David Le is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes multiple roles within JPMorgan entities since 2016 and prior work at GMGB, Inc. He was also involved in an entrepreneurial venture with Stella Boo Corporation, operating Bambu Desserts & Drinks from 2013 to 2019. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework in its investment recommendations and operates within a larger broker-dealer and banking organization.

Eric Weitz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients in the financial services industry since 1996, bringing over 29 years of experience managing individual wealth through various market cycles. Eric focuses on a comprehensive and disciplined approach to wealth management, beginning with listening carefully to clients' needs to deliver personalized financial strategies aligned with their long-term goals. His areas of expertise include education planning, family wealth management strategies, liquidity management, retirement planning, portfolio management, tax minimization, and individual and corporate investment strategies. Eric emphasizes simplicity and transparency in investing, aiming to help clients pursue objectives such as funding education, ensuring retirement income sustainability, managing health care costs, and facilitating wealth transfers across generations. Eric graduated from San Jose State University in 1994 with a B.S. in Finance and a minor in Economics. He holds the Personal Investment Advisor (PIA) professional designation. Based in San Jose, he enjoys spending time with his wife Christine and their two children. Eric's personal interests include baseball, camping, fishing, football, golfing, scuba diving, and soccer. Growing up in the San Francisco Bay Area, he is an avid supporter of local sports teams including the San Francisco Giants, 49ers, and Sharks.

Laura Barberian is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has worked at Morgan Stanley since 2017 and previously held roles at Wells Fargo Advisors and Wells Fargo Clearing. Barberian also serves as a trustee and co-trustee for a trust in Burlingame, California. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct engagements and corporate financial planning agreements.

Emiliano Siqueiros is a financial advisor with UBS Financial Services in Palo Alto, CA, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Bank of America and Door Dash. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client plans.

Eli Pao is a financial advisor at Charles Schwab with 30 years of industry experience. He has been with Charles Schwab since 2000 and has held roles at both Charles Schwab Bank SSB and Charles Schwab. He holds Series 63 and Series 65 designations. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering a multi-asset investment approach supported by centralized custody and operational infrastructure.

Vanessa De Ingardia is a CFP® with 28 years of industry experience, currently serving at Raymond James Financial. She has been a Certified Divorce Financial Analyst (CDFA) since 2016 and has worked with Raymond James Financial Services Advisors, Inc. since 2011. She operates a branch under the name Blue Diamond Wealth Management in Campbell, CA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses tailored non-discretionary planning and analytical tools to support client goals and offers various advisory programs alongside municipal and public finance services.

John Bach is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63 and Series 66 designations and has been with J.P. Morgan Securities since 2012. Outside of his advisory role, he owns Bach Apparel, a screen printing business. 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.

Karen Glomb is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 broader set of financial product offerings than typical large institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Paul Mills is a financial advisor at Morgan Stanley with a Series 66 credential and one year of industry experience. Prior to joining Morgan Stanley in 2026, he worked at Clavius Wealth Management and has a background that includes roles in education and community involvement, including ongoing work with ADVNC Lacrosse since 2022. 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 that utilizes structured discovery processes and firm-approved tools.

Aicha Fofana is a Financial Advisor at Merrill Lynch Wealth Management, based in the Palo Alto office. She works closely with clients to understand their financial goals and provides personalized guidance aimed at building, managing, and preserving wealth. Prior to her current role, Aicha was a Relationship Manager, where she supported clients in working toward their financial objectives. Throughout her career, Aicha has focused on establishing lasting relationships based on trust and open communication. She holds a Bachelor's Degree from Franklin & Marshall College and has earned the Chartered Retirement Planning Counselor™ (CRPC™) designation, along with FINRA Series 7 and Series 66 registrations. Aicha also holds the Personal Investment Advisor (PIA) designation. She is committed to maintaining current industry knowledge to provide informed financial advice.

Wendy Banks is a financial advisor at Charles Schwab with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Charles Schwab and its affiliated entities since 2013. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary guidance and access to discretionary separately managed accounts. The firm is notable for its integrated structure, combining advisory, brokerage, custody, and alternative investment services within a single platform.

Alex Wang is a financial advisor at Fidelity with a Series 66 designation. He has recently started his career in the industry and joined Fidelity Investments in 2025. Prior to his current role, his background includes various positions in athletics and retail sectors as well as multiple roles at the University of Oregon. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory services.

Catherine Depuy is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, both since 2010. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Bradley Grayson is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in Burlingame, CA. He has 24 years of industry experience, including 10 years at Wells Fargo Clearing and 5 years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns investment rental properties in California with family. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Jordan Matthews III is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management, TD Ameritrade, and Fidelity Brokerage Services. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios supported by centralized supervisory and custody services.

Ting Ting Zhao is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Morgan Stanley and Wells Fargo. Zhao is based in Saratoga, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Chia Yu Lin is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Chia works with clients to develop personalized financial plans that align with their unique ambitions and priorities. Her approach involves connecting clients with the appropriate people, plans, and processes to help them pursue personal goals such as funding education, planning for retirement, and managing long-term family objectives. Chia holds a Master of Business Administration (MBA) from Ashland University and has earned the designation of Personal Investment Advisor (PIA). She emphasizes simplicity and transparency in wealth planning to make the investment process more accessible and manageable for her clients.

Jerrad Forman is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding a Series 63 designation and 31 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. 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. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Dannette Schutz is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior work includes roles at Jpmorgan Chase Bank, Indiana University, Core Spaces/Core Campus Payroll LLC, Old National Bank, Texas Roadhouse, and Starbucks Coffee Company. 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 combines large institutional advisory capabilities with broker-dealer and investment adviser registrations to deliver a range of integrated financial services.

Benjamin Jordan is a financial advisor at Merrill with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Bank of America, Ameriprise Financial Services, and New York Life Insurance. Jordan is based in Palo Alto, California. 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, pension and profit-sharing plans, corporations, and charitable organizations.