Jeffrey Anton is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Securities America, Inc., Foothill Securities, Inc., and Good and Associates Insurance Services. In addition to his advisory work, he manages and prepares income taxes for businesses and individuals through his own tax services firm. OSAIC serves a diverse range of retail and institutional clients through its extensive network of affiliated advisers, offering integrated brokerage, investment advisory, and financial planning services. The firm utilizes advanced asset-allocation tools and multiple advisory platforms to manage portfolios that may include a variety of investment types.

Rachel Wagner is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and 19 years of industry experience. She has been with LPL Financial since 2010. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary portfolio management supported by in-house and third-party research.

Jesse Mares is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 63 designation and 25 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jia Hui Wei is a financial advisor at J.P. Morgan Securities with nine years of industry experience. Their work history includes roles at JPMorgan Chase Bank, Bank of America, Merrill, and HSBC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Alice Kim is a financial advisor at Morgan Stanley in Burlingame, CA, holding a Series 66 designation with nine years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including customized financial planning supported by structured discovery conversations and firm-approved tools.

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.

Aileen Li is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and possessing eight years of industry experience. She has been with Wells Fargo Clearing Services LLC since 2018 and has also worked at Wells Fargo Bank NA since 2016. 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, utilizing research and analytics to inform its diversified investment approach.

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.

Sylvie Leon is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she serves as an advocate for families pursuing their retirement or investment goals, focusing on providing personalized experiences by leveraging the firm's resources. She emphasizes deepening client relationships through regular outreach and collaboration with partners and subject matter experts to identify appropriate strategies. Ms. Leon has held various roles within Fidelity Investments since 2024, including Planning Consultant and Relationship Manager. Prior to joining Fidelity, she served as Vice President and Client Relationship Manager at Elevon Wealth Management from 2016 to 2023, and as Assistant Vice President and Senior Registered Client Associate at Hitchcock Rosenfield Investment Group Wells Fargo Advisors from 1998 to 2016. She holds a California Insurance License. Outside of her professional responsibilities, Sylvie enjoys art, family activities, movies, music, parenthood, and traveling.

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.

Nicolas Haussecker is a financial advisor with Morgan Stanley, holding a Series 66 credential and bringing 12 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, delivering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services without providing individual security recommendations as part of its standalone planning programs.

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.

Janice Kwak is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Equitable Advisors, LLC and Nike, Inc. Outside of her advisory role, Kwak has experience in real estate through her involvement with EXP Realty, LLC / MORE Realty, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services directly and through employer agreements.

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.

Martin Drake is a financial advisor at Morgan Stanley in Menlo Park, CA, with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets, Inc. since 2008. 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 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.

Myung Woon Chun is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including First Republic Securities Company, J.P. Morgan Securities, Stifel, and Northwestern Mutual. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide 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 modeling techniques.

Daniel Gieseke is a financial advisor at Morgan Stanley in Menlo Park, CA, with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Prior to that, he was associated with Citigroup Global Markets starting in 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.