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.

Adrian Baker is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has worked with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. across multiple periods since 2017, as well as at Bank of America and Merrill. Prior to his finance career, he was employed at Montage Wellness Center and Parking Company of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by systematic quantitative and qualitative research and includes capabilities in derivatives and commodities.

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 19 years of industry experience. She has been with LPL Financial since 2009 and previously worked at Ivy Financial Planning & Associates, LLC, and Associated Securities Corp. Outside of her advisory role, she serves as an assistant JV softball coach at Los Gatos High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm utilizes both proprietary and third-party investment strategies and offers a broad platform that includes financial planning, model portfolios, and institutional programs.

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 at Merrill Lynch Wealth Management who specializes in family wealth management strategies, managing new wealth, and women and wealth. She brings over 20 years of experience across various industries, leveraging her in-depth understanding of financial complexities to provide tailored guidance to individuals, multigenerational families, and business owners. Elif combines Merrill's investment insights with Bank of America’s banking resources to design comprehensive strategies that address both immediate priorities and long-term objectives such as retirement, business transition, and legacy planning. She communicates fluently in English and Turkish, with conversational Arabic, which supports her work with diverse and international client communities. 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 is a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Her academic background supports her capability in making critical, time-sensitive, and data-driven decisions. Beyond her professional responsibilities, Elif engages actively in her community, contributing to organizations such as ETACUSA (Empowering the Turkish American Community), Preventing Child Abuse, and The Salvation Army. In her personal time, she enjoys painting, cooking Mediterranean food, dancing, and traveling with her family, activities that help maintain a broad perspective and enrich her client interactions.

Dominick Ruiz is a financial advisor with LPL Financial in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Cadaret, Grant & Co., Inc., Strategic Wealth Advisors Group, LLC, Wells Fargo Clearing, Chase Investment Services Corp., and Banc of America Investment Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports a wide range of investment strategies and provides various advisory platforms alongside non-advisory financial services.

Mary Rono is a financial advisor at J.P. Morgan Securities in Los Gatos, CA, holding a Series 66 designation with 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 provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence combining quantitative and qualitative research.

Carson Schmick is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JP Morgan Chase Bank, First Republic Investment Management, and Northwestern Mutual Life Insurance Company. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process includes written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Nathan Hodson is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 65 designations and has been with Fidelity in various capacities since 2017. His work history includes roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and delivers model portfolios to intermediary platforms.

Christen Blodgett is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has worked at Cetera Advisors LLC since 2013 and is also the owner of Crescent Capital Planning, where she serves as a wealth management advisor. Outside of her advisory roles, Blodgett volunteers as a mentor for a youth mentorship program and serves as Social Action Chair for a local men's fraternity, organizing community service and social justice initiatives. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a wide range of portfolio management and financial planning services through multiple program structures and a multi-manager platform.