Reiko Evangelista is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 uses modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Carey is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2011. 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 through more than 14,000 advisors and offers both brokerage and advisory solutions.

Jamel Wright is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Transamerica Financial Advisors and World Financial Group. Outside of finance, he is involved as an HR Manager at Hongwei Medical Group and serves as Managing Member of HL & Jewsr Holdings LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process to implement a variety of investment models.

Tyler Hogan is a financial advisor at Morgan Stanley in Palo Alto, CA, holding a Series 66 designation with one year of industry experience. His prior roles include positions at RBC Capital, Cetera Wealth Services, and Rivercrest Financial Group. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools.

Ying Mei is a financial advisor at Morgan Stanley with 22 years of industry experience. She has worked at Citigroup Global Markets for 14 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Mei is also an officer of the South Lake Foundation, a private foundation focused on donations. Morgan Stanley Wealth Management serves individual and institutional clients with 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 to support clients’ financial goals.

Scott Anderson is a financial advisor at Morgan Stanley in San Jose, CA, with 23 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Wilson Kwok is a financial advisor at Wells Fargo Clearing with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following roles at Wells Fargo Advisors LLC and Wells Fargo Bank. 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 services. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Wayne Peterson is a CFP® and ChFC® with 42 years of experience in the financial services industry. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Outside of his advisory role, he serves on the Leadership Team of St. Timothy's Lutheran Church in San Jose, CA. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning that covers a wide range of topics without including implementation. The firm combines planning with managed-account services under the WealthPlan platform but does not provide institutional portfolio management.

Graham Bruce is a Senior Financial Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2003, he has focused on assisting clients in addressing a range of financial concerns and goals, including education planning, legacy planning, managing new wealth, and retirement income. His expertise also extends to portfolio management services, philanthropic planning, socially responsible and ESG investing, tax minimization, and services tailored for endowments, foundations, and non-profits. Graham attended the University of St Andrews in Scotland and holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Originally from Scotland, he relocated to California in 2002. Outside of his professional work, Graham is involved with the Second Harvest Food Bank and enjoys personal interests such as billiards, boxing, hiking, ice hockey, music, singing, soccer, and spending time with his family.

Sharon Chen is a financial advisor with LPL Enterprise, holding a Series 66 designation and based in San Jose, CA. She has recently transitioned into financial advising with LPL after working at Moody's for four years and Wells Fargo Bank for sixteen years. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and charitable organizations. The firm utilizes model-driven investment implementation and provides access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Celeste Basuino is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 registrations and 34 years of industry experience. Her career includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021, as well as eight years each at Bank of America, N.A. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm employs structured planning tools and provides access to various investment strategies, managing approximately $2.74 trillion in client assets.

Danial Khan is a financial advisor at LPL Financial in Palo Alto, CA, holding a Series 66 designation with one year of industry experience. Prior to joining LPL Financial, he worked with the Mariner Independent Advisor Network and has experience with Stanford Federal Credit Union and Stanford University. 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 both proprietary research and third-party asset managers.

Magdalena Villalvazo is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 63 designation and 16 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and uses research-driven approaches emphasizing diversification and modern portfolio theory.

Karmyn Larsen is a financial advisor at Wells Fargo Clearing with six years of industry experience. She holds the Series 66 designation and has previously worked at Bank of America, Merrill, World Financial Group, and Brien Shamp Nutritional Coaching/Fitness. Outside of finance, Larsen works as a fitness instructor for the Peninsula Jewish Community Center in Foster City. 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.

Gin Yuan Lai is a financial advisor at Fidelity with Series 66 and Series 63 credentials and seven years of industry experience. Prior to joining Fidelity, Lai held positions at JPMorgan Securities LLC, JPMorgan Chase Bank NA, Citibank, Charles Schwab, and Hua Nan Commercial Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base, including retail and institutional investors, employing a systematic investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its advisory roles to registered investment companies and its use of algorithmic methods and AI in portfolio management.

Kyle Morgenroth is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Morgenroth serves on the board and finance committee of the Carey School Corporation in San Mateo, California. Morgan Stanley Wealth Management offers a wide range 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 uses structured planning tools and models to support its financial advice.

Paul Lukas is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 40 years of experience in the financial services industry. He specializes in distribution options from employer-sponsored retirement plans, retirement income strategies, estate planning needs, and tax minimization. Paul also provides guidance on college education planning, divorce transition planning, family wealth management strategies, small business strategies, socially responsible and ESG investing, special needs planning strategies, and investment consulting for defined contribution plans. Before joining Merrill Lynch Wealth Management in Silicon Valley in 1983, Paul was the founder and President of an entertainment production company in Southern California. He holds a Bachelor's degree from the University of California, San Diego (UCSD) and has earned professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Paul lives in Los Gatos with his wife and has two daughters. Outside of his professional work, Paul has served on several non-profit boards including The Parkinson's Institute, San Jose Children's Musical Theater, and St. Mary's School in Los Gatos. His personal interests include music, running, skiing, surfing, tennis, and traveling.

James Pascoe is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Prudential Insurance Company of America since 1982 and recently joined LPL Enterprise in 2024. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is primarily model-driven, using portfolios developed internally and by third-party strategists, and offers financial planning, access to asset managers, and participation in a wrap program.

Tammy Leu is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked at Sagepoint Financial, Inc. for 14 years before joining Osaic in 2023. Outside of her advisory role, she serves as a statutory agent for Perry Financial Network, which involves the sale of term life insurance products. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs a variety of asset-allocation tools and third-party platforms to construct and manage portfolios across multiple asset classes on both discretionary and non-discretionary bases.

Anh Tran is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018. Prior to that, he was employed at Wells Fargo clearing services and Wells Fargo Bank, and he attended the University of California, Davis. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.