Suki Lee is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 33 years of industry experience. She has been with Charles Schwab since 1992 and has worked at Charles Schwab Bank since 2005. Outside of advising, she manages several rental properties in San Francisco. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering a range of advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory program. The firm combines non-discretionary and discretionary investment approaches with centralized operational and supervisory structures.

Michael Hsu is a financial advisor with Morgan Stanley in San Mateo, CA, holding a Series 66 license and 16 years of industry experience. His career includes roles at Morgan Stanley since 2020, the Morgan Stanley Private Bank since 2021, and prior positions at Tenergy and AdviceBridge, Inc. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides customized plans that incorporate advanced modeling techniques.

Dennis Karle is a CFA® charterholder with 34 years of experience in the financial services industry. He has worked at Morgan Stanley and its affiliated entities since 2004, including roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Morgan Stanley & Co. LLC. He is based in Palo Alto, CA. Morgan Stanley Wealth Management is a large firm serving both individual and institutional clients with a range of advisory programs, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes supported by firm-approved tools.

Laura Schaefer is a financial advisor at Fisher Investments based in San Mateo, CA, holding a Series 66 designation with 13 years of industry experience. She has been with Fisher Investments since 2014. Fisher Investments serves a global client base that includes institutional and private clients such as pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across various mandates and employs a centralized investment decision process combining quantitative and qualitative methods to manage globally diversified portfolios.

Maria Aurea Dayap is a financial advisor at Merrill with a Series 66 designation and 1 year of industry experience. She has been with Merrill since 2014. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Weilun Wang is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Enterprise LLC, Schwab Wealth Advisory, and Charles Schwab & Co., Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, leveraging research from Wells Fargo Investment Institute and third-party sources.

Laure Mendoza is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds a Series 66 credential and has previously worked at Morgan Stanley and Srebrow Investment Resources - Syntero Real Estate. Mendoza is based in Palo Alto, CA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Alexander Anstead is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation with 10 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. 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.

Kenneth Marcus is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and having 38 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2020, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is the sole proprietor of Del Marcus Properties, a property management business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses firm-approved planning tools and modeling techniques in its financial planning process.

Kevin Hicks is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2009 to 2021. Outside of his advisory role, Hicks serves as a board member for the CSU Chico Center for Excellence in Finance. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Adam Green is a financial advisor with J.P. Morgan Securities in San Mateo, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked with JPMorgan Chase Bank and JPMorgan Securities since 2014. Outside of his advisory role, he is involved in a watch business, buying and selling new and used timepieces. 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.

Brannan Vaughan is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Evan Zeller is a Financial Consultant who prioritizes building genuine connections with clients based on trust and empathy. His approach focuses on understanding clients' financial goals and delivering personalized strategies with integrity and care. He has professional experience as a Planning Consultant at Fidelity from 2024 to 2025 and served as a Financial Planning Associate at Summit Financial Group from 2021 to 2024. Evan holds a California Insurance License, complementing his expertise in financial planning. Outside of his professional life, Evan enjoys spending time at the beach, cooking and baking, fitness activities, golf, and hiking.

Nicholas Scott is a financial advisor at Morgan Stanley in Burlingame, CA, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including MA Private Wealth, Alamo Capital, Edward Jones, and Wells Fargo. Outside of his advisory work, he serves as a referee for recreational basketball games with Zog Sports. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets and employing structured planning tools to assist clients in modeling financial outcomes.

Marlina Kartawinata is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

David Hohl is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 47 years of industry experience. He has been with UBS since 1995. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Radha Narayan is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she serves as a trustee for a colleague's child's UTMA/trust account. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Michael Zosky is a financial advisor at Morgan Stanley in Palo Alto, CA, with three years of industry experience. He holds a Series 66 designation and previously worked at Rimon PC and Royse Law Firm. 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 tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Whitney Rohrer is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held positions at Morgan Stanley since 2019 and previously worked at Bank of the West and BancWest Investment Services from 2016 to 2019. Rohrer holds a Series 66 designation and serves as a successor trustee in a trust outside of his advisory role. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and a variety of investment services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its financial planning process.

Xiuying Jin is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Jin serves as a board member for The Joy Culture, a nonprofit organization based in California. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct financial planning and corporate arrangements.