John Coleman is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Morgan Stanley Smith Barney LLC since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning, utilizing firm-approved tools and strategies to support clients’ financial goals.

Lance Friesz serves as a Vice President and Wealth Planner at Fidelity Investments since 2022. He approaches client relationships with an education-based philosophy, aiming to empower clients to make informed financial decisions for themselves and their families. Lance focuses on developing customized wealth strategies designed to provide benefits both currently and for future generations. He has been with Fidelity Investments since 2012, holding various roles including Financial Representative, Investment Consultant, Financial Consultant, and currently as Vice President, Wealth Planner. Lance holds a California Insurance License. Outside of his professional work, Lance enjoys camping, family activities, fitness, gardening, photography, and soccer.

Michelle Liu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and Charles Schwab. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Kelly Cunningham is a financial advisor with Edward Jones in South San Francisco, CA, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Edward Jones since 2001. Outside of her advisory role, she is a general partner in the Cypress Investment Partnership, which involves occasional assistance with real estate transactions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Sharon Gutierrez is a CFA® charterholder with 17 years of industry experience. She has worked at Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Hui Wong is a financial advisor at Morgan Stanley in Menlo Park, California, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, Wong worked at Nordstrom, Inc. for one year and managed Sugarie Bake Shop, a bakery business, from 2011 to 2019. Wong continues to have ownership interests in Sugarie Bake Shop, a restaurant and bar located in Pleasanton, California. 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 financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Amy Brugger is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she engages in art sales through Amy N. Brugger Designs and is involved in self-publishing a book on exercise and general health. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Robert Mckee IV is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he is a partner in a commercial cattle breeding operation and serves as a director of a personal investment holding company, in addition to acting as an advisory trustee for a charitable foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services designed to support both direct individual clients and corporate financial planning agreements.

James Knipple is a financial advisor with Edward Jones in Redwood City, CA, holding a Series 66 credential and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held various roles connected to theater and education. He serves as a trustee on the Finance Committee for TheatreWorks Silicon Valley in an advisory capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Dan Roasa is a financial advisor with Charles Schwab in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment selection process.

Roy King is a financial advisor at Morgan Stanley with 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services through individual and corporate financial planning agreements.

Tricia Kramer is a financial advisor at UBS Financial Services with 33 years of industry experience. She holds the Series 63 and Series 66 designations and has been with UBS since 2014. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and affiliated banking services.

Sue Wong is a CFP® professional with 25 years of industry experience, currently serving at OSAIC since 2024. She has prior experience with Woodbury Financial Services, Inc. and Questar Asset Management. Outside of her advisory work, she is involved with Shannan Walter Wealth Advisors, LLC, where she integrates insurance products into holistic financial planning. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party solutions to manage portfolios across various asset classes.

David Fung is a financial advisor at LPL Financial in San Mateo, CA, holding a Series 66 designation with three years of industry experience. Prior to joining LPL Financial in 2025, he worked at NEXT Financial Group, Inc. and held engineering roles at Applied Materials and Lam Research. Fung is also employed as an engineer at TSMC outside of his advisory work. 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, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

Cory Evans is the Vice President and Financial Consultant at Fidelity Investments. In this role, he collaborates with clients to develop customized plans aimed at achieving their financial planning and investment planning goals. His primary focus is on working with clients who are in or approaching retirement to help them work toward successful outcomes. Cory has extensive experience in the financial services industry, having held several positions at Fidelity Investments since 2015, including Financial Consultant, Investment Consultant, and Financial Representative. Prior to joining Fidelity, he worked as an Associate Advisor at NewFocus Financial Group and as an Associate Financial Advisor at YellowBrickRoad Financial Advisors. He holds a California Insurance License. Outside of his professional work, Cory enjoys family activities, food, hiking, parenthood, and traveling.

Andre Duong is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Rockefeller Capital Management and Thrivent Financial. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and techniques such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Claire Benoit is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, concurrently working at JPMorgan Chase Bank, N.A. since 2014. 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 while clients retain final decision authority.

Alexander Oberle is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2012. Outside of his advisory role, Oberle owns and manages a rental property business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and market modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through a broad platform that includes retail and institutional investment offerings.

Meng Hok is a financial advisor with J.P. Morgan Securities in Redwood City, CA, holding Series 63 and Series 66 credentials and nine years of industry experience. He has been with JPMorgan Chase Bank and JP Morgan Securities LLC since 2017. Outside of his financial advisory role, Meng works as part of the production team for Sabaidee Fest, an annual Southeast Asian music and cultural festival in the United States. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment approach.

Paul Magliaro is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and economic modeling.