Michael Laport is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he is the owner and president of LAPORT GROUP LLC, an engineering consulting firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Steven Bono is a financial advisor with Morgan Stanley in Palo Alto, California, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He previously worked at First Republic Securities Company and First Republic Investment Management from 2015 to 2023. Outside of his advisory role, Bono serves on the boards of the 49ers Foundation and Lamonica’s Pizza Dough Company, contributing to nonprofit and manufacturing sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Weijie Yuan is a financial advisor with Merrill in Mountain View, CA, holding a Series 66 designation and four years of industry experience. He has been with Merrill and Bank of America since 2019. Prior to his current role, he held positions at Premier Nissan of San Jose and Next Generation Marketing 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angelina Yu is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 license and previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Nancy Robertson is a financial advisor with Cambridge Investment Research Advisors and holds the Series 63 and Series 65 licenses. She has 33 years of industry experience and has been with Cambridge Investment Research Advisors and Cambridge Investment Research since 2016. Prior to that, she was associated briefly with Protected Investors of America. Cambridge Investment Research Advisors, Inc. serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and supports both discretionary and non-discretionary management through multiple platforms and proprietary model strategies.

Edith Lau is a financial advisor with J.P. Morgan Securities in Milpitas, CA, holding Series 63 and Series 66 designations and 20 years of industry experience. She has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2014. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to develop model asset allocations and incorporates ESG criteria where applicable.

Marie Wreaks is a financial advisor at Fidelity with a Series 66 designation and over two years of experience at the firm. Prior to joining Fidelity Investments in 2024, she worked for Leean Sera DDS Inc for 11 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and Charitable Gift Funds. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to create model portfolios from a range of mutual funds, ETFs, and ETPs.

Purav Patel is a financial advisor at Fidelity with 12 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked within various Fidelity entities since 2015. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, leveraging a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to registered investment companies, and incorporation of AI and algorithmic methods in research.

Jiaying Sun is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. She serves as a resource for various financial matters, including investing, retirement planning, and saving for unexpected expenses. Jiaying also facilitates access to specialists within Bank of America, covering areas such as banking, credit, home financing, and small business solutions. Jiaying holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from the University of Electronic Science and Technology of China. Jiaying communicates with clients in both Chinese and English to provide comprehensive financial advice and guidance.

Bradley Noval is a financial advisor with Ameriprise in Pleasanton, CA, holding a Series 63 designation and 30 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service, providing written recommendation reports and ongoing retirement-income planning focused on reliable income sources and tax-efficient withdrawal strategies.

Samuel Veytser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, California Fine Wine & Spirits LLC, and All Spectrum Insurance Brokers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Alexander Kaminaris is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Morgan Stanley for 7 years and at Citigroup Global Markets for 1 year. He serves as a co-trustee for a joint trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm combines brokerage and advisory solutions and uses research and analytics from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

Haiau Ho Nguyen is a financial advisor at Fidelity with 12 years of industry experience and holds a Series 66 designation. His career includes roles at JPMorgan SECURITIES LLC and various divisions within Fidelity since 2016. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to diverse clients, including retail and institutional investors, using a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also engages in formal advisory roles for multiple registered investment companies and employs systematic methodologies incorporating AI and long-term asset allocation benchmarks.

Nicola Ostrum is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with J.P. Morgan Securities since 2001 and has concurrently worked at JPMORGAN Chase Bank, N.A. since 1995. Ostrum serves as an Investment Committee member for El Camino Hospital. 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 and fund searches, and customized performance reporting. Their advisory process is supported by centralized due diligence and incorporates ESG eligibility frameworks, with implementation services provided by affiliated entities.

Anthony Giuliano is a financial advisor at Osaic with 28 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Securities America Advisors, Inc., Foothill Securities, Inc., and Aladino Financial Services, Inc. Giuliano is also involved in life insurance sales and income tax preparation, with tax planning integrated as part of his investment services. Osaic Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes model-based asset allocation and portfolio optimization with various investment strategies and third-party manager options, supported by a complex affiliate network and private-equity ownership.

David Amann is a CFP® and ChFC® with 22 years of industry experience. He has been with Edward Jones in Redwood City, CA since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lucas Sotto is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. His prior work history includes roles at JPMorgan Chase and multiple positions at Chapman University. He has also been involved in the food service industry with Hanano Ramen and Tpumps. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Morgan Javonillo is a Planning Consultant at Fidelity, a role held since 2025. Prior to this position, Morgan worked as a Relationship Manager at Fidelity from 2023 to 2025 and as a Financial Representative at Fidelity from 2021 to 2023. Morgan began their financial services career as a Relationship Banker at Bank of America in 2021. Morgan holds a California Insurance License and focuses on building strong client relationships to develop financial plans tailored to individual values and needs. Their approach involves understanding both short-term and long-term goals to ensure that financial plans remain relevant and effective over time. Outside of their professional work, Morgan enjoys baseball, comedy, social events with friends, music, and snowboarding.

Ross Irmer is the Vice President and Financial Consultant at Fidelity Investments. He has held various roles within Fidelity, progressing from Financial Representative in 2018 to his current position since 2026. Ross has experience in financial consulting and relationship management, with prior roles including Senior Revenue Analyst at Effectus Group, Senior Revenue Accountant at Palo Alto Networks, and Auditor in public accounting at Ernst & Young LLP. He holds a Certified Financial Planner™ designation and an MBA with a concentration in Finance. Ross is licensed for insurance in California. He focuses on providing a responsive and efficient approach to financial planning, leveraging Fidelity's resources to assist clients with their financial goals.

Richard Huber is a financial advisor at Morgan Stanley with 48 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 1997, as well as at Citigroup Global Markets from 2007 to 2009. He is based in Pleasanton, California. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.