Daniel Gieseke is a financial advisor at Morgan Stanley in Menlo Park, CA, with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he was associated with Citigroup Global Markets starting in 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

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.

Shou Chan Lee is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their financial planning approach uses structured discovery and firm-approved tools, offering tailored plans without individual security recommendations as part of standalone services.

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 LLC, holding Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Tata SIA Airlines Limited, and Jet Airways. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Katherine Ryan is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Lazard Asset Management, First Republic Investment Management, and First Republic Securities Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Cristina Triantos is a financial advisor with Wells Fargo Clearing in San Mateo, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she engages in selling personal clothing items on Poshmark. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 in Palo Alto, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

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 licenses and seven years of industry experience. She has worked at Wells Fargo Clearing Services LLC since 2018 and has been with Wells Fargo Bank NA since 2015. Prior to 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 both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.

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, previously working for Securian Financial Services, Minnesota Life, and Link Allen and Associates. Outside of his advisory work, he has been involved with the City of Palo Alto Parks & Recreation Department. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

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.

Richard McHugh is a Senior Vice President and Private Wealth Advisor at Merrill Private Wealth Management. He provides tailored advice and guidance to entrepreneurs, executives, and successful families, helping them invest, grow, and transfer their wealth more effectively. Rich focuses on understanding each client's financial picture and goals to offer comprehensive wealth management advice, assisting clients in advancing their personal priorities and long-term aspirations. Rich's financial services career began in 2008. Prior to joining Merrill, he was a Vice President with J.P. Morgan Private Bank, serving clients in Chicago, New York, and Seattle offices. He holds a B.A. in Political Science and Government from Purdue University and an M.S. in Finance from DePaul University. Rich is also a Personal Investment Advisor (PIA). He grew up in Chicago, Illinois, and lives in Kirkland, Washington. Outside of work, Rich enjoys cooking, football, reading, skiing, soccer, traveling, watching movies, and yoga.

Valerie Corradini is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Her prior experience includes roles at Heidrick & Struggles, Inc. and Visa, Inc., as well as a period of self-employment. Morgan Stanley Wealth Management serves 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 employs structured planning processes supported by the Global Investment Committee’s analyses.

Pourya Naeimi is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining J.P. Morgan in 2026. He holds the Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

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® professional with eight years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities in Palo Alto, CA. His prior roles include positions at First Republic Investment Management and Northwestern Mutual Wealth Management. Outside of his advisory work, he is a 50% owner of Happy Pals, LLC, a non-financial business involved in selling products online. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.