Dante Collins is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. His background includes involvement with organizations supporting mental health and autism, such as Momentum for Mental Health and Autism Living Leisure Education and Nurturing. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

Mark Beach is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at First Republic Investment Management, Bank of America, and Merrill. Outside of his advisory role, he owns a for-profit investment business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager research, and customized performance reporting through a non-discretionary program. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering a comprehensive range of advisory and brokerage services.

Nicholas Anderson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2019. Prior to that, he was employed at Wells Fargo Clearing Services and Wells Fargo Bank. He also has ten years of experience with La Costanera. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Dino Marraccini is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at J.P. Morgan Chase Bank, J.P. Morgan Securities, Merrill Lynch, and earlier positions in retail and education sectors. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and firm-approved tools to model outcomes without providing individual security recommendations as part of standalone plans.

Jonathan Tran is a Series 65-credentialed advisor at Fisher Investments with 12 years of industry experience. He has been with Fisher Investments since 2011. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, investment companies, and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis and implements tax-aware strategies along with defensive tactics to manage risk.

Jean Fan Ning is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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.

Rashell Miszanczuk is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has 10 years of industry experience, including prior roles at Morgan Stanley and UBS Financial Services. She is currently based in Castro Valley, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Sandie Li is a financial advisor at Edward Jones in San Francisco, holding a Series 66 designation. She has over 15 years of industry experience, including roles at Edward Jones since 2011 and Westwood/Wilder since 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Michael Malouf is a financial advisor at Charles Schwab in Menlo Park, CA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Charles Schwab Bank, Fit Local Fit, and Cheese Boutique. 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 discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment options.

Joshua Inahara is a financial advisor at UBS Financial Services in Palo Alto, California, holding a Series 66 designation with one year of industry experience. His prior roles include positions at Avanti Sports and as a staff member at the University of Washington and The American School in Japan. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including fiduciary financial planning and access to a broad range of capital markets and research resources.

Andrew Carlisle is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, he worked at FactSet Research Systems and PricewaterhouseCoopers. He has been with Morgan Stanley Smith Barney LLC since 2022 and Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers planning services that integrate industry-standard modeling techniques without providing individual security recommendations.

Jerson Dominguez Vasquez is a financial advisor at Merrill with a Series 66 designation and less than one year of industry experience. His prior work experience includes roles at Bank of America, Costco Wholesale, and various educational institutions. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Travis Benjamin is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2016. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved as a manager of Triumphant Estates, LLC, a rental property business in Brooklyn, NY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and operates through a network of over 23,700 financial advisors nationwide.

Yuying Lei is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, HSBC Securities (USA) Inc., and Cathay Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Justin Yip is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its Private Bank division since 2015. Based in Palo Alto, CA, Yip's career has been focused within Morgan Stanley's wealth management and private banking services. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning and access to institutional resources, managing approximately $2.74 trillion in client assets.

Igor Pleshchuk is a financial advisor at J.P. Morgan Securities with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2011. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through its Wealth Advisors, delivering these services alongside affiliated brokerage, distribution, and investment management capabilities.

Philip Hoang is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Morgan Stanley since 2010 and is currently associated with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and strategies designed around their Global Investment Committee’s return estimates.

Fiona Woo is a Financial Consultant currently at Fidelity Investments, where she has been serving since 2019 in various roles, including Financial Consultant, Financial Consultant I, Investment Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity Investments, she worked as a Financial Solutions Advisor at Merrill Edge and as a Personal Banker at Citibank. Her professional experience spans client relationship management and investment consulting. She holds a California Insurance License, supporting her ability to provide comprehensive financial planning services. Fiona partners with clients to develop personalized financial plans that align with their goals and values, offering thoughtful, ongoing guidance through different life stages. Outside of her professional work, Fiona's personal interests include music and traveling.

Marc Rogers is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Outside of advisory work, he is a screenwriter involved in script writing and attempts to sell scripts. 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 advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Gino Lopez is a Financial Advisor at Merrill Lynch Wealth Management. He brings over 8 years of experience in the securities industry, including his previous role as a Private Client Advisor at J.P. Morgan. In that capacity, he specialized in assisting affluent bank clients by offering tailored solutions for complex personal and business financial needs through Wealth Management Platforms. Gino focuses on providing personalized advice grounded in financial analysis, aiming to help clients meet their short- and long-term goals. His expertise covers areas such as employee benefits planning, legacy planning, liquidity management, retirement planning, portfolio management, tax minimization, and individual and corporate investment strategy. Gino holds a Bachelor of Science in Commerce from the University of Santo Tomas and the Personal Investment Advisor (PIA) designation. Outside of his professional commitments, Gino resides in San Francisco with his wife Alma and their two children. He enjoys playing golf, reading, and spending time with his family. Additionally, he participates in community activities, reflecting the tradition of community involvement upheld by Merrill.