Jeremy Belnas is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 23 years of industry experience. He has been with Morgan Stanley Smith Barney since 2012 and with Morgan Stanley Private Bank, National Association since 2015. 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 tailored financial planning that utilizes structured discovery conversations and proprietary planning tools.

Michael Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. for a combined total of over 18 years. 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 based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kristopher Suhr is a Financial Advisor with Merrill Lynch Wealth Management. In his role as a Financial Solutions Advisor, he works closely with individuals and families to understand their unique financial needs and provide guidance on investment strategies, retirement planning, and wealth management. Kristopher enjoys getting to know clients personally to develop tailored strategies that align with their financial goals. He offers assistance ranging from general investing to planning for retirement and preparing for unexpected events. His approach emphasizes ongoing advice and guidance to adapt to changing client needs. He holds a Bachelor's Degree from the University of Nevada - Reno and the Personal Investment Advisor (PIA) designation. Outside of his professional responsibilities, Kristopher's personal interests include basketball, biking, boating, camping, and scuba diving.

Kelvin Skewes Campos is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2021. Outside of his financial advisory role, he serves as Technical Director and coach for the Sunnyvale Alliance Soccer Club, working with boys' soccer teams aged seven to twelve. 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, offering both non-discretionary and discretionary investment options within an integrated operational structure.

Brandon Nguyen is a Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2018. He has extensive experience in the financial services industry, having previously served as a Financial Solution Advisor at Merrill Lynch, Pierce, Fenner & Smith in 2018, and as a Chase Private Client Advisor at JP Morgan Securities from 2010 to 2018. Brandon holds a California Insurance License which supports his advisory roles. His professional approach is centered on helping clients strive for their financial goals. Outside of his professional life, Brandon is involved in family activities and parenthood.

Kenneth Seale is a financial advisor with Merrill in Palo Alto, CA, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Merrill Lynch since 1999. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jin Shin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His career includes roles at J.P. Morgan Chase Bank and Arthur J. Gallagher & Co. Risk Placement Services. 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 combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Mia Li is a Planning Consultant at Fidelity Investments, a position she has held since 2024. In this role, she focuses on helping clients strive for their financial goals through a client-centered approach. Prior to her current role, Mia worked as a Relationship Manager at Fidelity Investments from 2022 to 2024. She also has experience as a Financial Solutions Advisor and Banker at Bank of America between 2020 and 2022. Mia holds a California Insurance License. Outside of her professional career, Mia enjoys activities such as badminton, visiting museums, painting, snowboarding, and traveling.

Mark Maizel is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked with Morgan Stanley and its Private Bank since 2016 and briefly with AFS Securities LLC. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning and a variety of investment solutions, managing approximately $2.74 trillion in client assets.

C Davis III is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 63 designation and over 42 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is a sole proprietor involved in property management in Menlo Park, California. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Lanette Carey is a financial advisor with Primerica Advisors in San Jose, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1993. In addition to her advisory role, she receives compensation for sales and referrals related to loan products, home security, and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-driven strategies and limited separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plan management.

Ho Yin Chung is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2013, including seven years at Morgan Stanley Private Bank, N.A. Outside of his advisory role, he is a sole proprietor involved in property management. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and utilizing firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through various advisory and brokerage platforms.

Wei Hua is a financial advisor with Charles Schwab in Cupertino, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Charles Schwab Bank and Charles Schwab & Co., Inc. since 2014. 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 related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a range of multi-asset model portfolios and alternative investment options.

CP Cheng is a Planning Consultant at Fidelity Investments, where they collaborate with clients to develop customized financial plans tailored to the unique needs of individuals and families. Cheng is committed to maintaining a high level of integrity and professionalism in client relationships and aims to provide quality information, services, and products to support clients in achieving their financial goals. Cheng joined Fidelity Investments in 2020, progressing from Financial Representative to Relationship Manager before assuming the current role as Planning Consultant in 2023. Prior to Fidelity, Cheng held positions as Sales Manager at MassMutual and Partner at New York Life. Cheng holds a California Insurance License and is proficient in French, Mandarin, and Taiwanese. Outside of work, Cheng has interests in movies, museums, pets, and traveling.

Diego Salazar is a financial advisor with Merrill in San Mateo, CA, holding a Series 66 designation and five years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously held roles at Meridian Pacific Sales, Sterling May Equipment Company, University of California Davis, Sears, and Los Angeles Valley College. Merrill, along 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.

Addie Chan is a financial advisor with Wells Fargo Clearing in San Carlos, CA, holding Series 63 and Series 65 designations and 26 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Chan serves on the investment committee for San Mateo College, providing oversight on endowment and non-endowment funds. 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial product options than typical institutional advisers.

Alex Preisser is a Series 66-licensed financial advisor with Charles Schwab in Sunnyvale, CA, with two years of industry experience. He previously worked for the Department of the Air Force and Outdoor Rec Ramstein. 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 managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and a centralized operational structure.

Carine Krikorian is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds a Series 66 designation and has worked previously at Bank of America and various Wells Fargo entities. 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.

Greg Koch is the Vice President and Branch Leader at Fidelity Investments, where he has been serving since 2019 in leadership roles. He is responsible for providing leadership and personalized coaching to the associates at the Burlingame branch, focusing on building strong client relationships through trust and clear communication. His team offers comprehensive financial planning to help clients achieve their financial goals. Greg has held multiple positions at Fidelity Investments since 2011, including Branch Leader, Investment Solutions Manager, Managed Account Support Specialist, Client Services Manager, Operations Manager, Onboarding Manager, Senior Trading Help Desk, and Client Services Associate. Prior to joining Fidelity, he worked as a Financial Advisor at AXA Advisors from 2008 to 2011, a Senior Premier Banker at Wells Fargo from 2006 to 2008, and a Personal Banker at BBVA Compass Bank from 2003 to 2006. He holds a California Insurance License.

Michael Jamieson is a financial advisor with UBS Financial Services in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with UBS since 1995. Outside of his advisory work, he occasionally conducts historical research and freelance writing on topics such as World War II and biographies of the "Greatest Generation." UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.