Dylan Holborn Welsh is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and eight years of industry experience. His career includes roles at Equitable Advisors since 2018, AXA Advisors from 2018 to 2020, and Morgan Stanley Financial Training from 2016 to 2017. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services. The firm utilizes a variety of advisory programs and third-party managers, focusing on matching clients to appropriate investment models while providing ERISA fiduciary services through credentialed representatives.

Jimin Chen is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and eight years of industry experience. Prior to rejoining J.P. Morgan in 2022, Chen worked at Wells Fargo and HSBC in various capacities. Outside of finance, Chen is a silent partner in the Vinum Bar, a business in San Leandro, California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by a dedicated manager solutions team and incorporates ESG considerations within its model asset allocations.

Dana Tobias is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 credential and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Tobias worked at Stanford University and was involved with Sapore Italiano from 2018 to 2020. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and corporate financial planning agreements.

Elizabeth Groeger is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 credential and 19 years of industry experience. She has worked within various branches of Morgan Stanley since 2013 and previously at UBS Financial Services from 2006 to 2013. Groeger serves as a trustee in a trust-related capacity in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Melanie Clay is Vice President, Wealth Planner at Fidelity Investments, where she partners with clients to develop customized financial plans addressing both short- and long-term goals. She emphasizes building trust as a foundation for strong client relationships. Melanie has held various roles at Fidelity Investments since 2017, including Financial Consultant and Vice President, Regional Planning Consultant. Her professional experience spans over three decades in the financial services industry, including positions at J.P. Morgan Chase Bank, Thrivent Financial for Lutherans, Woodbury Financial Services, American Express Retirement Services, and Piper Trust Company. She holds a California Insurance License. Outside of her professional work, Melanie enjoys food and traveling.

Cody Rasmussen is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Jhfn Sii for five years before joining OSAIC in 2018. Rasmussen serves as a Major in the U.S. Military Reserves, performing duties as an Operations Officer for an Emergency Operations Cell. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers comprehensive financial planning and advisory services through a multi-advisor platform that employs model-based asset allocation and portfolio optimization.

Evan Swain is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Allison Walters is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Bank of America, N.A., Merrill, Equitable Advisors, AXA Advisors, and Silvergreens. Walters also spent four years at the University of California, Santa Barbara. 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 strategies for individual, high-net-worth, pension, corporate, and charitable clients, implementing trading and custody support with strategic and tactical asset allocation features.

Robert Burmeister is a financial advisor with J.P. Morgan Securities in San Francisco, CA, holding Series 63 and Series 66 credentials and 12 years of industry experience. He previously worked for Parnassus Investments for 16 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate an ESG eligibility framework.

Michael Mcwhorter is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Jonathan Usich is a financial advisor at Morgan Stanley in San Francisco, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad 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 advanced modeling tools.

Travis Engler is a financial advisor at Equitable Advisors in San Francisco, CA, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors in 2023, he worked at Pet Food Express and Go Runner LLC and spent five years at San Francisco State University. Equitable Advisors serves individuals across a broad wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party models to deliver tailored investment solutions.

Alena Meeker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the Foust/Meeker Team in 2007 and brings 18 years of financial services experience to her role. Alena focuses on building trusting and beneficial relationships with individuals and families, providing a holistic approach to wealth management and advice. Her areas of expertise include client relationship management, investment analysis, and the development of customized asset allocations and financial strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and overall investment goals. Prior to joining Merrill Lynch, she worked as a Financial Advisor with Morgan Stanley and as a registered sales assistant at Robertson Stephens. Alena holds a Bachelor's degree in Political Economies from the University of California Berkeley and is a Chartered Financial Analyst (CFA) Charterholder. She is a member of the CFA Society of San Francisco and a council member of the San Francisco Innovators Network. Alena is fluent in French, Spanish, and English.

Stacy Hering Astor is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including Sagepoint Financial, Inc. and Sentra Securities Corporation. Outside of her advisory role, she owns a financial and insurance services corporation that sells various types of insurance and serves as a trustee managing trust funds for beneficiaries. OSAIC Wealth serves a diverse range of retail and institutional clients through a multi-advisor platform offering brokerage and advisory services. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, with a platform notable for its scale, affiliate network, and private-equity ownership.

Adam Jakubowitz is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and eight years of industry experience. His prior work includes two years at Fisher Investments before joining J.P. Morgan in 2017. He serves as a board member and treasurer for Jewish Learning Works, an educational organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary, written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, covering a range of eligible strategies that may include ESG frameworks.

Ethan Burak is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he held various roles including food and beverage server and bartender at The Cantina. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a range of asset management programs through a network of Investment Adviser Representatives and third-party managers.

Barrett Jackson is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has worked at firms including Raymond James and Associates and Texas Capital Bank. Outside of his advisory role, he works as a tutor and academic coach for Varsity Tutors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Arch Hoffman is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory role, Hoffman serves on the board of directors for the Red Cross and teaches basic financial planning to high school students through Columbia University’s summer program. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Aneil Rai is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services as well as in contract roles with Salesforce and Checkr. His background also includes positions at Eden Housing and Whole Foods Market. 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 that utilize firm-approved tools and methodologies to develop tailored client plans.

Sean Anderson is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. His prior work includes roles in security firms and the California Highway Patrol. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by advanced modeling tools and a structured planning process.