Jimmy Yang is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank NA since 2012. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Sanam Chaudhary is a financial advisor at Edward Jones in Alameda, CA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Edward Jones in 2025, Chaudhary worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., as well as Bank of America. Chaudhary also has experience in the food industry with Newari Kitchen. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

Juan Cardona is a financial advisor with Morgan Stanley in San Mateo, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client goals.

Scott Jower is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he owns a sole proprietorship specializing in marketing and product development consulting. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

David Chow is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. since 2010. In addition to his advisory work, he operates an independent insurance agency. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals across wealth levels, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals using a range of portfolio management and model-based solutions.

Michael Rhodes is a financial advisor with Fisher Investments based in San Mateo, CA, holding Series 63, 65, and 66 licenses and with 18 years of industry experience. He has been with Fisher Investments since 2005. Outside of his advisory role, he is also a notary public. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers various specialized services including sub-advisory and retirement plan management.

Kellie Morlock is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is an independent consultant for a nutrition and beauty products line. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Arnold Mc Queary is a financial advisor with Charles Schwab in Foster City, CA, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Charles Schwab since 2000 and previously worked at optionsXpress, Inc. from 2013 to 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and supervisory systems.

Kevin Carlson is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 2005. In his role, he focuses on serving ultra-affluent clients by creating customized financial strategies that address their complex needs and long-term objectives. Kevin has experience working with technology entrepreneurs and corporate executives who have gone through liquidity events, offering expertise in areas such as pre- and post-IPO strategies, stock management, mergers, and private sales. His client focus includes equity compensation services, family wealth management, legacy planning, liquidity management, and retirement planning among others. He holds a Bachelor's Degree from the University of California, San Diego, and professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Kevin lives in Atherton, California with his wife Allison and their three children.

Clarence Row Jr. is a financial advisor with Ameriprise in San Francisco, holding a Series 63 designation and 38 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to deliver customized, model-based recommendations that integrate tax efficiency and asset management strategies.

Kendel Shapses is a financial advisor with Wells Fargo Clearing in Montara, CA, holding a Series 66 designation and eight years of industry experience. Before joining Wells Fargo in 2017, Shapses worked at Square Peg Organization and held instructional roles at Dominican University of California and the University of Berkeley. Outside of advising, Shapses is involved in community education as an instructor on financial strategies for retirement at several colleges and co-owns a wedding and event venue. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a wide range of investment advisory, financial planning, and retirement plan consulting services supported by research from Wells Fargo Investment Institute and a focus on diversification and modern portfolio theory.

Didem Deniz is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2021 and also has experience at Wells Fargo Bank, N.A. since 2018. Prior to her financial services career, she worked at Appen and Hanna Interpreting Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical for large institutional advisers.

Judy Mak is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at WELLS FARGO Advisors, LLC from 2011 to 2016. Outside of advising, she owns and manages a rental property business in Pacifica, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alex West is a CFP® professional with 10 years of industry experience, currently affiliated with Charles Schwab in San Francisco, CA. His prior experience includes roles at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory work, he is involved in managing rental property holdings. Charles Schwab 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 and offers multi-asset model portfolios supported by centralized custody and supervision.

Michael Kenyon is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with LPL Financial in San Francisco, where he began in 2025. His prior experience includes roles at CUSO Financial Services, Bank of America, Merrill, Charles Schwab, Edward Jones, and other firms. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, and institutions through a nationwide network of advisers. The firm offers a range of advisory programs, financial planning, and retirement consulting, with access to model portfolios, research, and various investment strategies.

Stephen Lo is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the CFP® designation and securities licenses Series 63 and Series 65. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves both direct individual clients and employer-sponsored financial planning arrangements.

Peiyi Lin is a financial advisor at Morgan Stanley with a Series 66 designation and four years of industry experience. Their prior roles include positions at Citibank, N.A. and Old Republic Title Company. Peiyi is based in San Mateo, CA. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutions, with a financial planning process that uses structured discovery and firm-approved tools to develop client plans. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Jonathan Noriega is a financial advisor at Edward Jones in San Carlos, CA, holding a Series 66 designation with seven years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley Advisors, and BDO USA LLP. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.