Karla Lee 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 since 2022, including a role at Morgan Stanley Private Bank. Her prior experience includes positions at JP Morgan Securities, JP Morgan Chase Bank, and Bank of America. Lee also serves on the advisory board at the University of San Francisco, assisting with MBA student projects. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and modeling techniques.

Tayo Ogundiya is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been serving since 2020. In this role, he partners with clients to develop comprehensive long-term financial plans and detailed investment strategies that incorporate workplace benefits and equity compensation. He emphasizes establishing long-term relationships based on trust and reliability to help clients work toward their financial goals. Tayo has been with Fidelity Investments since 2010, holding various roles including Relationship Manager, Financial Consultant, Service and Trading Manager, and High Net Worth Supervisor. He holds a California Insurance License. Outside of his professional responsibilities, Tayo enjoys concerts, hiking, movies, music, and writing.

Piers Cornelius is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities since 2008 and concurrently at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Brian Endicott is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He has extensive experience in financial planning and wealth management, having previously worked as a Wealth Management Advisor at TIAA from 2017 to 2018, and held various positions at Fidelity Investments since 2012, including Financial Consultant, Investment Consultant, and Financial Representative. Brian holds a California Insurance License, supporting his expertise in financial services. He emphasizes building long-term relationships with clients and prioritizes their interests in helping them achieve their personal and financial goals through comprehensive financial planning. Outside of his professional work, Brian has personal interests in fitness, football, music, parenthood, reading, and traveling.

Jessica Meunier is a financial advisor at Edward Jones in Redwood City, CA, holding a Series 66 designation with three years of industry experience. She previously worked at Dow Janes, Empowered Personal Finance, and LPL Financial. Outside of her advisory role, she earns royalties from Amazon Kindle Direct Publishing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.

Askar Habybayli is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and two years of industry experience. Prior to joining J.P. Morgan Securities, he held various roles including positions in retail and education sectors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm uses a combination of quantitative asset-allocation modeling and centralized due diligence, applying an ESG eligibility framework when recommending investment strategies.

Casey Kehr is a financial advisor with Ameriprise in Danville, CA. He holds the Series 66 designation and has been with Ameriprise since 2023. Prior to joining Ameriprise, he held positions at Cal State University East Bay, elfinSupport, Cal State University Chico, Lamorinda Pizza, and San Ramon Valley High School. Ameriprise is a large institutional firm offering a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendations, primarily for clients maintaining accounts within Ameriprise.

Brad Waitrovich is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms including Merrill and Wells Fargo, as well as various J.P. Morgan and First Republic affiliates. 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 applying an ESG eligibility framework when recommending strategies.

Kristofer Van Zanten is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation and one year of industry experience. His prior work includes roles at Silverado Resort and Spa and several other firms. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing both proprietary and third-party investment strategies across various custody and platform arrangements.

Kin Hung Chan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the University of California Santa Cruz. In addition to his financial career, he was involved with Typhoon Club Magazine in 2019. 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 institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Taressa Soto is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and other firms. Outside of her advisory role, Soto is also an insurance agent offering fixed and indexed annuities as well as various insurance products. OSAIC serves both retail and institutional clients through a large network of affiliated advisers, providing brokerage and investment advisory services, financial planning, and access to third-party money managers. The firm uses asset-allocation tools and multiple platform solutions to construct diversified portfolios tailored to client risk tolerance and investment preferences.

Mina Choo is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. She holds the Series 63 designation and is based in San Francisco, CA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and investment options that include both in-house and third-party managers.

Philip Peterson is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with the Morgan Stanley Private Bank, N.A. since 2015. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Cloise Anderson is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked at various Morgan Stanley entities since 2008, including Morgan Stanley Private Bank, National Association since 2015. Anderson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through a structured process using firm-approved tools, serving clients directly and through Corporate Financial Planning agreements with employers.

Julie Fujimoto is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at UBS Financial Services for 22 years. Outside of her advisory work, she owns and manages rental property in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Abraham Meza is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and Equitable Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

Royce Stewart is a financial advisor with LPL Financial in Redwood City, CA, holding Series 63 and Series 66 designations and 36 years of industry experience. He previously worked at SagePoint Financial, Inc. for 10 years prior to joining LPL Financial in 2019. Outside of his advisory role, he holds a director position at Armanino LLP and is employed by Verizon Enterprise Solutions in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research from LPL Research and third-party subadvisors.

Mary Jane Sullivan is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Merrill since 2009. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Noelle Owens is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments and Ameriprise Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Karim Nalbandy is a financial advisor with Charles Schwab, holding a Series 66 designation and 15 years of industry experience. He has been with Charles Schwab Bank and Charles Schwab & Co., Inc. since 2012. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach backed by centralized custody and operational support.