Masataka Scanlan is a financial advisor with Mass Mutual Investors Services in San Jose, CA. He holds a Series 66 designation and has been in the industry since 2023, with prior experience in businesses including Superstars of Sports, Inc. and Card Shop Live, Inc. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers a range of specialized planning programs.

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.

Anh Nguyen is a financial advisor at Fidelity with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Fidelity, Nguyen held roles at J.P. Morgan Securities, JP Morgan Chase Bank, Wells Fargo, and Bank of America. Outside of finance, Nguyen is involved in providing manicure services as a part-time activity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to create model portfolios across mutual funds, ETFs, and ETPs.

Shane Shay is a financial advisor at Charles Schwab with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Charles Schwab and Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 a combination of non-discretionary and discretionary investment guidance, multi-asset model portfolios, and a formal alternative investment program, supported by its integrated operational and supervisory structure.

Gregory Gaon is a financial advisor at Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at the Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 1995 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Thomas Fritze is a financial advisor with Mass Mutual Investors Services in San Jose, CA, holding the ChFC® designation and Series 63 license, and has 28 years of industry experience. He has been with Mass Mutual and its affiliates since 2005 and is also involved in life and health insurance sales through Creekside Insurance Services, Inc. since 1995. 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 a collaborative, annual planning process with tools such as Monte Carlo simulations and automated asset allocation, recommending investment categories and strategies but not exercising investment discretion.

Mark Taylor is a Series 66-licensed advisor with LPL Enterprise, based in San Jose, CA, and has one year of industry experience. Prior to joining LPL Enterprise in 2025, he spent eight years at Quest Software. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm’s investment approach is largely model-driven, utilizing portfolios developed by internal and third-party strategists, and it offers access to various asset managers and financial planning services.

Siyuan Zhang is a financial advisor with LPL Enterprise and holds Series 65 and Series 63 licenses. He has three years of industry experience, including roles at The Prudential Insurance Company of America, PRUCO Securities, and Transamerica Financial Advisors. Outside of advisory work, he leads hardware manufacturing and procurement for Glimpse LLC dba Skylight. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm primarily uses model-driven investment approaches and offers financial planning, access to third-party asset managers, and a wrap program through its network of investment adviser representatives.

Chase Henley is a Series 66-licensed financial advisor with Morgan Stanley in Pleasanton, CA, bringing seven years of industry experience. His work history includes consistent roles at Morgan Stanley and Amherst College from 2016 to the present. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services under both direct client and corporate financial planning agreements.

Sujan Chyo is a Series 66-licensed financial advisor with Morgan Stanley in Pleasanton, CA, with 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market modeling to support client financial goals.

Christopher Jones is a financial advisor with Morgan Stanley in Mountain View, CA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides investment services through various programs and affiliated entities.

M. Curtis Bauer is a financial advisor with Cetera, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Cetera and its affiliated entities since 2013. Outside of his advisory role, he serves as a director for a homeowners association, acting as a vendor liaison. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party managers to provide various investment program options.

Carlos Gallardo is a financial advisor at Merrill with five years of industry experience and holds a Series 66 designation. He has been with Merrill and Bank of America since 2019. Prior to his financial services career, he worked in various roles including at Texas Roadhouse and Jade Global, Inc. Merrill, along 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 institutional investors.

Jasper Smith is a financial advisor with LPL Enterprise who holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Prudential Insurance Company of America, Pruco Securities, and Merrill. He is actively involved with The #BuildWealth Movement as an author, speaker, and founder of a related radio and podcast series, and serves on the board of the Urban Financial Services Coalition’s San Francisco Bay Area chapter. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm utilizes a model-driven investment approach with access to third-party asset managers and offers financial planning, consulting, and various affiliated non-securities products and services.

Kenneth Dammel is a financial advisor at OSAIC with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Woodbury Financial Services, Questar Asset Management, and Sterne Agee. Kenneth also owns Beckman Investment Securities, a sole proprietorship through which he has provided investment advice since 2008. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including comprehensive financial planning and retirement plan consulting. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization supported by risk-tolerance assessments and rebalancing tools.

Diana Andersen is a financial advisor at Edelman Financial Engines with 16 years of industry experience. She holds Series 63 and Series 66 credentials and has worked for firms including Fidelity Brokerage Services and Silicon Valley Capital Partners. Andersen serves as Co-Director of Student Affairs for the Association for Latino Professionals for America, coordinating student chapters and networks. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary advice with an emphasis on diversified portfolios and long-term strategies.

Gary Pereira is a financial advisor at OSAIC with Series 63 and Series 65 credentials and 41 years of industry experience. He previously worked at Securities America Advisors, Inc. and Banc of America Investment Services, Inc. Outside of financial advising, he is involved in residential real estate sales, insurance sales, youth baseball umpiring, and personal training. Osaic Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm’s investment process focuses on model-based asset allocation and portfolio optimization, supporting various managed account strategies and third-party manager selections.

John Dominge is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 24 years of industry experience. He previously worked at SCF Investment Advisors and SCF Securities for ten years, and at Mass Mutual Life Insurance for 17 years. Dominge is also involved with UPTREX Wealth Advisors LLC and serves as an advisory representative of a registered investment advisor. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through a large network of financial professionals and offers access to multiple platforms, third-party advisers, and proprietary model strategies under the Founders Gate Capital brand.

Brian Hackmeister is a financial advisor at J.P. Morgan Securities in Palo Alto, CA, with 12 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing Services for 10 years before joining J.P. Morgan in 2026. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, written asset allocation advice and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Lindsay Hutter is a financial advisor at Morgan Stanley with three years of industry experience. She has previously worked at Wells Fargo Clearing and spent eight years at Cloudmed, an R1 Company. She holds a Series 66 designation and is based in Palo Alto, CA. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.