Myung Woon Chun is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 65 and Series 63 licenses and bringing 23 years of industry experience. His career includes prior roles at Stifel, Northwestern Mutual, J.P. Morgan Securities, and First Republic Securities Company. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct and corporate financial planning agreements.

Erick Ortez is a financial advisor with Wells Fargo Clearing in Cupertino, CA, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2018 before joining Wells Fargo Clearing. 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 advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Audrey Chin is a financial advisor with Fidelity in San Francisco, CA, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Fidelity Investments and J.P. Morgan Chase. Outside of finance, she has worked with companies such as Milk In It and Sambazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Catherine Fang is a financial advisor at Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

Vaibhav Rana is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at JPMorgan Chase Bank, Realty Assistant Pvt Ltd, Tata SIA Airlines Limited, and Jet Airways (i) Ltd. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative research, with offerings that include a range of eligible strategies and an ESG eligibility framework.

Katherine Ryan is a Series 66-licensed financial advisor with five years of industry experience. She is currently with J.P. Morgan Securities and J.P. Morgan Chase Bank, N.A., having previously worked at First Republic Investment Management, Merrill, and Lazard Asset Management. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s approach combines quantitative and qualitative research, with a focus on eligible strategies, including ESG considerations.

Sherwin Lau is a financial advisor at Morgan Stanley in San Mateo, CA, holding a Series 66 license with 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing approved tools and modeling techniques.

Zachary Ginsburg is a CFP® professional with 22 years of industry experience, currently serving at J.P. Morgan Securities. His career includes roles at JPMorgan Chase Bank, N.A., Chase Investment Services Corp., and Wamu Investments, Inc. He was also involved with Turo in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and utilizes both quantitative and qualitative research.

Cristina Triantos is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 18 years of industry experience. She has worked with Wells Fargo Bank, N.A. since 2006 and Wells Fargo Clearing since 2016. Outside of her financial advisory role, she sells personal clothing items on Poshmark. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Nikolay Varbanets is a financial advisor at Morgan Stanley with 12 years of industry experience. He has held roles at Morgan Stanley Smith Barney LLC since 2014 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is the sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Stephen Maluchnik is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes prior roles at Morgan Stanley and Citigroup Global Markets. He is based in Palo Alto, CA. 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 roughly $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

John Petrick is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 1998. Petrick also serves as trustee for the Florence E Hardwick Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Maura Escalante is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and seven years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and at Wells Fargo Bank NA since 2015. Outside of her advisory roles, she was involved with Archimedes Banya from 2015 to 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

Peter Evans is a financial advisor with LPL Financial in San Mateo, CA, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including a long tenure at Securian Financial Services, Inc. and Minnesota Life. Outside of his advisory work, he has been involved with the City of Palo Alto Parks & Recreation Department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,000 advisors.

Teresita Ford is a Wealth Management Planning Consultant at Fidelity Investments, a position she has held since 2024. She previously worked as a Financial Consultant at Fidelity Investments from 2022 to 2024, and before that, as a Financial Advisor at Edward Jones from 2020 to 2022. She also served as a Branch Office Administrator at Edward Jones from 2018 to 2019. Teresita holds a California Insurance License. She focuses on taking a holistic approach to understanding her clients and what is important to them, aiming to co-create personalized financial plans that help clients feel organized and in control of their finances and legacy. Outside of her professional work, Teresita enjoys hiking, reading, running, soccer, and traveling.

William Zaslow is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 credentials and possessing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services that utilize firm-approved tools and modeling techniques to support client goals.

Pourya Naeimi is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He holds a Series 66 designation and has worked at several major firms, including Wells Fargo Clearing, Morgan Stanley, and Citigroup Global Markets. He is based in Palo Alto, CA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation supported by affiliated investment-management entities.

Mikael Lee is a financial advisor with Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at MetLife Securities Inc. Lee is also the owner of a boba tea shop, Lee's Teahouse Inc. MassMutual Investors Services, LLC 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 planning engagements using firm-approved analytical tools and serves a range of client types, including high-net-worth individuals.

Aldo Severson is a CFP® with eight years of industry experience, currently affiliated with J.P. Morgan Securities in Palo Alto, CA. His career includes roles at J.P. Morgan Chase Bank, First Republic Investment Management, Northwestern Mutual, and UBS. Outside of financial advising, he is a 50% owner of Happy Pals, LLC, a non-financial business engaged in selling products online. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of Wealth Advisors, offering non-discretionary, written asset allocation advice and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated entities.

Brandon Francis is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to his current role, he held positions at Agero Roadside Assistance, the Nehemiah Community Empowerment Center, and Chick-fil-A. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction to deliver model portfolios built from mutual funds, ETFs, and ETPs, and it serves a diverse range of investors through discretionary and non-discretionary advisory services.