Plato Wang is a financial advisor at Merrill with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Bank of America, Fidelity Investments, and Merrill. Outside of his advisory role, he manages a small online business selling used books via Amazon. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Gillelen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior work includes roles at First Allied Advisory Services, Morgan Stanley, and Banc of America Investment Services. He serves as President of The Eva and John Ross Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and asset management options and supports its advisors with advanced research and operational tools.

Peter Morris is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 47 years before joining Osaic in 2025. Morris offers fixed annuity products through Osaic Wealth and Crump where appropriate to clients. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a range of programs featuring model-based asset allocation, portfolio optimization, and multiple investment strategy options.

Jeffrey Chun is a financial advisor at Osaic with 26 years of experience in the industry. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors for 24 years before joining Osaic in 2025. In addition to his advisory role, Chun offers various insurance products including accident and health, disability insurance, and fixed/indexed annuities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers a range of managed portfolio options and third-party manager programs.

Kevin Wolfe is a financial advisor with Morgan Stanley in Burlingame, CA, holding a Series 66 designation and with 23 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and structured processes without providing individual security recommendations as part of standalone financial planning.

Kelsie Kahn is a Branch Leader at Fidelity Investments, where she leads a team of financial service professionals committed to assisting clients in achieving their financial goals. She has held this role since 2023. Prior to her current position, Kelsie worked as a Business Service Officer at Morgan Stanley from 2022 to 2023 and as a Client Relationship Manager at Charles Schwab from 2017 to 2022. Her experience spans client relationship management and business services within the financial sector. Outside of her professional career, Kelsie has interests in art, food, hiking, theater, and yoga.

Sally Hershey is a CFP® with 35 years of industry experience, currently serving at Cambridge Investment Research Advisors, where she has worked since 2016. Prior to this, she spent 19 years with Protected Investors of America. In addition to her advisory role, she has worked as an independent insurance agent and a tax preparer. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors, with services such as financial planning, investment management, and retirement-plan advisory. The firm offers multiple platform options and proprietary model strategies under the Founders Gate Capital brand.

Jeffrey Chen is a financial advisor with Morgan Stanley in San Mateo, CA, holding a Series 66 designation and 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning that incorporates firm-approved tools and modeling techniques.

Eric Yen is a financial advisor at UBS Financial Services with seven years of industry experience. He has held his current role since 2018 and previously worked for CFO Rick from 2015 to 2018. He holds the Series 66 designation and is based in San Francisco, CA. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

Robert Silverman is a CFP® professional with 42 years of industry experience. He is currently with Cetera and has previously worked at Paul Revere Companies. In addition to his advisory role, he is involved in insurance sales, including fixed life, health, and disability insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, managing over $256 billion in assets through a network of more than 10,000 advisors.

Ben Szeto is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and possessing 22 years of industry experience. He has worked with several firms in the financial sector, including Wells Fargo Bank NA and Chase Investment Services Corp. Outside of his advisory role, he is involved in rental property ownership in San Francisco. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services, supported by research from Wells Fargo Investment Institute and third-party databases.

Clark Cole is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 66 designation and has worked previously at Business Wire and Navis. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds.

Benjamin Yohanan Jr. is a financial advisor with OSAIC in San Mateo, CA, holding a Series 63 designation and 33 years of industry experience. He has worked at OSAIC since 2024 and previously spent 15 years with Securities America Advisors, Inc. He also owns and operates Ben Yohanan Annuity & Insurance Agency, Inc., where he has been involved in fixed annuity and limited life insurance sales since 1990. Outside of his advisory work, he serves as a board member of the Baywood Place Homeowners Association. OSAIC serves a diverse client base including individual investors, retirement plans, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm employs a model-based investment approach featuring asset allocation, portfolio optimization, and multiple program options including Unified Managed Accounts and third-party money manager programs.

Jacqueline Kwong is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank division since 2017, following a decade at Ameriprise Financial Services. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning that uses firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Chris Stephens is a financial advisor at Fisher Investments with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fisher Investments since 2001. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment policy committee and a combination of quantitative and qualitative research to construct diversified portfolios, providing services that include sub-advisory management and retirement plan solutions.

Kevin Hatch is an advisor at LPL Financial in San Carlos, CA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been affiliated with LPL Financial since 1995 and has been self-employed since 1993. Hatch’s other business activities include servicing existing fixed term life insurance policies outside of LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, and institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, utilizing various portfolio strategies and advisor-support tools.

Angela Wong is a financial advisor with Charles Schwab in San Francisco, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has worked at Charles Schwab and Charles Schwab Bank since 2020, and previously at PRUCO Securities, LLC from 2014 to 2020. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Raymond Hurt is a financial advisor at OSAIC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Securities America Advisors and Parrot, Inc. In addition to his advisory role, he is involved in insurance sales through Advantage Financial Group. OSAIC serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services with an investment approach centered on model-based asset allocation, portfolio optimization, and multiple managed account options.

Ellen Ching is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has served as CEO and active partner of West Portal Financial Group, LLC since 2014. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services utilizing risk profiling and analytical modeling, with specialized programs in municipal finance and SIMPLE IRA employer consulting.

Adam Glatz is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2019, with prior experience at JPMorgan Chase Bank, Bank of America, and PNC. 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 written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to develop model asset allocations, incorporating an ESG eligibility framework and derivatives capabilities.