King Wong is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been serving clients since 2012, focusing on forming long-term relationships and addressing all aspects of clients' financial lives. King takes a hands-on approach to ensure clients' needs are met with attention and that financial strategies are effectively implemented. King specializes in family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, and portfolio management services. He begins by understanding a client's family, financial situation, and priorities to develop a customized and flexible wealth management strategy. He also provides access to the investment insights of Merrill and the banking conveniences and lending solutions of Bank of America. King holds a Bachelor's Degree in Economics from California State University and the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Outside of work, he enjoys traveling and spending time with his wife, Dione, and their two daughters, Shelby and Sydney.

Jack Damelio is a Financial Advisor at Merrill Lynch Wealth Management, where he is part of the GD Group. He focuses on helping entrepreneurs, founders, executives, and their families with wealth management, including areas such as pre-liquidity event planning, diversification strategies, corporate cash management, executive compensation optimization, and tax-sensitive investing. Jack serves as a Portfolio Advisor in the Merrill Investment Advisory Program, recommending investment strategies to help clients pursue their objectives. Jack began his career in wealth management at Morgan Stanley in 2022 as a Financial Advisor before joining Merrill Lynch Wealth Management two years later. He holds a Bachelor's degree in Economics from Pomona College, where he also played infield on the varsity baseball team. He carries the Personal Investment Advisor (PIA) designation. A resident of San Francisco, Jack is a native of the Bay Area and has interests in football, golfing, music, spending time with his family, and traveling. He regularly volunteers with community organizations in the city.

Jeremy Mcchesney is a CFP® with 16 years of experience in the financial industry. He is currently affiliated with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., having worked previously with First Republic Investment Management and Wells Fargo Advisors. 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 additional market-facing registrations and functions.

Julius Scott is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and was previously with Goldman Sachs from 2016 to 2018. He holds Series 65 and Series 66 designations. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary advisory model. The firm integrates quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework in its investment recommendations.

Gerard Bessette is Vice President, Wealth Planner at Fidelity Investments, where he has served since 2026. In this role, he works closely with clients to develop personalized financial plans that align with their individual goals and priorities. His approach emphasizes collaboration and thoughtful guidance to help clients navigate their financial journeys. Prior to his current position, Gerard held the role of Financial Consultant at Fidelity Investments from 2019 to 2026. His experience in the financial services industry includes positions at TD Ameritrade, Hornor, Townsend & Kent, Inc, CUSO Financial Services, L.P, and AXA Advisors, LLC. Gerard holds a Certified Financial Planner (CFP®) designation and maintains a CA Insurance License. Outside of his professional career, Gerard enjoys activities such as spending time at the beach, hiking, swimming, traveling, and caring for pets.

Andrew Walsh is a Financial Advisor with Merrill Lynch Wealth Management, specializing in wealth management and tax minimization strategies. He works closely with clients to understand their priorities and helps develop personalized strategies to achieve their short-, mid-, and long-term financial goals. His expertise covers a broad range of areas, including college education planning, executive compensation, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. Andrew holds a Bachelor's Degree from the National University of Ireland and a Master's Degree from Imperial College. He carries the professional designation of Personal Investment Advisor (PIA) and is registered under NMLS#2287337. As part of his approach, he serves as a resource for investing, retirement planning, and saving for unexpected events, providing clients with ongoing advice and guidance. Andrew can also connect clients with Bank of America specialists in banking, credit, home financing, and small business solutions. Outside of his professional work, Andrew is a husband and father who enjoys spending time with his family. His personal interests include fishing, gardening, golfing, music, soccer, and traveling. He is actively involved in sports, including soccer, karate, and Gaelic youth sports.

Bradley Nering is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over a decade of experience in banking and wealth management, having started his career at Wells Fargo in 2012 as a licensed banker. He was promoted to Client Associate in 2013 and advanced to Financial Advisor in 2018. He focuses on providing personalized financial strategies that help clients achieve their objectives while maintaining high professional standards. Brad's expertise includes family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, special needs planning, sports and entertainment, tax minimization, and retirement income. His passion for markets began in Wyatt, Indiana, trading corn and soybean futures with his father, which instilled principles of risk management and disciplined investment strategy. He holds a Bachelor of Arts degree from Pepperdine University and studied abroad in Spain and Argentina, which broadened his global financial perspective. In addition to his professional pursuits, Brad is a Personal Investment Advisor (PIA) and is involved with the Surfrider community organization. He resides in San Jose, California, serving clients across the Bay Area and Los Angeles.

Suki Lee is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 33 years of industry experience. She has been with Charles Schwab since 1992 and has worked at Charles Schwab Bank since 2005. Outside of advising, she manages several rental properties in San Francisco. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment approaches with centralized operational and supervisory structures.

Dennis Karle is a CFA® charterholder with 33 years of industry experience, currently serving as a financial advisor at Morgan Stanley in Palo Alto, CA. He has been associated with Morgan Stanley Private Bank, N.A. since 2015 and has worked at MORGAN STANLEY SMITH BARNEY LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured financial planning tools and methodology to support client goals.

Maria Aurea Dayap is a financial advisor at Merrill with a Series 66 designation and 1 year of industry experience. She has been with Merrill since 2014. 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, pension plans, corporations, and charitable organizations.

Weilun Wang is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Enterprise LLC, Schwab Wealth Advisory, and Charles Schwab & Co., Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Kimberly Bradford is a Financial Consultant currently working at Fidelity Investments. She collaborates with individuals and families to develop strategies for retirement planning, tax-efficient investing, and navigating major life transitions. Kimberly has experience in various financial roles, including Financial Solutions Advisor at Merrill from 2022 to 2024, Senior Premier Banker at Wells Fargo from 2021 to 2022, and Relationship Manager at Bank of America from 2014 to 2018 and again from 2019 to 2021. She holds a California Insurance License. Outside of her professional work, Kimberly has interests in art, fitness, food, running, and traveling.

Jenny Ju is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding a Series 66 license and 17 years of industry experience. She has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2012. Outside of her advisory role, she owns a rental property. 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.

Laure Mendoza is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 credential and has previously worked at Morgan Stanley and Srebrow Investment Resources - Syntero Real Estate. Mendoza is based in Palo Alto, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Robert Choy is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Robert W. Baird & Co. since 2025. Prior to joining Baird, he worked at Financial Engines Advisors L.L.C. for seven years and held roles at Edelman Financial Services, LLC and EF Legacy Securities, LLC. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals—including high net worth clients—corporate and business clients, pensions and profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing manager-traded and model-traded strategies, tax management, direct indexing, and ongoing manager monitoring supported by internal research and tools, including artificial intelligence.

Greg Edgar is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including customized financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Alexander Anstead is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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, managing approximately $2.74 trillion in client assets.

Kenneth Marcus is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the sole proprietor of Del Marcus Properties, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and modeling techniques in its financial planning process.

Kevin Hicks is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2009 to 2021. Outside of his advisory role, Hicks serves as a board member for the CSU Chico Center for Excellence in Finance. Morgan Stanley Wealth Management provides a range of 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 delivers services both directly and through Corporate Financial Planning agreements.

Brannan Vaughan is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and 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 methodologies.