Collin Chu is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, Ardent Capital, and has prior experience at San Jose State University and Round Table Pizza. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yu Hong Tan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. Prior to joining Wells Fargo in 2026, Tan worked at Bank of America, Merrill, Charles Schwab & Co., Inc., and Charles Schwab Bank. Before entering the financial industry, Tan held roles in the hospitality sector at Hilton and Marriott Hotels. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party providers.

Kevin O’Regan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Investments, LLC from 2001 to 2011. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages extensive assets and provides both brokerage and advisory solutions, utilizing research and analytics to guide investment decisions.

Sijin Lin is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill and Bank of America in 2026, Lin held roles at Uber Technologies, Inc., and various academic institutions, including the University of California, Irvine and University of San Francisco. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Diana Llegue is a financial advisor at J.P. Morgan Securities in Mountain View, CA, holding a Series 66 designation. She has been working in the financial industry since 2024, with prior experience at Wells Fargo and B & L Lee Inc. Before entering finance, she worked in the development and hospitality sectors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research with a forward-looking approach to build model asset allocations and offers broader derivatives and commodities capabilities.

James Park is a financial advisor with Edward Jones in San Jose, CA, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Edward Jones, he worked at several mortgage and lending firms, including Loan Factory Inc. and Ameritrust Mortgage Corporation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.

Antonio Arlia is a financial advisor at Fidelity with a Series 66 designation and six years of industry experience. He previously worked at Bank of America and Merrill, and has held roles at West Valley College and San Jose State University. Fidelity's Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is notable for its formal advisory role to multiple registered investment companies and its use of algorithmic methods and AI in portfolio management.

Christina Diercks is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has worked at Wells Fargo Bank NA since 2005 and with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as a power of attorney and trustee for her mother. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from Wells Fargo Investment Institute and third-party sources, offering brokerage and advisory solutions across a large platform of more than 14,000 advisors.

Feroz Subedar is a financial advisor with Charles Schwab in Los Altos, CA, holding a Series 66 designation and 18 years of industry experience. His career includes prior roles at Ummah Investments LLC, Optima Investment Management LLC, and Scottrade/TD Ameritrade Services. He has been with Charles Schwab and Charles Schwab Bank since 2019. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary investment guidance and access to discretionary separately managed accounts. The firm’s integrated structure combines advisory, brokerage, custody, and cash-sweep services with a focus on multi-asset model portfolios and alternative investments.

Manuel Ojeda is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2013 and 2015, respectively. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a disciplined investment approach, offering comprehensive solutions including estate planning and institutional advisory services.

Mary Plowden is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. She holds Series 63 and Series 65 designations and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. Based in Palo Alto, CA, she provides institutional consulting services. J.P. Morgan Securities offers institutional consulting to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program uses a combination of quantitative screens and qualitative research to build model asset allocations, with recommendations limited to eligible strategies.

Sheela Sukhdeo is Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2021. She has been with Fidelity Investments since 2013, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. As a Certified Financial Planner (CFP), she focuses on wealth planning and maintaining a high level of integrity, compassion, and competence for her clients. Her experience spans various aspects of financial consulting, where she stays current with relevant knowledge and strategies to support her clients' financial futures. She holds a California Insurance License, further supporting her expertise in the field. Outside of her professional work, Sheela has personal interests in art, family activities, fitness, food, social events with friends, and tennis.

Alexander Curtis is a financial advisor at Morgan Stanley in Palo Alto, CA, with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2021. Outside of his advisory work, Curtis serves on the advisory board of Wishlife, a family communication platform based in South San Francisco. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its advisory process.

Katelyn Pan is a financial advisor at Morgan Stanley in Palo Alto, holding a Series 66 designation with one year of industry experience. Her prior roles include positions at Andersen Tax and 23andMe, as well as work at U.C. Berkeley and Homestead High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Megan Lui is a Financial Advisor at Merrill Lynch Wealth Management. She leverages her background in consulting and the technology industry to provide comprehensive financial planning and investment consulting services. Megan specializes in working with clients in the technology and healthcare sectors, as well as social media influencers and entrepreneurs, helping them navigate wealth accumulation and long-term financial strategies. Megan holds a Bachelor's Degree from the University of Michigan and has earned the Personal Investment Advisor (PIA) designation. Her focus areas include college education planning, family wealth management, legacy planning, LGBT wealth planning, liquidity management, and portfolio management services. She is committed to building meaningful client relationships and creating personalized financial strategies that align with individual goals and priorities. Outside of her professional role, Megan has various personal interests including boxing, drawing/sketching, gardening, hiking, music, photography, pottery, running, traveling, and volleyball.

Stella Miretsky is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Wells Fargo Investments, LLC, as well as Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jacob Kamine is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 credential and has worked with Morgan Stanley since 2020, including a position at Morgan Stanley Private Bank, N.A. Prior to his current roles, he was involved with Kamine Farms for several years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad 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 investment committee models.

Matthew Ives is a financial advisor at Morgan Stanley with 45 years of industry experience. He has been with Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Outside of his advisory duties, he serves on the advisory board for the Conference on Charitable Giving and is a board member of the North Fork Association. Morgan Stanley Wealth Management provides a range of advisory programs for individuals and institutions, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial plans.

Thomas Olivera is a Series 66-licensed financial advisor with Morgan Stanley in Los Gatos, CA, and has four years of industry experience. His prior roles include positions at San Jose Earthquakes LLC and San Jose State University. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process using proprietary tools and offers broad retail and institutional investment services.

Mitchell Fulton is a Financial Advisor at Merrill Lynch Wealth Management based in the San Jose, California office. He has over 12 years of experience in the financial services industry, providing wealth management and investment guidance to small business owners, corporate executives, high-net-worth individuals, and their families. Mitchell focuses on developing personalized financial strategies that align with clients' income, growth expectations, risk tolerance, and liquidity needs to support their short- and long-term financial goals. Born and raised in Michigan before moving to California, Mitchell holds a degree from Santa Clara University. He is a Certified Exit Planning Advisor (CEPA) and a Personal Investment Advisor (PIA). His expertise includes liability-driven investing, asset allocation, and tax efficiency. Mitchell prioritizes understanding each client's current financial situation and aspirations to create customized wealth management plans that can adapt to changing market conditions. In addition to his professional work, Mitchell is involved in his community as a member of the San Jose Rotary Club and the Men's Club at St. Frances Cabrini. He applies his philosophy of "Service above Self" in both his client relationships and personal life.