Brian Wang is a Wealth Management Advisor and Merrill Resident Director with expertise in building long-term relationships with families, helping them steward their resources and accomplish their financial goals. Since 2010, he has provided financial advice and wealth management services to high net worth individuals and families. His client focus areas include family wealth management strategies, investment consulting for defined contribution plans, employee financial health, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and retirement income. Brian holds a Bachelor's Degree from the University of Illinois System and professional designations including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). The CPWA certification is administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business. He follows the Merrill tradition of community participation and spends time volunteering with organizations in the community. Outside of work, Brian enjoys cooking, gardening, running, and tennis. He is fluent in Chinese and English.

Lucas Sotto is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His background includes roles at JPMorgan Chase and multiple positions at Chapman University, alongside entrepreneurial experience at Hanano Ramen and Tpumps. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from an investable universe of mutual funds, ETFs, and ETPs, employing systematic methodologies and long-term asset allocation benchmarks.

Julia Li is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Her prior roles include positions at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory work, she is involved in a trust-related business activity based in Cupertino. 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, including customized 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 analyses.

Donovan Kerr is a Series 66 licensed advisor at Fidelity with one year of industry experience. Prior to joining Fidelity, he worked with the Levin Johnston Team at Marcus & Millichap and was involved in catering and event services at Domenico Winery Catering & Events. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and model portfolios constructed using systematic methodologies and long-term asset allocation benchmarks.

Peter Bergquist is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based modeling techniques.

Xinqing Lai is a financial advisor with LPL Financial in Union City, CA, holding Series 65 and Series 63 licenses and 11 years of industry experience. Prior to joining LPL Financial and BMO Harris Bank in 2025, Lai worked at HSBC Securities and HSBC Bank USA for nine years. Outside of advisory work, Lai has involvement in real estate rental activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management and research-supported model portfolios.

Floriberta Sario Perez is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Good Sports Inc. and Altimeter Capital. She has also been involved in academic and student success initiatives at San Jose State University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory services supported by a structured planning process and firm-approved tools.

Jason Swanson is a financial advisor at Fidelity with three years of industry experience and holds a Series 66 designation. His prior experience includes roles at Morgan Stanley, Palfish, Fun Language International (Bangkok) Ltd, and Entree Express, LLP. Outside of his advisory work, he also works as a driver for Uber Technologies, Inc. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from a broad investable universe. The firm engages in discretionary and non-discretionary advisory services, including oversight of sub-advisers and application of algorithmic portfolio construction methods.

Linda Ma is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Bank of America and Merrill. 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.

Stacy Blair is a financial advisor at Edward Jones in Burlingame, CA, with seven years at the firm and two years of industry experience. Prior to joining Edward Jones, she worked for Fairfax County Public Schools and spent time as a homemaker. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, with approximately $1.01 trillion in assets under management.

William Maung is a financial advisor with Morgan Stanley Wealth Management in Menlo Park, CA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Morgan Stanley in 2025, he held roles at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Investment Management. Maung also served in the US Navy from 2012 to 2017. 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 and financial planning services, managing approximately $2.74 trillion in client assets.

Hannah Han is a financial advisor at Charles Schwab with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Charles Schwab since 2018, with prior experience at HSBC Bank USA and Wells Fargo Bank. Charles Schwab 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 offers a combination of non-discretionary guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Hashini Jayasekara Sa is a financial advisor at Morgan Stanley with six years of industry experience. She holds the Series 63 and Series 66 designations. Her prior work includes roles at Fidelity Investments, JPMorgan Chase Bank, J.P. Morgan Securities, Wells Fargo, and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its planning process.

Victor Mandella is a financial advisor with Cetera, holding CFP® and PFS™ designations and over 28 years of industry experience. He has worked at several firms, including Avantax and 1st Global, and is an officer at Moon & Mandella Accountancy Corporation, a CPA firm. Additionally, he serves as a mortgage broker associate and is involved in managing his own real estate investments. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and planning services through a multi-manager platform, providing access to affiliated and third-party managers with both discretionary and non-discretionary program options.

Monique Garduno is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at JPMorgan Chase Bank, N.A. and Wells Fargo. J.P. Morgan Securities LLC 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.

Brian Thorbrogger is a financial advisor with Morgan Stanley in San Mateo, CA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009, having begun his career at Citigroup Global Markets in 2002. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to both individual and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing firm-approved tools and market models.

Noah Rubin is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Morgan Stanley and its affiliated Private Bank since 2013 and 2015, respectively. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning and investment services supported by firm-approved tools and methodologies.

Vicky Tsang is a financial advisor with Charles Schwab in Fremont, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 1999 and 2007, respectively. 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 offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, delivered through multi-asset model portfolios and supported by centralized operational and custody services.

Alexandra Tran is a Financial Consultant at Fidelity Investments, where she has been serving clients since 2014. She specializes in creating and maintaining customized financial plans aimed at helping clients achieve their financial goals. Alexandra's approach involves understanding each client's unique situation to assist them in making informed financial decisions. Alexandra has over 19 years of experience in the financial industry. Prior to her current role, she held positions at Fidelity Investments as an Investment Consultant from 2011 to 2014 and as a Financial Representative from 2008 to 2011. She began her career as a Financial Advisor at Ameriprise from 2006 to 2008. She holds a California Insurance License.

Dillon Magee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His career includes roles at Wells Fargo Bank and experience outside the financial sector at Sun Shops and the University of California, Santa Cruz. Wells Fargo Advisors is a national 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.