Donald Mazza is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at E.K. Riley Investments, Menlo Asset Management, City National Bank, and Comerica Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary market assumptions and research to tailor plans based on client goals and risk tolerance. The firm combines institutional trading capabilities with wealth management services and provides a broad range of financial solutions including advisory, custody, underwriting, and capital markets services.

Cade Mayer is a financial advisor at Cambridge Investment Research Advisors with three years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Lululemon and as an independent golf instructor. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals utilizing various portfolio management strategies and platform arrangements.

Ian Tang is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in education planning, managing new wealth, personal retirement planning, and tax minimization. Ian works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals. He holds a Bachelor's Degree from the California State University System and holds the Professional Investment Advisor (PIA) designation. Ian also engages in community service through volunteer work, reflecting the Merrill tradition of local involvement. Outside of his professional role, he enjoys fishing, golfing, softball, and spending time with his family.

Nora Zele is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2014, with a brief tenure at Wells Fargo Clearing. Based in Palo Alto, CA, she is currently part of a large advisory team at Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets through a structured planning process supported by firm-approved tools.

Suzy Fisk is a financial advisor at Edward Jones with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Edward Jones since 2018. Suzy is approved to serve as a non-public arbitrator on FINRA’s roster, participating in dispute resolution panels occasionally. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supporting its services with a nationwide network of financial advisors and branch offices.

Vijaylakshmi Shetty is a financial advisor at Merrill with 17 years of industry experience. She holds a Series 66 designation and has worked at Merrill and Bank of America since 2011, with prior experience at TIAA. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Adriana Maria Da Cruz is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with eight years of industry experience. She previously worked at UBS Financial Services Inc. for several years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Timothy Kang is a financial advisor with Thrivent Investment Management in San Jose, CA, holding Series 63 and Series 66 licenses and having one year of industry experience. His prior work includes roles at Thrivent Financial, Walker & Dunlop, LLC, and PredictView Technologies. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses without discretionary trading authority. The firm’s approach separates planning from portfolio management and allows clients to integrate planning with managed accounts under a consolidated billing option.

Robert Gonzalez is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. 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.

Jason Bothwell is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at E*TRADE Securities and E*TRADE Capital Management. Bothwell is currently based in Menlo Park, CA. 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.

The Phong Truong is a financial advisor at Merrill with six years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Merrill, he worked at Bank of America, N.A. for five years and was engaged in homemaking for two years. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ronald Gunawan is a Financial Consultant currently working at Fidelity Investments since 2023. He has held roles in the financial services industry including Private Client Advisor at JPMorgan Securities LLC from 2020 to 2022 and Private Client Banker at JPMorgan Chase Bank from 2016 to 2020. His professional focus includes wealth planning and financial consulting, with an emphasis on building lasting relationships and helping clients work towards goals such as comfortable retirement, wealth accumulation, and maintaining their current lifestyle. Ronald holds a California Insurance License, supporting his expertise in financial planning. No additional information regarding education, credentials beyond insurance licensing, personal interests, or community involvement was provided.

Matthew Barker is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He has been with Morgan Stanley since 2014, including a role at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is a partner in Reef Hunters, LLC, an investment and real estate firm based in San Francisco. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm’s financial planning uses structured discovery and proprietary tools, serving clients with a wide range of investment and planning services.

Michael Anki is a financial advisor at J.P. Morgan Securities with one year of industry experience. He previously worked at First Republic Bank for six years and Andersen Tax for four years. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Alan Huynh is an Investment Consultant at Fidelity Investments, where he collaborates with clients to assist them in making informed decisions regarding their financial futures. He emphasizes understanding each client's goals, time horizon, and risk tolerance to offer personalized guidance. Prior to his current role, Alan worked as a Financial Consultant at Equitable Advisors from 2022 to 2025. He holds a California Insurance License. Outside of his professional work, Alan has interests in food, movies, outdoor adventures, pets, and theater.

Jacobo Koen Ruben is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he worked for Rockefeller Capital Management for six years and has additional experience at Financial Clarity and Willamette University. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage portfolios using mutual funds, ETFs, and ETPs. The firm also provides multi-manager fund advisory and serves as a commodity pool operator registered with the CFTC.

Lacey Wedell is a financial advisor at Morgan Stanley with 16 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2006, including a role at Morgan Stanley Private Bank, N.A. since 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations as part of its financial planning process.

Shyamali Mukherjee is a financial advisor with Mass Mutual Investors Services. She holds a Series 66 designation and has been with the firm since 2026. Prior to her advisory role, she has worked at Sandia National Lab since 2010. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, money-manager programs, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.

Timon Shaw is an Investment Consultant at Fidelity Investments, a role he has held since 2025. His approach centers on understanding clients' risk tolerance, investment preferences, and personal backgrounds to develop financial plans aimed at achieving financial freedom for individuals and families. Prior to his current position, Timon served as Associate Vice President of Private Markets at Upmarket from 2023 to 2024. He also has experience as a Financial Advisor and Client Associate at Merrill between 2019 and 2021. Timon holds a California Insurance License. Outside of his professional work, Timon has personal interests that include attending concerts, fitness activities, football, golf, and snowboarding.

Patrick Bauzon is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His career in financial services spans over nine years, including experience as a Financial Advisor at Twin Peaks Wealth Advisors from 2021 to 2023 and as a Registered Sales Associate at Fremont Bank from 2018 to 2021. Patrick holds a California Insurance License, which supports his professional capabilities in the financial sector. His work focuses on providing clients with tailored financial plans to help navigate areas such as wealth accumulation, retirement, and income planning, utilizing Fidelity's planning tools and services. Outside of his professional career, Patrick has interests in cars, football, outdoor adventures, pets, and traveling.