Anna Demarcus is a financial advisor with Morgan Stanley in Cupertino, CA, holding Series 63 and Series 66 registrations and 18 years of industry experience. Her prior work includes positions at Wells Fargo Clearing and Merrill, in addition to two previous years at Morgan Stanley. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and features a wide range of services including estate planning strategies and various investment products.

Darien Tung is a financial advisor with Ameriprise in Menlo Park, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, delivering written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, serving clients primarily through Ameriprise-managed accounts.

Timothy Davis is a financial advisor at Morgan Stanley with 16 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2011, including time with Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Fiera Brein is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and nine years of industry experience. Prior to joining Raymond James, Brein worked at JP Morgan Chase Bank and JP Morgan Securities LLC. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual investors, high-net-worth clients, pension plans, and governmental entities. The firm offers tailored, non-discretionary advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

Julio Moncada is a financial advisor with Fidelity Investments, holding Series 65 and Series 63 credentials. He joined Fidelity in 2026 and has prior experience at Firsthand Capital Management from 2008 to 2023. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a mix of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Matthew Park is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, following 13 years at CitiGroup Global Markets. Outside of his advisory role, he coaches a boys volleyball team at Leland High School in San Jose. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Lilianna Watt is a financial advisor with Morgan Stanley in Cupertino, CA, holding a Series 66 designation and bringing 10 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2016. Outside of her advisory role, she serves as a trustee for a family investment property held in trust. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering financial planning and advisory services to individuals and institutions, managing approximately $2.74 trillion in client assets through structured planning processes and a broad array of investment programs.

Khuong Tran is a financial advisor at Merrill in San Jose, CA, holding Series 63 and Series 66 licenses with three years of industry experience. His prior employment includes roles at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, and several banks in Vietnam. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm integrates its investment offerings with Bank of America's broader platform, providing access to a variety of products and services.

John Coleman is a financial advisor with Morgan Stanley in Burlingame, CA, holding Series 63 and Series 65 licenses and with 40 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Lance Friesz serves as a Vice President and Wealth Planner at Fidelity Investments since 2022. He approaches client relationships with an education-based philosophy, aiming to empower clients to make informed financial decisions for themselves and their families. Lance focuses on developing customized wealth strategies designed to provide benefits both currently and for future generations. He has been with Fidelity Investments since 2012, holding various roles including Financial Representative, Investment Consultant, Financial Consultant, and currently as Vice President, Wealth Planner. Lance holds a California Insurance License. Outside of his professional work, Lance enjoys camping, family activities, fitness, gardening, photography, and soccer.

Mark Manasco is a financial advisor with J.P. Morgan Securities in San Jose, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has been with J.P. Morgan affiliates since 2011, including roles at Chase Investment Services Corp and JPMorgan Chase bank. 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 operates both as a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Shideh Heidarkhani Khameneh is a financial advisor with Merrill, holding a Series 66 credential and one year of industry experience. She has previously worked at Bank of America and Copynet. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Rupesh Shah is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a conservator in a non-investment-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process involving firm-approved tools and modeling techniques.

Miriam Martin is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she engages in online selling of used goods through platforms such as Poshmark, 5 Miles, and OfferUp. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Colby Schmidt is a CFP® certified advisor with Charles Schwab in Menlo Park, CA, with two years of industry experience. Before joining Charles Schwab, he worked at Union Jack and held various roles including positions at Lowe's Companies and The Bay Club Company. 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 both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, alternative investment due diligence, and a centralized operational structure.

Michelle Liu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and Charles Schwab. 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 team of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Bryan Durkee is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He has held various roles within Fidelity Investments, including Investment Consultant from 2024 to 2025, Relationship Manager from 2023 to 2024, and Financial Representative in 2023. His primary responsibility involves understanding clients' goals, motivations, and important relationships to assist them in making informed financial decisions. Bryan holds a California Insurance License, supporting his ability to provide clients with comprehensive financial guidance. Outside of his professional role, Bryan has interests in beach activities, football, music, and traveling.

Adrienne Lee is a financial advisor at J.P. Morgan Securities with five years of industry experience and holds a Series 66 designation. Prior to her current role, she worked at UBS, Bank of America, Merrill, and was involved with the University of California. In addition to her advisory work, she owns Sen Studio, an e-commerce business selling women's apparel. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a non-discretionary approach. The firm combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Rashid Coleman is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, also working concurrently at JPMorgan Chase Bank, N.A. since 2009. 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.

Tamara Forte is a financial advisor at Wells Fargo Clearing in Palo Alto, CA, with 21 years of industry experience. She has held positions at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009 and holds Series 63 and Series 65 designations. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.