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 Cupertino, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options and bank deposit sweep programs.

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.

Michael Victor is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs 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 structured planning tools alongside various investment services.

Whitney Itano is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at American Century Investment Services, Inc. and Central Pacific Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that include corporate financial planning agreements.

Proteek Biswas is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and previously worked at PNC before joining Morgan Stanley Smith Barney LLC in 2021. He attended Case Western Reserve University from 2012 to 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Grant Liu is a financial advisor with J.P. Morgan Securities in Burlingame, CA, holding Series 66 and Series 63 licenses and having five years of industry experience. He has been with J.P. Morgan Securities and JPMORGAN Chase Bank, N.A. since 2018. Prior to his current roles, he worked at Vive la Mode for two years and attended Sonoma State University. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Dixin Zheng is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Zheng focuses on understanding clients' priorities to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Zheng serves as a resource for a range of financial needs, including general investing, retirement planning, and emergency savings, while also providing access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Zheng holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of California system. Zheng’s approach centers on helping clients identify what matters most to them and their families to create tailored financial strategies.

Josh Ebadi is a Series 66 licensed financial advisor at Merrill with five years of industry experience. His prior roles include positions at J.P. Morgan Securities and Bank of the West. He has also worked at the University of California and the Santa Cruz Area Chamber of Commerce. Merrill 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.

Shuyang Feng is a Series 66-licensed financial advisor with Morgan Stanley in Palo Alto, CA, bringing seven years of industry experience. Feng has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2017 and previously held roles outside the financial industry, including at Sharetea and Cardinal Pitch Club. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

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.

Michael Curts is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. His career includes roles at Citigroup Global Markets since 2006 and Morgan Stanley Smith Barney since 2009, with a current position at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Morgan Baldwin is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Morgan works closely with clients to understand their financial goals and develops strategies to help pursue those objectives. Morgan's approach involves taking the time to learn what matters to each individual and their family to provide tailored financial advice. Morgan's expertise spans general investing, retirement planning, and preparing for unexpected expenses. With the Professional Designation of Personal Investment Advisor (PIA), Morgan provides ongoing guidance and support as clients' needs evolve. Morgan holds a Bachelor's Degree from Sonoma State University.

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.

Christoph Bono is a financial advisor at Morgan Stanley with one year of industry experience. He holds the Series 66 designation and previously worked at eShares, Inc. DBA Carta, Levi's Stadium Management Company, and the San Francisco Giants, among others. He also serves as a part-time high school football coach for the Palo Alto Unified School District. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies.

Andrew Freeman is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing nine years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and previously worked at Participant Media for four years. Freeman is also engaged in tax preparation services and owns Freeman Wealth Planning. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, employing various portfolio management and model-based strategies tailored to client objectives.

Madeline Sutton is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Greenwood Gardens. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Gaon is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015, as well as at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

Olivia Bowles Kymer is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 63 designation and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she owns and manages Precision Insight Consulting, where she performs accounting and payroll processing. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers access to diverse investment and financial services through its extensive platform.

Ramin Sohrabi is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020, with prior experience at Bank of America, N.A. Outside of his advisory role, he works part-time as a food delivery driver for DoorDash. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.