Elizabeth Stromquist is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley since 2016 and previously at UBS Financial Services from 2014 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques as part of its structured financial planning process.

Mina Choo is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. She holds the Series 63 designation and is based in San Francisco, CA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and investment options that include both in-house and third-party managers.

Philip Peterson is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with the Morgan Stanley Private Bank, N.A. since 2015. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Alice Pidgeon is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Pidgeon serves as Treasurer and Finance Committee Chair for the North Bay Children's Center in Novato, CA. 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 employs a research-driven approach supported by Wells Fargo Investment Institute and offers both brokerage and advisory solutions through a large network of financial advisors.

Cloise Anderson is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked at various Morgan Stanley entities since 2008, including Morgan Stanley Private Bank, National Association since 2015. Anderson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through a structured process using firm-approved tools, serving clients directly and through Corporate Financial Planning agreements with employers.

Julie Fujimoto is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at UBS Financial Services for 22 years. Outside of her advisory work, she owns and manages rental property in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Cindy Hawks is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior roles include positions at UBS Financial Services, Bank of America, and Merrill. She has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Mark Littlewood is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 2005, progressing through positions including Financial Consultant, Investments Representative, and Financial Consultant prior to his current role. His career in financial services spans over 20 years, beginning with roles at State Farm and Eaton Vance Mutual Funds. Mark's experience encompasses a comprehensive understanding of financial planning, with a focus on client education and guiding clients through the financial planning process. He holds a California Insurance License, which supports his work in financial consulting. Outside of his professional work, Mark's personal interests include fitness, outdoor adventures, parenthood, snowboarding, and traveling.

Stephen Farmer is a financial advisor with Morgan Stanley in San Francisco, CA, holding a Series 66 designation and over 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015 and 2016, respectively. Morgan Stanley Wealth Management provides advisory programs to both 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 serves clients through various financial planning and investment services.

Doug Williams is Vice President and Wealth Planner at Fidelity Investments, where he has been working since 2021. He has over a decade of experience in the financial services industry, focusing on clients' goals and concerns through a goals-based wealth planning process. Doug utilizes global resources and current web technology to assist clients in pursuing the financial lifestyles that are meaningful to them. Prior to his current role, Doug held positions as Senior Private Client Advisor at Bank of the West from 2018 to 2021, Financial Advisor at Merrill Lynch from 2014 to 2018, Director at Credit Suisse from 2010 to 2014, and Director at UBS Private Wealth Management from 2008 to 2010. He holds a California Insurance License.

Abraham Meza is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and Equitable Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

Carla De Laurentiz is a Series 66–licensed financial advisor at Merrill with 15 years of industry experience. She previously worked at UBS Financial Services and JPMorgan entities before joining Merrill in 2018. 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.

Raunak Joseph is a financial advisor with Charles Schwab based in Oakland, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Schwab, he worked at Atlantis Properties and Intrigo System. Charles Schwab & Co., Inc. serves a broad client base primarily composed 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 operates with a large scale and integrated structure, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment offerings.

David Midgley is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2019, he worked at Goldman, Sachs & Co. for 14 years. Outside of his advisory role, Midgley serves as treasurer and head of the finance committee at Broadmoor Golf Club in Seattle. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and firm-approved tools to support client financial goals.

Mary Jane Sullivan is a financial advisor with Merrill, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Merrill since 2009. Merrill, along 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.

Noelle Owens is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments and Ameriprise Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Adam Cline is a Wealth Management Advisor at Merrill Lynch Wealth Management in San Francisco. He began his career in the financial services industry in 2009 and joined Merrill in 2010. Adam works primarily with affluent clients including C-suite executives and serial entrepreneurs, providing a holistic approach to wealth management. He focuses on understanding clients' financial goals and helping them develop personalized strategies for wealth enhancement, preservation, transfer, and charitable giving. His expertise covers executive compensation, equity compensation services, liquidity management, personal retirement planning, and retirement income. Adam holds a Bachelor of Science in Political Economics from the University of California, Berkeley. He has earned securities licenses including the Series 7 and 66 FINRA registrations, and holds the professional designations Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His services include liability management, stock option analysis, trust and estate planning, life insurance, philanthropic strategy, and business advisory for succession and capital funding. In addition to his professional work, Adam participates in community organizations such as GLIDE, Habitat for Humanity, and Sage Project. He enjoys outdoor activities including basketball, camping, golfing, hiking, scuba diving, surfing, swimming, yoga, traveling, and spending time with his family.

Azeb Clark is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated firms since 2010. Outside of her primary role, she is involved as an independent insurance agent and owns a registered investment advisory firm. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment implementation options tailored by independent Financial Professionals and features proprietary model strategies as well as access to third-party managers.

Michael Gomez is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Bank of America, Merrill, and JP Morgan. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Filice is a financial advisor at UBS Financial Services in San Francisco, CA, with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside his advisory role, he serves as trustee for the Judith Huyck Trust, managing investments to support his sister’s lifestyle. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.