Madeline Sutton is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Private Bank, and Greenwood Gardens. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Gregory Gaon is a financial advisor at Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at the Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 1995 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Olivia Bowles Kymer is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 63 designation and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory work, she owns and manages Precision Insight Consulting, where she performs accounting and payroll processing. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm employs structured planning tools and offers access to diverse investment and financial services through its extensive platform.

Ramin Sohrabi is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2020, with prior experience at Bank of America, N.A. Outside of his advisory role, he works part-time as a food delivery driver for DoorDash. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Erin Mouratoff is a financial advisor at Morgan Stanley with three years of industry experience. She holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates, Inc. and Cynthia Nowicki Moore, CFP. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Christopher Jones is a financial advisor with Morgan Stanley in Mountain View, CA, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides investment services through various programs and affiliated entities.

Revital Alon is a financial advisor with Ameriprise Financial Services holding a Series 66 designation and 24 years of industry experience. She previously worked at UBS Financial Services from 2002 to 2009 before joining Ameriprise, where she has been since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Patrick Quinn is a financial advisor with Mass Mutual Investors Services in Pacifica, CA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Northwestern Mutual and Penske Truck Leasing, along with administrative experience outside the financial sector. He also works part-time as an administrative assistant at a physical therapy business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning engagements using firm-approved tools and offers specialized programs including estate settlement and employer-sponsored planning.

Junior Castellanos is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. He holds Series 63 and Series 66 designations and has worked primarily with J.P. Morgan entities and other financial institutions such as U.S. Bancorp and Wells Fargo. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework in its investment recommendations and operates within a broad financial organization offering access to a diverse range of products and services.

Brian Hackmeister is a financial advisor with J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior work includes a decade at Wells Fargo Clearing Services before joining J.P. Morgan in 2026. 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 operates within the larger J.P. Morgan organization and offers a distinctive range of products and services, including security-based swap and futures commission merchant activities.

Lindsay Hutter is a financial advisor at Morgan Stanley with three years of industry experience. She has previously worked at Wells Fargo Clearing and spent eight years at Cloudmed, an R1 Company. She holds a Series 66 designation and is based in Palo Alto, CA. 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.

Jeffrey Ting is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing decades of industry experience to his role. He began his financial services career at Merrill Lynch Wealth Management in 1997 and joined his father, the late John Ting, in 1999. He specializes in wealth planning, retirement strategy, investment guidance, college savings, concentrated stock strategy, tax minimization, survivorship, and estate plan analysis, with a focus on providing guidance to small to medium-sized businesses in selecting 401(k) plans and estate planning services. Jeffrey holds multiple professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He earned a bachelor's degree from the University of California, Berkeley. He is a member of professional organizations such as the Investments & Wealth Institute™. In addition to his professional work, Jeffrey is involved in community activities and serves as an annual sponsor of The Guardsmen and the Mills-Peninsula Women's Center. He supports the San Francisco International Asian American Film Festival, the Cal Alumni Club of the Peninsula, and Kristi Yamaguchi's Always Dream. Jeffrey enjoys spending time with his wife and two sons, playing tennis, skiing, and attending Cal football games.

Swati Seth is a financial advisor at J.P. Morgan Securities in Palo Alto, CA, holding Series 63 and Series 66 designations with two years of industry experience. Prior to her current role at J.P. Morgan Securities, she worked at First Republic Bank and Chase Investment Services Corp. She is also an owner of a rental property, managing tenant needs and repairs outside of her advisory work. 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 when recommending strategies.

Theresa Sondgroth is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2015 and has been affiliated with Rubin Family since 2014. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Petit is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2022. Prior to his current role, his background includes positions in diverse fields such as logistics, hospitality, and real estate. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services through financial advisors and specialized planning groups.

Christopher Bracamonte is a Series 66-licensed financial advisor at Morgan Stanley in Palo Alto, CA, with one year of industry experience. His prior work includes roles at BriteLab and San Jose State University, as well as entrepreneurial experience running Bracamonte Home Services. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including customized financial planning supported by firm-approved tools and methodologies.

Angel Chen is a financial advisor at Merrill with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Merrill since 2019, following a prior role at Citigroup from 2016 to 2019. Outside of her advisory work, she is the owner of Innovative Global Alliance, a for-profit business in Danville, California. 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 investment strategies for individuals, high-net-worth clients, and institutional investors.

Hillary Lindberg is a financial advisor with Morgan Stanley in Palo Alto, CA, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is an independent seller on eBay. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets. The firm’s financial planning process uses structured discovery and analytical tools but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Shu Wei Ouyang is a financial advisor with Cetera in San Mateo, CA, holding a Series 66 designation and 17 years of industry experience. Prior to joining Cetera, Shu Wei worked at Merrill, Bank of America, and Charles Schwab. Outside of advising, Shu Wei owns multiple rental properties. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Stefan Jelev is a Financial Consultant at Fidelity Investments, where he has been serving since 2024. He has progressed through various roles at Fidelity Investments, including Investment Consultant, Workplace Planning Consultant III, II, and I, as well as Workplace Planning Associate, reflecting a continuous commitment to financial advisory services. Prior to joining Fidelity Investments, Stefan gained experience as a Financial Advisor Intern at Northwestern Mutual from 2018 to 2020. Stefan holds a California Insurance License, supporting his role in providing comprehensive financial planning and consulting. He approaches financial planning as a personalized, collaborative process rooted in trust, transparency, and long-term strategy, aiming to help clients achieve their goals with clarity and confidence. Outside of his professional life, Stefan has interests in cars, fitness, golf, hiking, photography, and skiing.