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.

Thomas Griffin Jr. is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients through a range of advisory programs, including tailored financial planning that utilizes firm-approved tools and comprehensive asset management.

John Campbell is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Morgan Stanley and its affiliated entities since 2017. Prior to that, he worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. from 2009 to 2017. 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 and financial planning services that use structured discovery processes and approved planning tools, managing approximately $2.74 trillion in client assets.

Brian Vera Cruz is a financial advisor at Morgan Stanley with a Series 66 credential and three years of industry experience. He previously worked at Heritage Bank of Commerce and First Republic Bank. Outside of his financial career, he is involved in photography as a proprietor. Morgan Stanley Wealth Management is a large institutional firm serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and research to support its financial planning process.

Emily Sims is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and six years of industry experience. She previously worked at Waddell and Reed and other firms before joining LPL Financial in 2021. Outside of her advisory work, she operates a freelance design business and owns an Etsy shop. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management alongside proprietary and third-party research.

Kin Lau is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 66 designations and possessing 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019, with prior roles at Prestige Asset Management Limited and BTL Asset Management. Morgan Stanley Wealth Management serves both individual and institutional clients, providing advisory programs including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers a wide range of retail and institutional investment services.

Amanda Lo is a CFP® professional with 17 years of experience in the financial services industry. She is currently with J.P. Morgan Securities and has previously worked at Bank of America and Merrill. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Tara Fowler is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in providing research-based, active portfolio management and sound financial strategies for clients with sophisticated and complex needs. She collaborates closely with clients to help them make educated financial decisions, focusing on areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, socially responsible investing, and tax minimization. Tara and her team prioritize acting in their clients' best interests with honesty, integrity, and transparency. Tara holds a Bachelor's Degree from Santa Clara University and maintains several professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Certified Divorce Financial Analyst (CDFA), Accredited Domestic Partnership Advisor (ADPA), and Personal Investment Advisor (PIA). She is actively involved in professional and community organizations, serving on the boards of the Kainos Auxiliary, RCSMC Chamber of Commerce, The Sequoia Awards, and the Bay Area Cancer Connection. Residing in Burlingame, Tara participates in various personal interests such as biking, boating, dancing, gardening, hiking, interior decorating, music, traveling, yoga, and spending time with her family. She emphasizes a collaborative approach that considers clients' personal perspectives and priorities in wealth planning.

Clemy Law is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Morgan Stanley since 2017, previously working at Ameriprise Financial Services for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Peter Evans is a financial advisor with LPL Financial in San Mateo, CA. He holds the Series 66 designation and has one year of industry experience. Prior to joining LPL Financial in 2025, he held various roles including work with the Spanish Ministry of Education and involvement in In2Deep Santa Monica. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and nonprofits through a national network of representatives. The firm offers diverse advisory programs, financial planning, and access to model portfolios and research, providing both discretionary and non-discretionary management services.

Kam Chak is a financial advisor at LPL Financial with Series 63 and Series 65 credentials and four years of industry experience. His prior roles include positions at BMO, Bank of the West, Citibank, and JPMorgan Chase Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing discretionary and non-discretionary management with access to model portfolios, third-party research, and various investment strategies.

Ronald Puccinelli Jr. is a financial advisor at Ameriprise with 23 years of industry experience. He holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Serena Chow is a CFP® professional with 25 years of industry experience, currently serving at Charles Schwab in San Mateo, CA. She has been with Charles Schwab since 2000 and has concurrently worked at Charles Schwab Bank since 2006. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory wrap programs, managed accounts, and financial planning services through a combination of non-discretionary advisory guidance and access to affiliated discretionary separately managed accounts.

Wen Yueh Hu is a financial advisor with Morgan Stanley in Menlo Park, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at UBS Financial Services Inc. from 2013 to 2018. Outside of his advisory role, Hu is a sole proprietor of a rental property business. Morgan Stanley Wealth Management provides a wide range of advisory services to both individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and investment models but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Christopher Manzi is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and 19 years of industry experience. Prior to joining LPL Financial in 2020, he worked at SGC Financial, Minnesota Life, and Securian Financial Services Inc. between 2016 and 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Nancy Martinez is a financial advisor with LPL Financial in San Bruno, CA, holding the Series 66 designation and bringing 15 years of industry experience. She has previously worked with Patelco Credit Union and CUSO Financial Services, LP. Martinez is involved with Patelco Financial Solutions, a business related to her LPL work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, research, and advanced technologies.

Karla Lee is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2022, including a role at Morgan Stanley Private Bank. Her prior experience includes positions at JP Morgan Securities, JP Morgan Chase Bank, and Bank of America. Lee also serves on the advisory board at the University of San Francisco, assisting with MBA student projects. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and modeling techniques.

Brian Endicott is Vice President and Wealth Planner at Fidelity Investments, a role he has held since 2018. He has extensive experience in financial planning and wealth management, having previously worked as a Wealth Management Advisor at TIAA from 2017 to 2018, and held various positions at Fidelity Investments since 2012, including Financial Consultant, Investment Consultant, and Financial Representative. Brian holds a California Insurance License, supporting his expertise in financial services. He emphasizes building long-term relationships with clients and prioritizes their interests in helping them achieve their personal and financial goals through comprehensive financial planning. Outside of his professional work, Brian has personal interests in fitness, football, music, parenthood, reading, and traveling.

Jessica Meunier is a financial advisor at Edward Jones in Redwood City, CA, holding a Series 66 designation with three years of industry experience. She previously worked at Dow Janes, Empowered Personal Finance, and LPL Financial. Outside of her advisory role, she earns royalties from Amazon Kindle Direct Publishing. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a comprehensive range of advisory programs and investment solutions, supported by a nationwide network of more than 23,000 financial advisors.