Jason Lammert is a financial advisor at Morgan Stanley with nine years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2017, including a role at Morgan Stanley Private Bank, N.A. since 2025. Outside of his advisory work, Mr. Lammert is involved in youth sports coaching, serving as an assistant swim coach at Miramonte High School, and he is the CEO of a private tutoring company focused on middle and high school students. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering financial planning and wealth management services supported by firm-approved planning tools and a structured discovery process.

Louis Mc Cabe is a financial advisor at UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client strategies.

David Salazar is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has over five years of experience in the financial services industry, having joined Merrill Lynch in 2018. Prior to that, David worked at Morgan Stanley’s Private Wealth Management office in San Francisco and Barclays Global Investments and Solutions division in London. His practice focuses on serving small business owners, employees of publicly traded companies, and high net worth families. David holds a Bachelor’s degree in Finance with a minor in Economics from the University of San Francisco, where he graduated Cum Laude. He also has earned the Personal Investment Advisor (PIA) designation. He is a member of the Phi Delta Theta Fraternity and supports community organizations such as LightHouse for the Blind and Visually Impaired. In his client relationships, David emphasizes understanding clients’ priorities and tailoring financial strategies that address their unique needs and aspirations. He focuses on clear communication regarding investment risks and strives to provide sensible, confident guidance. Outside of his professional work, David enjoys golfing, fishing, traveling, and exploring California’s wine regions.

Baran Alaeehosseini is a financial advisor at Merrill with Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Merrill and Bank of America in 2026, he worked at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. from 2023 to 2026. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maximilian Ortiz is a financial advisor with Wells Fargo Clearing based in San Francisco, CA. He holds a Series 66 designation and has eight years of industry experience. Prior to joining Wells Fargo Clearing, he worked at SVB Wealth LLC, First Citizens Bank, Merrill, Bank of America, and Hall Capital Partners. He also serves as a relationship manager at SVB Wealth LLC, providing wealth management advice. 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 roughly $671 billion in assets and offers both brokerage and advisory solutions.

Maria Cecilia Gapunuan is a financial advisor at OSAIC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Sagepoint Financial Inc. and AIG Financial Advisors, Inc. Her other business activities include assisting clients with group insurance service issues through Stacy Hering Astor & Associates Inc. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms and third-party money managers.

Shouquan Huang is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 66 registrations and bringing nine years of industry experience. Prior to joining UBS in 2020, he worked at TalentWave and JPMorgan Chase Bank. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment solutions.

Marco Salerno is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with 14 years of industry experience. He has been with Morgan Stanley and its affiliated private bank entities since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 alongside guidance from its Global Investment Committee.

Daniel Gallisa is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 16 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. 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 structured planning tools and proprietary models as part of its advisory services.

Judy Wong is a financial advisor at OSAIC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services, Inc. for 11 years. Wong is also licensed as an insurance agent. OSAIC Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services. The firm employs various asset-allocation tools and third-party solutions to construct portfolios across multiple asset classes.

David Benavidez is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2021, and previously held roles at DoorDash and Heffernan Financial Services. 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 clients including individuals, high-net-worth investors, pension plans, and charitable organizations.

Isha Huston is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials with four years of industry experience. She has been with Morgan Stanley since 2019, following a role at One Wealth Management and various positions at New York University. Outside of her advisory work, she owns and operates two retail-related businesses in New York. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by structured discovery processes and firm-approved planning tools.

Jordan Parker is a financial advisor at LPL Financial with 20 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2008. 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 supported by both discretionary and non-discretionary management, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Jonathan Thompson is the Resident Director at Merrill, where he has been serving clients since 2005. In his role, Jonathan emphasizes a comprehensive approach to wealth management, beginning with understanding each client’s unique needs and goals. He connects clients with the investment expertise of Merrill Lynch Wealth Management and the banking services of Bank of America to address various financial aspects. His focus areas include college education planning, family and international wealth management, retirement planning, tax minimization, and small business strategies, among others. Jonathan holds a Bachelor’s degree in Finance from Azusa Pacific University and the Chartered Retirement Planning Counselor™ (CRPC) designation. He works closely with professionals, business owners, and affluent families to develop wealth management strategies aimed at optimizing wealth while managing risk. Jonathan is also committed to his local community in Novato and Marin County, where he volunteers by coaching youth sports. Outside of his professional responsibilities, Jonathan enjoys tennis, golf, hiking, and spending time with his family.

Kristin Sheridan is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 13 years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through employer agreements.

Juan Gachet is a financial advisor with Morgan Stanley based in San Francisco, CA. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. He has worked at Morgan Stanley since 2014 and at Morgan Stanley Private Bank, National Association 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 and financial planning services that utilize structured discovery processes and firm-approved planning tools.

Dean Civitello is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and 22 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Janet Alsup is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses with 28 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as a trustee for a trust based in Fremont, California. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations to model outcomes.

Richard Patrick V is a financial advisor at Equitable Advisors with Series 63 and Series 65 credentials. He has been in the industry since 2025, with prior experience in a variety of roles including positions at Verdagy Inc and University of California-Santa Cruz. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Gordon Semeniuk is a financial advisor at UBS Financial Services with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with UBS since 1999. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.