Cory Goligoski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1992, shortly after earning his Bachelor's degree in Economics from the University of California at Los Angeles. Cory brings over 30 years of experience in financial strategies, with a focus on areas such as stock options, retirement planning, and comprehensive wealth management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Cory works closely with families and individuals to develop long-term strategies that address wealth management, retirement income, tax minimization, executive compensation, and education planning among other priorities. Outside of his professional role, Cory is involved with the Hillsborough Little League and the Ronald McDonald House. His personal interests include baseball, biking, football, hiking, running, spending time with family, and traveling.

Jason Babcock is a financial advisor with Charles Schwab based in Los Altos, CA. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2002 and Charles Schwab Bank, SSB 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Katherine Lynne Seidel is a financial advisor with UBS Financial Services in Los Gatos, California, holding a Series 66 credential and 18 years of industry experience. She previously worked at Edward Jones from 2008 to 2016 before joining UBS in 2016. Outside of finance, she is involved in personal training through a business in Santa Cruz. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and model-based asset allocations.

Annelise Kettmann is a Financial Advisor and a member of The Kettmann Group, a family-led team at Merrill Lynch Wealth Management, with more than 35 years of experience. The group focuses on providing customized, goals-based financial strategies to help clients navigate their unique circumstances. Annelise specializes in assisting multi-generational families and business owners with wealth management, long-term planning, and strategies designed to grow, preserve, and transfer wealth. She holds a bachelor's degree from California Polytechnic State University and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Annelise speaks English and Spanish and is affiliated with the Junior League of San Jose. Outside of her professional work, Annelise is involved in community service through organizations such as Hunger at Home. Her personal interests include golfing, surfing, and tennis.

Tam Thanh Le is a financial advisor at LPL Financial with a Series 66 credential and three years of industry experience. Prior to joining LPL Financial, he worked at Polaris Advisory Inc and held roles at San Jose State University, PremierOne Credit Union, Citibank, and Victoria Secret. Outside of advisory work, he owns businesses engaged in Amazon and eBay reselling. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Hannah Lam is a financial advisor at Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses with three years of industry experience. She previously worked at Fidelity Investments for two years and spent nine years at UCLA. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements with employers.

Curtis Bunch Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1999 with Smith Barney/Morgan Stanley and joined Merrill Lynch in 2008. Curtis has over twenty years of experience helping clients achieve their personal financial goals by implementing comprehensive planning and wealth management strategies. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) designation from the National Association of Plan Advisors. Curtis earned a Bachelor of Science degree in Business Administration with a concentration in Marketing from San Francisco State University and an Associate of Arts degree in Business Administration from the College of San Mateo. Curtis works closely with clients' certified public accountants, estate planning attorneys, and other financial professionals to develop integrated wealth management plans. Outside of his professional role, he is involved in the community as the San Mateo AYSO Regional Treasurer and volunteers with local youth sports organizations, including the American Youth Soccer Organization.

John Lowenberg Jr. is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Btig, LLC for 20 years. He is based in Palo Alto, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates quantitative and qualitative due diligence along with an ESG eligibility framework, delivering tailored recommendations within a non-discretionary program.

William Stricker is a financial advisor at J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 65 licenses with nine years of industry experience. He has worked at various J.P. Morgan entities since 2017 and had brief roles at Tulane. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Pankit Patel serves as Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2012. In this role, he assists clients in utilizing Fidelity's suite of resources to develop and implement financial plans tailored to their individual and family economic situations. His approach is centered on clients' needs and financial goals. Patel has over a decade of experience working with High Net Worth clients in retirement, income, and wealth planning. Prior to joining Fidelity, he was Assistant Vice President and Financial Advisor at Merrill Lynch from 2011 to 2012, and an Investment Consultant and Registered Representative at UBS from 2007 to 2011. He holds a California Insurance License.

Jason Arzate Murillo is a Financial Consultant at Fidelity Investments. He has held various roles within Fidelity Investments since 2023, including Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, he worked as a Financial Professional at New York Life. Jason is licensed in California for insurance. He is committed to providing personalized financial guidance that aligns with each client's individual objectives and life stages. He focuses on building relationships based on trust and understanding to support clients in their financial journeys. Outside of his professional work, Jason enjoys comedy, fitness, football, golf, movies, and traveling.

Karen Zhu is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 66 and Series 63 credentials and five years of industry experience. Prior to joining Morgan Stanley, she worked at Mizuho Securities LLC for two years. Outside of finance, she operates a dog sitting business. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct individual plans and corporate financial planning agreements.

Brenda Castellanos Rojas is a financial advisor with J.P. Morgan Securities in Mountain View, CA, holding Series 63 and Series 66 credentials and six years of industry experience. She has worked with J.P. Morgan Securities and JPMorgan Chase Bank since 2019 and previously worked at US Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process includes quantitative and qualitative due diligence and incorporates ESG criteria, with a distinct regulatory structure that supports derivatives and commodities capabilities.

Tong Ba Nguyen is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and has worked previously at Scharf Investments, FundX Investment Group, and Lateef Investment Management. He is based in Menlo Park, California. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and analysis to support its financial planning services.

Stephen Brainerd is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 15 years of industry experience. He has worked at Morgan Stanley since 2017 and previously held roles at John Hall, various insurance carriers for W&R Insurance Agencies, and Waddell & Reed. Outside of advisory work, he has a Power of Attorney role related to investment activities in Vega, TX. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive planning through its Financial Advisors and Estate Planning Strategies Group.

Donald Fung is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, with prior roles at JPMorgan Chase Bank and J.P. Morgan Securities dating back to 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a variety of advisory programs. The firm offers tailored financial planning and utilizes structured discovery conversations and firm-approved tools to support customized client plans.

Victor Chan is a Branch Leader at Fidelity, a role he has held since 2023. In this capacity, he is committed to helping all associates within his branch provide a positive client experience to uphold Fidelity's Standard of Care. Prior to this, he worked as a Private Client Advisor at JPMorgan Chase Bank from 2021 to 2023. He holds a California Insurance License. Outside of his professional responsibilities, Victor enjoys family activities, football, attending social events with friends, and music.

Mengxiao Shan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Mengxiao offers access to investment insights from Merrill and banking and lending solutions through Bank of America. Mengxiao's expertise spans family wealth management, services for endowments, foundations, non-profits, employee benefit plans, international wealth management, retirement planning, portfolio management, small business strategies, and tax minimization. She and her team focus on developing individualized strategies and providing ongoing portfolio advice for individuals, families, business owners, and non-profit organizations, particularly in the Silicon Valley area. She holds a Master of Business Administration (MBA) from the University of Florida and a Bachelor's Degree from Shenyang Normal University. Mengxiao is a Personal Investment Advisor (PIA). She speaks both English and Chinese. Outside of work, she volunteers in her community and enjoys basketball, cooking, hiking, music, photography, reading, swimming, traveling, and yoga.

Christina Yuni is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Merrill and Bank of America. Outside of her advisory work, she is a partner in Reef Hunters LLC, a company involved in real estate and technology. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, with a structured financial planning process supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Ali Yousuf is a financial advisor at Morgan Stanley with one year of industry experience. He previously held roles at Merrill and Proscribe and attended Baylor University. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process includes structured discovery conversations and firm-approved tools but does not provide individual security recommendations as part of standalone planning.