Anagha Madrigal is a financial advisor with LPL Financial, holding Series 65 and Series 66 licenses and bringing 21 years of industry experience. Her career includes prior roles at Fidelity and UBS Financial Services. She is based in San Rafael, CA. 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 portfolios, third-party asset management, and institutional platforms, supporting advisors with various strategic and tactical investment options.

Vivian Kremer is a financial advisor at Morgan Stanley with 43 years of industry experience. She holds Series 63 and Series 65 licenses and has been with various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Its financial planning process uses structured discovery and firm-approved tools, emphasizing advisory services without providing individual security recommendations as part of standalone plans.

Bren Johnson is a financial advisor at Merrill with 27 years of industry experience. He holds a Series 66 designation and has been with Merrill since 1998, concurrently working at Bank of America, N.A. since 2009. Outside of his advisory role, Johnson serves as the 2024 Commodore of the Northern California Fleet for the Classic Yacht Association, a nonprofit focused on the preservation and restoration of historic motor yachts. 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, offering a range of model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Andrew Hartman Maloy is a financial advisor with Morgan Stanley based in San Francisco, CA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior roles include positions at BlackRock Investments, LLC and CMG Securities LLC. He is a passive member of a family agricultural LLC, TARGHEE LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and a range of advisory programs, managing approximately $2.74 trillion in client assets.

Lisa Amador is a financial advisor at Morgan Stanley with 40 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Investments, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, including modeling techniques like Monte Carlo simulations.

Ben Fort is a Wealth Management Advisor at Merrill Lynch Wealth Management. He began his career as an intern at Merrill Lynch Wealth Management in 1995 and became a financial advisor in 1998. He leads an eleven-person team that works with entrepreneurs, corporate executives, venture capitalists, and their families to develop and implement financial strategies. The team manages over $4.3 billion in client assets as of May 2026 and maintains a client retention rate of 99% as of March 2025. Ben's focus within the group includes financial planning and the needs of corporate executives and entrepreneurs, developing strategies to align restricted stock, compensation, and assets with clients' goals. Ben holds the CERTIFIED FINANCIAL PLANNER (CFP) certification and the Certified Investment Management Analyst (CIMA) designation sponsored by the Investments & Wealth Institute. He also holds a Personal Investment Advisor (PIA) designation and earned his bachelor's degree from the University of Tennessee. Ben has been recognized on the Forbes "Best-in-State Wealth Advisors" list from 2018 through 2026 and was part of a team named to the Forbes "Best-in-State Wealth Management Teams" list for the third consecutive year in 2025. Ben lives in Mill Valley with his wife and two daughters. His personal interests include snowboarding, mountain biking, sailing, and traveling.

Reese Rickards is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and at Morgan Stanley Private Bank, N.A. since 2015. Outside of his advisory role, he owns and operates real estate businesses in Montgomery Center, Vermont. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a wide range of advisory programs and tailored financial planning services supported by firm-approved tools and methodologies.

Julia Emenhiser is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Envestnet | Yodlee and Allianz Global Investors, and she has spent significant time at Merrill and Bank of America. 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 plans, corporations, and charitable organizations.

Evan Bernardy is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill. Outside of his advisory role, he is also active as an artist and musician. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing both in-house and third-party strategies across various investment approaches.

Qui Hua is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. Holding Series 63 and Series 65 licenses, Hua has worked at J.P. Morgan Securities since 2012 and has prior experience at Citigroup Global Markets from 2007 to 2009. 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 within a non-discretionary program. Their advisory process combines quantitative and qualitative research supported by a centralized manager solutions team and includes capabilities in derivatives and commodities.

Logan Sutter is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked with the Santa Barbara Premier Water Polo Club. 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 asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory solutions.

William Clifford is a Series 66 registered financial advisor at UBS Financial Services with seven years of industry experience. He previously worked at Farient Advisors and spent ten years in full-time education before beginning his financial advisory career. Clifford is based in San Francisco, CA. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates proprietary research and model-based asset allocations to tailor investment solutions and combines institutional trading capabilities with wealth management services.

Cindy Shi is a Branch Leader at Fidelity Investments, a position she has held since 2022. In this role, she supports and develops a team of professionals to help them achieve their fullest potential. She has been with Fidelity Investments since 2015, progressing through various roles including Wealth Management Planning Consultant from 2018 to 2022, Relationship Manager from 2016 to 2018, and Financial Representative from 2015 to 2016. Cindy holds a California Insurance License. Outside of her professional responsibilities, Cindy enjoys family activities, traveling, and practicing yoga.

Brian Gigliotti is a Senior Financial Advisor at Merrill Lynch Wealth Management with over 20 years of experience in financial services. He began his career at Citibank's Retail Banking Division and then worked with Citi's Wealth Management Group in New York City before returning to San Francisco in 2010 to join Merrill. Brian specializes in legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, tax minimization, and retirement income. He holds dual Bachelor of Science degrees in Financial Services and Corporate Finance from San Francisco State University and the Chartered Retirement Planning Counselor (CRPC) designation from the College for Financial Planning Institutes Corp. Brian's approach focuses on building strong client relationships and developing personalized strategies that address every aspect of wealth management, from accumulation to estate transfer. A third-generation San Franciscan, Brian lives in the Bay Area with his wife, daughter, and two chocolate Labradors. Outside of work, he enjoys golfing, running, swimming, and has an interest in classic cars.

Nathan Hurty is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2013, and previously at Advanced Equities, Inc. and Edward Jones. Outside of his advisory role, he is the sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and market simulations as part of its financial planning process.

Michael Rossi is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Francisco, CA, holding a Series 66 designation with 11 years of industry experience. He also serves as Chief Operating Officer at Elevon Wealth Management, a role he has held alongside his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Samir Rahman is a Financial Consultant currently working at Fidelity Investments. He has accumulated eight years of experience in the financial services industry, holding various roles including Investment Consultant at Fidelity Investments, Associate Wealth Advisor at Cresset Capital, Senior Analyst at Brighton Jones, Financial Advisor at Merrill Lynch, and Equity Trader at Seven Points Capital. Samir focuses on developing customized financial roadmaps for his clients, aiming to simplify complex financial concepts and provide disciplined guidance toward achieving financial peace of mind and long-term success. He holds a California Insurance License. Outside of his professional career, Samir has personal interests in biking, concerts, fitness, golf, running, and skiing.

Jennifer Seidler is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Commonfund Securities, Commonfund OCIO, Credit Suisse Securities, and PCBB Capital Markets. She serves on the Finance Committee at St. Dominic’s Catholic Church in San Francisco. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers tailored advisory programs that incorporate discretionary and non-discretionary portfolio management alongside various investment and planning services.

Lev Asnis is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Think Together and The Home Depot. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gregory Thomas is a financial advisor at Morgan Stanley in San Francisco with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Perigon Wealth Management, Burleson & Company, and held roles in local government and academia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support clients in developing financial plans.