Tamika Workmon is a Wealth Management Planning Consultant at Fidelity Investment, a position she has held since 2021. In this role, she partners with clients and their Wealth Management Advisors to understand legacy goals and build customized financial plans tailored to individual needs. Her approach emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Tamika has accumulated experience as a Financial Advisor, having worked at MassMutual from 2019 to 2021 and Merrill Lynch from 2011 to 2013. She holds insurance licenses in Arkansas and California. Outside of her professional work, Tamika's personal interests include football, socializing with friends, spending time at the lake, singing, softball, and swimming.

Caitlin Chan is a financial advisor at J.P. Morgan Securities with a Series 66 designation and three years of industry experience. Her prior roles include positions at Capital Group – American Funds Distributors, Inc., Patreon, and the University of California, Berkeley. Outside of her advisory work, she sells used clothing and other items on Mercari. 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 and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and may incorporate ESG criteria, with implementation support from affiliated investment-management entities.

Bob Austrian is a financial advisor with J.P. Morgan Securities based in San Francisco, CA, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Neuberger Berman LLC for 13 years and continues to hold a passive ownership interest related to his prior employer. Austrian also serves as Treasurer and Board Member of a New York City apartment co-op. 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. Their advisory process incorporates quantitative and qualitative research and includes expanded derivatives and commodities capabilities.

Greyson Pendery is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation and with five years of industry experience. His work history includes roles at Morgan Stanley since 2019 and prior employment at Highland Country Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved tools and research methodologies.

Mark Varo is a Private Wealth Advisor with Merrill Private Wealth Management. He serves high-net-worth and ultra-high-net-worth families and individuals, focusing on managing the complexities and opportunities associated with significant wealth. Mark has been a part of the financial services industry since 1993 and joined Merrill in 2012. Throughout his career, Mark has developed expertise in areas including tax minimization strategies, financial strategies, restricted securities, intergenerational wealth transfer, and private family foundations. He also possesses considerable experience advising clients before and after liquidity events such as initial public offerings, mergers, acquisitions, and sales. Additionally, Mark facilitates access to Bank of America specialists to support sophisticated lending strategies and estate planning services. Mark earned a bachelor's degree in business administration from San Diego State University. He lives in Santa Monica, California, with his wife Melissa and their three children. In his free time, he enjoys golf and participates in local social and philanthropic organizations.

Michael Velzo is a financial advisor with LPL Financial in San Francisco, CA, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, supported by both proprietary research and third-party strategies.

Kenneth Tang is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. He has been with UBS Financial Services since 2018 and previously worked at Munchery. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Camille Raffenne is a financial advisor at J.P. Morgan Securities in San Francisco, CA, holding a Series 66 designation with two years of industry experience. Prior to joining J.P. Morgan Securities, Camille worked at Lisan Finance and Eco, and has experience at UBS Wealth Management. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process employs centralized due diligence combining quantitative and qualitative analysis, with recommendations limited to eligible strategies that may include an ESG framework.

Chi Ling Gillian Yu is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 66 designation and has worked at Morgan Stanley and its Private Bank since 2015, with prior experience at Credit Suisse Securities and Pershing LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using proprietary tools and scenario modeling.

Bronwyn Bailey is a financial advisor at J.P. Morgan Securities in San Francisco, CA, holding a Series 66 license with one year of industry experience. Her prior roles include positions at JPMorgan Chase Bank, First Republic Bank, BB Advisors, and the American Investment Council. 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 and fund searches, and customized performance reporting. The program combines quantitative and qualitative research to develop model asset allocations and includes broader derivatives and commodities capabilities.

Christopher Hall is a financial advisor with Wells Fargo Clearing based in San Francisco, CA. He holds a Series 66 designation and has 27 years of industry experience, including prior roles at Wells Fargo Investments, Truist Investment Services, and First Horizon Advisors. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, 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.

Hsun Yi Shih is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with West Portal Financial Group, LLC and Raymond James Financial Services since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized services including municipal advising and employer SIMPLE IRA consulting.

Alyssa Drew is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2014. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and models.

Brian Mcadams is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2014, currently serving at Morgan Stanley Private Bank, N.A. in San Francisco, CA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services including structured planning conversations and strategies for estate and retirement planning.

Nandi Gunning is a Private Wealth Manager at Merrill Private Wealth Management, where she works with a select group of families, individuals, and entrepreneurs. She focuses on helping clients create strategies to use their significant wealth to pursue their goals at every stage of their lives. Her role encompasses providing guidance on cash-flow analysis, tax-efficient portfolio management, strategies for concentrated stock, retirement planning, and transferring wealth to next generations. She also advises business owners on strategies for selling or passing on their businesses. Nandi joined Merrill in 2022 after eight years as a financial advisor and portfolio manager at Morgan Stanley. Her prior experience includes serving as a principal consultant at a global consulting firm, a senior equity analyst for a single-family investment office in San Francisco, and beginning her career as an auditor at PriceWaterhouseCoopers. She holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the CFA Society of San Francisco, where she mentors university students for the annual CFA Institute Research Challenge. She earned her B.S. degree in management studies from the University of the West Indies and an MBA from Harvard Business School. Nandi serves on the steering committee of HBS Community Partners of Northern California and lives in San Francisco with her husband and their long-haired German shepherd.

Alicia Stuart Chambers is a Client Experience Advisor with Merrill Lynch Wealth Management. In her role, she works closely with clients to understand their current financial situations and introduce them to solutions available through Merrill and Bank of America. Her approach involves helping clients uncover what matters to them and their families to develop strategies for pursuing their financial goals. She has expertise in areas including general investing, retirement planning, and saving for unexpected events. Alicia holds the Professional Investment Advisor (PIA) designation. She earned a Bachelor's Degree from Vanguard University of Southern California and a Master's Degree from the University of Arizona. Alicia is involved with the Los Angeles Dodgers Foundation as part of her community engagement.

Alvin Wan is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, he held positions at JS Appraisal, Pacific Aviation, and San Jose State University. Merrill 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, pension plans, corporations, and charitable organizations.

John Lam is a financial advisor with Merrill in San Francisco, CA, holding Series 63 and Series 65 credentials and ten years of industry experience. His work history includes roles at Bank of America, Citigroup, JPMorgan Chase, and Amazon Inc. Outside of finance, he has provided in-home supportive services as a caregiver since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Sean Waters is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Banc of America Investment Services and over a decade at various Fidelity entities. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach.

Anthony Arch III is a financial advisor with Equitable Advisors in San Francisco, CA, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models implemented by third-party managers and offers ERISA fiduciary services to qualified plans.