Paul Karson is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Karson Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services supported by model portfolios and research from both internal and third-party sources.

Susan Wohlgemuth is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets, Inc. since 2008. 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 tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and economic modeling in its financial planning process.

Dominic Anderson-Nakagawa is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop personalized financial plans tailored to the unique goals and needs of clients. He emphasizes building strong relationships with clients and their families, focusing on earning and maintaining trust through reliability, thoughtful guidance, and professional competence. Before his current role, Dominic served as a Relationship Manager and Financial Representative at Fidelity Investments. He holds a California Insurance License, supporting his expertise in financial planning and insurance services. Outside of his professional responsibilities, Dominic's personal interests include baseball, fitness, food, and golf.

Maicie Levitt is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation. She began her career at Morgan Stanley in 2025 and has prior experience in coaching softball at Norcal Fusion. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Nicole Domergue Brunner is a financial advisor at Merrill with 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2010. She holds Series 63 and Series 66 licenses. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Juan Cardona is a financial advisor with Morgan Stanley in San Mateo, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client goals.

Scott Jower is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he owns a sole proprietorship specializing in marketing and product development consulting. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Michael Rhodes is a financial advisor with Fisher Investments based in San Mateo, CA, holding Series 63, 65, and 66 licenses and with 18 years of industry experience. He has been with Fisher Investments since 2005. Outside of his advisory role, he is also a notary public. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers various specialized services including sub-advisory and retirement plan management.

Kellie Morlock is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is an independent consultant for a nutrition and beauty products line. 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, supported by a large network of financial advisors and branch offices nationwide.

Arnold Mc Queary is a financial advisor with Charles Schwab in Foster City, CA, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Charles Schwab since 2000 and previously worked at optionsXpress, Inc. from 2013 to 2017. 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 combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and supervisory systems.

Kevin Carlson is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 2005. In his role, he focuses on serving ultra-affluent clients by creating customized financial strategies that address their complex needs and long-term objectives. Kevin has experience working with technology entrepreneurs and corporate executives who have gone through liquidity events, offering expertise in areas such as pre- and post-IPO strategies, stock management, mergers, and private sales. His client focus includes equity compensation services, family wealth management, legacy planning, liquidity management, and retirement planning among others. He holds a Bachelor's Degree from the University of California, San Diego, and professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Kevin lives in Atherton, California with his wife Allison and their three children.

William Hains is a financial advisor with Morgan Stanley, holding a Series 66 credential and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2017, and previously held roles at Sanctuary Securities, LLC and Three Bridge Wealth Advisors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. Its planning process involves structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone financial plans.

Kendel Shapses is a financial advisor with Wells Fargo Clearing in Montara, CA, holding a Series 66 designation and eight years of industry experience. Before joining Wells Fargo in 2017, Shapses worked at Square Peg Organization and held instructional roles at Dominican University of California and the University of Berkeley. Outside of advising, Shapses is involved in community education as an instructor on financial strategies for retirement at several colleges and co-owns a wedding and event venue. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a wide range of investment advisory, financial planning, and retirement plan consulting services supported by research from Wells Fargo Investment Institute and a focus on diversification and modern portfolio theory.

Ivan Chan is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. He previously worked at Sand Hill Global Advisors, LLC from 2012 to 2020 before joining Morgan Stanley and Morgan Stanley Private Bank in 2020. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Stephen Lo is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves both direct individual clients and employer-sponsored financial planning arrangements.

Hoang Luu is a financial advisor at Morgan Stanley with two years of industry experience. Before joining Morgan Stanley, he worked at Johnson & Johnson Vision for six years and Abbott Medical Optics for an additional six years. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee.

Peiyi Lin is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Their prior roles include positions at Citibank, N.A. and Old Republic Title Company. Peiyi is based in San Mateo, CA. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, with a financial planning process that uses structured discovery and firm-approved tools to develop client plans. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Jonathan Noriega is a financial advisor at Edward Jones in San Carlos, CA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley Advisors, and BDO USA LLP. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lucas Andrighetto is a financial advisor at Morgan Stanley with Series 66 credentials and three years of industry experience. He has been with Morgan Stanley since 2022 and also has business involvement with DubClub, a technology venture, and Shasta Produce Co., a wholesale distribution company. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by proprietary tools and offers a wide range of investment and financial solutions.

Caryn Augst is a CFP® professional affiliated with LPL Financial, bringing 38 years of industry experience. Her prior roles include positions at MetLife Securities Inc., Massachusetts Mutual Life Insurance Company, Lincoln Financial Advisors Corporation, and Mass Mutual Investors Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by research and various portfolio management strategies.