Walter Evans is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he serves as Chairman of the Finance Committee for the Mounted Patrol of San Mateo County and is a member of the Finance Committee at St. Raymond Catholic Church in Menlo Park, assisting with budgeting and fundraising efforts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and comprehensive services, including coordinated strategies from its Financial Advisors and Estate Planning Strategies Group.

Veronica Vu is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at B & B Machining and Smittenkiss Weddings & Events. 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 select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Nicole Granato is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Rosario Oliveri is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has over 20 years of experience in the financial industry, including expertise in investments, banking, insurance, and real estate. He assists clients with various financial planning needs such as college education planning, executive compensation, family wealth management strategies, legacy planning, retirement income, and tax minimization. He holds several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Rosario graduated from the University of Washington's Foster School of Business with a bachelor's degree, where he concentrated his studies in finance. Rosario is a member of the professional organization Sons of Sicily and is involved in community service through the Second Harvest Food Bank in San Jose. His approach focuses on educating and guiding investors through their wealth-building journey with a long-term plan and steady vision for the future.

Evan Johnson is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Ameriprise and MC Financial Partners, and completed eight years of full-time education prior to starting his advisory career. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Magdalena Rodriguez is a Series 63 registered financial advisor with Morgan Stanley, based in Menlo Park, CA, with 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. 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.

Qiumei Sun is a financial advisor at Ameriprise with 19 years of industry experience. She holds the CFP® and Series 66 designations and has been with Ameriprise and its affiliated entities since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning through written Recommendation Reports and ongoing advice addressing income sources, tax-aware withdrawals, and Social Security options.

Mark Jones is a financial advisor with Morgan Stanley in San Mateo, CA, holding a Series 63 designation and over 40 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets starting in 1995. Outside of finance, he is a silent partner in a local sandwich shop in Foster City, CA. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, employing structured financial planning processes and offering access to corporate financial planning agreements.

Stephen Luk is a financial advisor at UBS Financial Services in Palo Alto, CA, with 26 years of industry experience. He has worked at UBS since 1999 and holds Series 63 and Series 65 registrations. Outside of his advisory role, Luk is the proprietor and owner of Foster Square 55+ Housing, where he manages property maintenance. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Thomas Cortopassi is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1999. In addition to his advisory role, he is an independent insurance agent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Domarina Awdow is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she serves as a primary point of contact for affluent investors, working alongside teammates and specialists to provide efficient and individualized wealth information to clients. Her professional experience at Fidelity Investments includes roles as a Private Wealth Management Senior Relationship Manager since 2021, Private Wealth Management Planning Consultant from 2018 to 2021, and Relationship Manager from 2016 to 2018. Domarina holds a California Insurance License. Outside of her professional work, she has interests in food, tennis, and yoga.

Natasha Escareno is a financial advisor at LPL Financial with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Wells Fargo Advisors and Cetera. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Sarah Freitas is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Her prior roles include positions at Citibank/Citigroup and LPL. 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 when recommending investment strategies.

Yubi Li is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. They hold Series 63 and Series 66 licenses and have worked at firms including Wells Fargo Advisors and First Republic Investment Management. Yubi is based in Palo Alto, CA. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers access to a range of investment products and strategies through its Institutional Consulting Services program.

Apollo Santos is a Financial Consultant currently working at Fidelity since 2023. He assists clients in creating financial plans tailored for individuals and families at various stages of their lives. Prior to this role, he served as an Executive Relationship Manager at E*TRADE from Morgan Stanley between 2020 and 2023. His expertise includes wealth planning and investment strategies, leveraging his team's dedication to provide personalized financial guidance. Apollo holds a California Insurance License, supporting his work in financial consulting and client services.

Mary Rapperport is a financial advisor at Morgan Stanley with Series 66 credentials and two years of industry experience. She has worked at Morgan Stanley and its Private Bank since 2023 and has prior experience at Relyance AI, Retain.ai, and LiveRamp. Morgan Stanley Wealth Management serves 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 utilizes structured planning tools and firm-approved methodologies to support its advisory services.

Judy Keng is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves a broad client base with advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Narayana Murthy Nyayapati is a financial advisor with Edward Jones in San Jose, CA, holding CFP® and ChFC® designations along with Series 65 and Series 63 licenses. He has five years of industry experience, including roles at Moolya Wealth Management, Becton Dickinson and Company, and Vistex, Inc. In addition to his advisory work, he consults in technology architecture, project management, programming, and business development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers advisory programs with discretionary and non-discretionary strategies, access to separately managed accounts, affiliated mutual funds, and operates under a fiduciary standard.

Charles Mok is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role he has held since joining the firm in 2009. He has been a financial advisor since 1980, bringing decades of experience in total wealth management to his clients. Charles focuses on areas including family wealth management strategies, legacy planning, retirement and investment planning, liquidity management, portfolio management services, tax minimization, and both individual and corporate investment strategy. His investment approach employs a top-down methodology, beginning with an analysis of the fundamentals of each country's economy to inform sector and individual investment selections. Charles has extensive experience in stock, bond, and mutual fund research and incorporates alternative investments selectively to enhance portfolio construction. He holds the designation of Personal Investment Advisor (PIA) and earned his High School Diploma/GED from the University of Texas System. Outside of his professional work, Charles participates in community volunteer activities consistent with Merrill’s tradition of community involvement. His personal interests include basketball, chess, cooking, photography, and traveling.

Douglas Keyston is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association for the past 10 years. Outside of his advisory role, Keyston is a partner in Silversword Investors, an agriculture-related investment entity. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm uses structured planning tools and various modeling techniques, managing approximately $2.74 trillion in client assets.