Thomas Boesch is a financial advisor with Fidelity Investments, holding Series 63, Series 65, and Series 66 credentials and possessing 38 years of industry experience. He has been with Fidelity Personal and Workplace Advisors since 2018 and has worked at Fidelity Investments since 1999. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, and it serves a broad client base with discretionary and non-discretionary advisory services, model portfolios, and fund advisory.

Joshua Yeager is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 65 and Series 63 licenses. Prior to joining UBS in 2025, he worked at Scotia Capital (USA) Inc., Nomura Securities International, Inc., KPMG, and Duff & Phelps. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and securities-backed lending programs.

Weifen Cheng is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a CFP® designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup Global Markets. Cheng is also the sole proprietor of a real estate business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Magdalen Yum is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 designation and has been with UBS since 2016. Yum serves on the board of The Dui Hua Foundation, a nonprofit focused on rights advocacy through dialogue. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management using proprietary research and model-based asset allocations.

Issa Kaleh is a financial advisor with J.P. Morgan Securities in Burlingame, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, Bank of America, Wells Fargo, and Northwestern Mutual Investment Management. 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 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.

Diego Contreras is Vice President and Financial Consultant. He partners with families and individuals to assist them in navigating wealth planning decisions, emphasizing attention to detail, integrity, and dedication. Diego's professional experience includes roles as a Financial Consultant at Fidelity Investments from 2019 to 2025, a Senior Financial Consultant at TD Ameritrade from 2018 to 2019, and a Financial Consultant at TD Ameritrade from 2017 to 2018. He holds a California Insurance License.

Pagnchaktra Sun is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Citibank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Jerry Tzu Hsuan Chen is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at Bank of America and Merrill since 2014. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, and institutional investors. The firm integrates with Bank of America’s corporate platform, providing access to a wide range of investment products and services.

Elizabeth Dong is a financial advisor with Morgan Stanley in Menlo Park, California. She holds a Series 66 designation and has 12 years of industry experience. Her work history includes roles at Morgan Stanley Private Bank and Morgan Stanley since 2013. Outside of her advisory work, she owns and manages a real estate business, DJH Realty LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Susan Brauner is a financial advisor at Osaic with 44 years of industry experience. She holds a Series 63 designation and has worked at Securities America Advisors Inc and The Brauner Company, where she has served as a co-trustee of the company’s profit sharing plan. Brauner is also licensed as an insurance agent specializing in term insurance and fixed annuities. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to multiple third-party money managers and wrap programs. The firm employs asset-allocation tools and risk-tolerance analysis to construct portfolios across various asset classes and supports both discretionary and non-discretionary account management.

Shiting Yu is a CFP® designated financial advisor with three years of industry experience currently working at Ameriprise in San Mateo, CA. Prior to joining Ameriprise in 2026, Yu spent three years at RBC Capital Markets, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Juan Garcia is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2013, also working with JPMorgan Chase Bank since 2008. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with additional market-facing registrations and functions, delivering services on a non-discretionary basis where clients retain final decision-making authority.

Fadela Hamidat is currently a Planning Consultant at Fidelity Investments, a role she has held since 2026. She brings a client-focused approach to her work, emphasizing understanding individual needs and providing thoughtful planning support to help clients realize their future visions. Her professional experience includes positions as an Investment Consultant at Charles Schwab from 2025 to 2026, Private Client Banker at JP Morgan Chase from 2021 to 2025, and Relationship Banker at JP Morgan Chase from 2019 to 2021. This background has equipped her with insights across various facets of financial planning and client relationship management. Fadela holds a California Insurance License. Outside of her professional interests, she enjoys activities such as hiking, traveling, and exploring culinary experiences.

Alexander Argente is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 license with one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at New Market Venture Management and Vine Connections. Outside of financial services, his background includes roles in hospitality and healthcare settings. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support its advisory services.

Elisabeth Dellinger is a financial advisor with Fisher Investments, holding a Series 65 designation and 12 years of industry experience. She has been with Fisher Investments since 2004. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates, and is noted for its centralized investment decision process and diverse client base.

Michael Do is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work history includes roles at Bank of America and various positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Shantell Bryant is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Personal and Workplace Advisors since 2018. Prior to joining Fidelity, she was self-employed for 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment products.

Jeffrey Better is a financial advisor at OSAIC with 42 years of industry experience. He holds a Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 41 years. Outside of advising, he serves as a board member for the Omega Foundation, a charitable organization focused on fundraising, and acts as co-trustee for a relatives' living trust. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to offer customized portfolio management across various investment products.

Lan Zhang is a financial advisor at Charles Schwab with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 1993, including a role at Charles Schwab Bank since 2005. 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 supported by multi-asset model portfolios and centralized operational infrastructure.

Yunjia Jiang is a Series 66-licensed financial advisor at Morgan Stanley with three years of industry experience. Based in Menlo Park, CA, Jiang has been with Morgan Stanley since 2022. 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.