Steven Eggers is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney and Morgan Stanley Private Bank since 2010 and 2015, respectively. Outside of advising, he owns and manages a rental property with his wife. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process that includes firm-approved tools and scenario modeling but typically does not offer individual security recommendations as part of standalone planning.

Gabriel Wright is a financial advisor at Edward Jones in Livermore, CA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2024, he worked at Univar Solutions, Dollar Tree, and PG&E. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Fadela Hamidat is currently a Planning Consultant at Fidelity Investments, a role she has held since 2026. She brings a client-focused approach to her work, emphasizing understanding individual needs and providing thoughtful planning support to help clients realize their future visions. Her professional experience includes positions as an Investment Consultant at Charles Schwab from 2025 to 2026, Private Client Banker at JP Morgan Chase from 2021 to 2025, and Relationship Banker at JP Morgan Chase from 2019 to 2021. This background has equipped her with insights across various facets of financial planning and client relationship management. Fadela holds a California Insurance License. Outside of her professional interests, she enjoys activities such as hiking, traveling, and exploring culinary experiences.

Tjindiwati Suttio is a financial advisor with Morgan Stanley in Pleasanton, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to model financial outcomes.

Xuan Tran is a financial advisor with LPL Financial based in San Jose, CA, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. Prior to joining LPL Financial in 2019, Tran worked for Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Tran is also a commissioned notary in the state of California. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including model portfolios supported by LPL Research and third-party subadvisors, as well as retirement plan consulting and brokerage services.

Jeffrey Minamide is a financial advisor with Morgan Stanley in Pleasanton, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as a board member of the Southern Alameda Buddhist Church. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a disciplined investment process but generally acts in an advisory capacity for retirement accounts unless specifically engaged otherwise.

Sarah Phillips is a financial advisor at Morgan Stanley in Pleasanton, CA, holding a Series 66 designation with 13 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2011 and Morgan Stanley Private Bank, N.A. since 2020. 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 models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and the Estate Planning Strategies Group.

Michael Do is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work history includes roles at Bank of America and various positions outside the financial sector. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a systematic investment approach that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction.

Shantell Bryant is a financial advisor at Fidelity with nine years of industry experience. She holds Series 63 and Series 66 designations and has worked with Fidelity Personal and Workplace Advisors since 2018. Prior to joining Fidelity, she was self-employed for 12 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including advisory roles to registered investment companies. The firm employs a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage portfolios across various investment products.

Nhi Giang is a financial advisor with Morgan Stanley in Fremont, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Nhi has worked at Morgan Stanley since 2019 and previously held positions at Mex Group Worldwide Limited, Transamerica Financial Advisors, Inc., and World Financial Group, Inc. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Lan Zhang is a financial advisor at Charles Schwab with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Charles Schwab since 1993, including a role at Charles Schwab Bank since 2005. 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 and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Marci Rosenfeld is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and bringing 22 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and First Republic Investment Management. She serves as Vice Chair of the Board and Investment Committee at the Contemporary Jewish Museum. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

August Berman is a financial advisor at Morgan Stanley with 12 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for nine years. Outside of finance, he operates a personal training business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs and structured financial planning tools.

Elvira Vargas Candelario is a financial advisor at Fidelity with Series 63 and Series 66 credentials and five years of industry experience. Her prior work includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, Uber, and Ross Stores Inc. She is part of Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients as well as registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including multi-manager and fund-of-funds structures.

Ernest Collins is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior roles include positions at Citigroup, Bank of America, and Merrill. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, with over $256 billion in assets under management and more than 10,000 advisors.

Desairee Diaz Solis is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Her prior work includes roles at Charles Schwab Bank and Chase Bank, as well as earlier positions outside the financial sector. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts. The firm offers a combination of non-discretionary investment guidance and access to discretionary separately managed accounts, supported by a large integrated platform and centralized operations.

Tommy Ngo is a Financial Consultant currently serving clients at Fidelity. He focuses on understanding client situations and planning accordingly, providing tailored support through a comprehensive team of professionals. Tommy has over five years of experience in the financial industry, with previous roles including Investment Consultant and Client Relationship Specialist at Charles Schwab, and Associate Banker at JPMorgan Chase. He holds a California Insurance License. Outside of his professional work, Tommy enjoys golf, swimming, and traveling.

Richard Boden is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. Prior to joining Morgan Stanley in 2021, he worked at TD Ameritrade from 2016 to 2021. He also serves as a trustee involved in estate administration. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools.

Sanjana Ameen is a financial advisor with Fidelity in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked in various capacities within Fidelity since 2015, most recently with Fidelity Investments and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that integrates fundamental research, quantitative analysis, and algorithmic portfolio construction using mutual funds, ETFs, and ETPs. The firm is noted for its roles as a commodity pool operator and as an advisor to multiple registered investment companies, as well as for its use of algorithmic methods and AI in portfolio management.

Nathaniel Weir is a financial advisor at Charles Schwab in Los Altos, CA, holding a Series 66 designation with one year of industry experience. His work history includes roles at Charles Schwab Bank, Charles Schwab, Nugget Markets Inc., Burger Patch, and Peet's Coffee, as well as extensive experience in full-time education. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and a centralized operational structure.