Robert Cooper is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has worked previously at Bank of America, N.A., Morgan Stanley, and MBS Source eTrading, Inc., and was involved with the Marin Bocce Federation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jeffrey Richardson is a financial advisor at Fisher Investments based in San Francisco, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, offering discretionary portfolio management across various asset classes and employing a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios.

Brian Morgan is a financial advisor with Morgan Stanley in Burlingame, CA. He holds a Series 66 designation and has 12 years of industry experience, including roles at Morgan Stanley Private Bank, N.A. since 2020 and Morgan Stanley Smith Barney LLC since 2015. Outside of his advisory work, he co-founded and serves as CFO of A.P.E.X. LLC, a company that designs strength and conditioning programs for high school and collegiate athletes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Hans Reese is a CFP®-designated financial advisor with 25 years of industry experience, currently practicing at LPL Financial since 2006. Prior to joining LPL, he worked at Morgan Stanley and Merrill. In addition to his advisory role, he is associated with Legal Shield in a non-investment capacity. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with a range of customizable strategies and technology tools.

Richard Dupont is a Series 66-licensed financial advisor with 25 years of industry experience. He is currently with J.P. Morgan Securities in Palo Alto, CA, having previously worked at firms including First Republic Investment Management, Bank of America, Merrill, and Banc of America Investment Services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of advisors. Their non-discretionary advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and integrating ESG eligibility frameworks.

Xiang Li is a Series 66-licensed financial advisor at LPL Financial with 22 years of industry experience. He has worked at LPL Financial since 2010, and previously held positions at Citigroup Global Markets, Citicorp Investment Services, and Morgan Stanley DW Inc. Outside of his advisory work, Li provides interpretation services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Hok In Un is a financial advisor with J.P. Morgan Securities in San Leandro, CA, holding a Series 66 designation and six years of industry experience. Their prior work includes four years at Tumi Inc before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC, where they have been employed since 2020. 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 searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities through affiliated entities.

Feng Jin is a financial advisor at Fidelity with a Series 66 designation and 10 years of industry experience. He has worked previously at UBS Financial Services and Merrill Lynch. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves registered investment companies and offers model portfolios through Fidelity Institutional Wealth Adviser.

Reynolds Ospina is a financial advisor at J.P. Morgan Securities in San Francisco, CA, with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Securities Company and First Republic Investment Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a manager solutions team.

Elizabeth Robbins is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2021. 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 uses structured planning tools and firm-approved methodologies to support its financial planning process.

Xu Wang is a CFP® professional with 19 years of industry experience, currently affiliated with LPL Financial since 2013. His prior experience includes roles at Wells Fargo Clearing, Edward Jones, and Banc of America Investment Services. Wang also operates Wang Wealth Advisors LLC as a separate business activity. 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 portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and significant operational resources.

Annie Louie is a financial advisor at Merrill with 28 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2016, following brief tenures at Morgan Stanley and Charles Schwab. Outside of her advisory role, she is the sole owner of a rental property business. Merrill, along 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 supported by internal and third-party managers, serving individuals, high-net-worth clients, and institutional investors.

Linh Tran is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2017. Outside of her advisory work, Tran is involved in education and real estate through board memberships with Little Builders International Academy LLC and ALKAL Franz LLC. Morgan Stanley Wealth Management provides comprehensive advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers services spanning from personal financial plans to corporate financial planning agreements.

Jazmin Soriano is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank, nA since 2018. Her prior roles include positions at click away verizon and metro Pcs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

David Cuellar is a CFP®-certified financial advisor with 36 years of industry experience. He currently works at Wells Fargo Clearing, where he has been since 2016, and has previously been employed at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Outside of his advisory role, Cuellar writes children’s books and teaches financial strategies for successful retirement at several colleges in the Bay Area. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics from Wells Fargo Investment Institute and follows diversification principles and modern portfolio theory in its investment approach.

Shuk Ming Leung is a financial advisor at J.P. Morgan Securities with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several major firms including Morgan Stanley, Citigroup, HSBC Securities, and JPMorgan Chase Bank. 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 selection, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes derivatives and commodities capabilities not commonly found in similar programs.

Sophia Sun is a financial advisor with Charles Schwab in San Francisco, CA, holding a Series 66 designation and 15 years of industry experience. She has been with Charles Schwab since 2009, including roles at Charles Schwab Trust Bank, Premier Bank, and Charles Schwab Bank, SSB. Outside of her advisory work, she supports her spouse in managing rental property. Charles Schwab 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, offering multi-asset model portfolios and alternative investment options supported by centralized custodial and operational systems.

Vicky Hsia is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Charles Schwab, where she has worked since 2019 and previously from 1999 to 2017. Her prior experience includes a brief tenure at Quantum Capital Management. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and access to alternative investments through a centralized operational structure.

Ashley Hanson is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2015. She works closely with Wealth Management Advisors and families to support their financial planning needs. Prior to her current role, Ashley served as a Relationship Manager at Fidelity Investments from 2012 to 2015, and as a Financial Representative from 2010 to 2012. She began her career as a Client Service Associate at Stevens Foster Financial Advisors from 2005 to 2010. Ashley holds a California Insurance License. Her professional focus is on delivering client service that enables clients to concentrate on their personal priorities while managing their financial goals effectively.

Annie Tran is a financial advisor at Morgan Stanley with six years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2017. Prior to her advisory role, she was employed at UC Irvine from 2013 to 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broader investment and trading activities.