Patrick Sweeney is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and eight years of industry experience. He has prior experience with firms including Edward Jones, Bank of America, Merrill Lynch, Hilltop Securities, and Morgan Stanley. Outside of his advisory role, he is actively involved in youth lacrosse coaching and mentorship, serving in leadership positions with several local lacrosse organizations. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering tailored financial plans based on proprietary research and model-based asset allocation.

Shareen Jafri is a financial advisor with Wells Fargo Clearing in Mountain View, CA, holding Series 63 and Series 66 credentials 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. Jafri serves on the board of the Munawar Foundation, where she participates in directing and investing funds for education, food, and clean water initiatives. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering IPS-driven advisory services grounded in modern portfolio theory. The firm’s investment approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, and it acts as an ERISA fiduciary when providing investment advice.

Laura Olson is a financial advisor at Ameriprise with 17 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Edward Jones, Thrivent Investment Management, Concorde Asset Management, and Ameriprise Financial Services. Outside of her advisory work, Olson is engaged as a pet sitter through Rover. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Feng Zhao is a Series 66-credentialed financial advisor with Charles Schwab & Co., Inc. based in San Mateo, CA. He joined the firm in 2025 and has prior experience working at Fortinet Inc. and Yodlee Inc. Outside of finance, Feng spent two years engaged in extended travel. 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 employs a multi-asset investment approach supported by research and due diligence on alternative investments.

Arjun Suthar is a financial advisor at Fidelity with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Fidelity Investments since 2021, following previous roles at The Vanguard Group and Voya Financial. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its use of model portfolios, regulatory registrations, and advisory roles with multiple registered investment companies.

Walter Evans is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he serves as Chairman of the Finance Committee for the Mounted Patrol of San Mateo County and is a member of the Finance Committee at St. Raymond Catholic Church in Menlo Park, assisting with budgeting and fundraising efforts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and comprehensive services, including coordinated strategies from its Financial Advisors and Estate Planning Strategies Group.

Nicole Granato is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Evan Johnson is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Ameriprise and MC Financial Partners, and completed eight years of full-time education prior to starting his advisory career. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Magdalena Rodriguez is a Series 63 registered financial advisor with Morgan Stanley, based in Menlo Park, CA, with 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Qiumei Sun is a financial advisor at Ameriprise with 19 years of industry experience. She holds the CFP® and Series 66 designations and has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice addressing income sources, tax-aware withdrawals, and Social Security options.

Mark Jones is a financial advisor with Morgan Stanley in San Mateo, CA, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets starting in 1995. Outside of finance, he is a silent partner in a local sandwich shop in Foster City, CA. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, employing structured financial planning processes and offering access to corporate financial planning agreements.

Stephen Luk is a financial advisor at UBS Financial Services in Palo Alto, CA, with 26 years of industry experience. He has worked at UBS since 1999 and holds Series 63 and Series 65 registrations. Outside of his advisory role, Luk is the proprietor and owner of Foster Square 55+ Housing, where he manages property maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Thomas Cortopassi is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1999. In addition to his advisory role, he is an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Domarina Awdow is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she serves as a primary point of contact for affluent investors, working alongside teammates and specialists to provide efficient and individualized wealth information to clients. Her professional experience at Fidelity Investments includes roles as a Private Wealth Management Senior Relationship Manager since 2021, Private Wealth Management Planning Consultant from 2018 to 2021, and Relationship Manager from 2016 to 2018. Domarina holds a California Insurance License. Outside of her professional work, she has interests in food, tennis, and yoga.

Sarah Freitas is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at Citibank/Citigroup and LPL. 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 when recommending investment strategies.

Yubi Li is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. They hold Series 63 and Series 66 licenses and have worked at firms including Wells Fargo Advisors and First Republic Investment Management. Yubi is based in Palo Alto, CA. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of investment products and strategies through its Institutional Consulting Services program.

Mary Rapperport is a financial advisor at Morgan Stanley with Series 66 credentials and two years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2023 and has prior experience at Relyance AI, Retain.ai, and LiveRamp. Morgan Stanley Wealth Management serves 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 utilizes structured planning tools and firm-approved methodologies to support its advisory services.

Eddy Wang is a financial advisor at Raymond James Financial Services Advisors, Inc. with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Raymond James since 2018, following a decade at Charles Schwab. Outside of his advisory role, he serves as an independent contractor for West Portal Financial Group, which operates the Raymond James branch office in San Francisco. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and consulting aligned with client goals and supports municipal and public finance work through a municipal advisor affiliation.

Judy Keng is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves a broad client base with advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Douglas Keyston is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association for the past 10 years. Outside of his advisory role, Keyston is a partner in Silversword Investors, an agriculture-related investment entity. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm uses structured planning tools and various modeling techniques, managing approximately $2.74 trillion in client assets.