Percy Mc Gee Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management. He specializes in providing comprehensive wealth management strategies to a diverse client base, including athletes, doctors, entrepreneurs, and families at various stages of life. Percy works with a sense of purpose to assist clients in defining their financial goals, establishing priorities, and adjusting strategies to accommodate changing life circumstances. He serves as a Portfolio Manager within Merrill's Investment Advisory Program, managing personalized and defined investment strategies that may incorporate stocks, bonds, and other models. Percy began his career in accounting before joining Merrill Lynch in 2000, initially assisting law enforcement officers with legacy and retirement planning. His expertise areas include college education planning, executive and equity compensation, international wealth management, socially responsible investing, and services for endowments and non-profits. He holds a Bachelor of Science degree in business administration and finance from Humboldt State University and is a Personal Investment Advisor (PIA). Percy is a member of the Black Professional Group. Outside of his professional role, Percy engages in outdoor activities such as fishing, hiking, snowboarding, and competitive meat smoking. He enjoys adventure sports, boating, camping, cooking, gardening, golfing, skiing, reading, and spending time with his family. Percy is active in his community, volunteering and raising funds for organizations such as Strive Through Self Academy and participating in mentoring through the Big Brother Mentoring program and at Merrill for young financial advisors.

Christopher Mansfield is a financial advisor with Equitable Advisors in Belmont, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at the College of Financial Planning and First Republic Securities Company. Outside of his advisory duties, he is a sales associate with Dergalis Associates, LLC, involved in the sales of group and individual ancillary products. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives and emphasizes using third-party program sponsors and advisory models in its investment approach.

Dukens Holmes Tallandier is a financial advisor at Edward Jones in San Mateo, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, they were involved with Bay Area Home Cleaning, a residential and commercial cleaning service they owned and managed. Dukens also served in the US Army Reserves from 2013 to 2022. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Zana Lugo is a Vice President and Financial Consultant at Fidelity Investments, a position she has held since 2026. She brings extensive experience in financial advisory roles, having worked as a Financial Consultant at Fidelity Investments from 2020 to 2025, Senior Financial Consultant at TD Ameritrade from 2019 to 2020, Financial Advisor at Pettinelli Financial Partners from 2018 to 2019, Vice President Financial Consultant at Charles Schwab from 2014 to 2018, and Financial Advisor at Ameriprise Financial from 2003 to 2013. Zana holds a California Insurance License and focuses on financial planning to help clients work towards goals important to them and their families. She values the opportunity to support clients on their financial journeys.

Xinting Huang is a financial advisor at Merrill with nine years of industry experience. Huang holds the Series 66 designation and has been with Merrill and Bank of America since 2015. 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, retirement plans, corporations, and charitable organizations.

Benjamin Chang is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Charles Schwab since 2004 and Charles Schwab Bank SSB since 2015. 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 offers a mix of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and alternative investments within an integrated operational structure.

Joseph Yang is a Series 66-licensed financial advisor with 15 years of industry experience. He has worked at Osaic since 2025 and previously spent 10 years at Lincoln Financial Advisors. Yang is also involved in offering fixed and equity-indexed annuities, traditional life insurance, and long-term care insurance. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisors. The firm uses a range of tools and third-party services to provide integrated brokerage, advisory, and managed account solutions.

Samuel Benbow is a financial advisor at Raymond James Financial with three years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Group and OSAIC. Outside of advisory roles, he serves as a senior paraplanner at Findley & Associates, assisting with financial planning and business operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional consulting services.

Berenice Robante is a financial advisor with Charles Schwab, holding a Series 66 designation and one year of industry experience. She previously worked at BMO Bank, Citi Bank, and JPMorgan Chase Bank. Outside of finance, she has experience in the fitness industry, having worked at Pilates Athletic Center and City Sports Club. 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 discretionary separately managed accounts and offers multi-asset model portfolios with strategic asset allocation and due diligence on alternative investments.

Stanley Cheung is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been in the financial services industry since 1990 and has accumulated extensive experience working with clients on various aspects of wealth management. Stanley initially began his career at Merrill Lynch in 1991 and, after a period at Bank of America from 1994 to 1997, he returned to Merrill Lynch in 1998. Stanley holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. He attended City College of San Francisco and San Francisco State University, and earned his high school diploma from Abraham Lincoln High School. Stanley works closely with clients to develop personalized financial strategies that address areas such as college education planning, executive compensation, family wealth management, retirement planning, tax minimization, and portfolio management services. Outside of his professional role, Stanley is involved in community volunteer activities in line with Merrill Lynch’s tradition of community engagement. His personal interests include basketball, photography, tennis, and volleyball. He lives with his wife, their two sons, and two dogs.

Joseph Dubose is a financial advisor at Fidelity with one year of industry experience. He holds a Series 66 designation and has prior work experience at Alamo Capital, Torero Logistics, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, including discretionary portfolio management and fund advisory. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Tashina Reyes is an Investment Consultant at Fidelity Investments, a role she has held since 2024. She has been with Fidelity since 2021, previously serving as a Planning Consultant. Prior to her tenure at Fidelity, Tashina worked as a Practice Manager at Ameriprise Financial, LLC from 2017 to 2021. In her professional capacity, Tashina partners with clients and their families to develop and implement financial plans and investment strategies aimed at helping them pursue their financial goals and build confidence about their financial future. She holds a California Insurance License. Outside of her professional work, Tashina has interests that include board games, spending time at the lake, caring for pets, traveling, volunteering, and practicing yoga.

Rebekah Rogers is a Planning Consultant at Fidelity Investments, a position she has held since 2022. In this role, she partners with clients and their families to navigate the complexities of investing, focusing on building clear financial plans that align with clients' dreams, objectives, and concerns. She utilizes advanced technology and Fidelity's cost-efficient investment platform to support these plans. Prior to her current role, Rebekah served as an Investment Consultant at Fidelity Investments from 2019 to 2022. She also gained experience as a Financial Consultant and Business Development Specialist at TD Ameritrade in 2018 and 2019, respectively, and completed a Financial Administrative Internship at Fidelity Investments in 2016. She holds a California Insurance License.

Andrew Lunney is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including financial planning that uses structured discovery discussions and firm-approved tools to model outcomes without providing individual security recommendations.

Wahid Nurie is the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2026. He has over 20 years of experience in financial services, focusing on helping clients develop adaptable financial plans to navigate complex financial landscapes. Prior to his current role, Wahid worked as a Financial Consultant at Fidelity Investments from 2012 to 2026. He also gained experience as a Financial Advisor Associate at JP Morgan Chase from 2010 to 2012, and held various roles including Financial Consultant Associate and Investment Consultant at Wells Fargo between 2004 and 2010. Early in his career, he served as a Business Banking Officer at Citibank and as a Financial Associate at Tri Counties Bank. Wahid holds a California Insurance License. Outside of his professional work, he has interests in board games, comedy, family activities, parenthood, and pets.

Mark Lamb is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His prior roles include positions 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 nationwide. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management supported by model portfolios, third-party research, and various investment strategies.

Ji Sung Chung is a financial advisor with Merrill in Castro Valley, CA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His career includes roles at Bank of America, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities, Inc. 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.

Michael Thompson is a financial advisor with OSAIC in San Mateo, CA, holding a Series 66 designation and 27 years of industry experience. His prior roles include positions at Securities America Advisors and 1st Global Advisor affiliates. Thompson also manages multiple family trusts and operates an accounting practice under Michael G Thompson CPA. OSAIC serves a diverse client base, including individuals, high-net-worth investors, pension plans, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party platforms to construct and manage portfolios across a variety of investment types.

Michelle Harvey is a financial advisor at UBS Financial Services with six years of industry experience. She previously worked at Bank of America Private Bank, Union Bank MUFG, Wells Fargo Investments, and Morgan Stanley DW Inc. Harvey serves as treasurer and board member for the San Leandro Swim Team, overseeing financial reporting and related activities. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a range of financial products.

Veronica Wang is a financial advisor at UBS Financial Services with a Series 66 designation and five years of industry experience. She has worked at UBS since 2018 and has prior experience in the metal fabrication and restaurant industries. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with model-based asset allocations. The firm provides a range of services including fee-based financial planning and portfolio management, operating with both wealth management and institutional trading capabilities.