Paul Kim is a financial advisor with Stifel in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank, National Association, before joining Stifel in 2018. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group. The firm also provides services to private funds and municipal entities, operating alongside affiliated trust companies and banks.

Ian Foo is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at several firms including Cetera Investment Services, MW Wealth Advisors, Scottrade, Citigroup Global Markets, and Morgan Stanley. Foo also serves in a financial institution role at Stanford Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies.

Andrew Liu is a CFP® professional with 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following six years at Morgan Stanley and four years at Citigroup Global Markets. His current practice is based in San Jose, 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 approximately $671 billion in assets and provides both brokerage and advisory solutions.

Marcela Gonzalez is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2020. She brings extensive experience in personal financial planning, emphasizing client engagement in the planning process to develop disciplined financial strategies. Prior to her current role, Marcela served as Vice President -- Investments and Private Client Advisor at JPMorgan Securities from 2012 to 2020. Her earlier experience includes positions as a Licensed Banker at Chase Bank from 2010 to 2012 and as a Registered Client Associate at Merrill Lynch from 2008 to 2010. She holds a California Insurance License.

Maximilian Mc Kelvy is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at BlackRock Investments, LLC for five years before joining Morgan Stanley Private Bank and Morgan Stanley in 2021. Mc Kelvy is the sole proprietor of Pacific Succession Planning LLC, a marketing entity based in San Francisco focused on business development and growth. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market modeling techniques.

Wendi Hao is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., and Bank of America, N.A. Prior to her current roles, she held a consulting assignment at BlackRock, Inc. through a management consulting group. 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’s advisory process combines quantitative screening and qualitative research to develop model asset allocations, incorporating ESG considerations when applicable.

Jenny Brummer is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 23 years before joining UBS in 2023. She is based in San Jose, CA. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research, affiliated banking, and securities-backed lending programs.

Zipeng Zheng is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Shoji Sushi. 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 uses structured planning processes supported by firm-approved tools and modeling techniques.

Paula Thielen is a financial advisor at Cetera with 19 years of industry experience. She holds the PFS™ designation and Series 66 license. In addition to her advisory work, she is a CPA and owner of Thielen & Associates, an accounting and tax preparation firm where she oversees tax planning and return review for individual and business clients. Cetera Investment Advisers LLC provides services through a nationwide network of independent advisors, serving individual, institutional, and retirement plan clients. The firm offers a variety of portfolio management and financial planning options, including access to third-party money managers and model portfolios, supported by a multi-manager platform and diverse program structures.

Maha Riaz is a Planning Consultant at Fidelity Investments, a position she has held since 2026. In this role, she focuses on helping clients navigate complex financial strategies by tailoring plans to their evolving life stories, aiming to facilitate objective and confident decision-making aligned with clients' values and goals. Prior to her current role, Maha worked as an Associate at Morgan Stanley from 2025 to 2026, and she has experience in wealth operations from her time at SVB Private between 2021 and 2024. Her professional background encompasses financial planning and wealth management. Outside of her professional career, Maha enjoys badminton, family activities, social events with friends, horseback riding, movies, and parenthood.

Chris Hu is a CFA® charterholder and holds a Series 66 license, with six years of experience in the financial services industry. He is currently with Morgan Stanley in Menlo Park, CA, and previously worked at Charles Schwab, Fidelity Investments, Bank of America N.A., and Merrill. His background also includes involvement with Blockchain At Berkeley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside input from its Global Investment Committee.

Mary Winchester is a financial advisor at Morgan Stanley with 33 years of industry experience. She has held roles at Morgan Stanley Smith Barney since 2012 and previously worked at UBS Financial Services from 1997 to 2012. She holds Series 63 and Series 66 designations. 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 structured planning processes supported by firm-approved tools and analyses.

Selina Soo is a financial advisor with Ameriprise in Burlingame, CA, holding a Series 63 designation and over 31 years of industry experience. She has been with Ameriprise and its related entities since 2005. Outside of her advisory role, she serves as president on the board of directors for the Asian Women Resources Center. Ameriprise provides a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Madeline Van Hoorickx is a financial advisor at UBS Financial Services with 10 years of industry experience. She holds the Series 66 designation and has been with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering a broad set of financial solutions.

Jonathan Brown is a financial advisor with Ameriprise Financial Services in Fremont, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved in independent insurance brokering and also works as a driver for Lyft, DoorDash, and Uber. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on a combination of investment research, third-party data, and algorithmic tools.

Chandra Dulam is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with affluent individuals, families, senior executives, specialized doctors, and small businesses to understand their medium- and long-term financial needs. Chandra provides strategies to help clients reach their goals by utilizing Merrill Lynch investment products, Bank of America banking services, and resources from Bank of America Private Bank specialists, tailored to clients’ financial sophistication. Chandra’s expertise includes managing investments and risks for the long term, implementing wealth preservation and transfer strategies, and offering services such as college education planning, divorce transition planning, equity compensation, family wealth management, legacy planning, retirement planning, portfolio management, socially responsible investing, and tax minimization. He combines a strong financial background with Merrill’s wealth management platform to develop customized strategies that address his clients’ unique financial situations. He holds a Bachelor's degree from Osmania University, a Master’s degree from the University of Connecticut, and an MBA in Finance from the University of Arizona. Chandra is a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). He is involved in community organizations including AIM For Seva (Bay Area, CA), Foundation For Excellence (Bay Area, CA), and the Silicon Valley Rotary Club. Chandra speaks English, Hindi, and Telugu.

Joanna Chan Mui is a financial advisor at LPL Financial with 37 years of industry experience. She holds the Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Bank of America, Merrill, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, supporting advisors with research models, third-party subadvisors, and technology tools.

Vu Le is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. In this role, he collaborates with clients to develop customized financial plans that align with their unique goals and priorities. Prior to this position, Vu worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Vu holds a California Insurance License, supporting his ability to provide comprehensive financial guidance. Outside of his professional work, he has interests in beach activities, fitness, football, outdoor adventures, soccer, and traveling.

Mark Palmer is a CFP® with 29 years of experience in financial advising. He is currently with Edelman Financial Engines and has previously worked at firms including Charles Schwab, Wells Fargo Investments, and Presidio Capital Advisors. Palmer serves on the advisory board of the Mgrublian Center for Human Rights at Claremont McKenna College and participates on the marketing committee of Smulin Contemporary Ballet. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines a committee-driven proprietary modeling process with planner delivery and online tools, offering both discretionary management and non-discretionary online advice.

Valerie Tu is a CFP® professional with 21 years of industry experience, currently affiliated with LPL Financial in Fremont, CA. Her prior roles include positions at BMO Bank NA, BancWest Investment Services, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions.