Thach Nguyen is a financial advisor at Morgan Stanley with eight years of industry experience. He previously worked at RBC Capital Markets and held roles at Transamerica Financial Advisors, Realty One Group-Infinity, and World Financial Group. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and investment modeling techniques.

Lucas Brown is an advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, he held brief positions at JP Morgan Chase and the San Francisco 49ers, among other varied roles. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, offering model portfolios composed of mutual funds, ETFs, and ETPs.

Shabana Sobhan is a Planning Consultant at Fidelity Investments, a role she has held since 2023. In this position, she focuses on helping clients pursue their financial goals through in-depth, customized planning. She aims to build relationships, educate clients, and assist them in leveraging Fidelity's resources to establish and maintain a strong financial future. Prior to joining Fidelity Investments, Shabana worked as a Private Client Banker at JPMorgan Chase from 2016 to 2023. Her experience in these roles centers on financial planning and client relationship management. Outside of her professional work, Shabana has personal interests that include board games, concerts, museums, reading, scuba diving, and volunteering.

Warren Barmore is a financial advisor with Edward Jones in Half Moon Bay, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Edward Jones since 2011. He serves on the investment committee of Senior Coastsiders Inc, where he meets quarterly to review endowment holdings and provide market insight. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary strategies, with a network of approximately 23,700 financial advisors nationwide.

Phong Ly is a financial advisor with J.P. Morgan Securities LLC, holding a Series 66 designation and eight years of industry experience. His work history includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, and Chase. 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. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Michael Santangelo is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2014, as well as a brief tenure at Morgan Stanley. Outside of his advisory role, he has been involved with several community churches. J.P. Morgan Securities 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 when recommending strategies.

Michael Corley is a CFP®-designated financial advisor at Morgan Stanley with 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a board member for the Phi Kappa Sigma Fraternity in Berkeley, California. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through a structured planning process supported by firm‑approved tools and models.

Wen Wu is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 23 years of industry experience. Wu has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and modeling techniques.

Sigal Barak is a financial advisor at Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Morgan Stanley in 2024, Barak worked at Deloitte from 2022 to 2023. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its advisory services.

Robin Zhao is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation with seven years of industry experience. Prior to joining UBS in 2018, Zhao worked at IBM for one year and was affiliated with New York University for four years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Collin Chu is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A., Merrill, Ardent Capital, and has prior experience at San Jose State University and Round Table Pizza. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Yu Hong Tan is a financial advisor at Wells Fargo Clearing with a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo in 2026, Tan worked at Bank of America, Merrill, and Charles Schwab. Outside of finance, Tan is a co-owner of a family rental property in Sacramento. 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 combines research from Wells Fargo Investment Institute with third-party analytics and offers both brokerage and advisory solutions.

Edgardo Moncada is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and 23 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Citigroup Global Markets, Citicorp Investment Services, Banc of America Investment Services, Quick & Reilly, and Equitable Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and advisory services, including access to model portfolios, third-party asset management, and institutional platforms.

Kevin O’Regan is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and 40 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to evaluate investment options across a large platform serving more than 14,000 financial advisors.

David Marroquin is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, New York Life, and AT&T. Outside of his advisory role, he works part-time as a driver consultant for Uber in San Francisco. 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.

Sijin Lin is a financial advisor at Merrill with a Series 66 credential and no prior industry experience. Before joining Merrill and Bank of America in 2026, Lin held roles at Uber Technologies, Inc., and various academic institutions, including the University of California, Irvine and University of San Francisco. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Aishwarya Gattani is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity Investments in 2025, she held roles at EF Hutton and worked in various educational institutions, including UC Davis and the University of San Francisco. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI in its research.

Quan Vu is a financial advisor at Edward Jones with six years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2019. Prior to that, he was with Bank of America and the University of San Francisco. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Diana Llegue is a financial advisor at J.P. Morgan Securities with a Series 66 credential and one year of industry experience. Her career includes positions at Wells Fargo and B & L Lee Inc, as well as prior roles outside the financial sector, including work with Al Zorah Golf Club and Al Zorah Development Company. 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 non-discretionary advisory program supported by in-house due diligence and ESG eligibility processes.

Sirinee Tippakorn is a CFP® and ChFC® with 21 years of experience in financial advising at Edward Jones, where she has worked since 2005. She served as president of the Rotary Club of Belmont from 2011 to 2012, leading fundraising and distribution efforts for community projects. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices.