Gregory Young is a financial advisor at Stifel with 41 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011 and holds Series 63 and Series 65 licenses. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to guide asset allocation, retirement, insurance, and estate planning analyses.

Kristopher Ho is a financial advisor with Equitable Advisors in San Francisco, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Equitable Advisors since 2017 and was previously with AXA-Advisors, LLC. Ho serves as a volunteer board member for Wah Mei School in San Francisco. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers both proprietary and third-party advisory programs, focusing on aligning client risk tolerance with suitable investment models and discretionary managers.

Daniel Wing is a financial advisor with Wells Fargo Clearing in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank since 2003. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, wrap‑fee programs, 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.

David Mucha is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Republic Investment Management and UBS Financial Services. His current role is based in San Francisco, CA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Ivan Cen is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been associated with Cetera and Cetera Investment Services since 2013 and has also worked at Cathay Bank since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services, operating a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Greg Koch is the Vice President and Branch Leader at Fidelity Investments, where he has been serving since 2019 in leadership roles. He is responsible for providing leadership and personalized coaching to the associates at the Burlingame branch, focusing on building strong client relationships through trust and clear communication. His team offers comprehensive financial planning to help clients achieve their financial goals. Greg has held multiple positions at Fidelity Investments since 2011, including Branch Leader, Investment Solutions Manager, Managed Account Support Specialist, Client Services Manager, Operations Manager, Onboarding Manager, Senior Trading Help Desk, and Client Services Associate. Prior to joining Fidelity, he worked as a Financial Advisor at AXA Advisors from 2008 to 2011, a Senior Premier Banker at Wells Fargo from 2006 to 2008, and a Personal Banker at BBVA Compass Bank from 2003 to 2006. He holds a California Insurance License.

Michael Jamieson is a financial advisor with UBS Financial Services in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with UBS since 1995. Outside of his advisory work, he occasionally conducts historical research and freelance writing on topics such as World War II and biographies of the "Greatest Generation." UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Matthew Carter is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 credential and two years of industry experience. His background includes service in the United States Army from 2013 to 2019 and employment with the San Francisco Giants. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and scenario modeling as part of its financial planning process.

Roberta Mendoza is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds the Series 66, Series 63, and Series 65 designations. Prior to joining Morgan Stanley in 2024, she worked at Cerity Partners LLC and Bingham, Osborn, & Scarborough, LLC, and has experience in the San Francisco Unified School District. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and research.

Janet Barnes is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 66 designations and 23 years of industry experience. She has been with Stifel since 2012. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies.

De Hao Wang is a financial advisor at Merrill in San Francisco, CA, holding Series 66 and Series 63 designations with three years of industry experience. His prior work includes positions at Bank of America, Wells Fargo, Citibank, Bank of the West, Chase, and Intertax Inc. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Charles August is a Financial Advisor at UBS Financial Services in San Francisco, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Morgan Stanley and CBRE. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining proprietary research and model-based asset allocation to tailor plans to clients’ goals and risk tolerances. The firm offers wealth management alongside institutional trading capabilities and distributes proprietary research to support its offerings.

Gregory Achard is a financial advisor at LPL Financial with five years of industry experience. He holds a Series 66 designation and has worked at notable firms including BMO Harris Bank, Bank of the West, and BNP Paribas. Based in San Francisco, CA, Mr. Achard has a background that spans both banking and financial services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with access to model portfolios, third-party asset management, and institutional platforms.

Kevin Schaefer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes roles at Bank of America and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and modern portfolio theory to support its investment approach.

Lary Fukunaga is a financial advisor with Wells Fargo Clearing in Berkeley, CA, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has a longer tenure with Wells Fargo Bank NA dating back to 1999. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and leverages research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Jaclyn Andrews is a Series 66-licensed financial advisor at Morgan Stanley with nine years of industry experience. She has worked at several firms including Wells Fargo Clearing Services and First Republic Investment Management prior to joining Morgan Stanley Smith Barney LLC in 2023. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and delivers services both directly to individuals and through corporate financial planning agreements.

Christina York is a financial advisor at Charles Schwab with 15 years of industry experience. She holds the CFP®, ChFC®, and Series 66 designations. Prior to joining Charles Schwab and Charles Schwab Bank in 2018, she worked at Neuberger Berman LLC for five years. She currently serves on the homeowners association board for her condominium building. Charles Schwab 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a wide range of investment guidance supported by centralized operational and custody infrastructure.

Michael Shih is a financial advisor at Merrill with one year of industry experience. He holds the Series 66 designation and has prior experience at Equitable Advisors, LLC. His background also includes roles outside finance, including work at Island Orthodontics and time spent at the University of California Davis. 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, and institutional investors, supported by internal and third-party portfolio management teams.

George Ly is a financial advisor at RBC Capital Markets with 10 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley, Patelco, and Chase Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.

Jennifer Tuttle is a financial advisor at Merrill with 18 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2011, as well as at UBS Financial Services from 2009 to 2011. Outside of her advisory role, she serves as a non-voting member of the Finance Committee at the San Francisco Yacht Club, a 501(c)(7) social and recreational club. 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 various institutional investors.