Bryan Zimmerling is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2021. Prior to his current role, he held positions at Golden Malted and Gold Rush Distribution, as well as Frito Lay. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes holistic, goal-based planning and offers clients the option to combine these planning services with managed accounts under a consolidated billing arrangement called “WealthPlan.”

Kevin Maas is a financial advisor with Charles Schwab in Pleasanton, CA, holding a Series 66 credential and 19 years of industry experience. He has been involved with the Cal Baseball Foundation since 2014 and has a long-standing association with Pre-Paid Legal Services, Inc. since 2007. 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 relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and an alternative investments program.

Jace Dela Vega is a Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals and families in making informed financial decisions. He provides personalized guidance, comprehensive resources, and exceptional service to simplify complex financial matters and help clients pursue their personal and financial goals. Since joining Bank of America and Merrill in 2014, Jace has held several client-focused roles, including Personal Banker, Mortgage Lending Associate, Senior Relationship Manager, and Financial Advisor. These positions have provided him with broad experience in banking, lending, relationship management, and wealth planning, enabling him to tailor thoughtful advice to each client's unique needs. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Jace earned an Associate's Degree from City College of San Francisco and a High School Diploma from El Camino High School. Outside of his professional work, he enjoys spending time with family and friends, particularly around the barbecue, and engages in activities such as bowling, basketball, and staying active whenever possible.

Brad Pyles is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2001, bringing 22 years of industry experience. He serves as Vice President of Community Engagement for the Proctor Elementary School PTA Board. Fisher Investments provides discretionary portfolio management and advisory services to a diverse client base, including institutional investors and high-net-worth individuals, utilizing a centralized investment approach that combines quantitative and qualitative research to manage globally diversified portfolios.

John Lee is a CFP®-designated financial advisor with 14 years of industry experience, currently with Edward Jones in Los Altos, CA. His previous roles include positions at Facet, Cerity Partners, Mariner Wealth Advisors, and several other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Joseph Buenavista is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014. Outside of his advisory role, he serves on the board of the Buenavista Family Inn, a resort inn in California, and is involved with the Navy Rugby Alumni Association as a board member and annual dinner chair. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

James Ong is a financial advisor with Wells Fargo Clearing in Cupertino, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

Kameron Elledge is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Check 'n Go. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and analytical tools, serving clients through both direct and corporate financial planning arrangements.

Michael Victor is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs 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 structured planning tools alongside various investment services.

Whitney Itano is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at American Century Investment Services, Inc. and Central Pacific Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that include corporate financial planning agreements.

Michaelangelo Maturino is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 license and bringing 21 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and JP Morgan Securities since 2014. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Proteek Biswas is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and previously worked at PNC before joining Morgan Stanley Smith Barney LLC in 2021. He attended Case Western Reserve University from 2012 to 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Dixin Zheng is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Zheng focuses on understanding clients' priorities to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Zheng serves as a resource for a range of financial needs, including general investing, retirement planning, and emergency savings, while also providing access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Zheng holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of California system. Zheng’s approach centers on helping clients identify what matters most to them and their families to create tailored financial strategies.

Shuyang Feng is a Series 66-licensed financial advisor with Morgan Stanley in Palo Alto, CA, bringing seven years of industry experience. Feng has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2017 and previously held roles outside the financial industry, including at Sharetea and Cardinal Pitch Club. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Michael Curts is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Citigroup Global Markets since 2006 and Morgan Stanley Smith Barney since 2009, with a current position at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Morgan Baldwin is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Morgan works closely with clients to understand their financial goals and develops strategies to help pursue those objectives. Morgan's approach involves taking the time to learn what matters to each individual and their family to provide tailored financial advice. Morgan's expertise spans general investing, retirement planning, and preparing for unexpected expenses. With the Professional Designation of Personal Investment Advisor (PIA), Morgan provides ongoing guidance and support as clients' needs evolve. Morgan holds a Bachelor's Degree from Sonoma State University.

Christoph Bono is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and previously worked at eShares, Inc. DBA Carta, Levi's Stadium Management Company, and the San Francisco Giants, among others. He also serves as a part-time high school football coach for the Palo Alto Unified School District. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Anh Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Nguyen held roles at J.P. Morgan Securities, JP Morgan Chase Bank, Wells Fargo, and Bank of America. Outside of finance, Nguyen is involved in providing manicure services as a part-time activity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Madeline Sutton is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Greenwood Gardens. J.P. Morgan Securities LLC 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Gaon is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.