Vy Dang is a financial advisor with J.P. Morgan Securities in Santa Clara, CA, holding Series 63 and Series 66 licenses and bringing seven years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Outside of her advisory role, she operates a small e-commerce business selling used clothing and branded bags. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining large-scale institutional advisory with brokerage and investment management capabilities. The firm offers asset allocation advice and investment manager searches on a non-discretionary basis, with recommendations supported by an in-house manager solutions team and a centralized due-diligence framework.

Patrick Bauzon is a Financial Consultant at Fidelity Investments, a position he has held since 2025. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2023 to 2025. His career in financial services spans over nine years, including experience as a Financial Advisor at Twin Peaks Wealth Advisors from 2021 to 2023 and as a Registered Sales Associate at Fremont Bank from 2018 to 2021. Patrick holds a California Insurance License, which supports his professional capabilities in the financial sector. His work focuses on providing clients with tailored financial plans to help navigate areas such as wealth accumulation, retirement, and income planning, utilizing Fidelity's planning tools and services. Outside of his professional career, Patrick has interests in cars, football, outdoor adventures, pets, and traveling.

John Mathews is a financial advisor at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves 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 utilizes structured planning tools and proprietary modeling techniques to support its advisory services.

Chi Kim is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Ian Foo is a financial advisor with LPL Financial in Palo Alto, CA, holding a Series 66 credential and bringing 14 years of industry experience. His prior roles include positions with Cetera Investment Services, MW Wealth Advisors, and Scottrade. He is also involved with Stanford Federal Credit Union in a financial institution capacity. 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 advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by in-house and third-party research.

Linh Truong is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. He has worked at Raymond James since 2012 and at First Tech Federal Credit Union since 2014. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse range of clients including individuals, high-net-worth clients, corporations, and institutions. The firm uses tailored, non-discretionary planning supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Maximilian Mc Kelvy is a financial advisor at Morgan Stanley with nine years of industry experience. He previously worked at BlackRock Investments, LLC for five years before joining Morgan Stanley Private Bank and Morgan Stanley in 2021. Mc Kelvy is the sole proprietor of Pacific Succession Planning LLC, a marketing entity based in San Francisco focused on business development and growth. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety 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 supported by proprietary tools and market modeling techniques.

Wendi Hao is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2023, following four years at Bank of America, N.A. Prior to her current roles, she had experience at a management consulting group with an assignment at BlackRock, Inc. 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 investment recommendations.

Jeannie Mainland is a financial advisor at LPL Enterprise with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Prudential Insurance Company of America, Pruco Securities, Mass Mutual Investors Services, and MetLife Securities. Mainland is based in San Jose, CA. LPL Enterprise serves a diverse clientele including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, utilizing an integrated platform that supports both advisory programs and financial product sales.

Zubair Hakimi is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2013. Outside of his advisory role, he is involved in managing a rental property in Fremont, California. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds supported by a nationwide network of more than 23,000 financial advisors.

Zipeng Zheng is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services and Shoji Sushi. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by firm-approved tools and modeling techniques.

Shirine Prasad is a financial advisor at Wells Fargo Clearing with 17 years of industry experience. She holds the Series 66 designation and previously worked at Charles Schwab and Charles Schwab Bank for 10 years. 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 grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Ibun Ando is a financial advisor with Wells Fargo Clearing in San Jose, CA, holding Series 63 and Series 65 credentials and has 13 years of industry experience. Prior to joining Wells Fargo Clearing in 2023, Ando worked at Bancwest Investment Services, Inc. and Bank of the West from 2016 to 2023. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with diversification principles and modern portfolio theory to deliver brokerage and advisory solutions across a broad client base.

Maha Riaz is a Planning Consultant at Fidelity Investments, a position she has held since 2026. In this role, she focuses on helping clients navigate complex financial strategies by tailoring plans to their evolving life stories, aiming to facilitate objective and confident decision-making aligned with clients' values and goals. Prior to her current role, Maha worked as an Associate at Morgan Stanley from 2025 to 2026, and she has experience in wealth operations from her time at SVB Private between 2021 and 2024. Her professional background encompasses financial planning and wealth management. Outside of her professional career, Maha enjoys badminton, family activities, social events with friends, horseback riding, movies, and parenthood.

Chris Hu is a CFA® charterholder and holds a Series 66 license, with six years of experience in the financial services industry. He is currently with Morgan Stanley in Menlo Park, CA, and previously worked at Charles Schwab, Fidelity Investments, Bank of America N.A., and Merrill. His background also includes involvement with Blockchain At Berkeley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools alongside input from its Global Investment Committee.

Mary Winchester is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured processes and advanced modeling tools.

Yassir Shafi is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has been with Wells Fargo Clearing since 2021, also maintaining a role at Wells Fargo Bank since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment options. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jonathan Brown is a financial advisor with Ameriprise Financial Services in Fremont, CA, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at IFP Securities, Independent Financial Partners, and LPL Financial. Outside of his advisory work, he is involved in independent insurance brokering and also works as a driver for Lyft, DoorDash, and Uber. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides ongoing advice based on a combination of investment research, third-party data, and algorithmic tools.

Shashi Bhatia is a financial advisor at Morgan Stanley in San Jose, CA, with 20 years of industry experience. He previously worked at UBS Financial Services and Wells Fargo Advisors. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and model-based outcome simulations.

Chandra Dulam is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works with affluent individuals, families, senior executives, specialized doctors, and small businesses to understand their medium- and long-term financial needs. Chandra provides strategies to help clients reach their goals by utilizing Merrill Lynch investment products, Bank of America banking services, and resources from Bank of America Private Bank specialists, tailored to clients’ financial sophistication. Chandra’s expertise includes managing investments and risks for the long term, implementing wealth preservation and transfer strategies, and offering services such as college education planning, divorce transition planning, equity compensation, family wealth management, legacy planning, retirement planning, portfolio management, socially responsible investing, and tax minimization. He combines a strong financial background with Merrill’s wealth management platform to develop customized strategies that address his clients’ unique financial situations. He holds a Bachelor's degree from Osmania University, a Master’s degree from the University of Connecticut, and an MBA in Finance from the University of Arizona. Chandra is a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). He is involved in community organizations including AIM For Seva (Bay Area, CA), Foundation For Excellence (Bay Area, CA), and the Silicon Valley Rotary Club. Chandra speaks English, Hindi, and Telugu.