Michelle Ovalle is a Series 66-licensed financial advisor with J.P. Morgan Securities in Palo Alto, CA. She has been in the industry since 2023, holding positions at JPMorgan Chase Bank, N.A., and First Republic Bank prior to joining J.P. Morgan 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 and fund searches, and customized performance reporting. The firm’s advisory process employs centralized due diligence combining quantitative and qualitative research and may incorporate an ESG eligibility framework.

Avery Tully is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 credential with three years of industry experience. Prior to joining Morgan Stanley, Tully worked at Wells Fargo Clearing Services and has a background in technology firms including Persado and Drop. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client financial plans.

Connor Mac Mitchell is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, he worked at Backblaze and has held teaching positions at the University of California, San Diego, Menlo School, and Tierra Linda Middle School. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Alexander Kahn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in serving founders, senior technology executives, affluent families, and family offices. His practice focuses on delivering a family office-like experience characterized by trust, care, and integrity, working closely with clients to develop personalized financial strategies that clarify long-term financial roadmaps and emphasize risk mitigation, diversification, and tax-efficient liquidity management. Before joining Merrill Lynch, Alexander spent several years at UBS Wealth Management as an investment strategist. He has extensive experience evaluating both passive and active investment products to optimize returns on a risk-adjusted, net of fees, and after-tax basis, following methodologies used by leading endowments and institutional family offices. His expertise spans executive compensation, legacy planning, institutional consulting, portfolio management, and tax minimization. He coordinates closely with clients’ tax professionals and estate attorneys to support comprehensive wealth management. Alexander earned his bachelor’s degree from Indiana University and an MBA with distinction from the University of Michigan Ross School of Business. He holds the Personal Investment Advisor (PIA) designation and is registered with NMLS#1017512. Outside of his professional work, he resides in San Mateo Park with his wife and enjoys tennis, golf, traveling to unique global destinations, and spending time with family.

Erica Jang is a financial advisor at Morgan Stanley with 11 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, following a one-year tenure at UBS Financial Services. She is the sole proprietor of The Infinitum Group, a personal holding company involved in investment decision-making and advice. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning processes supported by firm-approved tools and provides advisory services without offering individual security recommendations as part of standalone planning.

David Tran is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 66 and Series 63 designations and has been with Wells Fargo Clearing since 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 operates on a large scale with over 14,000 financial advisors and approximately $671 billion in assets under management.

Russell Lin is a financial advisor with Charles Schwab in Pleasanton, CA, holding the Series 66 designation and with seven years of industry experience. He has worked at Charles Schwab Bank, SSB since 2020 and Charles Schwab & Co., Inc. since 2018. Charles Schwab & Co., Inc. serves a large client base of 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 offers both non-discretionary investment guidance and access to discretionary separately managed accounts, combining multi-asset model portfolios with centralized supervisory and custody arrangements.

Mary Hambly is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. She is based in Redwood City, CA, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Daniel Di Lulo is a financial advisor at Morgan Stanley with 10 years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Merrill from 2015 to 2018. He holds the Series 66 designation. Outside of his advisory role, he is involved in property management as a partner in a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Lin Shen is a Wealth Management Advisor at Merrill Lynch Wealth Management. With over 20 years of experience in the financial industry, Lin is committed to helping clients understand and improve their financial condition to pursue their personal goals with confidence. Lin focuses on connecting all aspects of clients' financial lives to prioritize and pursue the goals that matter most to them. Lin's areas of expertise include executive compensation, equity compensation services, family wealth management strategies, services for endowments, foundations, and non-profits, international wealth management, legacy planning, managing new wealth, personal retirement planning, women and wealth, and tax minimization. Lin holds a Master's Degree from the University of Arizona and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. Lin is fluent in Mandarin, Yue (Cantonese), and English. Outside of work, Lin enjoys gardening, hiking, reading, running, spending time with family, and traveling. Lin also participates in community volunteering, reflecting a commitment to the communities served.

Jolon Staubli is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been in the financial services industry since 2006 and joined Merrill Lynch in 2012. Prior to Merrill, Jolon worked as an institutional trader and financial advisor, gaining a broad range of experience within the financial sector. His expertise focuses on providing relationship-based advice to affluent clients regarding personal financial strategies and wealth management. This includes retirement planning, estate and tax planning in collaboration with clients' legal and accounting professionals, asset management, strategic lending through Bank of America, and managing liquidity events. He serves clients in areas such as college education planning, family wealth management strategies, legacy planning, liquidity management, and personal retirement planning. Jolon holds a bachelor's degree in Economics and Business Administration with a concentration in Financial Services from Saint Mary's College of California. He is a Personal Investment Advisor (PIA) and is actively involved in the Greater San Carlos and Sacred Heart communities. Jolon lives in San Jose with his wife, Nicole, their daughter, and two sons. He enjoys spending time with his family through their schools and involvement in sports such as tennis and baseball.

Zhaolin Kang is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds the Series 66 designation and previously worked at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of investment options such as money market funds, collective investment trusts, mutual funds, group annuity contracts, and bank deposit sweep programs.

Sonny Gulati is a financial advisor at UBS Financial Services with 34 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes five years at Morgan Stanley & Co. LLC. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and offers services such as custody, underwriting, and securities-backed lending.

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.

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.

Jennifer Lo is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at LPL Financial, BMO Harris Bank, Merrill, and Bank of America. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform where advisors can implement diverse investment strategies, supported by a large network of over 10,000 advisors and managing more than $256 billion in assets.

Peter Torchia is a financial advisor with Merrill in Pleasanton, CA, holding Series 63 and Series 65 credentials and bringing 51 years of industry experience. He has worked at Merrill since 1985 and at Bank of America since 2009. 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 various institutional investors.