Gen Tri is a Vice President and Financial Consultant at Fidelity Investments, a role held since 2022. In this capacity, Gen partners with clients by educating and empowering them to understand their financial situation and make sound decisions to pursue their lifelong goals. Gen has been with Fidelity Investments since 2011, progressing through various positions including Financial Consultant, Investment Consultant, Central Relationship Manager, Retirement Solutions Representative, Premium Service Representative, and Financial Representative. This extensive experience reflects a deep understanding of financial consulting and client relationship management. Gen holds a California Insurance License. Outside of professional responsibilities, Gen has interests in fitness, food, snowboarding, tennis, and traveling.

Shannon Schatzman 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 2020, Schatzman held various roles including positions at Toast Inc., Marriott International, and Boston University. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and investment research, managing approximately $2.74 trillion in client assets.

Afarin Haidari Kahkesh is a financial advisor at J.P. Morgan Securities in Palo Alto, CA, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at First Republic Bank, Bank of America, and multiple positions within JPMORGAN Chase Bank, N.A. 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. The firm’s advisory process incorporates centralized due diligence, quantitative and qualitative research, and maintains regulatory registrations that support broader derivatives and commodities capabilities.

Jizi Gu is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. Jizi has worked at Bank of America, N.A. since 2017 and has been affiliated with Merrill since 2021. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Matthew Dennis is a financial advisor with LPL Financial in Foster City, CA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior roles include positions at MML Investors Services LLC and MassMutual Life Insurance Company, where he worked for nine years. Outside of his advisory work, he is involved as a security agent for Matador Risk. 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 and access to model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Jackson Kempker is a Financial Consultant at Fidelity Investments, where he works with clients to develop comprehensive financial plans tailored to their unique circumstances. He focuses on risk management, income strategies, and tax-efficient investing to help clients and their families maintain financial plans that align with their goals and adapt to their changing needs. Jackson holds a California Insurance License, which supports his professional practice in the financial services industry. Outside of his work, Jackson enjoys camping, cooking and baking, football, hiking, snowboarding, and traveling.

Leticia Ong is a Series 66 licensed financial advisor with 25 years of industry experience, currently with Morgan Stanley since 2023. She previously worked at Wells Fargo Clearing for seven years and had an earlier tenure with Morgan Stanley DW Inc. from 2001 to 2005. Outside of her advisory work, she is involved in elder care services through In-House Supportive Services in San Jose, California. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm integrates structured planning tools and various investment strategies, managing approximately $2.74 trillion in client assets.

Dmitry Vasyutinskiy is a financial advisor at Morgan Stanley with eight years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, Merrill, and AXA Advisors. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, 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 scenario modeling.

Jonathan Reynolds is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He supports clients in making informed investment and financial decisions by guiding them through a disciplined planning process and utilizing Fidelity's resources to create customized financial plans tailored to their unique family needs. Jonathan has been with Fidelity Investments since 2017, progressing through roles including Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he worked as a Financial Service Representative at Forex Capital Markets from 2015 to 2017. He holds a California Insurance License.

Allan Abrams is a financial advisor at LPL Financial with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisor Networks, Reliastar, VOYA Financial Advisors, and operated Abrams Insurance & Investments for 35 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Michael Hughes is a financial advisor with LPL Financial in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior roles include positions at Wells Fargo Advisors Financial Network LLC, Citigroup Global Markets, and Citicorp Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a variety of financial planning and investment management solutions.

Daniel Sanchez is a financial advisor at Morgan Stanley in Burlingame, CA, holding a Series 66 designation with three years of industry experience. His prior work includes multiple roles at Morgan Stanley and a brief period in extended travel. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning using structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Sibyl Woo is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney LLC since 2018, previously working at Charles Schwab Bank, Charles Schwab & Co., Inc., The Vanguard Group, Inc., and the University of California Merced. 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 clients through both direct engagements and corporate financial planning agreements.

Qiao Li is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 credentials and one year of industry experience. Their work history includes roles at JPMorgan Chase Bank, N.A., Citigroup/Citibank, and Bank of Hebel. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG framework.

Elena Fassio is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her previous roles include positions at Global Wealth Partners and Levcor, Inc. She has an academic background from Villanova University and experience working in education-related roles prior to entering the financial industry. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers a range of services including discretionary portfolio management and fund advisory, and is noted for its use of systematic methodologies and involvement with registered investment companies.

Salvador Rodriguez is a financial advisor at Cetera with 25 years of industry experience and holds a Series 66 designation. He has worked with Cetera and its affiliates since 2004 and has additional professional involvement in credit card processing, transportation, and real estate investment consulting. Rodriguez also serves on the advisory board of a technology firm and is active in several sales and management roles outside of his advisory practice. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and financial planning services, operating as a multi-manager platform with access to affiliated and third-party money managers.

Michael Laport is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he is the owner and president of LAPORT GROUP LLC, an engineering consulting firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Steven Bono is a financial advisor with Morgan Stanley in Palo Alto, California, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He previously worked at First Republic Securities Company and First Republic Investment Management from 2015 to 2023. Outside of his advisory role, Bono serves on the boards of the 49ers Foundation and Lamonica’s Pizza Dough Company, contributing to nonprofit and manufacturing sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Angelina Yu is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 license and previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Michele Michaels is a financial advisor with Charles Schwab in San Mateo, CA, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at TD Ameritrade and Natren Probiotics. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.