Jillan Hong is a Financial Advisor at Merrill Lynch Wealth Management. She helps clients develop strategies to pursue their short-, mid-, and long-term financial goals. Jillan provides resources ranging from general investing and retirement planning to saving for unexpected expenses, and offers access to Bank of America specialists in banking, credit, home financing, and small business solutions. She holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Jillan earned her Bachelor's Degree from the University of San Francisco. Jillan's approach involves understanding what matters to each client and their family in order to create tailored strategies to meet their financial objectives. She provides ongoing advice and guidance as clients' needs evolve.

Walter Evans is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he serves as Chairman of the Finance Committee for the Mounted Patrol of San Mateo County and is a member of the Finance Committee at St. Raymond Catholic Church in Menlo Park, assisting with budgeting and fundraising efforts. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and comprehensive services, including coordinated strategies from its Financial Advisors and Estate Planning Strategies Group.

Veronica Vu is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and five years of industry experience. Her prior work includes roles at B & B Machining and Smittenkiss Weddings & Events. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through tailored asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research with a focus on eligible strategies and incorporates ESG criteria within its investment approach.

Evan Johnson is a financial advisor at Morgan Stanley with one year of industry experience. He previously worked at Ameriprise and MC Financial Partners, and completed eight years of full-time education prior to starting his advisory career. He holds a Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety 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 offers services both directly and through corporate financial planning agreements.

An Le is a financial advisor at Merrill with Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Merrill, An worked at J.P. Morgan Securities LLC and Bank of America. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for a broad range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Magdalena Rodriguez is a Series 63 registered financial advisor with Morgan Stanley, based in Menlo Park, CA, with 32 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-based financial planning services.

Shashi Bhagat is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and scenarios to guide financial decisions.

Stephen Luk is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 1999. Outside of his advisory role, he is the proprietor and owner responsible for maintenance at Foster Square 55+ Housing. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, offering a range of capital markets services supported by proprietary research and model-based asset allocation.

Domarina Awdow is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she serves as a primary point of contact for affluent investors, working alongside teammates and specialists to provide efficient and individualized wealth information to clients. Her professional experience at Fidelity Investments includes roles as a Private Wealth Management Senior Relationship Manager since 2021, Private Wealth Management Planning Consultant from 2018 to 2021, and Relationship Manager from 2016 to 2018. Domarina holds a California Insurance License. Outside of her professional work, she has interests in food, tennis, and yoga.

Natasha Escareno is a financial advisor with LPL Financial in Cupertino, CA, holding Series 63 and Series 66 licenses and 20 years of industry experience. She has worked with firms including Cetera, Meriwest Wealth Advisors, Wells Fargo Clearing, and Chase Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Sarah Freitas is a financial advisor with J.P. Morgan Securities in Palo Alto, CA. She holds Series 63 and Series 66 designations and has three years of industry experience, including prior roles at LPL, BMO Bank, Citibank/Citigroup, and Tech Credit Union. 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 searches, and customized performance reporting. The firm combines quantitative and qualitative research through a centralized due diligence process and offers a program with broader derivatives and commodities capabilities.

Yubi Li is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. Li holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, First Republic Investment Management, and Wells Fargo Clearing. Based in Palo Alto, CA, Li’s background includes roles at both investment management and clearing firms. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, manager searches, and customized performance reporting. Their advisory process incorporates quantitative and qualitative research to build model allocations and includes broader derivatives and commodities capabilities.

Judy Keng is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management serves a broad client base with advisory programs for individuals and institutions, offering tailored financial planning supported by firm-approved tools and a structured discovery process.

Narayana Murthy Nyayapati is a financial advisor at Edward Jones in San Jose, CA, holding CFP® and ChFC® designations, with five years of industry experience. His prior roles include positions at Moolya Wealth Management, Becton Dickinson and Company, and Vistex, Inc. He also consults in technology architecture and project management on a part-time basis. Edward Jones is a full-service wealth management firm serving over four million clients, offering a range of investment advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors.

Charles Mok is a Senior Financial Advisor with Merrill Lynch Wealth Management, a role he has held since joining the firm in 2009. He has been a financial advisor since 1980, bringing decades of experience in total wealth management to his clients. Charles focuses on areas including family wealth management strategies, legacy planning, retirement and investment planning, liquidity management, portfolio management services, tax minimization, and both individual and corporate investment strategy. His investment approach employs a top-down methodology, beginning with an analysis of the fundamentals of each country's economy to inform sector and individual investment selections. Charles has extensive experience in stock, bond, and mutual fund research and incorporates alternative investments selectively to enhance portfolio construction. He holds the designation of Personal Investment Advisor (PIA) and earned his High School Diploma/GED from the University of Texas System. Outside of his professional work, Charles participates in community volunteer activities consistent with Merrill’s tradition of community involvement. His personal interests include basketball, chess, cooking, photography, and traveling.

Douglas Keyston is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association for the past 10 years. Outside of his advisory role, Keyston is a partner in Silversword Investors, an agriculture-related investment entity. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group. The firm uses structured planning tools and various modeling techniques, managing approximately $2.74 trillion in client assets.

Daniel Plascencia is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. He previously worked at LPL Financial, Excite Credit Union, Charles Schwab, Securitas, Allied Universal, and World Financial Group. Outside of advisory roles, he is a commissioned notary in California. Wells Fargo Clearing provides retirement plan consulting to ERISA-qualified and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Lu Hao is a financial advisor at J.P. Morgan Securities with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining J.P. Morgan Securities in 2023, he worked at China Merchants Bank from 2014 to 2021. 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 and qualitative research to build model asset allocations and incorporates an ESG eligibility framework.

Anil Ratnani is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining LPL Financial in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and extensive non-advisory financial activities.

Thomas Ransohoff is a financial advisor with Merrill in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Merrill since 1991 and concurrently associated with Bank of America since 2009. Outside of his advisory role, he contributes time monthly to Sacred Heart Community Service in San Jose, assisting with workforce reintegration and skill development for community members. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm offers both model-based and discretionary investment strategies developed by internal and third-party managers, with various portfolio implementation options tailored to client needs.