Brian Wang is a financial advisor at Merrill in San Mateo, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Merrill in 2019, he worked at General Motors Financial and Pi Charging and was affiliated with the University of Michigan. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Donovan Kerr is a Series 66 licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked with the Levin Johnston Team at Marcus & Millichap and was involved in catering and event services at Domenico Winery Catering & Events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed using systematic methodologies and long-term asset allocation benchmarks.

Peter Bergquist is a financial advisor with Morgan Stanley in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Floriberta Sario Perez is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Good Sports Inc. and Altimeter Capital. She has also been involved in academic and student success initiatives at San Jose State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory services supported by a structured planning process and firm-approved tools.

Stacy Blair is a Series 66 licensed financial advisor at Edward Jones with seven years at the firm and two years of industry experience. Prior to joining Edward Jones, Stacy worked in education with Fairfax County Public Schools and spent time as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Hashini Jayasekara Sa is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering 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 market simulations as part of its planning process.

Monique Garduno is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 66 and Series 63 licenses and bringing two years of industry experience. She previously worked at Wells Fargo from 2008 to 2017 and has been with JPMorgan Chase Bank, N.A. since 2017. 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 advisory program.

Brian Thorbrogger is a financial advisor with Morgan Stanley in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes positions at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.

Noah Rubin is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and investment services supported by firm-approved tools and methodologies.

Dillon Magee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His career includes roles at Wells Fargo Bank and experience outside the financial sector at Sun Shops and the University of California, Santa Cruz. Wells Fargo Advisors is a national firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nathan Van Dell is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at John Mills and been involved with the United States Tennis Association. Outside of finance, he has been active with the Peninsula Community Center for several years. Morgan Stanley Wealth Management provides a wide range of advisory services to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive asset management capabilities.

Sean Chatman is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent ten years with Wells Fargo Investments, LLC. Outside of his advisory role, he is involved as a landlord managing a rental property. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad range of financial products.

Ashna Sharma is a financial advisor at Morgan Stanley in Palo Alto, CA, with 10 years at Morgan Stanley Smith Barney LLC and 5 years of industry experience. She holds the Series 66 designation. Outside of advisory work, Sharma provides home health care services through California's In-Home Supportive Services Program. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, while maintaining an advisory role without individual security recommendations in standalone planning.

Ngoc Le is a financial advisor with Merrill in Palo Alto, CA, holding a Series 66 designation and has three years of industry experience. Prior to joining Merrill, Ngoc worked for Riviera Finance from 2014 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Thomas Boesch is a financial advisor at Fidelity with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 securities licenses. Boesch has been associated with Fidelity Investments in various capacities since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds distinctive registrations and advisory roles within the industry.

Joshua Yeager is a financial advisor at UBS Financial Services in San Mateo, CA, with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Scotia Capital (USA) Inc., Nomura Securities International, Inc., KPMG, and Duff & Phelps. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and model-based asset allocations.

Weifen Cheng is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a CFP® designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup Global Markets. Cheng is also the sole proprietor of a real estate business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Jonathan Schmidt is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley since 2016. 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 utilizes structured discovery conversations and proprietary planning tools.

Sophia Szeto is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, previously spending four years with the Ray Barri Agency at Allstate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides a planning process that uses structured discovery and firm-approved tools without individual security recommendations as part of standalone financial plans.

Magdalen Yum is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 designation and has been with UBS since 2016. Yum serves on the board of The Dui Hua Foundation, a nonprofit focused on rights advocacy through dialogue. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management using proprietary research and model-based asset allocations.