John Mcdevitt is a financial advisor with UBS Financial Services in San Mateo, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with UBS since 1990 and also maintains a role at International Trading Group since 1977. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 client strategies.

Aubrey Tarpley is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at firms including First Republic Investment Management, Bank of America, and Merrill. Tarpley serves as a California Advisory Board member of the Concussion Legacy Foundation, a nonprofit supporting individuals affected by concussions and CTE. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Janet Chan is a financial advisor with Charles Schwab in San Francisco, CA, holding a Series 66 designation and 15 years of industry experience. She has been with Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. since 2012, following a year at Morgan Stanley. Charles Schwab & Co., Inc. serves a large client base of 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 advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios, alternative investment due diligence, and integrated brokerage, custody, and cash-sweep services.

Joseph Murrer is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with clients to understand their financial priorities and assists them in developing strategies to pursue their short-, mid-, and long-term goals. He provides guidance on a range of financial topics including investing, retirement planning, and preparing for unexpected expenses. In addition, he facilitates access to Bank of America specialists for services related to banking, credit, home financing, and small business solutions. Murrer's expertise covers areas such as executive compensation, equity compensation services, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. He holds the professional designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Oregon. Outside of his professional career, Murrer has interests including basketball, camping, music, pickleball, running, skiing, soccer, and spending time with his family.

Diego Salazar is a financial advisor with Merrill in San Mateo, CA, holding a Series 66 designation and five years of industry experience. He has worked at Merrill and Bank of America since 2019 and previously held roles at Meridian Pacific Sales, Sterling May Equipment Company, University of California Davis, Sears, and Los Angeles Valley College. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ivan Cen is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has been associated with Cetera and Cetera Investment Services since 2013 and has also worked at Cathay Bank since 2019. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of investment management and financial planning services, operating a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

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.

Emily Sims is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and six years of industry experience. Her prior roles include positions at Waddell and Reed and Amy Cook, as well as operating as a notary and managing a home-based Etsy shop and freelance design business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plans, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions with access to both proprietary and third-party strategies.

Amanda Lo is a CFP® with 18 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities since 2021. Her prior experience includes roles at Bank of America N.A. and Merrill, where she worked from 2008 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research supported by a centralized manager solutions team and incorporates ESG criteria within eligible strategies.

Anthony Rojo is a Series 66-licensed financial advisor with 18 years of industry experience. He has been with J.P. Morgan Securities since 2014 and previously worked at Chase Investment Services Corp. and Wells Fargo Investments. From 2011 to 2017, he also operated a creative business, Anthony Rojo Creative. 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 searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, with an emphasis on tailored, non-discretionary recommendations.

Tara Fowler is a Wealth Management Advisor at Merrill Lynch Wealth Management. She leads a team that provides research-based, active portfolio management and financial strategies tailored for sophisticated clients with complex needs. Tara collaborates with clients to enable informed decision-making, allowing them to confidently pursue their personal and financial goals. Her areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, personal retirement planning, and tax minimization. Tara holds 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 earned her Bachelor's Degree from Santa Clara University. Tara is actively involved in her community and serves on multiple boards, such as the Bay Area Cancer Connection Board of Directors (2024-2025), Kainos Auxiliary Board of Directors (2005-present), The Sequoia Awards Board of Directors (2009-present), and previously on the Sequoia Hospital Foundation Board of Directors (2015-2018). Outside of her professional work, she enjoys biking, boating, dancing, gardening, hiking, interior decorating, music, spending time with her family, traveling, and yoga.

Peter Evans is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at In2Deep Santa Monica and served with the Spanish Ministry of Education. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kam Chak is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and having four years of industry experience. His career includes roles at BMO, Bank of the West, Citibank, and JP Morgan Chase Bank and Securities. 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 various advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research tools.

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.

Christopher Manzi is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at SGC Financial, Minnesota Life, Securian Financial Services, Ameriprise, and Mass Mutual Investors Services. 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 a range of financial planning and investment services, utilizing a broad platform that includes model portfolios, third-party asset management, and institutional programs.

Nancy Martinez is a financial advisor with LPL Financial in San Bruno, CA, holding a Series 66 designation and 15 years of industry experience. She has worked at Patelco Credit Union since 2013 and was affiliated with CUSO Financial Services, LP and CUSO Financial Services, L.P. for over a decade. Martinez is involved with Patelco Financial Solutions, a DBA for her LPL business. 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 a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools and a broad network of over 22,800 advisors.

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.