Ho Yin Chung is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013, including seven years at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.

Diego Salazar is a financial advisor with Merrill in San Mateo, CA, holding a Series 66 designation and five years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously held roles at Meridian Pacific Sales, Sterling May Equipment Company, University of California Davis, Sears, and Los Angeles Valley College. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Addie Chan is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Wells Fargo in 2016, Chan worked at Morgan Stanley and Citigroup Global Markets. She serves on the investment committee at San Mateo College, providing oversight on endowment and non-endowment funds. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

Carine Krikorian is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and various Wells Fargo entities. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ivan Cen is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been associated with Cetera and Cetera Investment Services since 2013 and has also worked at Cathay Bank since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services, operating a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Greg Koch is the Vice President and Branch Leader at Fidelity Investments, where he has been serving since 2019 in leadership roles. He is responsible for providing leadership and personalized coaching to the associates at the Burlingame branch, focusing on building strong client relationships through trust and clear communication. His team offers comprehensive financial planning to help clients achieve their financial goals. Greg has held multiple positions at Fidelity Investments since 2011, including Branch Leader, Investment Solutions Manager, Managed Account Support Specialist, Client Services Manager, Operations Manager, Onboarding Manager, Senior Trading Help Desk, and Client Services Associate. Prior to joining Fidelity, he worked as a Financial Advisor at AXA Advisors from 2008 to 2011, a Senior Premier Banker at Wells Fargo from 2006 to 2008, and a Personal Banker at BBVA Compass Bank from 2003 to 2006. He holds a California Insurance License.

Michael Jamieson is a financial advisor with UBS Financial Services in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with UBS since 1995. Outside of his advisory work, he occasionally conducts historical research and freelance writing on topics such as World War II and biographies of the "Greatest Generation." UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Joann Stewart is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 designations and 31 years of industry experience. She worked at Prudential Equity Group, LLC for five years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and a range of brokerage and advisory solutions. The firm manages approximately $671 billion in assets and incorporates research from Wells Fargo Investment Institute and third-party sources in its investment evaluations.

Brian Vera Cruz is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. He previously worked at Heritage Bank of Commerce and First Republic Bank. Outside of his financial career, he is involved in photography as a proprietor. Morgan Stanley Wealth Management is a large institutional firm serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and research to support its financial planning process.

Emily Sims is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Waddell and Reed and Amy Cook, as well as operating as a notary and managing a home-based Etsy shop and freelance design business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions with access to both proprietary and third-party strategies.

Larysa Smykovskaya is a Vice President and Financial Consultant at Fidelity Investments, where she has been serving since 2018. In her role, she partners with clients to build personalized financial plans that address both short-term and long-term investment goals. She has extensive experience in wealth management and portfolio management, having held positions such as Vice President and Senior Portfolio Manager at TD Wealth Private Client Group from 2015 to 2018, Vice President and Portfolio Manager at PNC Wealth Management from 2013 to 2015, Senior Investment Specialist at Wells Fargo Private Bank from 2008 to 2013, and Financial Advisor to High Net Worth Clients at Vanguard Group from 2005 to 2008. Larysa holds a California Insurance License. Outside of her professional work, she enjoys fitness, hiking, skiing, theater, and traveling.

Linh Thai is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. Based in Menlo Park, CA, Linh holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Jeanne Marie Marasigan is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials. She has been affiliated with Primerica Financial Services since 2011 and has experience at firms including Harder+Company Community Research and US Export Capital Group LLC. Jeanne is based in San Leandro, CA, and has worked in financial-related roles since 2023. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services primarily through model-based strategies created by unaffiliated asset managers.

Amanda Lo is a CFP® with 18 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2021. Her prior experience includes roles at Bank of America N.A. and Merrill, where she worked from 2008 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team and incorporates ESG criteria within eligible strategies.

Anthony Rojo is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with J.P. Morgan Securities since 2014 and previously worked at Chase Investment Services Corp. and Wells Fargo Investments. From 2011 to 2017, he also operated a creative business, Anthony Rojo Creative. 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. Their advisory process combines quantitative and qualitative research, with an emphasis on tailored, non-discretionary recommendations.

Gregory Hannah is a financial advisor at Osaic Wealth, Inc. in Oakland, CA, with 31 years of industry experience. He holds a Series 63 designation and has worked at Osaic Wealth since 2018, following prior roles at Signator Investors and Transamerica Financial Advisors. Outside of advising, he operates a fixed insurance agency as a sole proprietor. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients. The firm offers a range of brokerage and advisory services through a multi-advisor platform, emphasizing model-based asset allocation and portfolio optimization.

Tara Fowler is a Wealth Management Advisor at Merrill Lynch Wealth Management. She leads a team that provides research-based, active portfolio management and financial strategies tailored for sophisticated clients with complex needs. Tara collaborates with clients to enable informed decision-making, allowing them to confidently pursue their personal and financial goals. Her areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, personal retirement planning, and tax minimization. Tara holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), Accredited Domestic Partnership Advisor (ADPA), and Personal Investment Advisor (PIA). She earned her Bachelor's Degree from Santa Clara University. Tara is actively involved in her community and serves on multiple boards, such as the Bay Area Cancer Connection Board of Directors (2024-2025), Kainos Auxiliary Board of Directors (2005-present), The Sequoia Awards Board of Directors (2009-present), and previously on the Sequoia Hospital Foundation Board of Directors (2015-2018). Outside of her professional work, she enjoys biking, boating, dancing, gardening, hiking, interior decorating, music, spending time with her family, traveling, and yoga.

Peter Evans is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at In2Deep Santa Monica and served with the Spanish Ministry of Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, 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.

Kam Chak is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and having four years of industry experience. His career includes roles at BMO, Bank of the West, Citibank, and JP Morgan Chase Bank and Securities. 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 various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

Ronald Puccinelli Jr. is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.