Sameer Kalra is a financial advisor with Morgan Stanley in Mountain View, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at UC San Diego and UC Santa Cruz, as well as a four-year tenure at UPS. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning that incorporates firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Michael Matsuno is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at California Polytechnic State University and Nordstrom. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Hui Xu is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 credentials and has 28 years of industry experience. Xu has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Outside of Morgan Stanley, Xu coordinates educational activities with the Stanford Financial and Risk Modeling Institute. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving 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 structured planning tools and market modeling techniques in its financial planning process.

Jeffrey Roodman is a CFP® with 16 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He previously worked at California Bank & Trust/Zions Bank and LPL Financial. Outside of his advisory role, he is an owner and partner of Reznim LLC, an e-commerce business operated with family members. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Steven Feng is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Eric Luong is a financial advisor at Merrill holding a Series 66 designation. He has less than one year of industry experience and has worked previously at Park Avenue Securities, Guardian Life Insurance Company, Vanguard, and Bank of America. His background also includes roles outside of financial services, such as positions at Lifo.ai and SPI Energy, as well as academic experience at Santa Clara University and the University of California, Berkeley. 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.

Victoria Shen is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Smith Barney since 2012, as well as at Barking Frog Innovations from 2017 to 2019. Based in Palo Alto, California, she currently serves clients through Morgan Stanley Wealth Management. 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 financial planning and estate strategies, employing structured planning tools and analyses to support client decision-making.

Claudia Angeja is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at Wells Fargo Clearing for seven years and has been with Morgan Stanley since 2016, including her current role starting in 2025. She holds a Series 66 designation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Sophia Pires is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Bank and Wells Fargo Advisors LLC. Pires is based in Palo Alto, CA, and has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured planning processes and advanced modeling tools.

Stephanie Shum is a CFP® professional with six years of industry experience. She is currently with LPL Financial and has previous experience with Grove Point Advisors LLC and Grove Point Investments LLC. Outside of her advisory work, she is involved with EH Shum Financial Solutions. 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, model portfolios, third-party asset management, and institutional platforms.

Veronica Yapp is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, Charles Schwab, and American Express. Outside of her advisory work, she is a partner and owner of JVA Supply LLC, a delivery service for non-durable goods serving small businesses in her community. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dustin Brunzlick is a financial advisor at Charles Schwab with five years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank, SSB since 2021. Prior to this, he held roles at R.E. Edwards Associates Inc. and State Farm Insurance. Outside of finance, Dustin is the captain of the San Francisco 49ers Touchdown Team, where he designs route patterns for the team's flag runners during player introductions and touchdown celebrations. Charles Schwab serves a large client base of 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’s integrated model combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset portfolio guidance supported by in-house research and alternative investment programs.

Sarah Hipolito is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and four years of industry experience. She has previously worked at Merrill and held roles outside finance, including positions at Topgolf and STK Las Vegas. 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 services and tailored financial planning programs, managing approximately $2.74 trillion in client assets.

Sean Morgan is a financial advisor with Fidelity in Palo Alto, CA, holding a Series 66 designation. He has one year of industry experience, joining Fidelity Investments in 2026. Prior to this, his work history includes positions at various organizations such as NTD Television and Pilot City. Fidelity’s Strategic Advisers LLC, where Morgan works, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios drawn from mutual funds, ETFs, and ETPs.

Benjamin Lundquist is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, TD Ameritrade, and U.S. Bancorp Investments. 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 and offers multi-asset model portfolios supported by its research and due diligence teams.

Chih Chieh Lien is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021 and previously at Wells Fargo Clearing Services and Wells Fargo Bank. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Ashveen Goundar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2016 and has held positions at Jack in the Box and Nations Hamburger. 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 approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Brenda Lopez is a financial advisor at Fidelity with a Series 66 credential. She has been with Fidelity since 2025 and has no prior industry experience before joining the firm. Prior to her current role, her work history includes positions outside the financial industry, such as in education and childcare. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse range of clients, including retail and institutional investors, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction in its investment approach.

Victoria Da Conceicao is a financial advisor at UBS Financial Services with one year of industry experience. She previously held roles at Bain & Company, GCM Grosvenor, and Oaktree Capital Management. Outside of her advisory work, she has been involved with Alzheimer's Brain Box for five years. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor client plans.

Tanvi Devarakonda is a Series 66-credentialed financial advisor with Morgan Stanley in Palo Alto, CA, and has one year of industry experience. Prior to Morgan Stanley, she worked at Hantz Financial Services and has a background that includes roles in education and student accommodation. 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.