Nikola Vukadinovic is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program that focuses on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Sirma Tzoutzova serves as the Regional Vice President for Fidelity Private Wealth Management in the Western United States. In this role, she leads advisory teams focused on assisting ultra-high-net-worth clients and families with wealth preservation, growth, and transfer through personalized and integrated planning and investment strategies. Her professional experience includes positions at Fidelity Investments, where she held roles as Wealth Management Advisor from 2017 to 2021, Senior Account Executive from 2005 to 2013, Investments Representative from 2000 to 2003, and Participant Services Representative from 1999 to 2000. She also served as Managing Director at Silicon Valley Bank from 2013 to 2017. Sirma holds a California Insurance License. Outside of her professional pursuits, she has interests in fitness, social events, golf, parenthood, traveling, and yoga.

Ngoc Tran is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. Ngoc holds Series 63 and Series 65 designations and has been with Wells Fargo-related entities since 2011. Outside of finance, Ngoc is a photographer and owns a photography business based in San Jose, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Daire Hogan is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Abraham Alesna is a financial advisor at Merrill with a Series 66 license and less than one year of industry experience. His prior roles include positions at Bank of America, Monterra Credit Union, and 24 Hour Fitness. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Lanshe is a financial advisor at J.P. Morgan Securities in San Francisco, CA, holding Series 63 and Series 65 credentials with 40 years of industry experience. His career includes roles at Merrill, Banc Of America Investment Services, Wells Fargo Clearing, UBS Financial Services, Truist Securities, and Deutsche Bank Securities. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, with an emphasis on model asset allocations and a framework that may include ESG eligibility.

Shishun Kryskalla is a financial advisor at Ameriprise in San Mateo, CA, holding Series 65 and Series 63 licenses with five years of industry experience. His prior roles include positions at The Blakeley Group, Morgan Stanley, UBS Financial Services, Mercer Global Advisors Inc., and Dragon Financial Group. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Shan Shan Wu is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with 11 years of industry experience. Her prior experience includes roles at UBS Financial Services and Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients both directly and through corporate financial planning agreements.

Michael Chua is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds the Series 63 and Series 66 designations and has worked within various J.P. Morgan entities since 2014. Based in San Francisco, he has focused on serving institutional clients through advisory roles at the firm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program emphasizes written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Nhi Nguyen is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds the Series 66 designation and has previously worked at First Republic Securities Company, LLC, First Republic Investment Management, Inc., and Robert Half Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating an ESG eligibility framework and broader derivatives and commodities capabilities.

Bassel Mansour is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018. Mansour is also the owner of Golden Gate Financial & Insurance Solutions, a financial advising firm offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports various investment strategies, including discretionary Unified Managed Accounts and third-party money manager programs.

Keith Virnoche is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management. He joined Merrill Lynch Wealth Management in 1984 and serves as a qualified Portfolio Manager. In his role, he provides traditional financial advice and guidance, while also building and managing personalized investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. As a Portfolio Manager within the firm's Investment Advisory Program, he may manage strategies on a discretionary basis. Keith earned a Bachelor's degree from the University of Wisconsin, an MBA from the University of Evansville, Indiana, and a Master of Science in Financial Planning from Golden Gate University in San Francisco. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™) designations, maintaining both since 2004. He is a member of The Peninsula Golf and Country Club in San Mateo, California, and participates in community activities with Mills - Peninsula Health Services in Burlingame, California.

Joseph Buenavista is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014. Outside of his advisory role, he serves on the board of the Buenavista Family Inn, a resort inn in California, and is involved with the Navy Rugby Alumni Association as a board member and annual dinner chair. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

James Ong is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and having 22 years of industry experience. His prior firms include Merrill, Banc of America Investment Services, and Morgan Stanley DW Inc. Outside of advising, he is involved in managing several rental properties. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics-based investment evaluation and offers both brokerage and advisory solutions across a large-scale operation.

Kameron Elledge is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Check 'n Go. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and analytical tools, serving clients through both direct and corporate financial planning arrangements.

Grant Liu is a financial advisor with J.P. Morgan Securities in Burlingame, CA, holding Series 66 and Series 63 licenses and bringing five years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he worked at Vive la Mode and attended Sonoma State University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary advisory program.

Josh Ebadi is a Series 66 licensed financial advisor with six years of industry experience. He currently works with Merrill and Bank of America, having held prior roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Bank of the West. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Harrison Hsieh is a financial advisor with Edward Jones in San Francisco, holding a Series 66 designation. He has one year of experience at Edward Jones and previously worked at Rubrik Inc, Unity Software Inc, and Goldman Sachs & Co. LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated funds. The firm manages approximately $1.01 trillion in assets and operates a broad network of financial advisors and branch offices nationwide.

May Tran is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. She holds a Series 66 designation and has spent the majority of her career at Wells Fargo Clearing, with a brief tenure at Edward Jones. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions, emphasizing research-driven investment strategies and a broad range of financial products.

Robert Breyer is a financial advisor at Morgan Stanley with two years of industry experience. His prior roles include positions at Punch and Associates, KeyBank, and DIS, as well as experience outside finance at Carleton College and Pagliacci Pizza. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that includes firm-approved tools and models client outcomes using recognized methodologies.