Mathew Mcclain is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options within its investment menus.

Calvin Shiu is a financial advisor at Wells Fargo Clearing in San Jose, CA, holding the ChFC® designation with 23 years of industry experience. His career includes multiple roles at Wells Fargo entities and Morgan Stanley Private Bank. Outside of his advisory work, he owns and operates an online coffee K-Cup sales business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader investment menu that features insurance-related products and bank deposit sweep options.

Jack Hsia is a financial advisor with Wells Fargo Clearing in Houston, TX, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of advisory work, he holds a minority ownership in a manufacturing company, Union Tech Co, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

James Marguet is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 63 designation and over 43 years of industry experience. His career includes roles at Citigroup Global Markets, Morgan Stanley Smith Barney, and Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Eric Castillo is a financial advisor at Morgan Stanley Wealth Management in Palo Alto, CA, with nine years of industry experience. He has previously worked at J.P. Morgan Securities and J.P. Morgan Chase Bank for six years before joining Morgan Stanley in 2026. He holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process incorporating firm-approved tools and quantitative modeling.

Hailey Hagy is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at Sand Hill Global Advisors, UBS Financial Services, and Northwestern Mutual Investment Services, among others. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and investment research.

Randy Manzanares is a financial advisor with Charles Schwab in Sunnyvale, CA, holding Series 63 and Series 65 licenses and with six years of industry experience. His prior experience includes roles at JPMorgan Chase and JP Morgan Securities LLC. Outside of his advisory work, he is an independent sales representative for Amway. Charles Schwab & Co., Inc. serves a broad client base, 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 discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocations.

Behrooz Ighani is a Senior Financial Advisor at Merrill Lynch Wealth Management. In his role, he offers a comprehensive approach to managing wealth by understanding clients' financial situations and what matters most to them. He helps create customized wealth management strategies that are flexible to changing needs and market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Ighani's expertise includes college education planning, divorce transition planning, executive compensation, institutional investment consulting, retirement planning, portfolio management, socially responsible investing, tax minimization, and retirement income strategies. He dedicates time to understanding each client's unique needs and educating them to develop achievable goals and implement effective financial strategies. He holds a Master's Degree from Santa Clara University and a Bachelor's Degree from the California State University System. Before entering financial services, he worked as a design engineer in Silicon Valley. Behrooz is involved in professional organizations such as the CFA Society and IEEE Organization, and community groups including Stratford Schools, the Zoroastrian Association of Northern California, and the Alzheimer's Association. In his personal time, he enjoys boating, cooking, golfing, skiing, tennis, and yoga, and values mental and physical well-being, as well as personal development.

Alan Coddington is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. His prior experience includes roles at Charles Schwab, JP Morgan Chase, and First Republic Bank. Merrill and its affiliate, Managed Account Advisors LLC, provide 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 and profit-sharing plans, corporations, and charitable organizations.

Brennan Kurtela is a CFP® with 10 years of industry experience, currently serving at Wells Fargo Clearing since 2025. Prior to this, he worked at Strategic Wealth Advisors Group and LPL Financial, among other firms. He is based in Woodside, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Serop Kupelian is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo for 14 years. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering non-discretionary advisory services supported by a centralized due-diligence framework.

Steve Fang is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 and Series 63 credentials and has prior experience with firms including J.P. Morgan Securities LLC, Fidelity Investments, and Northwestern Mutual. He is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various management options.

Jaden Gospich is a financial advisor at Raymond James Financial with a Series 66 credential and no prior industry experience. His background includes roles at Admit Ramaekers and Associates and Sachs Properties LLC, as well as educational experience at Pepperdine University and Bellarmine College Preparatory. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm uses risk profiling and analytical tools to tailor recommendations and supports municipal and public-finance work through a municipal advisor affiliation.

Kwanghyon Park is a CFP® professional with 20 years of industry experience, currently serving at Wells Fargo Clearing since 2019. He previously worked at Bank of America, N.A. for 10 years and Merrill for 13 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Vanessa Zapanta is a Series 66 licensed financial advisor with Morgan Stanley in Palo Alto, CA, where she has worked since 2021. She has two years of industry experience and previously spent nine years at Citibank N.A. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including customized financial planning that employs structured discovery methods and firm-approved planning tools.

Edward Sickel III is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. He previously worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as a co-trustee for family trusts. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with discretionary options and a broader set of financial product offerings, including insurance-related vehicles and bank deposit sweep programs.

Gloria Infante is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds a Series 66 designation and has worked at Merrill, First Republic Investment Management, and First Republic Securities before joining J.P. Morgan Chase Bank and J.P. Morgan Securities. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors by providing investment consulting and advisory services through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Alan Lui is a financial advisor with Wells Fargo Clearing in San Mateo, CA, holding a Series 63 designation and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. since 2007. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, tailoring services to plan objectives and risk tolerances while acting as an ERISA fiduciary when providing investment advice.

Pavan Ravilisetty is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including J.P. Morgan Securities, TIAA, and Citibank. 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 through more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Sharon Chung is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and two years of industry experience. Her prior roles include work with the Judicial Council of California and various consulting and civic organizations. 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.