Eric Luong is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. His prior work includes positions at Bank of America, Park Avenue Securities, Guardian Life Insurance Company, Vanguard, and experience at Santa Clara University and Lifo.ai. Merrill provides managed account services through the Select Portfolio Solutions program to a diverse client base including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers model-based and discretionary investment strategies integrated within Bank of America’s broader platform.

Russell Bordonaro is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 31 years of experience in wealth management, he specializes in creating personalized financial strategies that reflect his clients’ unique goals and priorities. His areas of expertise include education planning, executive and equity compensation services, family wealth management, legacy and philanthropic planning, tax minimization, retirement income, and portfolio management. Russell began planning for his financial future while still in college, applying his early experience from the hospitality industry to develop a strong foundation in investment and service. He holds a Bachelor's degree from Rutgers University and holds professional designations as a Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). Russell emphasizes a collaborative, one-on-one approach with clients, beginning every relationship with a comprehensive review of their current financial situation and future aspirations to build a flexible, tailored strategy. Outside of his professional work, Russell is active in his community and values spending time volunteering. He enjoys a variety of personal interests including hiking, cooking, biking, gardening, painting, photography, reading, and spending time with his family. He often engages in art projects and outdoor activities with his adult son while teaching him about the importance of investing in the future.

Victoria Shen is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley and Morgan Stanley Smith Barney since 2012, as well as at Barking Frog Innovations from 2017 to 2019. Based in Palo Alto, California, she currently serves clients through Morgan Stanley Wealth Management. 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 financial planning and estate strategies, employing structured planning tools and analyses to support client decision-making.

Claudia Angeja is a financial advisor at Morgan Stanley with nine years of industry experience. She previously worked at Wells Fargo Clearing for seven years and has been with Morgan Stanley since 2016, including her current role starting in 2025. She holds a Series 66 designation. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Sophia Pires is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Bank and Wells Fargo Advisors LLC. Pires is based in Palo Alto, CA, and has been with Morgan Stanley since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs and financial planning services supported by structured planning processes and advanced modeling tools.

Stephanie Shum is a financial advisor with LPL Financial in Burlingame, CA, holding CFP®, Series 66, and Series 63 credentials, with six years of industry experience. Prior to joining LPL Financial in 2025, she worked at Grove Point Advisors LLC and Grove Point Investments LLC from 2023 to 2025, and was self-employed from 2011 to 2018. LPL Financial serves a diverse range of clients including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from various sources.

Veronica Yapp is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at Bank of America, Merrill, JPMorgan Chase Bank, Charles Schwab, and American Express. Outside of her advisory work, she is a partner and owner of JVA Supply LLC, a delivery service for non-durable goods serving small businesses in her community. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Dustin Brunzlick is a financial advisor at Charles Schwab with four years of industry experience. He holds the Series 66 designation and previously worked at R.E. Edwards Associates Inc. and State Farm Insurance. Outside of finance, he is the captain of the San Francisco 49ers Touchdown Team, responsible for designing the routes for the team's flag runners during game introductions and celebrations. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary client relationships with access to affiliated discretionary portfolios and uses multi-asset model portfolios supported by in-house research and alternative investment offerings.

Sarah Hipolito is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and four years of industry experience. She has previously worked at Merrill and held roles outside finance, including positions at Topgolf and STK Las Vegas. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory services and tailored financial planning programs, managing approximately $2.74 trillion in client assets.

Sean Morgan is a financial advisor with Fidelity in Palo Alto, CA, holding a Series 66 designation. He has one year of industry experience, joining Fidelity Investments in 2026. Prior to this, his work history includes positions at various organizations such as NTD Television and Pilot City. Fidelity’s Strategic Advisers LLC, where Morgan works, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research and quantitative analysis, utilizing algorithmic portfolio construction and model portfolios drawn from mutual funds, ETFs, and ETPs.

Benjamin Lundquist is a financial advisor at Charles Schwab with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Charles Schwab Bank, TD Ameritrade, and U.S. Bancorp Investments. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by its research and due diligence teams.

Chih Chieh Lien is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 66 credentials and seven years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021 and previously at Wells Fargo Clearing Services and Wells Fargo Bank. 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 analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Ashveen Goundar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2016 and has held positions at Jack in the Box and Nations Hamburger. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Charles Shreve III is a financial advisor with LPL Financial in Fremont, California, holding Series 63 and Series 66 credentials and 35 years of industry experience. He has worked at firms including Merrill and Bank of America, N.A. He is also involved in FB Investment Services, an affiliated business related to his LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of representatives, offering a range of advisory programs, financial planning, and retirement consulting services.

Victoria Da Conceicao is a financial advisor with UBS Financial Services in Palo Alto, CA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes positions at Bain & Company, GCM Grosvenor, and Oaktree Capital Management. Outside of finance, she has been involved with the nonprofit Alzheimer's Brain Box. UBS Financial Services serves individual, corporate, and institutional clients, offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor solutions for clients.

Tanvi Devarakonda is a Series 66-credentialed financial advisor with Morgan Stanley in Palo Alto, CA, and has one year of industry experience. Prior to Morgan Stanley, she worked at Hantz Financial Services and has a background that includes roles in education and student accommodation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Elaine Ho is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2023. Outside of her advisory role, she has served as a part-time Chinese translator for the San Francisco-Marin Food Bank since 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process.

Josiah Kwok is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 licenses and starting his industry experience in 2026. His prior work includes roles at JPMorgan Chase Bank, N.A. and the Freeman College of Management at Bucknell University. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors, providing investment consulting and advisory services focused on asset allocation, investment manager searches, and customized performance reporting through a non-discretionary advisory model.

Cliff Ahn is a financial advisor at Merrill based in San Jose, CA, holding a Series 66 designation. He has professional experience including roles at Bank of America, Merrill, Fidelity Investments, and other firms, as well as ownership of a personal and professional coaching business that is currently being closed. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional investors.

April Heron is a financial advisor at Morgan Stanley with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank division since 2009. Heron is based in Menlo Park, California. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured planning process supported by firm-approved tools and offers a range of investment and financial products.