John Lamesajan is a financial advisor at Merrill with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Bank of America, Wells Fargo Clearing, Morgan Stanley, E*TRADE, Edward Jones, and JP Morgan. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Thomas Quinby is a financial advisor at Ameriprise with 19 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2023. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendation reports, with an emphasis on assets held in Ameriprise-managed accounts and the use of algorithmic automation in generating recommendations.

Tyler Needman is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by tools such as Global Investment Committee’s Secular Return Estimates and Monte Carlo simulations.

Charles Pollock is a financial advisor with Mass Mutual Investors Services and holds the ChFC® and Series 63 designations. He has 50 years of industry experience, including roles at MetLife Securities and MassMutual Life Insurance Company. Pollock is also involved in individual and group life and health insurance sales through Charles (Ted) Pollock Investment related activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, goal-driven planning and multiple specialized service offerings.

Mary Hambly is a CFP® with 15 years of industry experience and has been with Edward Jones since 2010. She is based in Redwood City, CA, and holds a Series 66 license. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment solutions through a nationwide network of over 23,700 financial advisors.

Deborah Freeman is a financial advisor at Thrivent Investment Management with eight years of industry experience. She holds the Series 66 designation and has been with Thrivent since 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning across a wide range of topics and allows clients to combine planning with managed-account services under a consolidated billing option called “WealthPlan.”

Steve Sakamoto is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and 20 years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, U.S. Bancorp Advisors, LLC, and Wells Fargo Investments. 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 and fund searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and incorporates an ESG eligibility framework.

Mark Bernard is a financial advisor with LPL Financial in San Mateo, CA, holding Series 63 and Series 65 licenses and 27 years of industry experience. Prior to joining LPL Financial in 2009, he worked at Citigroup Global Markets and UBS Financial Services. In addition to his advisory role, he teaches as an instructor at the College of San Mateo. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers comprehensive advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced research tools and a large network of advisors.

Melinda Orozco is a financial advisor at LPL Financial in Redwood City, CA, holding Series 63 and Series 66 designations with 11 years of industry experience. She previously worked at U.S. Bank and U.S. Bancorp Investments, Inc. before joining LPL Financial. Orozco is involved with Bay Area Financial Wellness, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Summer Jones is a CFP® with five years of industry experience, currently serving as a financial advisor at Charles Schwab in San Francisco. She has held positions at Charles Schwab & Co., Charles Schwab Bank, and TD Ameritrade, among others. Outside of finance, she teaches ballet to young children at the Tutu School. 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, offering clients multi-asset model portfolios and a formal alternative investment onboarding process.

Peter Chen is a financial advisor with Raymond James Financial Services Advisors, Inc. based in San Francisco, CA. He holds a Series 63 designation and has 31 years of industry experience. Chen has been affiliated with Raymond James and its related entities since 2014 and is the owner of West Portal Financial Group, LLC. He also serves as Treasurer for Hearing Research Inc., a nonprofit organization. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, and institutional investors. The firm provides tailored, non-discretionary planning and utilizes analytical tools to support client goals, with additional focus on municipal finance and innovative advisory programs.

Jeffrey Anton is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and over 33 years of industry experience. His prior roles include positions at Securities America, Inc. and Foothill Securities, Inc., and he has operated Jeffrey Anton Tax and Business Services since 1984, providing income tax preparation for businesses and individuals. He is also licensed as a California life and health insurance agent. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering a range of brokerage and advisory services with a focus on model-based asset allocation and portfolio optimization.

Rachel Wagner is a financial advisor at LPL Financial with 20 years of industry experience. She has held roles at LPL Financial since 2010 and previously worked at Cambridge Investment Research Advisors from 2007 to 2010. Wagner holds the Series 66 designation. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by tools such as machine learning for operational and research purposes.

Jia Hui Wei is a financial advisor with J.P. Morgan Securities in San Mateo, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. Prior to joining J.P. Morgan, Wei worked at Bank of America and Merrill. 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. The firm’s advisory process combines quantitative screening and qualitative research, supporting recommendations with forward-looking capital market assumptions and incorporating ESG criteria where applicable.

Meiting Xie is a financial advisor at Merrill with a Series 66 designation and seven years of experience. Prior to joining Merrill in 2019, she worked for Investment Visa Consultants, LLC from 2015 to 2019. Outside of her advisory role, she provides in-home supportive services as a caregiver for elderly individuals. Merrill, together with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a variety of model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alice Kim is a financial advisor at Morgan Stanley with 10 years of industry experience. She has been with Morgan Stanley since 2015 and holds a Series 66 license. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Jeffrey Taggart is a financial advisor at Morgan Stanley with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2009, including a role at Morgan Stanley Private Bank, National Association since 2015. Prior to that, he was with Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management provides comprehensive advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in assets. The firm’s approach includes structured planning tools and scenario modeling, offering services directly or through corporate agreements.

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.

Christopher Malmborg is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Before joining LPL Financial, he worked at several companies including ChirpShop and Sony Music Publishing. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies.

Afton Weaver is a financial advisor at Ameriprise with five years of industry experience. She holds a Series 66 designation and has worked at Ameriprise since 2017 in various roles, including Susquehanna Wealth Management. Weaver also has experience with the Austrian Federal Ministry of Education, Science and Research. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement-income planning advice, focusing on dependable income sources and tax-aware withdrawal strategies.