and the banking services of Bank of America to support various aspects of clients' financial lives. Since joining Merrill Lynch in 2015, he has focused on working with high net worth individuals, households, business owners, and professionals throughout the Bay Area to develop and maintain personalized financial strategies. His client services include corporate executive services, family wealth management, legacy planning, retirement income, and socially responsible investing. Tushar holds a bachelor's degree in economics with a minor in communications from the University of California, Davis. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Fluent in Hindi, Spanish, and English, he also participates in professional organizations such as the Serra Alumni Board, UC Davis Men's Rugby, and Zeta Psi Fraternity, Inc. Originally from San Mateo, California, Tushar now resides in San Francisco. While at UC Davis, he was a member of the rugby team that won the D1AA National Championship in 2015. In his spare time, he enjoys running marathons, attending local sporting events, basketball, football, spending time with family, traveling, and watching movies.

Grant Silverman is a CFP® professional with nine years of industry experience, currently affiliated with Cetera. His career includes roles at Northwestern Mutual and managing his own business, Silverman Financial. In addition to financial advising, he is active in insurance sales, focusing on life, health, disability, annuities, and long-term care products. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party investment options.

Michael Matsuno is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at California Polytechnic State University and Nordstrom. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Wai Ip Chan is a financial advisor at J.P. Morgan Securities in San Francisco with 16 years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, following previous roles at Cetera, East West Bank, and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm’s advisory process combines quantitative and qualitative due diligence with a forward-looking approach to capital markets and includes broader derivatives and commodities capabilities.

Alexander Wright is a financial advisor with Charles Schwab in San Francisco, holding a Series 66 credential and one year of industry experience. Prior to joining Schwab, he worked at Equitable Advisors, Edward Jones, ADP, Yelp, and PNC Bank. He serves in the United States Air Force Reserves as a Command Post Controller and also operates a pet-sitting side business. Charles Schwab & Co., Inc. provides investment advisory and brokerage services primarily to high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary investment guidance and access to discretionary separate managed accounts, supported by centralized operations and a broad range of investment options.

Russell Bordonaro is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 31 years of experience in wealth management, he specializes in creating personalized financial strategies that reflect his clients’ unique goals and priorities. His areas of expertise include education planning, executive and equity compensation services, family wealth management, legacy and philanthropic planning, tax minimization, retirement income, and portfolio management. Russell began planning for his financial future while still in college, applying his early experience from the hospitality industry to develop a strong foundation in investment and service. He holds a Bachelor's degree from Rutgers University and holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Russell emphasizes a collaborative, one-on-one approach with clients, beginning every relationship with a comprehensive review of their current financial situation and future aspirations to build a flexible, tailored strategy. Outside of his professional work, Russell is active in his community and values spending time volunteering. He enjoys a variety of personal interests including hiking, cooking, biking, gardening, painting, photography, reading, and spending time with his family. He often engages in art projects and outdoor activities with his adult son while teaching him about the importance of investing in the future.

Claudia Angeja is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at Wells Fargo Clearing for seven years and has been with Morgan Stanley since 2016, including her current role starting in 2025. She holds a Series 66 designation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Stephanie Shum is a CFP® professional with six years of industry experience. She currently works at LPL Financial and has prior experience at Grove Point Advisors LLC and Grove Point Investments LLC. Shum operates EH Shum Financial Solutions, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Steven Silver is a financial advisor with Charles Schwab in San Francisco, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Outside of his advisory role, he is involved in real estate property management. Charles Schwab 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 strategies supported by centralized operational infrastructure and multi-asset model portfolios.

Judy Wang is a CFP® professional with 28 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. Her prior roles include positions at Wells Fargo Investments, LLC and Wamu Investments, Inc. She owns a rental property in San Bruno, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Vahid Azin is a financial advisor at Merrill with Series 63 and Series 66 credentials and approximately two years of experience in the financial services industry. His prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company, as well as experience outside finance, including work at Landor and Fitch and Level 5 Drywall, Inc. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Yanlin Yu is a financial advisor with Morgan Stanley in Burlingame, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Morgan Stanley in 2021, Yu spent nine years at CitiGroup. Outside of his advisory role, he is involved in in-home senior services in San Francisco. Morgan Stanley Wealth Management offers a range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services through a structured financial planning process.

Kuang Yang is a financial advisor at Charles Schwab with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Charles Schwab and Charles Schwab Bank since 2014, based in San Mateo, CA. 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 advisory relationships alongside access to discretionary separately managed accounts, supported by multi-asset model portfolios and proprietary research.

Paulo Manalo is a Financial Consultant at Fidelity Investments, a role he has held since 2022. He works closely with clients to develop customized financial strategies aimed at addressing their specific objectives and supporting them throughout various stages of life. Prior to his current position, Paulo was a Private Client Advisor at JPMorgan Chase from 2020 to 2022 and served as a Private Client Banker at the same institution from 2013 to 2020. His experience spans multiple facets of financial advisory and client relationship management. Paulo holds a California Insurance License, which supports his work in financial consulting.

Richard Diregolo II is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and 19 years of industry experience. He previously worked at Securian Financial Services, Inc., SGC Financial & Insurance Services, and Minnesota Life Insurance Co from 2007 to 2020. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Salvatore Azzolino is a financial advisor with J.P. Morgan Securities in Burlingame, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Charles Schwab and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Richard Lopez is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at JP Morgan Chase and First Republic Bank. He has also been involved with Casa Alegra Community Services. 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 combines a large client base with a dual-registered broker-dealer and investment adviser structure, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Sanh Vuong is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Morgan Stanley in 2021, Vuong worked for Citigroup Global Markets for 14 years. Outside of advisory services, he owns and manages rental property in Alameda, California. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning using structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and planning services.

Mitchell Rohrer is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked with Wells Fargo entities since 2001, including Wells Fargo Investments and Wells Fargo Clearing. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.