Gregory Meyerott is a financial advisor at Wells Fargo Clearing with Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at JPMC Bank NA and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Mark Curtis is a financial advisor at Morgan Stanley with 44 years of industry experience. His career includes roles at Citigroup Global Markets from 1993 to 2009, followed by positions within Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. He holds Series 63 and Series 65 licenses and serves as a board member of The Sobrato Foundation, a nonprofit involved in real estate and investments. Morgan Stanley Wealth Management provides a wide array 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.

Patrick Burke is a financial advisor at Ameriprise in Los Altos, CA, holding a Series 66 designation with one year of industry experience. His background includes roles at Ameriprise since 2024 and prior experience in academic settings at Santa Clara University. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Chychykaila is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2010. He has extensive experience collaborating with high-net-worth clients to develop comprehensive wealth strategies that align with their individual goals and evolving needs. Prior to his current role, Alexander was a Client Service Associate at UBS Financial Services from 2007 to 2009. Alexander graduated from the University of San Francisco in 2007 and holds a California Insurance License. Originally from Belarus, he brings a global perspective to his financial consulting practice. Outside of his professional work, Alexander enjoys outdoor adventures, photography, skiing, table tennis, tennis, and yoga.

Shu Ming Chu is a financial advisor at Charles Schwab with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Charles Schwab since 1997. Outside of his advisory role, he owns a residential property in Santa Clara, California. Charles Schwab 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 discretionary separately managed accounts, offering investment guidance via multi-asset model portfolios and due diligence on alternative investments.

Xuemei Qian is a financial advisor at Cetera with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Cetera since 2015. Her prior experience includes roles at Cathay Bank and CTBC Bank. Cetera Investment Advisers LLC is a large, SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using both affiliated and third-party managers across various program structures and custodial relationships.

Narges Kadirzada is a financial advisor at Merrill with nine years of industry experience and holds a Series 66 designation. Her prior roles include positions at UBS Financial Services, J.P. Morgan Securities, Morgan Stanley, and Wells Fargo Advisors. Merrill, along 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.

Kin Chin is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has worked at both Bank of America and 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Anastasia Schmidt is a financial advisor at Charles Schwab with 26 years of industry experience. She holds the Series 66 designation and has worked at Charles Schwab and its affiliated entities since 1999, with a brief period at Coast Engraving from 2019 to 2021. 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, employing a multi-asset model portfolio approach supported by in-house research and alternative investment offerings.

Kelly James is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Investments, LLC from 2001 to 2011 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he serves as a co-trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large team of advisors and uses research from its investment institute along with third-party analytics to support diversified portfolio management within available custodian platforms.

Derek Wenzell is a Planning Consultant at Fidelity Investments, a position he has held since 2026. Prior to this role, he worked as a Relationship Manager at Fidelity Investments from 2025 to 2026 and as a Financial Representative at the same firm in 2025. His professional focus involves partnering with clients to understand their financial goals and developing customized financial plans. Derek holds a California Insurance License. He emphasizes building strong relationships with clients and their families, prioritizing trust, reliability, and competency in his work.

Max Everett is a CFP® and holds a Series 66 license with nine years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2017 and was previously employed by Pebble Beach Company from 2014 to 2017. He is based in Menlo Park, CA. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm offers a blend of non-discretionary advisory and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and due diligence from Schwab Center for Financial Research.

Jane Loo is a financial advisor at Morgan Stanley with a Series 66 designation and one year of experience at the firm. Her prior background includes roles at Genentech and teaching positions at several educational institutions, including Smith College and Saratoga High School. Morgan Stanley Wealth Management provides financial advisory and planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s approach includes structured financial planning supported by firm-approved tools and a range of investment programs.

Joshika Kumari is a Series 66 licensed financial advisor with two years of industry experience. She is currently with Morgan Stanley and has previously worked at Wells Fargo Clearing, Merrill Lynch, and California Bank and Trust. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering 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.

Matthew Huerta is a financial advisor at UBS Financial Services with 26 years of experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2011. His prior experience includes roles at Morgan Stanley, Citigroup Global Markets, and Wells Fargo Clearing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers research-driven investment strategies tailored to client goals.

Scott Taggart is a financial advisor with Morgan Stanley in San Mateo, CA, holding a Series 66 credential and five years of industry experience. His career includes roles at Morgan Stanley Private Bank and service as a commissioned officer in the United States Marine Corps Reserves specializing in Intelligence and Aviation C2 Operations. Prior to his advisory work, he also had involvement with Peninsula Golf & Country Club. 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 that incorporates firm-approved tools and market-based modeling techniques, managing approximately $2.74 trillion in client assets.

Lauren Murcia is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and with 17 years of industry experience. She has been with Morgan Stanley since 2010. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs and tailored financial planning services. The firm’s financial planning process employs structured discovery and approved tools to model outcomes, managing approximately $2.74 trillion in client assets.

George Papadoyannis is a CFP® with 35 years of industry experience, currently serving at Ameriprise since 2020 and previously at Ameriprise Financial Services, Inc. from 2005. He is involved in business ownership with Mega Branch Inc and holds a consulting role with Agean Blue Dream Villas in Greece. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Christopher Maiden is a financial advisor at Fidelity with Series 63 and Series 65 certifications and two years of industry experience. He has worked at Fidelity Investments since 2022. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

Mohammad Safariannematabad is a Financial Advisor at Merrill Lynch Wealth Management. He works with executives, attorneys, physicians, family business owners, and families to help them navigate important financial decisions with confidence. Mohammad focuses on providing personalized wealth management guidance, emphasizing a relationship-centered approach to understand each client's unique needs. His expertise includes college education planning, family wealth management strategies, legacy planning, personal retirement planning, socially responsible and ESG investing, and retirement income. Mohammad holds a Personal Investment Advisor (PIA) designation and has completed an Accredited Certificate Program from IVC. He communicates professionally in both English and Farsi. Mohammad's mission is to simplify complex financial matters and offer guidance that empowers clients to make informed choices. He aims to build lasting relationships based on trust and personalized advice, supporting clients in pursuing their long-term financial goals.