Darien Tung is a financial advisor with Ameriprise in Menlo Park, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, serving clients primarily through Ameriprise-managed accounts.

Timothy Davis is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association. 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.

Julio Moncada is a financial advisor at Fidelity with Series 65 and Series 63 licenses. He has one year of industry experience and previously worked for Firsthand Capital Management for 15 years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios across multiple investment platforms.

Alexa Bridge is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Bank of America, Merrill, and Jackson Family Wines. Wells Fargo Advisors is a national securities 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Teague is a financial advisor with Morgan Stanley in Pleasanton, CA, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering 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 financial planning process that includes firm-approved tools and scenario modeling.

Melinda Liu is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones. Her background includes a variety of roles outside finance, such as positions at Wind Creek Bethlehem casino resort and 99% Food and Beverage, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, delivering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning services.

Douglas Robbins is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America since 2013. Outside of his advisory role, he is a co-owner of an antiques and collectibles business operated by his wife. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rupesh Shah is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a conservator in a non-investment-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals 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 uses a structured planning process involving firm-approved tools and modeling techniques.

Miriam Martin is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2006 and with Wells Fargo Clearing since 2016. Outside of her advisory work, she sells used furniture and home goods through online marketplaces. 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 combines research and analytics with diversified investment strategies and offers a wide range of brokerage and advisory solutions.

Colby Schmidt is a CFP® certified advisor with Charles Schwab in Menlo Park, CA, with two years of industry experience. Before joining Charles Schwab, he worked at Union Jack and held various roles including positions at Lowe's Companies and The Bay Club Company. 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, alternative investment due diligence, and a centralized operational structure.

Melissa Bencomo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. She is based in Livermore, California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Richard Schacht is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes nine years at Wells Fargo Clearing and seven years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, supported by Wells Fargo’s research and planning tools.

Bryan Durkee is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has held various roles within Fidelity Investments, including Investment Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative in 2023. His primary responsibility involves understanding clients' goals, motivations, and important relationships to assist them in making informed financial decisions. Bryan holds a California Insurance License, supporting his ability to provide clients with comprehensive financial guidance. Outside of his professional role, Bryan has interests in beach activities, football, music, and traveling.

Jennie Shaw is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 65 and Series 66 credentials and 18 years of industry experience. She has been with Morgan Stanley and its predecessor Morgan Stanley Smith Barney since 2009, with a three-year gap between 2017 and 2020 when she was not employed. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Rashid Coleman is a financial advisor with J.P. Morgan Securities in Union City, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. since 2009. Prior to that, he spent seven years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting.

Chadwick Suntay is a financial advisor with OSAIC, holding CFP® and ChFC® designations and possessing 25 years of industry experience. He has worked with Securities America Advisors, Inc. for 15 years prior to joining OSAIC and has operated Beaconpath Wealth Management since 2007. Outside of his advisory role, he serves as a project manager and business analyst for the City and County of San Francisco Public Works IT department. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, managed portfolios, third-party money manager programs, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various analytical and rebalancing tools.

Lawrence Delano is a financial advisor with Wells Fargo Clearing, holding CFP®, Series 63, and Series 65 designations and bringing 39 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Tamara Forte is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. 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 a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data sources.

Sharon Juang is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she is involved in real estate ownership alongside her husband. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering access to proprietary research and a broad range of capital markets solutions.

Lee Sui is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 licenses. Prior to his current role, Lee worked at Amazon and was employed at several other firms, including Ontap and Red Onion. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.