Audrey Booher is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, she worked with California State Parks and has teaching experience from the University of California, Berkeley, and Half Moon Bay High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers broad retail and institutional investment services.

James Rosenau is a Series 66-licensed financial advisor with Edward Jones in San Francisco, CA, where he has worked since 2022. He has over 30 years of experience in the financial services industry, including a long tenure at Ameriprise Financial from 1991 to 2017 and various roles at firms such as Gordian Wealth Advisor Plan and HR Block. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Steven Ching is a CFP® with 15 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has held various roles within Wells Fargo-affiliated entities since 2012. Outside of his advisory work, he is involved in managing a family trust and has ownership interests in several real estate ventures. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Kevin Gunn is a financial advisor with LPL Financial based in Larkspur, CA, holding Series 66, Series 65, and Series 63 licenses and bringing 13 years of industry experience. His career includes roles at BMO Investment Services, JP Morgan Securities, JP Morgan Chase Bank, and other firms dating back to 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios, third-party subadvisors, and technologies such as machine learning.

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.

Richard Montoya is a Wealth Management Planning Consultant at Fidelity Investments, where he collaborates with clients and their families to develop and maintain comprehensive multi-generational wealth plans. He is part of a Wealth Management Team dedicated to addressing client service and planning needs. Richard has professional experience spanning several roles in the financial services industry. Before joining Fidelity Investments in 2022, he worked as a Registered Client Associate at Wells Fargo from 2021 to 2022, a Premier Banker at Wells Fargo from 2019 to 2021, and a Relationship Banker at Chase Bank from 2015 to 2019. He holds a California Insurance License. Outside of his professional work, Richard has interests in fishing, football, and military service.

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 designation and 19 years of industry experience. She has been with Morgan Stanley in various roles since 2013, including Morgan Stanley Private Bank since 2018. Groeger also serves as a trustee in a trust-related capacity. 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, including tailored financial planning and estate planning strategies, 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.

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 at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Parnassus Investments for 16 years. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

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 credentials and previously worked for SagePoint Financial, Inc. for 14 years. Outside of her advisory role, she owns a corporation that sells individual and group insurance products and serves as a trustee managing funds for beneficiaries. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Adam Jakubowitz is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan in 2017, he worked at Fisher Investments for two years. He serves as a board member and treasurer for Jewish Learning Works, an educational organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining advisory services with affiliated brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice supported by centralized due diligence and a manager solutions team.

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 with J.P. Morgan Securities, holding a Series 66 credential and eight years of industry experience. He previously worked at firms including Raymond James and Associates, Avantax Wealth Management, and Texas Capital Bank. Outside of financial services, he works as a tutor and academic coach for Varsity Tutors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.