Bryan Carp is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley since 2017 and also worked at Postmates from 2016 to 2024. 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 and financial planning services supported by structured discovery processes and proprietary planning tools.

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.

Ian Sorenson is a Series 66 licensed financial advisor with two years of industry experience, currently with Thrivent Investment Management. His prior work includes roles at Thrivent Financial and positions related to education and local government. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written financial plans without portfolio management, and allows clients to combine planning with managed-account programs under a consolidated billing option.

Robert Schloer is a financial advisor at J.P. Morgan Securities with two years of industry experience. He previously worked at Credit Suisse Hong Kong Ltd for eleven years. Outside of his advisory role, he holds a passive minority equity stake in Clinova Ltd, a healthcare company. J.P. Morgan Securities 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.

Fernanda Graziela Hardy is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior roles include positions at Quest Flex Consulting, Primerica Financial Services, and Metro by T-Mobile. Outside of advising, she is involved in creating social media content and websites, writing and publishing children’s books in partnership with friends, and providing occasional pet and child care. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, employing a process that combines proprietary research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.

Elizabeth Kent Levy is a financial advisor at Morgan Stanley with 29 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and has been with Citigroup Global Markets since 1995. She holds Series 63 and Series 65 licenses. 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 offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Robert Couse is a financial advisor with Mass Mutual Investors Services in San Jose, CA, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. He previously worked at New York Life Insurance and NYLIFE Securities LLC for 11 years before joining Mass Mutual in 2023. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools for goal analysis and provides collaborative annual planning relationships tailored to client needs.

Shan Shan Wu is a financial advisor with Morgan Stanley, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley since 2017 and previously held positions at UBS Financial Services and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools.

Fred Abajelo is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2019. Prior to that, he was with Cetera and Technology Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers various advisory programs, retirement plan consulting, and brokerage services, with access to research, model portfolios, and both discretionary and non-discretionary management options.

Weiqing Li is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Li assists clients by uncovering their priorities and developing strategies aimed at pursuing their financial goals. Li holds the designation of Personal Investment Advisor (PIA) and possesses academic qualifications including a Master's Degree from the University of Science and Technology Beijing, a Master's Degree from the University of Southern California, and a Bachelor's Degree from Shaanxi University of Science and Technology. Li communicates professionally in both English and Chinese.

Daniel Zachary is a financial advisor at Edward Jones in Fremont, CA, with 14 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. Prior to joining Edward Jones in 2018, he worked at E*TRADE Capital Management LLC and E*Trade Securities LLC from 2015 to 2018. Outside of his advisory role, he participates as a visitor host for BNI Business Success Partners in Newark, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 financial advisors and provides a range of advisory programs with discretionary and non-discretionary strategies under a fiduciary standard.

Michael Milton is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2016. Prior to and concurrently with his role at LPL, he has worked at Fremont Bank since 2015, where he also serves as a Director of Branch Banking overseeing nine bank locations. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of representatives. The firm offers diverse advisory programs, financial planning, and retirement consulting, utilizing research and model portfolios from various sources to support both discretionary and non-discretionary investment management.

Grant Johnson is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and previously worked at Stifel, Nicolaus & Company, Inc. from 2022 to 2025. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a combination of non-discretionary and discretionary investment options with centralized custody and operational support.

Nhi Nguyen is a financial advisor at J.P. Morgan Securities with seven years of industry experience and holds the Series 66 designation. Prior to joining J.P. Morgan Securities and JP Morgan Chase Bank in 2023, Nguyen worked at First Republic Securities Company and First Republic Investment Management. J.P. Morgan Securities 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 in its recommendations.

Louis Tousignant is a financial advisor with Morgan Stanley in Pleasanton, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His prior roles include positions at BNY Mellon Securities Corporation and AllianceBernstein Investments, Inc. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its advisory services.

Bryan Zimmerling is a financial advisor at Thrivent Investment Management with five years of industry experience. He holds the Series 66 designation and has worked at Thrivent Financial since 2021. Prior to his current role, he held positions at Golden Malted and Gold Rush Distribution, as well as Frito Lay. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm emphasizes holistic, goal-based planning and offers clients the option to combine these planning services with managed accounts under a consolidated billing arrangement called “WealthPlan.”

Yuenman Mak is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2009. Based in Sunnyvale, CA, he holds the Series 66 designation and has a background in non-variable insurance, including health, fixed life, disability, and long-term care products. Mak is involved in insurance agency activities through Polaris Advisory, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, including financial planning, retirement consulting, and model portfolio management supported by proprietary and third-party research.

Kevin Maas is a financial advisor with Charles Schwab in Pleasanton, CA, holding a Series 66 credential and 19 years of industry experience. He has been involved with the Cal Baseball Foundation since 2014 and has a long-standing association with Pre-Paid Legal Services, Inc. since 2007. Charles Schwab & Co., Inc. serves primarily 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 a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and an alternative investments program.

Huong Giang Nguyen is a financial advisor at J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 credentials with two years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., Nguyen held roles at Bank of America, Pacificwide, Wonder Rates Inc, and several banks in Vietnam. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. The firm combines quantitative asset-allocation modeling and centralized due diligence with an ESG eligibility framework to recommend approved funds and strategies.

Jace Dela Vega is a Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals and families in making informed financial decisions. He provides personalized guidance, comprehensive resources, and exceptional service to simplify complex financial matters and help clients pursue their personal and financial goals. Since joining Bank of America and Merrill in 2014, Jace has held several client-focused roles, including Personal Banker, Mortgage Lending Associate, Senior Relationship Manager, and Financial Advisor. These positions have provided him with broad experience in banking, lending, relationship management, and wealth planning, enabling him to tailor thoughtful advice to each client's unique needs. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Jace earned an Associate's Degree from City College of San Francisco and a High School Diploma from El Camino High School. Outside of his professional work, he enjoys spending time with family and friends, particularly around the barbecue, and engages in activities such as bowling, basketball, and staying active whenever possible.