Bruce Stuart is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2011. Outside of his advisory role, he writes and manages a website dedicated to serial fiction and serves as a board member for Albany Law School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized advisory and financial planning services.

Elizabeth Robbins is a financial advisor with Morgan Stanley in Menlo Park, CA, holding a Series 66 designation and bringing 10 years of industry experience. She has worked with Morgan Stanley since 2015, including a role at Morgan Stanley Private Bank, N.A. since 2021. 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. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and firm-approved methodologies to support its financial planning process.

Meghan Miller is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 66 designation and 20 years of industry experience. She has worked at Morgan Stanley since 2016 and at Morgan Stanley Private Bank, National Association since 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning through its Financial Advisors and Estate Planning Strategies Group and manages approximately $2.74 trillion in client assets.

Timothy Cahyadi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds a Series 66 designation and has worked at firms including First Republic Investment Management, Merrill, and Robertson Stephens. J.P. Morgan Securities 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.

Kelly York is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is a sole proprietor involved in property management in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory services.

Benjamin Sutton is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with nine years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017 and previously at Cal Calling Center for one year. 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. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Martha Madrid is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she has been serving clients since 1979. With over 40 years in the financial industry, she focuses on providing a comprehensive approach to wealth management that begins with understanding each client's unique financial situation and personal priorities. Martha helps clients develop customized and flexible strategies that can adapt to changing market conditions, leveraging the investment insights of Merrill and the banking services of Bank of America. Her areas of expertise include college education planning, personal retirement planning, and addressing the financial needs of women and wealth. Martha holds the Personal Investment Advisor (PIA) designation and completed her high school education through the State of New Jersey Department of Education. She lives in the Bay Area and balances her professional responsibilities with personal interests such as traveling, cooking, tennis, dancing, sewing, and watching movies. Martha is also committed to community involvement, volunteering with local organizations in line with Merrill's tradition of service.

Stephanie Wong is a financial advisor with Raymond James & Associates in San Francisco, CA, holding a Series 66 designation and 25 years of industry experience. She previously worked at UBS Financial Services for six years and Robert Baird & Co. for nine years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities with financial planning, investment consulting, and fiduciary solutions, delivering tailored, primarily non-discretionary advice supported by a range of portfolio management styles and affiliated research.

Ryan Falk is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at Stifel, Nicolaus & Company Inc. for seven years before joining J.P. Morgan Chase Bank N.A. and J.P. Morgan Securities in 2020. He holds a Series 66 designation. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Brian Stanley is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JP Morgan Chase Bank and J.P. Morgan Securities LLC since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

David Williams is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 66 designation and eight years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2018 and has prior work experience with Target and Sonoma State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and modeling techniques.

Nersi Boussina is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory role, he has a long-standing involvement with the San Francisco Recreation & Park Department since 1989. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers financial planning and advisory services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using proprietary tools and market outlook models.

Logan Marts is a financial advisor at OSAIC with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining OSAIC, he worked at Fidelity Investments and has a diverse background including roles in interpreting services, communications, and human resources. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, retirement plan consulting, unified managed accounts, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary account management.

Seema Shrivastav is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Jazmin Soriano is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Bank, nA since 2018. Her prior roles include positions at click away verizon and metro Pcs. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and third-party sources to guide its investment approach.

Shuk Ming Leung is a financial advisor at J.P. Morgan Securities with nine years of industry experience. His work history includes roles at HSBC Securities, Morgan Stanley, Citigroup, and Bank of America. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Vicky Hsia is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Charles Schwab, where she has worked since 2019 and previously from 1999 to 2017. Her prior experience includes a brief tenure at Quantum Capital Management. 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 offers both non-discretionary and discretionary investment solutions, utilizing multi-asset model portfolios and access to alternative investments through a centralized operational structure.

Matthew Grush is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Commure, Augmedix, JustAnswer, and SquareTrade. He holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Li Zhu is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 65 and Series 63 licenses and having five years of industry experience. Prior to his current role, he worked for JPMC Hong Kong Branch for ten years. Outside of his advisory work, Zhu is a financial investor in Sandy Health, a healthcare technology startup focused on using AI to improve efficiency in healthcare systems. J.P. Morgan Securities LLC primarily serves institutional clients and retirement plan sponsors, offering investment consulting and advisory services that include asset-allocation advice, manager searches, and customized performance reporting. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Arnel Tecson is a Series 66-licensed financial advisor with LPL Financial in San Ramon, CA, where he has worked since 2007, accumulating 19 years of industry experience. He is involved in an outside real estate rental business in Keller, Texas. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options.