Tamara Forte is a financial advisor at Wells Fargo Clearing in Palo Alto, CA, with 21 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009 and holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Sharon Juang is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she is involved in real estate ownership alongside her husband. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering access to proprietary research and a broad range of capital markets solutions.

Lee Sui is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and six years of industry experience. Prior to joining J.P. Morgan, Lee worked at Amazon and held positions at Ontap and the University of California. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. Their approach combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support customized investment recommendations.

Kelly Cunningham is a financial advisor with Edward Jones in South San Francisco, CA, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Edward Jones since 2001. Outside of her advisory role, she is a general partner in the Cypress Investment Partnership, which involves occasional assistance with real estate transactions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Sharon Gutierrez is a CFA® charterholder with 17 years of industry experience. She has worked at Fisher Investments since 2016. Fisher Investments serves a global mix of institutional and private clients, including pension plans, foundations, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm uses a centralized investment process combining quantitative and qualitative research to construct globally diversified portfolios and employs tax-aware strategies and risk management techniques.

Hui Wong is a financial advisor with Morgan Stanley in Menlo Park, California, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2020, Wong worked at Nordstrom, Inc. and was the owner of Sugarie Bake Shop, a restaurant and bar in Pleasanton, California. Wong continues to maintain ownership of the Sugarie Bake Shop outside of financial advisory work. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and models.

Dina Artzt is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She previously worked at WELLS FARGO ADVISORS LLC for three years and UBS Financial Services for eighteen years. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Erin Walsh is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill in 2025, she worked at Bank of America, N.A., and held roles at Data Axle, Aviva Stadium, Boston College, Avenir Restaurant Group, and Saint Francis High School. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charles Miller III is a financial advisor at Merrill with Series 66 credentials and three years of industry experience. Before joining Merrill, he worked at T-Mobile for eight years and Foothill College for five years. Outside of his advisory role, he provides mobile notary public services and works as an independent contractor for Amazon Flex, DoorDash, and Lyft in the Bay Area. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Barbara Madden is a financial advisor at Ameriprise in Mountain View, CA, holding a Series 66 designation with 24 years of industry experience. She has worked at Ameriprise since 2001, including her current role since 2020, and previously spent 13 years at Mission College. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement who meet specific asset criteria. The firm provides written Recommendation Reports addressing income sources, Social Security claiming options, and tax-efficient withdrawal strategies, combining research, modeling, and advisory support through a centralized consulting team.

Gerald Del Rosario is a financial advisor with Wells Fargo Clearing in San Mateo, CA, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. He has worked at Wells Fargo Clearing since 2017 and has been with Wells Fargo Bank NA since 2015. 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 services. The firm’s process is IPS-driven and based on modern portfolio theory, serving clients with tailored strategies that include a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Sameera Gupta is a Wealth Management Advisor at Merrill Lynch Wealth Management. She brings over 20 years of experience in the financial services industry, having held senior executive roles with global organizations including Wachovia/Wells Fargo, Visa Inc., and Western Union. Sameera leverages her extensive background in developing and launching financial products across multiple continents to assist individuals, small businesses, and senior corporate executives with complex wealth management needs such as concentrated stock options, deferred compensation, and estate planning. Sameera holds a Bachelor's and a Master's degree from the University of Allahabad and is a CERTIFIED FINANCIAL PLANNER® and Personal Investment Advisor (PIA). Fluent in English, Hindi, and German, she has a global perspective shaped by her experience living and working on four continents. Her client focus areas include personal retirement planning, executive compensation, college education planning, legacy planning, tax minimization, and retirement income strategies. In addition to her professional work, Sameera supports nonprofits that benefit families and communities, including Minds Matter. She resides in Los Altos with her husband and enjoys interests such as boating, cooking, gardening, hiking, yoga, and spending time with her family. Sameera previously served as a board member of the Economic Development Council at the Metro Denver Chamber.

Amy Brugger is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she engages in art sales through Amy N. Brugger Designs and is involved in self-publishing a book on exercise and general health. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and modeling techniques.

Michael Lipkins is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2012, with prior experience at First Tech Federal Credit Union. Lipkins is also involved with Phases Financial Group, a financial advisory support company he owns. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary advice supported by analytical modeling and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Robert Mckee IV is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following earlier roles at Citigroup Global Markets and Merrill. Outside of his advisory work, he is a director of Zia Capital Corp and a partner in Zia Ranch Partners, a commercial cattle breeding and raising business, and serves as an advisory trustee for the Robert E & Evelyn Mckee Foundation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that utilizes firm-approved tools and market modeling techniques.

Michelline May Padilla is a Series 66-licensed financial advisor with 12 years of industry experience. She is currently with Morgan Stanley and has previous experience at J.P. Morgan Securities, HSBC Securities USA, and Wells Fargo. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services through Financial Advisors and its Estate Planning Strategies Group.

James Knipple is a financial advisor with Edward Jones in Redwood City, CA, holding a Series 66 credential and seven years of industry experience. He has worked at Edward Jones since 2018 and previously held various roles connected to theater and education. He serves as a trustee on the Finance Committee for TheatreWorks Silicon Valley in an advisory capacity. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates under a fiduciary standard.

Charles Corley is a financial advisor with Morgan Stanley in Palo Alto, California, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning using structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Terry Mckee is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets, Inc. for one year. Morgan Stanley Wealth Management is an SEC-registered advisory and broker-dealer firm serving both individual and institutional clients with a wide range of financial planning and investment programs. The firm’s approach includes structured planning tools and utilizes Global Investment Committee models to assist clients in developing tailored financial strategies.

Michael Woods is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 66 licenses and 15 years of industry experience. His career includes roles at Wells Fargo Bank and Wells Fargo Clearing Services since 2017, as well as prior positions at BrightPlan, LLC and Prumentum Group. He was also briefly involved with Woods Asset Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.