Donald Fung is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley since 2017, with prior roles at JPMorgan Chase Bank and J.P. Morgan Securities dating back to 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a variety of advisory programs. The firm offers tailored financial planning and utilizes structured discovery conversations and firm-approved tools to support customized client plans.

Chohee Chong is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 credential and has worked at Bank of America and Merrill since 2014. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Victor Chan is a Branch Leader at Fidelity, a role he has held since 2023. In this capacity, he is committed to helping all associates within his branch provide a positive client experience to uphold Fidelity's Standard of Care. Prior to this, he worked as a Private Client Advisor at JPMorgan Chase Bank from 2021 to 2023. He holds a California Insurance License. Outside of his professional responsibilities, Victor enjoys family activities, football, attending social events with friends, and music.

Mengxiao Shan is a Senior Financial Advisor at Merrill Lynch Wealth Management. She provides personalized wealth management strategies tailored to clients' unique financial goals and changing market conditions. Mengxiao offers access to investment insights from Merrill and banking and lending solutions through Bank of America. Mengxiao's expertise spans family wealth management, services for endowments, foundations, non-profits, employee benefit plans, international wealth management, retirement planning, portfolio management, small business strategies, and tax minimization. She and her team focus on developing individualized strategies and providing ongoing portfolio advice for individuals, families, business owners, and non-profit organizations, particularly in the Silicon Valley area. She holds a Master of Business Administration (MBA) from the University of Florida and a Bachelor's Degree from Shenyang Normal University. Mengxiao is a Personal Investment Advisor (PIA). She speaks both English and Chinese. Outside of work, she volunteers in her community and enjoys basketball, cooking, hiking, music, photography, reading, swimming, traveling, and yoga.

Marc Gambrel is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and four years of industry experience. His work history includes roles at JPMC Bank NA, U.S. Bank, and various retail companies. He is based in Los Altos, California. 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 an ESG eligibility framework. The firm operates within a larger banking and broker-dealer organization and offers customized services delivered on a non-discretionary basis.

Adrian Baker is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Bank of America, Merrill, and Montage Wellness Center. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Christina Yuni is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior experience includes roles at Merrill and Bank of America. Outside of her advisory work, she is a partner in Reef Hunters LLC, a company involved in real estate and technology. Morgan Stanley Wealth Management offers a range of advisory programs for individuals and institutional clients, with a structured financial planning process supported by firm-approved tools and resources. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Ali Yousuf is a financial advisor at Morgan Stanley with one year of industry experience. He previously held roles at Merrill and Proscribe and attended Baylor University. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. Their planning process includes structured discovery conversations and firm-approved tools but does not provide individual security recommendations as part of standalone planning.

Louis Larson is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015, respectively. Larson is also involved in managing real estate investments as a sole proprietor. Morgan Stanley Wealth Management serves individual and institutional clients by offering a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to guide client financial plans.

Dahn Lincoln is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in the downtown San Jose office in Silicon Valley, Northern California. He began his career in financial services in 2016 in Los Angeles' Century City district. Dahn supports individuals and families by developing personalized financial plans through a Goals-Based Wealth Management process that centers on clients' values and priorities. He leverages Merrill Lynch's investment insights and Bank of America’s banking services to offer comprehensive wealth management solutions. Dahn holds a bachelor's degree in Business Economics from the University of California, Los Angeles (UCLA). He possesses several professional designations, including Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is fluent in Mandarin Chinese, Japanese, and English, reflecting his years spent studying abroad in China and Japan. Dahn is a member of professional organizations such as SILVAR and the UCLA Alumni Association. Outside of work, his personal interests include basketball, football, music, running, spending time with family, and watching movies.

Dan Chang is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual written recommendations through a centralized consulting team, primarily focusing on assets managed within Ameriprise.

Jeffrey Gong is a financial advisor with Charles Schwab in Menlo Park, CA, holding Series 63 and Series 66 licenses and with 12 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Tuan Tran is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan Chase Bank, N.A., JP Morgan Securities LLC, and Chase Bank. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Megan Edwards is a financial advisor with LPL Financial in Los Gatos, CA, holding a Series 66 designation and 18 years of industry experience. She has been with LPL Financial since 2009 and also operates Ivy Financial Planning & Associates, LLC. Outside of her advisory role, she serves as an assistant JV softball coach at Los Gatos High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing research and model portfolios from LPL Research and third-party subadvisors.

Jairo Rodriguez Aleman is a Financial Advisor with Merrill Lynch Wealth Management, working with individuals, business owners, and families to clarify their financial priorities and develop aligned long-term strategies. He focuses on providing a structured planning process that brings clarity, organization, and confidence throughout the stages of his clients' financial lives. He holds a Bachelor's Degree from San Francisco State University and holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Jairo works with clients on areas including college education planning, retirement income, employee benefits, equity compensation services, tax minimization, and small business strategies. In addition to his professional work, Jairo is involved in his community as a volunteer coach in high school wrestling. He is fluent in English and Spanish.

Elif Bower is a Financial Advisor with Merrill Lynch Wealth Management, specializing in family wealth management strategies, managing new wealth, and women and wealth. She leverages over 20 years of experience across multiple industries to offer a comprehensive, client-focused approach. Her practice combines the investment capabilities of Merrill Lynch with the banking convenience of Bank of America to address various aspects of clients' financial lives. Elif holds a Bachelor of Science in Business Administration with a double major in Decision Sciences (Business Analytics) and Management from Old Dominion University. She has earned professional designations as a Chartered Retirement Planning Counselor (CRPC) and as a Personal Investment Advisor (PIA). Fluent in English and Turkish, with conversational Arabic, she is able to effectively communicate across diverse client bases. Committed to community involvement, Elif participates with organizations such as ETACUSA (Empowering the Turkish American Community), Preventing Child Abuse, and The Salvation Army. Outside of her professional responsibilities, she enjoys painting, cooking Mediterranean cuisine, dancing, drawing, golfing, hiking, horseback riding, music, spending time with her family, and traveling.

Dominick Ruiz is a financial advisor at LPL Financial with 19 years of industry experience. He holds the Series 63 and Series 66 credentials. His prior experience includes roles at Cadaret, Grant & Co., Inc., and Strategic Wealth Advisors Group, LLC. 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, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Mary Rono is a financial advisor with J.P. Morgan Securities in Los Gatos, CA, holding a Series 66 designation and 10 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. 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 applying an ESG eligibility framework in its recommendations.

Carson Schmick is a Series 66-registered financial advisor at J.P. Morgan Securities with three years of industry experience. His prior work includes positions at First Republic Investment Management and Northwestern Mutual Life Insurance Company. J.P. Morgan Securities provides investment consulting and advisory services mainly 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.

Nathan Hodson is a financial advisor with Fidelity, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes over a decade at Farmers Insurance Group and more than eight years at Fidelity Personal and Workplace Advisors. Nathan works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver systematic model portfolios across various investment platforms.