Sharon Juang is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she is involved in real estate ownership alongside her husband. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering access to proprietary research and a broad range of capital markets solutions.

Lee Sui is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and six years of industry experience. Prior to joining J.P. Morgan, Lee worked at Amazon and held positions at Ontap and the University of California. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Kelly Cunningham is a financial advisor with Edward Jones in South San Francisco, CA, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Edward Jones since 2001. Outside of her advisory role, she is a general partner in the Cypress Investment Partnership, which involves occasional assistance with real estate transactions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Sharon Gutierrez is a CFA® charterholder with 17 years of industry experience. She has worked at Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Hui Wong is a financial advisor at Morgan Stanley in Menlo Park, California, holding a Series 66 designation with five years of industry experience. Prior to joining Morgan Stanley in 2020, Wong worked at Nordstrom, Inc. for one year and managed Sugarie Bake Shop, a bakery business, from 2011 to 2019. Wong continues to have ownership interests in Sugarie Bake Shop, a restaurant and bar located in Pleasanton, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Dina Artzt is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2016, having previously worked at Wells Fargo Advisors LLC from 2013 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Erin Walsh is a financial advisor at Merrill in Palo Alto, CA, holding a Series 66 designation and with no prior industry experience. Her background includes roles at Bank of America, Data Axle, and Avenir Restaurant Group. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Charles Miller III is a Series 66-licensed financial advisor at Merrill with three years of industry experience. He previously worked at T-Mobile for eight years and Foothill College for five years. Outside of his advisory role, he provides mobile notary public services and works as an independent contractor for delivery and rideshare services in the Bay Area. Merrill offers managed account services through the Select Portfolio Solutions program, serving a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates discretionary and model-based investment strategies within Bank of America’s broader platform.

Thanh Nguyen is a Series 66 licensed financial advisor with 15 years of industry experience. He has worked at J.P. Morgan Securities LLC since 2015, serving in his current role since 2017. 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Gerald Del Rosario is a financial advisor with Wells Fargo Clearing in San Mateo, CA, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank NA since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven and based on modern portfolio theory, serving clients with tailored strategies that include a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Sameera Gupta is a Wealth Management Advisor at Merrill Lynch Wealth Management. She brings over 20 years of experience in the financial services industry, having held senior executive roles with global organizations including Wachovia/Wells Fargo, Visa Inc., and Western Union. Sameera leverages her extensive background in developing and launching financial products across multiple continents to assist individuals, small businesses, and senior corporate executives with complex wealth management needs such as concentrated stock options, deferred compensation, and estate planning. Sameera holds a Bachelor's and a Master's degree from the University of Allahabad and is a CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor (PIA). Fluent in English, Hindi, and German, she has a global perspective shaped by her experience living and working on four continents. Her client focus areas include personal retirement planning, executive compensation, college education planning, legacy planning, tax minimization, and retirement income strategies. In addition to her professional work, Sameera supports nonprofits that benefit families and communities, including Minds Matter. She resides in Los Altos with her husband and enjoys interests such as boating, cooking, gardening, hiking, yoga, and spending time with her family. Sameera previously served as a board member of the Economic Development Council at the Metro Denver Chamber.

Amy Brugger is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she pursues several activities including driving for ride-share companies and creating and selling artwork, as well as working on a self-published book focused on exercise and general health. Morgan Stanley Wealth Management provides a broad range of advisory services to individual and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies.

Michael Lipkins is a financial advisor with Raymond James Financial Services Advisors, Inc. in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James since 2012 and previously at First Tech Federal Credit Union. Lipkins is also involved with Phases Financial Group, providing financial advisory services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, with a notable focus on advisory and implementation-support services across various account types.

Robert Mckee IV is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Outside of his advisory role, he is a partner in a commercial cattle breeding operation and serves as a director of a personal investment holding company, in addition to acting as an advisory trustee for a charitable foundation. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services designed to support both direct individual clients and corporate financial planning agreements.

Michelline May Padilla is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Morgan Stanley and has previous experience at J.P. Morgan Securities, HSBC Securities USA, and Wells Fargo. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

James Knipple is a financial advisor with Edward Jones in Redwood City, CA, holding a Series 66 credential and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held various roles connected to theater and education. He serves as a trustee on the Finance Committee for TheatreWorks Silicon Valley in an advisory capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Charles Corley is a financial advisor at Morgan Stanley with Series 63 and Series 65 credentials and 37 years of industry experience. He has worked at Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by a structured discovery process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct individual plans and Corporate Financial Planning agreements.

Terry Mckee is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets, Inc. since 2008. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market simulations.

Michael Woods is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Wells Fargo Bank and Wells Fargo Clearing Services since 2017, as well as prior positions at BrightPlan, LLC and Prumentum Group. He was also briefly involved with Woods Asset Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Dan Roasa is a financial advisor with Charles Schwab in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior work includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory guidance with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and a formal alternative-investment selection process.