Robert Mckee IV is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following earlier roles at Citigroup Global Markets and Merrill. Outside of his advisory work, he is a director of Zia Capital Corp and a partner in Zia Ranch Partners, a commercial cattle breeding and raising business, and serves as an advisory trustee for the Robert E & Evelyn Mckee Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and market modeling techniques.

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 with Morgan Stanley in Menlo Park, CA, holding a Series 63 designation and 30 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques but generally acts in an advisory capacity without making individual security recommendations in its standalone planning services.

Sue Wong is a CFP® with 26 years of experience in the financial advisory industry. She is currently with OSAIC, having joined in 2024, and previously worked at Woodbury Financial Services and Questar Asset Management. Outside of her advisory role, she incorporates life insurance products as part of a holistic financial planning process through Shannan Walter Wealth Advisors, LLC. OSAIC serves a broad range of clients, including individual investors, retirement plan sponsors, charities, and corporate clients. The firm employs a model-based approach to asset allocation and portfolio optimization, offering multiple advisory and brokerage services across various platform programs.

Taseer Rasheed is a financial advisor at Merrill with Series 63 and Series 66 licenses. He has one year of industry experience, having previously worked at J.P. Morgan Securities, Wells Fargo, and Teachers Federal Credit Union, among other firms. Rasheed also served in the United States Marine Corps Global from 2021 to 2024. 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 a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

David Fung is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 credential and three years of industry experience. Before joining LPL Financial in 2025, he worked at NEXT Financial Group, Inc. for two years and has prior experience in engineering roles at Applied Materials and Lam Research. Outside of his advisory work, he is employed in an engineering role at TSMC. 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 advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

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 with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2014, both located in San Bruno, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research supported by centralized due diligence and may include ESG considerations.

Alexander Oberle is a financial advisor at Morgan Stanley with 14 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2012, including 11 years at Morgan Stanley Private Bank, National Association. Outside of his advisory role, Oberle is a sole proprietor involved in rental property management in San Jose, 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and market modeling techniques.

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.

Jaime Bardina is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Prior to his career in finance, he worked at the Milpitas Police Department for three years. He has been with Merrill Lynch, Pierce, Fenner & Smith Inc. and Bank of America, N.A. since 2019. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services for 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 plans, corporations, and charitable organizations.

Brendan O'Brien is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following a decade at Citigroup Global Markets. Outside of his financial advisory role, he is involved in coaching lacrosse in Woodside, California. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing firm-approved planning tools and structured discovery processes.

Emmanuel Assa 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 RBC Bank and consulting experience with The Boston Consulting Group. He also spent several years affiliated with Stanford University and worked with Pyul Corp under Lakefront Finance and Lakefront Labs. Morgan Stanley Wealth Management serves both individual and institutional clients by providing customized financial planning and investment advisory services. The firm employs structured planning tools and models to support client goals, managing approximately $2.74 trillion in assets.

Kosta Stathopoulos is currently Vice President and Branch Leader at Fidelity Investments, a role he has held since 2025. His leadership approach focuses on disciplined strategy combined with personalized client support, emphasizing active listening and transparent communication to help clients make informed decisions with confidence. Prior to his current position, Kosta held several roles in the financial services industry, including Institutional Consultant Relations & Business Development at Brown Advisory from 2021 to 2025, Vice President of Institutional Sales at Aristotle Capital Management from 2018 to 2021, Director of Wealth Management at TIAA between 2016 and 2018, Director of Client Services and Lead Advisor at Brighton Jones from 2013 to 2016, and Client Services Group Manager at Fisher Investments from 2005 to 2013. He holds a California Insurance License. Outside of his professional career, Kosta enjoys activities such as spending time at the beach, cars, family activities, fitness, reading, and traveling.

John Yeager is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, offering a broad range of services supported by proprietary research and capital market insights.

Robert Mclalan Jr. is a financial advisor with Morgan Stanley in San Mateo, CA, holding Series 63 and Series 65 licenses and 45 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and also with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering 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 modeling techniques.

Christoph Menzl is a financial advisor with Edward Jones in Burlingame, CA, holding a Series 66 designation and four years of industry experience. Before joining Edward Jones in 2021, he worked for Abbott Laboratories from 2007 to 2021. He serves on the advisory board of the nonprofit Phase2Careers and is a director on the board of PetroplastVinora AG. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering a broad range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Jennifer Cai is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2022, following previous roles at RBC Capital Markets and WageWorks, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved planning tools.