Yuenman Mak is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2009. His prior work includes roles at Strategic Wealth Advisors Group, Associated Planners Investment Advisory Inc., Associated Securities Corp., Cetera Wealth Services, Pension Planners Securities, and MSI Financial Services. He is also involved in insurance activities through Polaris Advisory, Inc., selling various non-variable insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Bassel Mansour is a financial advisor at Osaic with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Alliance Associates, Inc. since 2018. Mansour is also the owner of Golden Gate Financial & Insurance Solutions, a financial advising firm offering fixed insurance products. Osaic Wealth serves a diverse client base including individual investors, retirement plan sponsors, charities, and corporations, providing brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports various investment strategies, including discretionary Unified Managed Accounts and third-party money manager programs.

Kevin Maas is a financial advisor with Charles Schwab in Pleasanton, CA, holding a Series 66 credential and 19 years of industry experience. He has been involved with the Cal Baseball Foundation since 2014 and has a long-standing association with Pre-Paid Legal Services, Inc. since 2007. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and an alternative investments program.

Huong Giang Nguyen is a financial advisor at J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses with one year of industry experience. Prior to joining J.P. Morgan Securities in 2024, Nguyen worked at Bank of America and several other financial institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG eligibility frameworks and a range of derivative capabilities.

Jace Dela Vega is a Financial Advisor at Merrill Lynch Wealth Management, where he assists individuals and families in making informed financial decisions. He provides personalized guidance, comprehensive resources, and exceptional service to simplify complex financial matters and help clients pursue their personal and financial goals. Since joining Bank of America and Merrill in 2014, Jace has held several client-focused roles, including Personal Banker, Mortgage Lending Associate, Senior Relationship Manager, and Financial Advisor. These positions have provided him with broad experience in banking, lending, relationship management, and wealth planning, enabling him to tailor thoughtful advice to each client's unique needs. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Jace earned an Associate's Degree from City College of San Francisco and a High School Diploma from El Camino High School. Outside of his professional work, he enjoys spending time with family and friends, particularly around the barbecue, and engages in activities such as bowling, basketball, and staying active whenever possible.

Brad Pyles is a Series 65-licensed financial advisor with Fisher Investments, where he has worked since 2001, bringing 22 years of industry experience. He serves as Vice President of Community Engagement for the Proctor Elementary School PTA Board. Fisher Investments provides discretionary portfolio management and advisory services to a diverse client base, including institutional investors and high-net-worth individuals, utilizing a centralized investment approach that combines quantitative and qualitative research to manage globally diversified portfolios.

John Lee is a CFP®-designated financial advisor with 14 years of industry experience, currently with Edward Jones in Los Altos, CA. His previous roles include positions at Facet, Cerity Partners, Mariner Wealth Advisors, and several other firms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Joseph Buenavista is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Morgan Stanley and its affiliated private bank since 2014. Outside of his advisory role, he serves on the board of the Buenavista Family Inn, a resort inn in California, and is involved with the Navy Rugby Alumni Association as a board member and annual dinner chair. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct individual plans and corporate financial planning agreements.

James Ong is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and having 22 years of industry experience. His prior firms include Merrill, Banc of America Investment Services, and Morgan Stanley DW Inc. Outside of advising, he is involved in managing several rental properties. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs research and analytics-based investment evaluation and offers both brokerage and advisory solutions across a large-scale operation.

Kameron Elledge is a financial advisor at Morgan Stanley with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Check 'n Go. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and analytical tools, serving clients through both direct and corporate financial planning arrangements.

Michael Victor is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and has worked at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside various investment services.

Whitney Itano is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and seven years of industry experience. Prior to joining Morgan Stanley in 2021, she worked at American Century Investment Services, Inc. and Central Pacific Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers services that include corporate financial planning agreements.

Mengjia Gu is a Planning Consultant at Fidelity Investments, where she collaborates with advisors to ensure clients receive a superior experience and a smooth planning process. She aims to partner with clients to understand their unique situations and co-create financial plans designed to improve their lives. Mengjia has been with Fidelity Investments since 2019, progressing through roles including Financial Representative, Relationship Manager, and currently Planning Consultant. Prior to Fidelity, she held positions as a Registered Representative at Western & Southern Life from 2017 to 2019 and as a Financial Professional at AXA Advisors, LLC from 2015 to 2016. She holds a California Insurance License.

Michaelangelo Maturino is a CFP® with 22 years of experience in the financial industry. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2014 and previously at Merrill from 2006 to 2012. 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 with qualitative research and incorporates ESG criteria, with implementation supported by related investment-management affiliates.

Proteek Biswas is a financial advisor at Morgan Stanley with four years of industry experience. He holds the Series 66 designation and previously worked at PNC before joining Morgan Stanley Smith Barney LLC in 2021. He attended Case Western Reserve University from 2012 to 2016. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through Corporate Financial Planning agreements.

Robert Mullarkey is a financial advisor at Charles Schwab with Series 63 and Series 65 credentials and 31 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2002 and Charles Schwab Bank SSB since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advice and access to discretionary separately managed accounts, supported by multi-asset model portfolios and a formal alternative-investment onboarding process.

Dixin Zheng is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Zheng focuses on understanding clients' priorities to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Zheng serves as a resource for a range of financial needs, including general investing, retirement planning, and emergency savings, while also providing access to specialists in banking, credit, home financing, and small business solutions through Bank of America. Zheng holds a Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of California system. Zheng’s approach centers on helping clients identify what matters most to them and their families to create tailored financial strategies.

Shuyang Feng is a Series 66-licensed financial advisor with Morgan Stanley in Palo Alto, CA, bringing seven years of industry experience. Feng has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2017 and previously held roles outside the financial industry, including at Sharetea and Cardinal Pitch Club. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Michael Curts is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, National Association. Prior to that, he worked at Citigroup Global Markets from 2006 to 2009. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and analyses. The firm manages approximately $2.74 trillion in client assets and offers services directly and through corporate financial planning agreements.

Morgan Baldwin is a Financial Advisor with Merrill Lynch Wealth Management. In this role, Morgan works closely with clients to understand their financial goals and develops strategies to help pursue those objectives. Morgan's approach involves taking the time to learn what matters to each individual and their family to provide tailored financial advice. Morgan's expertise spans general investing, retirement planning, and preparing for unexpected expenses. With the Professional Designation of Personal Investment Advisor (PIA), Morgan provides ongoing guidance and support as clients' needs evolve. Morgan holds a Bachelor's Degree from Sonoma State University.