Brian Hsieh is a financial advisor with LPL Financial in Campbell, CA, holding a Series 66 designation and over 21 years of industry experience. He previously operated Brian V Hsieh, Inc. and Marquez & Hsieh, LLC, among other business ventures. Hsieh has been involved with local youth athletic associations, including the Santa Teresa Little League and Almaden Valley Youth Athletic Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Lauren Murcia is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and with 17 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm’s financial planning process employs structured discovery and approved tools to model outcomes, managing approximately $2.74 trillion in client assets.

Bryan Benelli is a CFP®-credentialed financial advisor with Stifel in San Jose, CA, bringing three years of industry experience. His prior roles include positions at Red Tower Advisors and Jackson Hewitt Tax Services. Stifel serves a diverse client base including individuals, institutional clients, and municipalities, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Henry Van is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. Prior to joining Wells Fargo in 2026, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities from 2017 to 2025, and spent one year at GNC (General Nutrition) from 2016 to 2017. Wells Fargo Advisors provides investment advisory services, financial planning, wrap-fee programs, 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, utilizing research from Wells Fargo Investment Institute and third-party sources to guide investment decisions.

Mohammad Safariannematabad is a Financial Advisor at Merrill Lynch Wealth Management. He works with executives, attorneys, physicians, family business owners, and families to help them navigate important financial decisions with confidence. Mohammad focuses on providing personalized wealth management guidance, emphasizing a relationship-centered approach to understand each client's unique needs. His expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, and retirement income. Mohammad holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from IVC. He communicates professionally in both English and Farsi. Mohammad's mission is to simplify complex financial matters and offer guidance that empowers clients to make informed choices. He aims to build lasting relationships based on trust and personalized advice, supporting clients in pursuing their long-term financial goals.

Michelle Chang is a Financial Advisor with Merrill Lynch Wealth Management, bringing over 16 years of experience in the finance industry. She focuses on delivering comprehensive wealth and retirement planning tailored to meet clients' specific objectives, taking into account factors such as risk tolerance, time horizon, liquidity, and tax sensitivity. Her expertise includes fixed income investments through CDs, bond laddering, preferred securities, and tax-free municipal bonds, as well as education planning with 529 plans and education analysis. Michelle holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of California system. Her approach centers on simplifying the complexities of investing, emphasizing transparency and aligning financial strategies with clients' unique goals and priorities. As a Merrill advisor, she works to connect all aspects of clients' financial lives to help them prioritize and pursue the goals that matter most.

Thomas Mccue is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, N.A. since 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs that include tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment modeling techniques.

Nicholas Graham is a Series 66 credentialed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, his work history includes roles at several companies in different sectors such as Master Arts Graphics Inc. and various food service establishments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Adam Pasco is a financial advisor at Morgan Stanley in Mountain View, CA, holding a Series 66 designation with seven years of industry experience. He has worked at Morgan Stanley since 2017, with prior experience at California Polytechnic State University. Morgan Stanley Wealth Management is a large SEC-registered adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s financial planning emphasizes structured discovery and modeling tools but generally does not provide individual security recommendations as part of standalone plans.

Christopher Lewis is a CFP® professional with eight years of experience, currently affiliated with MassMutual Investors Services in San Jose, CA. He has been with MML Investors Services, LLC since 2018 and has a decade of experience with MassMutual Life Insurance Co. Outside of his financial advisory work, he provides private baseball hitting instruction to young players during evenings and weekends. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive planning through collaborative annual engagements and offers services such as divorce planning, estate settlement, and employer-sponsored programs.

Ian Bushell is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior work includes roles at LPL Enterprise LLC, Santa Clara University, and Monte Vista High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Victoria Simpson is a Series 66-licensed financial advisor with Ameriprise in Brentwood, CA, bringing 11 years of industry experience. She has been with Ameriprise and its affiliated entity since 2008. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm employs a centralized consulting team and utilizes research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations as part of its comprehensive advisory, brokerage, and insurance offerings.

Brighton Sugimura is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, Brighton held various positions in education and accounting-related roles. 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 to deliver model portfolios and manage funds.

Fei Liu is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Wells Fargo Bank N.A. and Wells Fargo Clearing Services LLC since 2014 and 2019, respectively. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and provides both brokerage and advisory services, utilizing research from Wells Fargo Investment Institute and third-party sources to support diversified portfolio strategies.

Gavan Wang is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and seven years of industry experience. He has been with UBS since 2018 and previously worked at State Street Corporation for three years. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to client goals and risk tolerance.

Yaqiong Zhong is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2019, Zhong worked at Fly High from 2018 to 2019 and at USC from 2015 to 2018. 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 personalized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and market scenario analyses.

David Solomon is a Series 66-licensed financial advisor with 16 years of industry experience, currently affiliated with LPL Enterprise since 2024. His prior experience includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, as well as involvement in residential real estate sales and marketing through Coldwell Banker in San Jose. He combines insurance and financial advisory services in his professional background. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offering financial planning, access to third-party asset managers, and a range of affiliated non-securities products and services.

Ngoc Thuy Linh Ngo is a financial advisor with Merrill based in San Jose, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, Ngo held positions at Bank of America and engaged in educational roles at Evergreen Valley College and San Jose State University. Ngo has also been involved with Unidos US and Teasociety in prior years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Xiaoqing Yan is a financial advisor at J.P. Morgan Securities with three years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, Guotai Junan Securities Co Ltd, and PwC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies. The firm operates within the broader J.P. Morgan organization, offering access to a diverse range of products including security-based swaps and futures commission merchant services.

Mitchel Cunningham is a financial advisor at Morgan Stanley in San Jose, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he held roles at technology firms including Oracle NetSuite, Fivetran, and Zoom Video Communications. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs. The firm emphasizes structured financial planning using firm-approved tools and offers tailored plans supported by comprehensive investment research and modeling.