Matthew Huerta is a financial advisor at UBS Financial Services with 26 years of experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2011. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven investment strategies tailored to client goals.

Ephraim Calbert Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure alongside ongoing oversight of its investment models.

Scott Taggart is a financial advisor with Morgan Stanley in San Mateo, CA, holding a Series 66 credential and five years of industry experience. His career includes roles at Morgan Stanley Private Bank and service as a commissioned officer in the United States Marine Corps Reserves specializing in Intelligence and Aviation C2 Operations. Prior to his advisory work, he also had involvement with Peninsula Golf & Country Club. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and market-based modeling techniques, managing approximately $2.74 trillion in client assets.

Lauren Murcia is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and with 17 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm’s financial planning process employs structured discovery and approved tools to model outcomes, managing approximately $2.74 trillion in client assets.

George Papadoyannis is a CFP® with 35 years of industry experience, currently serving at Ameriprise since 2020 and previously at Ameriprise Financial Services, Inc. from 2005. He is involved in business ownership with Mega Branch Inc and holds a consulting role with Agean Blue Dream Villas in Greece. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Maiden is a financial advisor at Fidelity with Series 63 and Series 65 certifications and two years of industry experience. He has worked at Fidelity Investments since 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Mohammad Safariannematabad is a Financial Advisor at Merrill Lynch Wealth Management. He works with executives, attorneys, physicians, family business owners, and families to help them navigate important financial decisions with confidence. Mohammad focuses on providing personalized wealth management guidance, emphasizing a relationship-centered approach to understand each client's unique needs. His expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, and retirement income. Mohammad holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from IVC. He communicates professionally in both English and Farsi. Mohammad's mission is to simplify complex financial matters and offer guidance that empowers clients to make informed choices. He aims to build lasting relationships based on trust and personalized advice, supporting clients in pursuing their long-term financial goals.

Jason Tiongson is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA. Additionally, he is a commissioned notary. 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 services through a large network of advisors, combining model portfolios, third-party management, and customized strategies with various operational and research support tools.

Michelle Chang is a Financial Advisor at Merrill Lynch Wealth Management. She brings over 16 years of experience in the finance industry, focusing on simplifying and clarifying the complexities of investing for her clients. In her role, Michelle connects all aspects of a client's financial life to prioritize and pursue their most important goals. Her areas of expertise include customized wealth and retirement planning, fixed income investments such as CDs, bond laddering, preferred securities, and tax-free municipal bonds. She also specializes in education planning, including 529 plans and education analysis. Michelle's approach considers factors like risk tolerance, time horizon, liquidity, and tax sensitivity to tailor strategies that meet clients' unique needs. Michelle holds a Bachelor's Degree from the University of California System and is a Personal Investment Advisor (PIA).

Thomas Mccue is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include 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 investment modeling techniques.

Jhocelyn Schlauraff is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 22 years before joining Morgan Stanley Smith Barney LLC in 2025. Morgan Stanley Wealth Management provides a wide range of 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 both direct client plans and Corporate Financial Planning agreements.

John Lopez is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools without providing individual security recommendations as part of standalone plans.

Gavan Wang is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and seven years of industry experience. He has been with UBS since 2018 and previously worked at State Street Corporation for three years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerance.

Timothy Freeland is a financial advisor with Charles Schwab in Menlo Park, CA, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2015. 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 and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Yaqiong Zhong is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2019, Zhong worked at Fly High from 2018 to 2019 and at USC from 2015 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including personalized 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 that incorporates proprietary tools and market scenario analyses.

Jackson Thoreson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2024. Prior to that, he spent five years with Bank of America, N.A. and Merrill. Outside of his advisory role, he is involved in coaching baseball at Bellarmine College Preparatory and College Park Baseball. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional financial services.

Griffin Meyer is a financial advisor at Morgan Stanley in San Mateo, CA, holding a Series 66 designation. He has experience working at Morgan Stanley Private Bank and Morgan Stanley since 2025 and previously held roles at Thomson Reuters, Leeco Steel, and several other companies. 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 methods. The firm manages approximately $2.74 trillion in client assets and provides planning services through both individual and corporate channels.

Mark Carandang is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. He holds Series 63 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to guide its recommendations.

Aaron Moore is a financial advisor with LPL Financial, holding a Series 66 designation and nine years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at SGC Financial and Securian Financial Services Inc. Moore operates out of San Mateo, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by extensive operational and research tools.

Deepak Ganju is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies that align with clients’ unique financial goals and life priorities. Drawing on the investment insights from Merrill Lynch strategists and the banking services of Bank of America, he supports clients in areas including retirement planning, family wealth management, education planning, international wealth management, and investment consulting for defined benefit and contribution plans. Deepak holds an MBA from California State University, San Francisco, and a Bachelor's degree from the University of Phoenix. He carries the Personal Investment Advisor (PIA) designation and communicates fluently in English and Hindi. Beyond his professional role, Deepak contributes to his community through involvement with the Kiwanis Club, the Indo American Community Federation, and immigrant services within the Indo American community. His approach centers on developing risk-averse, tax-efficient financial strategies to help clients preserve and build wealth in a manner that supports their long-term objectives. Deepak’s client focus spans a range of financial planning needs, and he emphasizes working closely with clients to create flexible plans that adapt to changing market conditions.