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.

Benjamin Aslan is a financial advisor with Morgan Stanley in Los Gatos, California, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, and previously spent eight years at UBS Financial Services. Outside of his advisory role, he is involved in property management as a sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs. The firm emphasizes tailored financial planning through structured discovery conversations and proprietary tools, managing approximately $2.74 trillion in client assets.

John Lopez is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery and approved tools without providing individual security recommendations as part of standalone plans.

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.

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.

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 financial advisor with LPL Enterprise, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Waddell & Reed, Inc. In addition to his financial advising work, he has been involved in residential real estate sales and marketing with Coldwell Banker since 2010. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products within an integrated platform.

Jackson Thoreson is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 license and has previously worked at Bank of America, Merrill, and Morgan Stanley Private Bank. Outside of his advisory work, he is involved in coaching baseball with Bellarmine College Preparatory and College Park Baseball. Morgan Stanley Wealth Management provides a range of advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery conversations and firm-approved tools, with an emphasis on advisory services rather than direct security recommendations.

Ngoc Thuy Linh Ngo is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, she has held roles at Bank of America, NA, and has academic experience related to San Jose State University and Evergreen Valley College. Ngo has also been involved with Unidos US and operated a business named Teasociety. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Xiaoqing Yan is a financial advisor at J.P. Morgan Securities with three years of industry experience. Prior to joining J.P. Morgan in 2022, Yan worked at Guotai Junan Securities Co LTD and PwC. J.P. Morgan Securities LLC 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 in its investment recommendations.

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.

Kimberly Glowacki is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo since 2009, including seven years at Wells Fargo Advisors LLC and ten years at Wells Fargo Clearing. She is based in San Jose, CA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than is typical for large institutional advisers.

William Olesinski is a financial advisor at Fidelity with Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at Fidelity Investments, Fidelity Brokerage Services LLC, Bank of America, Merrill, JPMorgan Chase Bank, J.P. Morgan Securities, and Health IQ. Outside of finance, he was involved with The Patio at Rudy's for seven years. He is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, serving a variety of client types including 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.