Suet Wong is a financial advisor with Charles Schwab in Los Altos, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Charles Schwab, Wong worked at Guarmor and San Francisco State University. Outside of advisory work, Wong is involved in property management for a real estate business. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management, brokerage, and custody services.

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.

Steven Bono is a financial advisor with Morgan Stanley in Palo Alto, California, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He previously worked at First Republic Securities Company and First Republic Investment Management from 2015 to 2023. Outside of his advisory role, Bono serves on the boards of the 49ers Foundation and Lamonica’s Pizza Dough Company, contributing to nonprofit and manufacturing sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Weijie Yuan is a financial advisor with Merrill in Mountain View, CA, holding a Series 66 designation and four years of industry experience. He has been with Merrill and Bank of America since 2019. Prior to his current role, he held positions at Premier Nissan of San Jose and Next Generation Marketing Inc. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Christopher Ortiz is a financial advisor with J.P. Morgan Securities in Cupertino, CA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including prior roles at Wells Fargo and Union Bank of California. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Ardeshir Toussi is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual planning and corporate financial planning agreements.

Edith Lau is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2014. 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, distribution, and investment management capabilities.

James Chandler is a financial advisor with LPL Enterprise in San Jose, CA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at The Prudential Insurance Company of America, Pruco Securities LLC, Allstate Financial Services, PFS Investments Inc., and Primerica Financial Services. LPL Enterprise serves a diverse client base ranging from individuals and high-net-worth clients to retirement plans, charitable organizations, and institutions. The firm provides financial planning, consulting, and access to model wealth portfolios and third-party asset management, combining advisory services with brokerage and insurance products through an integrated platform.

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.

Jiaying Sun is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. She serves as a resource for various financial matters, including investing, retirement planning, and saving for unexpected expenses. Jiaying also facilitates access to specialists within Bank of America, covering areas such as banking, credit, home financing, and small business solutions. Jiaying holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from the University of Electronic Science and Technology of China. Jiaying communicates with clients in both Chinese and English to provide comprehensive financial advice and guidance.

Duncan Eng is a financial advisor with OSAIC in Los Gatos, CA, holding a Series 63 designation and 31 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 27 years before joining OSAIC in 2025. Outside of his advisory role, he is licensed to offer various insurance products including accident and health, disability, fixed and traditional life insurance, as well as health savings accounts and indexed annuities. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and a range of investment options, and supports multiple advisory platforms and third-party money managers.

Samuel Veytser is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to his current role, he had positions in insurance brokerage and legal services, and he has experience in education and community involvement. 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. The firm integrates large institutional advisory capabilities with brokerage, distribution, and investment management functions.

James Glass is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual since 1999. Outside of his advisory role, he is an agent for Glass and Associates, a health-related business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various educational programs.

Esther Teng is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved in property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 employs a structured planning process supported by proprietary tools.

Khanh Nguyen is a financial advisor at Merrill in San Jose, CA, with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Bank of America and JP Morgan Chase in various roles over the past decade. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Niloufar Sattary is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing since 2021. Outside of her advisory role, she has been involved with the International Rescue Committee since 2016. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions.

Andrew Clift is a financial advisor at Morgan Stanley with 42 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. He holds a Series 63 designation and is based in Los Gatos, CA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s analyses.

Alexander Kaminaris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Kaminaris also serves as co-trustee for a joint trust in San Mateo, California. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Eric Anderson is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Merrill and Bank of America. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations to deliver comprehensive advisory and brokerage services.

Albert Hsia is a financial advisor with Ameriprise in Campbell, CA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its related entities since 2005 and has held a long-term affiliation with O & E AM/PM ARCO since 1994. Outside of his advisory work, he is a partner in two LLCs that manage shared office expenses and finances for an Ameriprise office location. Ameriprise serves individuals approaching or in retirement with a specialized retirement-income planning service that includes written recommendation reports and combines research with modeling and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities, with an emphasis on assets held in Ameriprise-managed accounts.