Srdan Stojic is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several major firms, including Citigroup, Bank of America/Merrill Lynch, and JPMorgan Chase Bank. Outside of traditional financial roles, he was involved with Salt and Honey in 2017. 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 program emphasizes a non-discretionary approach supported by a centralized due diligence process and integrates ESG considerations within its investment recommendations.

Nadia Fawcett is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds the Series 66 designation and has been with UBS since 2006. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Benjamin Fitzmaurice is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with approximately one year of experience at the firm. Prior to joining Morgan Stanley, he held positions at Marin Bay Wealth Advisors and Vans, and earlier worked in education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides planning primarily in an advisory capacity without individual security recommendations as part of standalone plans.

Lawrence Smith is a financial advisor at Wells Fargo Clearing with 41 years of industry experience. He holds a Series 63 designation and has worked at Wells Fargo Clearing since 2016, following an 11-year tenure at A. G. Edwards & Sons, Inc. He owns a 12-unit apartment complex outside his investment-related activities. Wells Fargo Advisors is a national firm serving individual, corporate, and institutional clients with a range of advisory and brokerage services, employing research-driven investment approaches and offering solutions that include retirement plan consulting and financial planning.

Christopher Coghlan is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Morgan Stanley Private Bank. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Kaushal Kumar is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to understand their unique ambitions and develop personalized financial plans. His services include general investing, retirement planning, and strategies for managing unexpected expenses, all tailored to align with clients' individual priorities. Kaushal holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He completed an Accredited Certificate Program at the Australian Institute of Technology and Education. Fluent in English, Punjabi, Hindi, and Urdu, Kaushal is able to communicate effectively with a diverse clientele. He is also involved in the Fresno Cambodian Buddhist Society, Inc.

Tomokazu Kuwamoto is a CFP® professional with 16 years of experience in the financial services industry. He has worked at Wells Fargo Clearing since 2016 and previously held roles at J.P. Morgan Securities and Chase Investment Services Corp. 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 combines research from Wells Fargo Investment Institute with third-party analytics to support its diversified investment approach.

Alexander Teodoro is a financial advisor with LPL Financial, holding a Series 66 designation and 27 years of industry experience. He previously worked at Morgan Stanley Dw Inc. before joining Linsco/Private Ledger Corp., where he has been affiliated since 2003. Outside of his advisory work, he is a certified SCUBA diving instructor with Marin Diving Center. 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 financial planning and investment management services through a large network of advisors using both proprietary and third-party strategies.

Daniel Holligan is a financial advisor at Stifel with 21 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2012, following seven years at Thomas Weisel Partners LLC. He serves as a board member for Friends of Princeton Water Polo, a nonprofit supporting the water polo program. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach utilizes a proprietary methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Gregory Nikolaieff is a financial advisor at Ameriprise in Novato, CA, holding a Series 66 designation with 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, personalized recommendations through a centralized consulting team.

Barry Mcmullan is a financial advisor with UBS Financial Services in San Francisco, holding a Series 63 designation and 48 years of industry experience. His career includes roles at UBS Financial Services since 2013, the Atlantic Group since 1985, and Eastern Airlines, Inc. since 1978. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Thet Myothwe is a financial advisor at Morgan Stanley with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners Financial Services, Proxy Wealth Advisors LLC, and Northwestern Mutual Life Insurance Company. Outside of his advisory role, he is involved with the CAIA San Francisco Bay Area Chapter in an educational capacity. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning services. 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.

Charles Marks is a financial advisor at Stifel in San Francisco, holding a Series 66 credential. He has been in the industry since 2023, with prior experience at KeyBank and a background in education at the University of Colorado Boulder and Redwood High School. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Elizabeth Roberts is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, Wells Fargo Clearing, and Citigroup Global Markets. Outside of her advisory work, she serves as an executor and co-trustee for her mother’s estate. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs. The firm’s approach includes tailored financial planning supported by proprietary tools and emphasizes advisory services alongside broader investment offerings.

Jeffrey Green is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2011. Outside of his advisory role, he serves on the City of St Helena’s Community Measure H Oversight Committee and the Lake Hennessey Fire Safe Council Steering Committee. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Peter Arbogast is a financial advisor at Merrill with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 1984, concurrently associated with Bank of America since 2009. 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 both model-based and discretionary investment strategies developed by internal teams and third-party managers, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Kerstin Barstad is a Series 66 licensed financial advisor with Merrill in San Francisco, CA, with 15 years of industry experience. She has been with Merrill since 2010 and also worked at Bank of America, N.A. since 2022. 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 a range of client types including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Tracy Murphy is the Regional Managing Director for the Pacific Northwest Region of Merrill Private Wealth Management, headquartered in San Francisco. In this role, she oversees the activities of more than 35 private wealth teams across thirteen cities. She focuses on optimizing the client experience by leading initiatives that address the complexities associated with significant wealth. Tracy fosters a collaborative and consultative culture that centers on the needs of ultra-high-net-worth clients, connecting individuals, couples, and families with advice and services that support their financial goals and legacies. She is also responsible for attracting and developing top advisory talent within her region, promoting an environment that values growth, creativity, and dedication. Tracy joined Merrill in 2000 and has progressively taken on increasing leadership roles. Her previous positions include Managing Director of the Venture Services Group, which provides operational support, transactional services, and strategic advice to company founders, venture capitalists, and private equity partners. She has also overseen the Wealth Management divisions in Northern California’s East Bay, as well as markets in Oregon and Southern California. Tracy earned her undergraduate degree from the University of Southern California. In addition to her professional responsibilities, Tracy is active in community organizations and is a member of Battery Powered, a group focused on supporting people and projects that strengthen society. Within Merrill, she serves on the Market Executive Strategy Council and has previously served on the Diversity and Inclusion Council. Tracy resides in Mill Valley, California, with her husband, Greg, and their two daughters.

Alwin Weibezahn Rodriguez is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and five years of industry experience. His prior roles include positions at E*TRADE Securities LLC, Bank of America, and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Benjamin Portnoy is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2011 and Bank of America since 2014. He serves as a board member of the Belvedere Tennis Club, overseeing strategic direction for the club through 2026. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.