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.

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.

Elizabeth Kent Levy is a financial advisor at Morgan Stanley with 29 years of industry experience. She has held positions at Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 1995 to 2009. She holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Shishun Kryskalla is a financial advisor at Ameriprise 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. He holds Series 63 and Series 65 licenses and is based in San Mateo, CA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

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.

Michael Chua is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2014. 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

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.

Christian Galvez is a financial advisor at Morgan Stanley with a Series 66 designation and one year of industry experience. His background includes roles in education at Santa Clara University and executive education at Stanford Graduate School of Business. He has also worked in the retail and hospitality sectors with Lunardi's Market and The Cask Wine and Bar. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a wide range of advisory services to individuals and institutions. The firm employs structured financial planning processes and serves clients through both individual and corporate financial planning agreements.

Bassel Mansour is a financial advisor with OSAIC based in San Carlos, CA, holding Series 63 and Series 65 licenses and with 10 years of industry experience. He has worked at Royal Alliance Associates, INC. since 2018 and owns Golden Gate Mansour, a financial advising business he has operated since 2007. Mansour is also the owner of Golden Gate Financial & Insurance Solutions, a firm providing financial advising and fixed insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering brokerage and advisory services, financial planning, retirement consulting, and access to various managed account platforms. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to construct diversified portfolios including stocks, bonds, options, mutual funds, ETFs, and alternative investments.

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.

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.

Brad Pyles is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2001, bringing 22 years of industry experience. He serves as Vice President of Community Engagement for the Proctor Elementary School PTA Board. Fisher Investments provides discretionary portfolio management and advisory services to a diverse client base, including institutional investors and high-net-worth individuals, utilizing a centralized investment approach that combines quantitative and qualitative research to manage globally diversified portfolios.

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 Series 66-licensed financial advisor with Wells Fargo Clearing in Palo Alto, CA, bringing 22 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Merrill, Banc of America Investment Services, Inc., and Morgan Stanley DW Inc. Outside of advisory work, he is involved as a landlord in several rental properties located in Texas and California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting. The firm employs a research-driven investment approach and offers both brokerage and advisory solutions across a large network of financial advisors.

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.

Michaelangelo Maturino is a CFP® with 21 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities, LLC since 2014, and previously worked at Merrill from 2006 to 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.