Ravi Shah is a Certified Financial Planner (CFP®) with 13 years of industry experience. He is currently with Morgan Stanley, having previously worked at Wells Fargo Clearing and Wells Fargo Advisors. His background includes roles at both Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management provides advisory services and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a range of programs and planning tools.

Thomas Kennedy is a financial advisor at Wells Fargo Clearing with 35 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment offerings.

Jeffrey Hanson is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining Merrill in 1990, he has focused on providing clients with personalized wealth management strategies tailored to their individual financial goals. Jeff combines decades of experience as a portfolio manager with his commitment to building enduring client relationships through customized investment advisory solutions and outstanding guidance. With over 30 years in the financial industry, Jeff has been an advocate of individualized portfolio management. Early in his career, he participated in Merrill Consults and became one of the first portfolio managers for the firm's investment advisory program. His expertise spans personal retirement planning, portfolio management services, and retirement income strategies. Jeff holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from West Bend East High School. Beyond his professional role, Jeff is active in his community. He has served as Toastmaster’s Club President, participated in Kiwanis and Rotary, and contributed to the Catholic church. He has coached youth sports teams, volunteered with Boy Scouts and Girl Scouts, and supported the Blue Devils Drum and Bugle Corps. In his personal time, Jeff enjoys adventure sports, biking, running marathons, skiing, and swimming.

Andrew De La Vega is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2026. Prior to this role, he held several positions within Fidelity Investments, including Investment Consultant (2025-2026), Planning Consultant (2023-2025), and Relationship Manager (2022-2023). Before joining Fidelity, Andrew worked as a Registered Representative conducting financial education workshops from 2020 to 2022. Andrew's professional approach focuses on helping clients prepare for major life events by understanding their goals and developing future plans. He emphasizes providing clients with realistic next steps, conducting regular check-ins, and maintaining a genuine interest in their financial objectives. He holds a California Insurance License. Outside of his professional work, Andrew enjoys board games, exploring culinary experiences, and attending theater performances.

John Slonaker is a financial advisor at LPL Financial with nine years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Hall Equities Group, and Ginsberg Financial Services. His current involvement includes running CalBay Investments, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of discretionary and non-discretionary strategies.

David Chase is a financial advisor at Castlewood Financial Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has held roles outside of finance, including senior director of planning at Amtrak, where he was involved in corporate budgeting and analysis. He has worked at Castlewood Financial Advisors since 2008 and has prior experience at Amtrak, Central Garden and Pet, and Lucy Pet Foods. Castlewood Financial Advisors primarily serves pooled investment vehicles and institutional clients, focusing on managing institutional mandates and portfolios. The firm combines asset-based and occasional hourly billing and operates with a structure tailored to institutional governance and pooled-vehicle administration.

Gilbert Kuo is a financial advisor with Kun Lun Development Corporation in Danville, CA, holding Series 63 and Series 65 designations and 31 years of industry experience. He has been with Kun Lun Development Corporation since 1995. Kun Lun Development Corporation primarily serves high-net-worth individuals, offering discretionary investment supervisory services, portfolio management, and investment consultations. The firm is notable for its performance-based fee arrangements, market-timing service, and negotiable advisory program terms tailored to its concentrated client base.

Yeh Chwen Kuo is a financial advisor at Kun Lun Development Corporation with 20 years of industry experience. He holds a Series 66 designation and has been with Kun Lun Development Corporation since 2008. Kun Lun Development Corporation primarily serves high-net-worth individuals, offering discretionary portfolio management, investment supervision, and various advisory programs. The firm is notable for its focus on performance-based fee arrangements and a concentrated client base, providing services tailored specifically to high-net-worth clients.