Jordan Gomez is a financial advisor at Morgan Stanley with six years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to this, he was employed at Cielo24 and Pensionmark Financial Group, and he also spent four years at the University of California, Santa Barbara. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a wide array of advisory programs, managing approximately $2.74 trillion in client assets.

Dustin Sherlock is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at Andale Management Group Inc., Popi's Oysterette, and several other companies across various industries. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering non-discretionary investment guidance alongside access to affiliated discretionary separately managed accounts and a range of advisory, brokerage, and custody services.

Sara Saxe is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 designations and bringing 48 years of industry experience. She has been with UBS Financial Services since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing a wide range of financial solutions including fee-based planning and portfolio management.

Noah Hall is an advisor with Fidelity Investments, holding the Series 66 designation and based in Palo Alto, CA. He has been with Fidelity since 2025 and has experience working in event planning and catering at the University of Colorado Boulder. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including outsourced portfolio management and fund advisory. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and serves multiple registered investment companies and intermediary platforms.

Corinne Paraso is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 license with five years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as a trustee for a trust based in Saratoga, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients. The firm’s financial planning process involves structured discovery and firm-approved tools, serving clients through both direct and corporate financial planning agreements.

Lee Sundstrom is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with 13 years of industry experience. He has been with Morgan Stanley since 2012. Outside of his advisory role, he works as an independent contractor driving for ride-sharing services Uber and Lyft. Morgan Stanley Wealth Management serves individual and institutional clients, offering a variety of advisory programs including tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides a broad range of retail and institutional investment services.

Fane Opperman is a CFP® professional with 38 years of industry experience, currently affiliated with Wells Fargo Clearing since 2016. He previously worked at A. G. Edwards & Sons, Inc. for 11 years. Opperman serves as an adjunct instructor in Personal Financial Management at California State University. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets across more than 14,000 financial advisors and offers both brokerage and advisory solutions.

Jason Cheng is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2018. He has been with Fidelity Investments since 2013, previously serving as Assistant Branch Manager and Vice President - Financial Consultant. Prior to his tenure at Fidelity, Jason held various positions at Charles Schwab from 2006 to 2013, including Vice President - Financial Consultant, Investment Consultant, and Financial Representative. He began his financial services career at E*Trade Securities, working as a Financial Representative and Active Trader Specialist between 2003 and 2006. Jason holds a California Insurance License. He emphasizes the importance of hiring and developing financial advisors with integrity and dedication to effectively support clients as their primary advisors.

Xiaosheng Mei is a financial advisor at Charles Schwab with 25 years of industry experience. He has been with Charles Schwab since 2000 and with Charles Schwab Bank since 2005. He holds Series 63 and Series 66 credentials. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers both non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

John Watson Jr. is a financial advisor at UBS Financial Services in San Jose, CA, holding a Series 66 designation with seven years of industry experience. His career includes prior roles at Merrill, Bank of America, and Service Corporation International. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Ryan Meirose is a Series 66-licensed financial advisor with Morgan Stanley in Palo Alto, CA, and has three years of industry experience. He previously worked at BMO Family Office and held positions across several other companies including California People Service and Simon Property Group. Outside of his advisory role, Meirose is involved with Backlit People LLC, an art and culture-focused business. Morgan Stanley Wealth Management serves individual and institutional clients through a variety of advisory programs, offering tailored financial planning supported by firm-approved tools and extensive resources.

Rachael Martindale is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and three years of industry experience. Her prior roles include positions at InfoIMAGE Inc and Dijeau Poage Construction. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that utilize structured discovery processes and proprietary planning tools.

Brendan Duffy is a Financial Consultant at Fidelity Investments, a role he has held since 2024. Prior to this, he served as an Investment Consultant and Financial Representative at Fidelity Investments from 2021 through 2024. Brendan's work focuses on providing ongoing financial planning tailored to the specific needs and goals of his clients. With a background that emphasizes analytical skills, Brendan assists clients in addressing various challenges related to their financial objectives. As a native of Silicon Valley, he engages closely with local clients and their families to provide guidance on pertinent financial topics. Brendan holds a California Insurance License. Outside of his professional work, Brendan enjoys activities such as going to the beach, playing board games, spending time with family, listening to music, and swimming.

Jose Casarez is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First Republic Bank, Bank of America/Merrill Lynch, and Technology Credit Union. 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 screens and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Jeenchen Chen is a financial advisor with Cetera in Palo Alto, CA, holding the ChFC® designation and Series 63 and 65 licenses, with three years of industry experience. Prior to joining Cetera, Chen held roles in healthcare and insurance firms and has contributed as an academic author in biomedical research. Outside of financial advising, Chen is involved in several medical technology advisory roles and business consulting through Humanity Digital LLC. Cetera Investment Advisers LLC provides a multi-manager platform serving individuals, employer-sponsored plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, utilizing both affiliated and third-party managers, supporting discretionary and non-discretionary account structures.

Jesse Mares is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 63 designation and over 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to support its investment approach.

Yue Pang is a financial advisor at Edward Jones with one year of industry experience and holds a Series 66 designation. Prior to joining Edward Jones, Pang worked in the restaurant industry with Sushi Koya and Izakaya Ginji. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Matthew Curtis is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with 10 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Theresa Rutledge is a CFP® with 25 years of industry experience, currently serving as an advisor at J.P. Morgan Securities in Palo Alto, CA. Her prior roles include positions at Bank of America, Merrill, Wells Fargo Investments, and First Republic Investment Management. Outside of her advisory work, she is an owner and partner of ShopSense, a technology company developing shopping experiences during broadcast and streaming events, and serves on the Endowment Committee for The Boys & Girls Clubs of the Peninsula. 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 and qualitative due diligence and incorporates an ESG eligibility framework in its recommendations.

Aileen Li is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and has also worked at Wells Fargo Bank NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research and analytics to inform its diversified investment approach.