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 at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015, and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates to help model financial outcomes.

Bradley Grayson is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following prior roles at Wells Fargo Investments and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party analytics to support its investment approach.

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 with J.P. Morgan Securities in Saratoga, CA, holding Series 63 and Series 66 credentials and having nine years of industry experience. She has previously worked at Morgan Stanley and Wells Fargo in various roles. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative manager due diligence and incorporates an ESG eligibility framework.

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 at J.P. Morgan Securities with 32 years of industry experience. He has worked with JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Over his career, he has held roles encompassing various aspects of investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative screening and qualitative research, incorporating ESG criteria and supported by affiliated implementation and portfolio 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.

Susannah O'Toole is a financial advisor at Morgan Stanley with 18 years of industry experience. She has been with Morgan Stanley since 2015 and previously worked at Merrill from 2009 to 2011. She holds a Series 66 designation and is based in Palo Alto, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm’s investment approach includes structured planning tools and modeling techniques, and it manages approximately $2.74 trillion in client assets.