Jami Rhoads is a financial advisor at Morgan Stanley in San Jose, CA, holding Series 63 and Series 66 licenses with 17 years of industry experience. She has been with Morgan Stanley since 2016. 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 manages approximately $2.74 trillion in client assets.

Dillon Magee is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. His career includes roles at Wells Fargo Bank and experience outside the financial sector at Sun Shops and the University of California, Santa Cruz. Wells Fargo Advisors is a national firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shawn Liu is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position held since 2026. In this role, he leads a team focused on delivering a disciplined and relationship-driven financial planning approach. His work centers on understanding family values, long-term goals, and the complexities associated with significant wealth to support clients in making informed financial decisions. Shawn's professional experience includes roles as a Wealth Advisor at Schwab Wealth Advisory in 2025-2026, and Vice President, Financial Consultant at Charles Schwab & Co. Inc. from 2020 to 2025. Prior to that, he served as a Financial Planner at Lincoln Financial Advisors between 2014 and 2020 and started his career as a Para-Planner at Lincoln Financial Advisors in 2013-2014. He holds insurance licenses in both Arkansas and California. Outside his professional pursuits, Shawn has interests that include cooking and baking, fitness, golf, parenthood, reading, and traveling.

Nathan Van Dell is a financial advisor at Morgan Stanley with two years of industry experience. He holds the Series 66 designation and has previously worked at John Mills and been involved with the United States Tennis Association. Outside of finance, he has been active with the Peninsula Community Center for several years. Morgan Stanley Wealth Management provides a wide range of advisory services to both individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and extensive asset management capabilities.

Sean Chatman is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent ten years with Wells Fargo Investments, LLC. Outside of his advisory role, he is involved as a landlord managing a rental property. 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 uses research and analytics to guide investment decisions and offers both brokerage and advisory solutions across a broad range of financial products.

Ashna Sharma is a financial advisor at Morgan Stanley in Palo Alto, CA, with 10 years at Morgan Stanley Smith Barney LLC and 5 years of industry experience. She holds the Series 66 designation. Outside of advisory work, Sharma provides home health care services through California's In-Home Supportive Services Program. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools to model outcomes, while maintaining an advisory role without individual security recommendations in standalone planning.

Ngoc Le is a financial advisor with Merrill in Palo Alto, CA, holding a Series 66 designation and has three years of industry experience. Prior to joining Merrill, Ngoc worked for Riviera Finance from 2014 to 2017. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm offers model-based and discretionary strategies developed by internal and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Darby Williams is a financial advisor at Charles Schwab with Series 63 and Series 65 designations and four years of industry experience. Prior to joining Schwab, Williams held roles at various firms including Powder Mountain Realty and Alternative Behavior Strategies. Williams is also an author who has published a book through Amazon Publishing. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by a multi-asset investment approach and centralized operational structure.

Cheryl James is a Financial Advisor at Merrill Lynch Wealth Management. She leverages her background as a former engineer in Defense Intelligence and the high-tech industry to provide clients with comprehensive financial strategies tailored to their individual needs. Cheryl's approach integrates the resources of Merrill Lynch and Bank of America, offering clients access to investment, banking, and lending solutions designed to pursue their financial goals. Cheryl specializes in areas including college education planning, legacy planning, personal retirement planning, portfolio management services, small business strategies, women and wealth, individual and corporate investment strategy, and retirement income. She holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) and earned a bachelor's degree from the University of California system. In addition to her professional work, Cheryl is actively involved in community organizations such as the Alzheimer's Association, where she co-chairs the Silicon Valley Walk to End Alzheimer's, and serves as a board member for the Contemporary Asian Theatre Scene and High Tech High Heels. She also contributes to Habitat for Humanity and the Happy Neighborhood Project. Cheryl's personal interests include cooking, scuba diving, spending time with her family, traveling, and practicing yoga.

Yanyin Yu is a financial advisor at Morgan Stanley in Cupertino, CA, holding Series 63 and Series 66 licenses with six years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2021, Yu worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., and has experience with nonprofit work at Self-Help for the Elderly. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment committee analyses in its financial planning process.

Thomas Boesch is a financial advisor at Fidelity with 38 years of industry experience. He holds the Series 63, Series 65, and Series 66 securities licenses. Boesch has been associated with Fidelity Investments in various capacities since 1999. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios, and it holds distinctive registrations and advisory roles within the industry.

Joshua Yeager is a financial advisor at UBS Financial Services in San Mateo, CA, with four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Scotia Capital (USA) Inc., Nomura Securities International, Inc., KPMG, and Duff & Phelps. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings to tailor plans based on proprietary research and model-based asset allocations.

Ryan Nguyen is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has previously worked at JPMorgan Chase & Co. and Scharf Investments, LLC. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios comprising mutual funds, ETFs, and ETPs.

Weifen Cheng is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds a CFP® designation and has worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and Citigroup Global Markets. Cheng is also the sole proprietor of a real estate business. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct client services and corporate financial planning agreements.

Jonathan Schmidt is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and eight years of industry experience. He has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and proprietary planning tools.

Angela Mende is a financial advisor with Morgan Stanley in Cupertino, CA, holding a Series 63 designation and bringing 30 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously spent 13 years with Citigroup Global Markets. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and services clients through both direct and corporate financial planning agreements.

Troy Beck is a financial advisor with Thrivent Investment Management in San Jose, CA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has worked at Thrivent Financial for Lutherans since 2013 and Thrivent Investment Management since 2012. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering broad financial planning without portfolio management for institutional clients. The firm combines goal-based analyses with managed-account programs under its WealthPlan option, maintaining planning and investment services as separate offerings.

Aiyun Zong is a financial advisor at Charles Schwab with 28 years of industry experience. She holds a Series 63 designation and has been with Charles Schwab and Charles Schwab Bank since 1997 and 2005, respectively. Outside of her advisory role, she is a co-owner of a property management company in Elk Grove, California. Charles Schwab serves a large base of primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and due diligence from the Schwab Center for Financial Research.

Sophia Szeto is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2019, previously spending four years with the Ray Barri Agency at Allstate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and provides a planning process that uses structured discovery and firm-approved tools without individual security recommendations as part of standalone financial plans.

Magdalen Yum is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 designation and has been with UBS since 2016. Yum serves on the board of The Dui Hua Foundation, a nonprofit focused on rights advocacy through dialogue. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides tailored financial planning and portfolio management using proprietary research and model-based asset allocations.