Christopher Bracamonte is a Series 66-licensed financial advisor at Morgan Stanley in Palo Alto, CA, with one year of industry experience. His prior work includes roles at BriteLab and San Jose State University, as well as entrepreneurial experience running Bracamonte Home Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and methodologies.

Angel Chen is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2019, following a prior role at Citigroup from 2016 to 2019. Outside of her advisory work, she is the owner of Innovative Global Alliance, a for-profit business in Danville, California. 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, and institutional investors.

Hillary Lindberg is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is an independent seller on eBay. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Stefan Jelev is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has progressed through various roles at Fidelity Investments, including Investment Consultant, Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, reflecting a continuous commitment to financial advisory services. Prior to joining Fidelity Investments, Stefan gained experience as a Financial Advisor Intern at Northwestern Mutual from 2018 to 2020. Stefan holds a California Insurance License, supporting his role in providing comprehensive financial planning and consulting. He approaches financial planning as a personalized, collaborative process rooted in trust, transparency, and long-term strategy, aiming to help clients achieve their goals with clarity and confidence. Outside of his professional life, Stefan has interests in cars, fitness, golf, hiking, photography, and skiing.

Richard Catipon is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 license and 14 years of industry experience. He has been with Morgan Stanley since 2012 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients by providing 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 employs a structured financial planning process using firm-approved tools and quantitative models.

Daniel Leder is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Wells Fargo Clearing since 2024. Prior to this, he was employed at JP Morgan Chase Bank, N.A. and JP Morgan Securities, LLC from 2018 to 2024, and at Cowlick, Inc. from 2013 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable range of investment options including insurance-related vehicles and bank deposit sweep programs.

JJ Fajardo is a Financial Consultant currently working at Fidelity Investments since 2024. He has 15 years of experience in the financial services industry, during which he has focused on assisting clients in building financial plans and investment strategies aimed at achieving their life goals. JJ holds a Bachelor of Arts in Business Administration with a concentration in Finance from California State University, Fullerton, where he graduated magna cum laude. He also completed the university's Financial Planning Certificate program. Prior to his current role, he served as a Financial Advisor Assistant Vice President at Merrill Lynch, Pierce, Fenner & Smith Inc. from 2022 to 2024. He holds a California Insurance License.

Alexander Winter is a Series 66-licensed financial advisor with two years of industry experience, currently with OSAIC. His prior work includes roles at Beckman Investment Securities and involvement with Papapavlos Bistro and Bar, as well as a position at the University of Southern California. He has experience selling securities as an investment professional. OSAIC Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporate clients through a multi-advisor platform offering brokerage and advisory services. The firm utilizes a model-based investment approach with portfolio optimization tools and provides a range of programs such as financial planning, managed portfolios, and third-party manager offerings.

Eric Lee is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. His prior roles include positions at First Republic Securities Company and First Republic Investment Management, as well as CitiGroup. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm’s process uses structured discovery and proprietary planning tools to assist clients, managing approximately $2.74 trillion in client assets.

Laura Miri is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Wells Fargo Advisors since 2009. She holds the Series 66 designation and is based in Menlo Park, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition planning and special-needs analysis, supported by proprietary research and planning tools.

Chanelle Murphy is a Financial Consultant I at Fidelity Investments, based in the Mountain View location. In her role, she works with a diverse range of clients in Silicon Valley, focusing on helping them improve their financial situations. She specializes in assisting clients with retirement and investment planning, guiding them through these complex areas. Chanelle holds a California Insurance License, supporting her expertise in financial consulting. Outside of her professional work, she enjoys playing golf and tennis.

Queenie Ngo is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions through a large network of financial advisors.

Isaac Feldstein is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Itamar Medical, and a position with the Committee on Ways and Means in the U.S. House of Representatives. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and investment modeling. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate agreements.

Tammy Lau is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 21 years of industry experience. She previously worked at BancWest Investment Services and Bank of the West from 2003 to 2017. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and includes discretionary options, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Echeverria is a financial advisor at Merrill with eight years of industry experience. He holds the Series 66 designation and has worked at both Bank of America, N.A. and Merrill since 2014. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Raymond Jew is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Merrill Lynch, Concert Wealth Management, and Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of wealth advisors, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, using forward-looking capital market assumptions to build model asset allocations.

Riley Thompson is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and previously worked with LA Pension Planners. Outside of his advisory role, he is involved in pension education through an online platform. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios that include mutual funds, ETFs, and ETPs.

Jonathan Lee is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing five years of industry experience. He previously worked at Citigroup/Citibank for ten years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities in 2026. 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 with client decision-making authority.

Tyson Lai is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior work includes six years at Prudential Equity Group, LLC. Tyson has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines brokerage and advisory services with research-driven investment strategies.

Tuan Tang is a financial advisor at Merrill with a Series 66 designation. He has one year of industry experience and previously worked as an independent powerlifting coach. 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, and charitable organizations.