Grant Johnson is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and previously worked at Stifel, Nicolaus & Company, Inc. from 2022 to 2025. Charles Schwab 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, offering a combination of non-discretionary and discretionary investment options with centralized custody and operational support.

Jeff Borges is Vice President, Wealth Planner at Fidelity Investments, a position he has held since 2016. He leverages over 20 years of industry experience to assist clients in developing customized financial plans tailored to their current needs and future legacy goals. Prior to joining Fidelity, Mr. Borges worked as a Financial Consultant at Charles Schwab & Co., Inc. from 2005 to 2016, and at Citicorp Investment Services from 2003 to 2005. He began his career as an Account Executive at Morgan Stanley DW Inc. from 1998 to 2003. He holds a California Insurance License.

Nhi Nguyen is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has previously worked at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Robert Half Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Louis Tousignant is a financial advisor with Morgan Stanley in Pleasanton, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior roles include positions at BNY Mellon Securities Corporation, AllianceBernstein Investments, Clearbridge Investments, and Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process supported by proprietary tools and serves a broad client base through various investment and financial planning services.

Christian Galvez is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His background includes roles in education at Santa Clara University and executive education at Stanford Graduate School of Business. He has also worked in the retail and hospitality sectors with Lunardi's Market and The Cask Wine and Bar. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory services to individuals and institutions. The firm employs structured financial planning processes and serves clients through both individual and corporate financial planning agreements.

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 Palo Alto, CA, holding a Series 66 designation and having 22 years of industry experience. His prior firms include Merrill, Banc of America Investment Services, and Morgan Stanley DW Inc. Outside of advising, he is involved in managing several rental properties. 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 employs research and analytics-based investment evaluation and offers both brokerage and advisory solutions across a large-scale operation.

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 CFP® with 22 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014 and previously at Merrill from 2006 to 2012. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening with qualitative research and incorporates ESG criteria, with implementation supported by related investment-management affiliates.

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 at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Prior to that, he worked at Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.