Michael Laport is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2006. Outside of his advisory role, he is the owner and president of LAPORT GROUP LLC, an engineering consulting firm. UBS Financial Services serves individual, corporate, and institutional clients through a range of 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 to clients’ goals and risk tolerances.

Steven Bono is a financial advisor with Morgan Stanley in Palo Alto, California, holding Series 63 and Series 66 licenses and possessing 31 years of industry experience. He previously worked at First Republic Securities Company and First Republic Investment Management from 2015 to 2023. Outside of his advisory role, Bono serves on the boards of the 49ers Foundation and Lamonica’s Pizza Dough Company, contributing to nonprofit and manufacturing sectors. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, delivering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services including estate planning and corporate financial planning agreements.

Weijie Yuan is a financial advisor with Merrill in Mountain View, CA, holding a Series 66 designation and four years of industry experience. He has been with Merrill and Bank of America since 2019. Prior to his current role, he held positions at Premier Nissan of San Jose and Next Generation Marketing Inc. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Angelina Yu is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 license and previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

Christopher Ortiz is a financial advisor with J.P. Morgan Securities in Cupertino, CA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience, including prior roles at Wells Fargo and Union Bank of California. J.P. Morgan Securities 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.

Michele Michaels is a financial advisor with Charles Schwab in San Mateo, CA, holding a Series 66 designation and six years of industry experience. Her prior work includes roles at TD Ameritrade and Natren Probiotics. 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 both non-discretionary and discretionary investment options supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Ardeshir Toussi is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has been with Morgan Stanley since 2014. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct individual planning and corporate financial planning agreements.

Edith Lau is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2014. 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.

James Chandler is a Series 66-licensed financial advisor with 17 years of industry experience. He is currently with LPL Enterprise and has previously worked at firms including The Prudential Insurance Company of America, Pruco Securities, Allstate Financial Services, and Primerica Financial Services. Chandler is based in San Jose, CA. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm’s investment implementation is typically model-driven, utilizing portfolios developed by LPL’s Research Department, third-party strategists, or TAMP sponsors.

Marie Wreaks is a financial advisor at Fidelity with a Series 66 designation and over two years of experience at the firm. Prior to joining Fidelity Investments in 2024, she worked for Leean Sera DDS Inc for 11 years. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and Charitable Gift Funds. The firm uses proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to create model portfolios from a range of mutual funds, ETFs, and ETPs.

Joseph Peironnet is a financial advisor at Charles Schwab in San Mateo, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Charles Schwab and Charles Schwab Bank in 2025, he worked at Related Companies, CU Denver Wellness Center, Minio Inc, R&C Brown Associates, Hotel Los Gatos, and spent four years in full-time education. 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 financial planning services. The firm offers a combination of non-discretionary advisory relationships, discretionary separately managed accounts, and an integrated operational model that includes custody, brokerage, and alternative investment services.

Jiaying Sun is a Financial Advisor at Merrill Lynch Wealth Management. In this role, she works closely with clients to understand their financial goals and develop strategies to pursue their short-, mid-, and long-term objectives. She serves as a resource for various financial matters, including investing, retirement planning, and saving for unexpected expenses. Jiaying also facilitates access to specialists within Bank of America, covering areas such as banking, credit, home financing, and small business solutions. Jiaying holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). She earned a Bachelor's Degree from the University of Electronic Science and Technology of China. Jiaying communicates with clients in both Chinese and English to provide comprehensive financial advice and guidance.

Samuel Veytser is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and three years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2022. Prior to his current role, he had positions in insurance brokerage and legal services, and he has experience in education and community involvement. 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. The firm integrates large institutional advisory capabilities with brokerage, distribution, and investment management functions.

James Glass is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual since 1999. Outside of his advisory role, he is an agent for Glass and Associates, a health-related business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various educational programs.

Esther Teng is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 63 and Series 66 licenses and possessing 23 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2011. Outside of her advisory role, she is involved in property management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools.

Alexander Kaminaris is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Wells Fargo Clearing since 2016. Kaminaris also serves as co-trustee for a joint trust in San Mateo, California. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Albert Hsia is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 credential and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and has involvement in business ownership through partnerships that manage office expenses and other non-investment-related activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides clients nearing or in retirement with written recommendation reports and ongoing tax-aware income planning. The firm’s approach combines proprietary investment research with third-party data and algorithmic tools to deliver retirement strategies within a specific investment product ecosystem.

Theresa Ruiz Fong is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of her advisory role, she is a part owner of Baden Coin Laundry, LLC, a business she has been involved with since 2006. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Nicola Ostrum is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. She has worked with J.P. Morgan Securities since 2001 and has been with JPMORGAN Chase Bank, N.A. since 1995. Nicola serves as an Investment Committee member for El Camino Hospital. 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 an ESG eligibility framework to guide investment recommendations.

David Amann is a CFP® and ChFC® with 22 years of industry experience. He has been with Edward Jones in Redwood City, CA since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.