Jeffrey Taggart is a financial advisor with Morgan Stanley in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Morgan Stanley since 2009, including the Morgan Stanley Private Bank, National Association since 2015, and previously at Citigroup Global Markets beginning in 1993. Outside of his advisory role, he manages a rental property in San Bruno, CA. Morgan Stanley Wealth Management is a large, SEC-registered investment advisor and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm utilizes structured planning tools and investment models and offers comprehensive solutions including wealth management and estate planning.

Estevan Rodriguez is a financial advisor at Fisher Investments with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Michael Byrne, Peter Heizer, Northwestern Mutual Life Insurance Company, and Frito Lay Inc. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across multiple asset classes using a centralized investment decision process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Afton Weaver is a Series 66 licensed financial advisor at Ameriprise in Burlingame, CA, with four years of industry experience. Prior to joining Ameriprise, Weaver worked with the Austrian Federal Ministry of Education, Science and Research. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and personalized recommendation reports.

Ronald Patrick Lynch is a CFP® professional with eight years of industry experience, currently advising clients at Morgan Stanley in Burlingame, CA. His prior experience includes roles at UBS Financial Services and Fidelity Brokerage Services. Morgan Stanley Wealth Management offers a range of advisory programs to both individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and comprehensive asset management.

Julian Burke is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2018. Prior to that, he was affiliated with the California Institute of Integral Studies for four years. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s investment decisions are centralized with a committee that combines quantitative and qualitative research to construct globally diversified portfolios, employing tax-aware strategies and various risk management techniques.

Rosalinda Tran is a financial advisor at Charles Schwab with 14 years of industry experience. She holds the Series 66 and Series 63 designations and has been with Charles Schwab and Charles Schwab Bank since 2014 and 2015, respectively. Tran serves on the board of The Women’s Building, a nonprofit organization focused on supporting a diverse and progressive community of women in San Francisco. 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’s model combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized operational and supervisory infrastructure.

Emmanuel Huereca is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2003, with a brief tenure at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling with tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions offered by its affiliated companies.

Nickalus Ketcham is a CFP® with 25 years of industry experience, currently an advisor at LPL Financial. His prior experience includes roles at Western International Securities, Inc. and Financial West Group. 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, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research.

Sherwin Lau is a financial advisor at Morgan Stanley in San Mateo, CA, holding a Series 66 license with 17 years of industry experience. He has worked at Morgan Stanley and its Private Bank since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a wide range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process utilizing approved tools and modeling techniques.

Cristina Triantos is a financial advisor with Wells Fargo Clearing in San Mateo, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory role, she engages in selling personal clothing items on Poshmark. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Petrick is a financial advisor at UBS Financial Services with 45 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 1998. Petrick also serves as trustee for the Florence E Hardwick Trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Peter Evans is a financial advisor with LPL Financial in San Mateo, CA, holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, previously working for Securian Financial Services, Minnesota Life, and Link Allen and Associates. Outside of his advisory work, he has been involved with the City of Palo Alto Parks & Recreation Department. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party subadvisors, and technology-driven approaches.

Mikael Lee is a financial advisor with Mass Mutual Investors Services with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mass Mutual Investors Services since 2017, with prior experience at MetLife Securities Inc. Lee is also the owner of a boba tea shop, Lee's Teahouse Inc. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative planning engagements using firm-approved analytical tools and serves a range of client types, including high-net-worth individuals.

Fochson Fung is a financial advisor with Cambridge Investment Research Advisors, holding the ChFC® designation and Series 63 and 66 licenses, with 19 years of industry experience. Fung has been with Cambridge Investment Research Advisors since 2011. Outside of advisory work, Fung is an independent insurance agent and is involved in sales and marketing activities for a non-investment business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, providing tailored strategies across multiple platforms with both proprietary and third-party model options.

Cecilia Montoya is a Series 63 credentialed financial advisor with 32 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 individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Garrett Vitangeli is an Investment Consultant currently working at Fidelity Investments since 2024. Prior to this role, he was a Financial Consultant at Equitable Advisors from 2022 to 2024. He holds a California Insurance License. Garrett focuses on helping individuals and families plan for various financial goals by applying strategies tailored to their unique situations. His professional experience encompasses investment consulting and financial advisory services. Outside of his professional work, Garrett has personal interests that include baseball, cooking and baking, family activities, golf, parenthood, and traveling.

Jerald Henderson is a financial advisor with LPL Financial in San Mateo, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at Securian Financial Services and Link Allen/Secure Futures from 2004 to 2020. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and model portfolios from LPL Research and third-party subadvisors.

Paul Karson is a financial advisor with LPL Financial, holding a Series 63 designation and 35 years of industry experience. He has been with LPL Financial since 2009. Outside of his advisory role, he is involved with Karson Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and consulting services supported by model portfolios and research from both internal and third-party sources.

Dominic Anderson-Nakagawa is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop personalized financial plans tailored to the unique goals and needs of clients. He emphasizes building strong relationships with clients and their families, focusing on earning and maintaining trust through reliability, thoughtful guidance, and professional competence. Before his current role, Dominic served as a Relationship Manager and Financial Representative at Fidelity Investments. He holds a California Insurance License, supporting his expertise in financial planning and insurance services. Outside of his professional responsibilities, Dominic's personal interests include baseball, fitness, food, and golf.

Nicole Domergue Brunner is a financial advisor at Merrill with 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2010. She holds Series 63 and Series 66 licenses. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.