Tuyetanh Tran is a financial advisor with J.P. Morgan Securities based in Newark, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. Her work history includes roles at J.P. Morgan Securities since 2018 and Chase Investment Services Corp from 2011 to 2018. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research with forward-looking capital market assumptions and includes capabilities in derivatives and commodities through related affiliates.

Matthew Atkins is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds a Series 66 designation and has worked across various J.P. Morgan entities since 2015, including JPMorgan Chase Bank and JPMorgan Securities. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and includes access to derivatives and commodities capabilities.

Hana Redzic is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. since 2022 and joined Merrill in 2020. Outside of financial advising, she owns a photography and social media business called Maass Photography. 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 strategies and serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Brent Kuhne is a financial advisor at Morgan Stanley with seven years of industry experience. He holds the Series 66 designation and has worked at firms including First Republic Investment Management, First Republic Securities, and UBS Financial Services. His background also includes roles with the City of Milpitas, Levi's Stadium, and San Francisco State University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and investment models in its advisory approach.

Kingston Thai Ngo is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities, he worked at JPMorgan Chase Bank, First Republic Bank, Bank of America, and Ghirardeli Chocolate Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with recommendations supported by centralized due diligence and a combination of quantitative and qualitative analysis.

Boris Melamud is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. He is based in Palo Alto, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Stephen Lucero is a financial advisor with UBS Financial Services in San Jose, CA, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with UBS since 1999. Lucero serves as a board member and advisor for Camp Kesem, a nonprofit organization supporting children with parents who have terminal illnesses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances.

Lance Buckeldee is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its affiliates since 2008, including over a decade at Morgan Stanley Private Bank, N.A. based in Palo Alto, California. 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 structured discovery processes and firm-approved tools.

Mark Gillelen is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior work includes roles at First Allied Advisory Services, Morgan Stanley, and Banc of America Investment Services. He serves as President of The Eva and John Ross Foundation, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and asset management options and supports its advisors with advanced research and operational tools.

Estanislao Saenz is a Financial Advisor with Merrill Lynch Wealth Management. She specializes in guiding families and entrepreneurs through critical financial transitions, including employment changes, retirement, business protection, expansion, and sales. Estanislao and her team develop tailored wealth management strategies aimed at enhancing growth and promoting financial security, with a focus on client-centered service. Her areas of expertise include family wealth management, services for endowments, foundations, and non-profits, liquidity management, personal retirement planning, portfolio management, small business strategies, tax minimization, and retirement income planning. Estanislao holds a Bachelor's Degree from New Mexico State University and maintains the Personal Investment Advisor (PIA) designation. She communicates fluently in both Spanish and English. As a naturalized immigrant and a mother of two, Estanislao emphasizes the importance of being present and prepared, striving to provide her clients with confidence and trustworthy guidance during life’s financial challenges. In her personal time, she enjoys running, traveling, and spending time with her family.

Peter Morris is a financial advisor with Osaic, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 47 years before joining Osaic in 2025. Morris offers fixed annuity products through Osaic Wealth and Crump where appropriate to clients. Osaic Wealth serves a diverse client base including retail investors, retirement plan sponsors, charities, and corporate clients. The firm provides brokerage and advisory services through a range of programs featuring model-based asset allocation, portfolio optimization, and multiple investment strategy options.

Daljibhai Chaudhari is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. He has been with Wells Fargo Clearing since 2021 and also has experience at Wells Fargo Bank, NA dating back to 2018. Prior to his financial services career, he worked in roles including at Global Space Web Tech Pvt Ltd and Costa Coffee. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broad investment menu that includes insurance-related vehicles and bank deposit sweep options.

Lwin Mar Myint is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and possessing 19 years of industry experience. She has previously worked at HSBC Securities USA Inc and UnionBanc Investment Services, among other firms. Outside of her advisory role, she owns an investment property. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG eligibility frameworks.

Simon Hall is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and two years of industry experience. Prior to joining UBS in 2026, he was with Fidelity Investments. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management to client goals and risk tolerances.

David Farkouh is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Carlton Pace is a financial advisor at RBC Capital Markets with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including City National Bank, Wells Fargo Clearing, and Prudential Equity Group. Based in San Jose, CA, he has been with RBC Capital Markets and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers comprehensive advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, along with integrated capital-markets capabilities.

Jeffrey Chun is a financial advisor at Osaic with 26 years of experience in the industry. He holds Series 63 and Series 66 licenses and previously worked at Lincoln Financial Advisors for 24 years before joining Osaic in 2025. In addition to his advisory role, Chun offers various insurance products including accident and health, disability insurance, and fixed/indexed annuities. Osaic Wealth serves a diverse client base, including individual investors, retirement plan sponsors, charities, and corporate clients, providing both brokerage and advisory services through a multi-advisor platform. The firm’s investment approach centers on model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and offers a range of managed portfolio options and third-party manager programs.

Michael Wang is a CFA® charterholder and Series 66 licensee with six years of experience in the financial industry. He is currently with Morgan Stanley in Palo Alto, CA, where he has worked since 2020, following roles at ForeGrowth Inc., Royal Bank of Canada, and China Construction Bank (Canada). He serves as a board member for the nonprofit New Horizon Career Club in Toronto. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured tools and investment modeling.

Hyun Soo Jeon is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to joining LPL Enterprise in 2024, he worked at The Prudential Insurance Company of America and Pruco Securities LLC. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm’s investment implementation is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and offers services such as financial planning, access to third-party asset managers, and participation in wrap programs.

Thomas Blakeley is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has also worked at Wells Fargo Bank NA since 2011. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines internal research with third-party analytics to offer diversified investment solutions and provides a range of financial products through its bank and insurance affiliates.