Michael Laport is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he is the owner and president of LAPORT GROUP LLC, an engineering consulting firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Michele Michaels is a financial advisor with Charles Schwab in San Mateo, CA, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at TD Ameritrade and Natren Probiotics. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Marie Wreaks is a financial advisor at Fidelity with a Series 66 designation and over two years of experience at the firm. Prior to joining Fidelity Investments in 2024, she worked for Leean Sera DDS Inc for 11 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and Charitable Gift Funds. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to create model portfolios from a range of mutual funds, ETFs, and ETPs.

Joseph Peironnet is a financial advisor at Charles Schwab in San Mateo, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Charles Schwab and Charles Schwab Bank in 2025, he worked at Related Companies, CU Denver Wellness Center, Minio Inc, R&C Brown Associates, Hotel Los Gatos, and spent four years in full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary advisory relationships, discretionary separately managed accounts, and an integrated operational model that includes custody, brokerage, and alternative investment services.

Samuel Veytser is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. His work history includes roles at JPMorgan Chase Bank, California Fine Wine & Spirits LLC, and All Spectrum Insurance Brokers. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Edward Kofman is a CFP® professional with 40 years of industry experience, currently affiliated with OSAIC Wealth, Inc. He has held roles at Leading Edge Financial Design and Royal Alliance Associates, Inc., among others. Kofman serves on several nonprofit boards in Alameda, including positions as president and treasurer, and officiates weddings as an ordained Universal Life Church minister. OSAIC Wealth serves a diverse client base, including retail and institutional investors, retirement plans, charities, and corporations, offering brokerage and advisory services with a model-based investment approach and multiple program options.

Alexander Kaminaris is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He previously worked at Morgan Stanley for 7 years and at Citigroup Global Markets for 1 year. He serves as a co-trustee for a joint trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to a broad range of clients, including individuals, corporations, and institutions. The firm combines brokerage and advisory solutions and uses research and analytics from Wells Fargo Investment Institute and third-party sources to inform its investment approach.

William Rossitto Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Investments and Alliant Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing strategies such as model portfolios, third-party subadvisors, and customized approaches across various asset classes.

Theresa Ruiz Fong is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 19 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is a part-owner of Baden Coin Laundry, LLC, a business she has been involved with since 2006. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions.

David Amann is a CFP® and ChFC® with 22 years of industry experience. He has been with Edward Jones in Redwood City, CA since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Wang is a financial advisor at Merrill in San Mateo, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Merrill in 2019, he worked at General Motors Financial and Pi Charging and was affiliated with the University of Michigan. 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.

Danyi Gu is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and with 10 years of industry experience. She has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management, combining institutional trading capabilities with wealth management services.

Donovan Kerr is a Series 66 licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked with the Levin Johnston Team at Marcus & Millichap and was involved in catering and event services at Domenico Winery Catering & Events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed using systematic methodologies and long-term asset allocation benchmarks.

Peter Bergquist is a financial advisor with Morgan Stanley in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His work history includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. 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 methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Li Huang is a financial advisor with Cetera, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, East West Bank, State Farm, and CitiGroup. She is based in San Francisco, CA. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Stacy Blair is a Series 66 licensed financial advisor at Edward Jones with seven years at the firm and two years of industry experience. Prior to joining Edward Jones, Stacy worked in education with Fairfax County Public Schools and spent time as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Minjoo Lee is a financial advisor at Cetera with 14 years of industry experience. She holds the PFS™ designation and securities licenses Series 63 and Series 65. Lee has previously worked at Avantax Insurance Services and Son & Associates, and she operates Minjoo Lee CPA, providing accounting, bookkeeping, tax preparation, payroll services, and insurance assistance. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to model portfolios, third-party managers, and customized strategies.

Eric Boyer is a CFA® charterholder and holds a Series 66 license with five years of industry experience. He is currently with Wells Fargo Clearing in San Francisco and has previously worked at UBS Financial Services, Lincoln Financial Group, and Kimco Staffing Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party analytics to support diversified portfolio construction.

Monique Garduno is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 66 and Series 63 licenses and bringing two years of industry experience. She previously worked at Wells Fargo from 2008 to 2017 and has been with JPMorgan Chase Bank, N.A. since 2017. 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 within a non-discretionary advisory program.

Brian Thorbrogger is a financial advisor with Morgan Stanley in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes positions at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets from 2002 to 2009. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, emphasizing tailored financial planning supported by firm-approved tools and structured processes. The firm manages approximately $2.74 trillion in client assets and offers planning services both directly and through corporate agreements.