Jonathan Lew is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 66 license and seven years of industry experience. Before joining Morgan Stanley in 2019, he worked at Pacific Gas & Electric for three years. Outside of his advisory role, he is involved in managing a rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm uses structured planning tools and proprietary investment models, managing approximately $2.74 trillion in client assets.

Yudith Macedo Jimenez is a financial advisor at J.P. Morgan Securities with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at institutions including JPMorgan Chase Bank, Quontic Bank, Better Mortgage, and Chase Bank. 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 combines quantitative screening and qualitative research, incorporating forward-looking capital market assumptions and ESG considerations.

Susan Harding is a Series 66-licensed financial advisor with Morgan Stanley in Oakland, CA, bringing 18 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering comprehensive financial planning and advisory programs supported by firm-approved tools and research.

Joanny Rivera is a financial advisor with Wells Fargo Clearing in Corte Madera, CA, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Wells Fargo, Rivera worked at U.S. Bancorp Investments and U.S. Bank. Rivera has held roles in the film industry, including positions at the Napa Valley Film Festival and the California Film Institute. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Brian Brightbill II is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Bridgewater Partners Insurance and Financial Services as a financial planner. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Christopher Chequer is a financial advisor at Morgan Stanley in Oakland, CA, with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2018, including a role at Morgan Stanley Private Bank, N.A. prior to that. His earlier career includes positions at Edward Jones and Blast 825 Taproom. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis.

Jeffrey Limeta is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. Before joining Fidelity in 2025, he worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities from 2023 to 2025, and prior to that was employed at Cover Financial. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to both retail and institutional clients. Its investment approach combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, delivering diversified model portfolios composed of mutual funds, ETFs, and ETPs.

Robin Ross is a financial advisor at Morgan Stanley with 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009. Ross holds a Series 63 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.

Bryce McConnell is a financial advisor at Morgan Stanley in San Rafael, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs that include tailored financial planning and extensive investment services. The firm uses structured planning tools and models to assist clients and manages approximately $2.74 trillion in client assets.

Marygrace Elizondo is a CFP® professional with 38 years of industry experience, currently serving as an advisor at LPL Financial since 2001. She operates Whitecap Insurance Services, an insurance agency she co-manages with her husband, who is a commercial insurance broker. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Shawn Travers is a financial advisor at Morgan Stanley with 26 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Investments, and UBS Financial Services. He is based in San Rafael, California. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm employs a structured planning process using firm-approved tools and offers a broad array of retail and institutional investment solutions.

Leon Worthy is a financial advisor with J.P. Morgan Securities in Oakland, CA, holding a Series 63 designation and 33 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been employed with JPMorgan Chase Bank, N.A. since 1995. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative screens and qualitative research to develop model asset allocations and incorporates ESG criteria within a program supported by affiliated implementation services.

Joe Cline is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and All of Us Securities, LLC. Outside of his advisory work, he serves as a finance council member for St. Hilary Church, a religious school in Tiburon, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis.

Di Wu 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 Bank of America, Merrill, HSBC, and E*TRADE. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to build model asset allocations and supports portfolio implementation through affiliated investment-management entities.

Thomas Velasquez is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Investments and Wells Fargo Clearing since 2001. Outside of his advisory work, he owns a vacation rental property in Princeville, Hawaii. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, 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 and third-party sources.

Andrea Camahort is a financial advisor with Morgan Stanley in San Rafael, CA, holding a Series 66 designation and five years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011. Outside of her advisory role, she owns MRJ Home Staging Designs, a home staging business based in Hercules, California. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and structured discovery conversations. The firm manages approximately $2.74 trillion in client assets and offers services through various programs including Corporate Financial Planning agreements.

Sunita Joseph is a financial advisor with Charles Schwab in Berkeley, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. She has been with Charles Schwab and Charles Schwab Bank since 2007. Charles Schwab & Co., Inc. serves primarily 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 offers a combination of non-discretionary and discretionary investment solutions, supported by integrated custody and brokerage platforms.

Matthew Tarantino is a financial advisor with LPL Financial based in Novato, CA. He holds a Series 66 designation and has seven years of industry experience. Prior to joining LPL Financial in 2018, he worked at the University of the Pacific from 2016 to 2018. Outside of his advisory role, he serves as an assistant baseball coach at Marin Sports Academy. LPL Financial is a national broker‑dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, combining advisory and non-advisory financial services with oversight of over $819 billion in discretionary assets.

John Orofino is a financial advisor with Morgan Stanley in San Rafael, CA, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jeffrey Burke is a financial advisor with UBS Financial Services, holding the Series 66 designation and bringing 23 years of industry experience. He has been with UBS since 2002. Outside of his advisory work, he serves as an investment manager and trustee for family trusts. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad array of capital markets services.