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.

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 financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its related entities since 2008. Based in Santa Clara, CA, her career has been focused within this firm. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning advice, emphasizing dependable income sources and tax-aware withdrawal strategies.

Kelly Kesden is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018, previously employed by Bank of America and Merrill from 2014 to 2018. Kelly is based in Los Gatos, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

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.

Timothy Freeland is a financial advisor with Charles Schwab in Menlo Park, CA, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank, SSB since 2015. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Yaqiong Zhong is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley in 2019, she worked at Fly High and USC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, combining financial planning with access to diverse investment products and services. The firm’s planning process incorporates structured discovery and firm-approved tools, serving approximately $2.74 trillion in client assets.

Jackson Thoreson is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2024. Prior to that, he spent five years with Bank of America, N.A. and Merrill. Outside of his advisory role, he is involved in coaching baseball at Bellarmine College Preparatory and College Park Baseball. Morgan Stanley Wealth Management serves individual and institutional clients by providing advisory programs and tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional financial services.

Griffin Meyer is a financial advisor at Morgan Stanley in San Mateo, CA, holding a Series 66 designation. He has experience working at Morgan Stanley Private Bank and Morgan Stanley since 2025 and previously held roles at Thomson Reuters, Leeco Steel, and several other companies. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methods. The firm manages approximately $2.74 trillion in client assets and provides planning services through both individual and corporate channels.

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. She holds Series 63 and Series 66 designations. Her prior work includes roles at Guotai Junan Securities and PwC. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and offers broader derivatives and commodities capabilities through various regulatory registrations.

Kimberly Glowacki is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding a Series 63 designation and 26 years of industry experience. She previously worked at A. G. Edwards & Sons, Inc. for seven 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

William Olesinski is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several firms including Merrill, JPMorgan Chase Bank, and Bank of America. Outside of finance, he was involved with The Patio at Rudy's for seven years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative and algorithmic portfolio construction. The firm is noted for its use of model portfolios, algorithmic methods, and its advisory roles with registered investment companies.

Alexander Eckert is a financial advisor with Charles Schwab in Sunnyvale, CA, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Primerica Advisors and Guardian Life Insurance. He has residual commission income from a long-term care and life insurance policy placed with One America in early 2018. Charles Schwab & Co., Inc. serves 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 offers a combination of non-discretionary advisory services with access to discretionary separately managed accounts, utilizing multi-asset model portfolios and centralized operational support.

Kimbrely Gruidl is a financial advisor with LPL Financial in Fremont, CA, holding Series 63 and Series 66 credentials and 13 years of industry experience. Prior to joining LPL Financial in 2018, she worked at U.S. Bank and U.S. Bancorp Investments. She also serves as a Notary Public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, and institutions, offering a range of financial planning and investment management solutions.

William Yates is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been working in the financial services industry since 1984 and joined Merrill Lynch in 2004. In his role, he collaborates closely with clients to design long-term strategies tailored to help achieve their individual life goals. William holds a Bachelor's Degree in Business/Economics from the University of California, Santa Barbara. He holds the Personal Investment Advisor (PIA) designation. His consultative process customizes solutions based on each client's risk tolerance, time horizon, liquidity needs, investment goals, and cost considerations. He supports clients in planning for retirement, education funding, home purchases, business growth, legacy building, and philanthropic efforts. Outside of his professional duties, William serves as Chair of the BACCV.

Ali Darzi Larijani is a Series 66 licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Open Invest Co., Matthew Zaheri Corporation, Plug and Play Tech Center, and Bloomberg L.P. 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 screening and qualitative research to build model asset allocations, with an investment approach that may include ESG criteria and leverage derivative and commodities capabilities.

Parker Bauman is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and with eight years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017 and previously worked at Adlava, Schwartz Realty, and Schwartz Flansburg PLLC. Outside of his advisory role, Bauman coaches lacrosse at Sacred Heart Schools. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Lucy Mc Guire is a CFP® and holds a Series 66 license with Edward Jones, where she has worked since 2018. She has eight years of industry experience and previously worked at Finet Mortgage of Saratoga for 11 years. Outside of her advisory role, she owns a seven-unit rental property in Sacramento, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors.