Brannan Vaughan is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked with Morgan Stanley and its affiliated entities since 2007, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Evan Zeller is a Financial Consultant who prioritizes building genuine connections with clients based on trust and empathy. His approach focuses on understanding clients' financial goals and delivering personalized strategies with integrity and care. He has professional experience as a Planning Consultant at Fidelity from 2024 to 2025 and served as a Financial Planning Associate at Summit Financial Group from 2021 to 2024. Evan holds a California Insurance License, complementing his expertise in financial planning. Outside of his professional life, Evan enjoys spending time at the beach, cooking and baking, fitness activities, golf, and hiking.

Nicholas Scott is a financial advisor at Morgan Stanley with nine years of industry experience. He has held positions at several firms, including MA Private Wealth, Alamo Capital, Edward Jones, and Wells Fargo. Outside of his advisory work, he serves as a recreational basketball referee for Zog Sports. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm utilizes structured financial planning tools and a variety of investment strategies to serve its clients.

Eric Susantio is a financial advisor at UBS Financial Services in San Jose, CA, holding Series 63 and Series 66 credentials with 24 years of industry experience. He has been with UBS since 2008. Outside of advising, he has worked as a registry specialist at Macy's West. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, employing proprietary market research and model-based asset allocations tailored to client goals.

Marlina Kartawinata is a financial advisor at Morgan Stanley with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

David Hohl is a financial advisor at UBS Financial Services with Series 63 and Series 65 credentials and 47 years of industry experience. He has been with UBS since 1995. 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 fee-based financial planning, discretionary and non-discretionary portfolio management, and access to proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Radha Narayan is a financial advisor at UBS Financial Services with 32 years of industry experience. She has been with UBS since 2009 and holds Series 63 and Series 65 designations. Outside of her advisory role, she serves as a trustee for a colleague's child's UTMA/trust account. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

Paul Schreiber is a CFP®-designated financial advisor with Charles Schwab, where he has worked since 1998, totaling 28 years of industry experience. He also holds Series 63 and Series 65 licenses. Outside of his professional role, he serves as Chairman of the Finance Committee at Our Father's House church in Fremont, CA, an unpaid position involving oversight of the church's expenditures. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios supported by centralized operational and custody infrastructure.

Michael Zosky is a financial advisor at Morgan Stanley in Palo Alto, CA, with three years of industry experience. He holds a Series 66 designation and previously worked at Rimon PC and Royse Law Firm. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range 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 utilizing firm-approved tools and modeling techniques.

Whitney Rohrer is a financial advisor at Morgan Stanley with 19 years of industry experience. He has held positions at Morgan Stanley since 2019 and previously worked at Bank of the West and BancWest Investment Services from 2016 to 2019. Rohrer holds a Series 66 designation and serves as a successor trustee in a trust outside of his advisory role. Morgan Stanley Wealth Management provides a wide range of advisory programs to both individual and institutional clients, offering tailored financial planning and a variety of investment services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market models as part of its financial planning process.

Xiuying Jin is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Jin serves as a board member for The Joy Culture, a nonprofit organization based in California. Morgan Stanley Wealth Management provides a wide range of advisory programs for individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services that include both direct financial planning and corporate arrangements.

Yen Ting Lu is a financial advisor at Merrill with 17 years of industry experience. He holds a Series 66 designation and has worked at Merrill and other prominent firms including Bank of America, JP Morgan Chase Bank, and Citigroup. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Haidee Lin is a financial advisor at Merrill with 23 years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. Based in San Jose, CA, Lin has spent her entire career with the firm. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cory Goligoski is a Wealth Management Advisor at Merrill Lynch Wealth Management. He joined the firm in 1992, shortly after earning his Bachelor's degree in Economics from the University of California at Los Angeles. Cory brings over 30 years of experience in financial strategies, with a focus on areas such as stock options, retirement planning, and comprehensive wealth management. He holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Cory works closely with families and individuals to develop long-term strategies that address wealth management, retirement income, tax minimization, executive compensation, and education planning among other priorities. Outside of his professional role, Cory is involved with the Hillsborough Little League and the Ronald McDonald House. His personal interests include baseball, biking, football, hiking, running, spending time with family, and traveling.

Jason Babcock is a financial advisor with Charles Schwab based in Los Altos, CA. He holds Series 63 and Series 65 designations and has 26 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment options.

Annelise Kettmann is a Financial Advisor and a member of The Kettmann Group, a family-led team at Merrill Lynch Wealth Management, with more than 35 years of experience. The group focuses on providing customized, goals-based financial strategies to help clients navigate their unique circumstances. Annelise specializes in assisting multi-generational families and business owners with wealth management, long-term planning, and strategies designed to grow, preserve, and transfer wealth. She holds a bachelor's degree from California Polytechnic State University and maintains professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Annelise speaks English and Spanish and is affiliated with the Junior League of San Jose. Outside of her professional work, Annelise is involved in community service through organizations such as Hunger at Home. Her personal interests include golfing, surfing, and tennis.

Tam Thanh Le is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and has previously worked at Polaris Advisory Inc, San Jose State University, PremierOne Credit Union, Citibank, and Victoria’s Secret. Outside of his advisory role, he owns businesses involved in Amazon and eBay reselling. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research and technology solutions.

Benito Barillas is a financial advisor at Edward Jones with four years of industry experience. He holds a Series 66 designation and previously worked for six years at Seguros Antigua, Corredores de Seguros, S.A. Outside of his advisory role, he has a partial ownership interest in a house rental business in Antigua Guatemala. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Hannah Lam is a financial advisor at Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses with three years of industry experience. She previously worked at Fidelity Investments for two years and spent nine years at UCLA. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, including tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides both direct individual plans and Corporate Financial Planning agreements with employers.

Curtis Bunch Jr. is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career in the financial services industry in 1999 with Smith Barney/Morgan Stanley and joined Merrill Lynch in 2008. Curtis has over twenty years of experience helping clients achieve their personal financial goals by implementing comprehensive planning and wealth management strategies. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the CERTIFIED PLAN FIDUCIARY ADVISOR® (CPFA®) designation from the National Association of Plan Advisors. Curtis earned a Bachelor of Science degree in Business Administration with a concentration in Marketing from San Francisco State University and an Associate of Arts degree in Business Administration from the College of San Mateo. Curtis works closely with clients' certified public accountants, estate planning attorneys, and other financial professionals to develop integrated wealth management plans. Outside of his professional role, he is involved in the community as the San Mateo AYSO Regional Treasurer and volunteers with local youth sports organizations, including the American Youth Soccer Organization.