Matthew Swimmer is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. He operates a small online resale business focused on buying and reselling watches and accessories. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Brett Villaume is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Dogpatch Wealth, Pacific Premier Bancorp, and Opus Bank. Villaume serves as an adjunct professor at Golden Gate University and is secretary of the Technical Analysis Educational Foundation, a nonprofit educational advocacy group. He is also treasurer of the Dogpatch Neighborhood Association. 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 various third-party managers and LPL programs. The firm operates a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Guneet Bains Ajmani is a financial advisor at Morgan Stanley with 25 years of industry experience. Prior to joining Morgan Stanley in 2026, Ajmani worked at LPL Financial and BMO Bank, where he held advisory roles for over a decade. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves 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 integrates structured planning tools and firm-approved methodologies in its advisory process.

James Patrick is a financial advisor with UBS Financial Services in Mill Valley, CA, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He previously worked at Merrill and Bank of America, N.A., with tenures spanning nearly two decades and eight years, respectively. 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, employing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Robert Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience in the financial industry beginning in 2023. He previously worked at First Republic Bank from 2012 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Yu Chen is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Mass Mutual Investors Services. 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, distribution, and investment management capabilities.

Jackson Wegner is a Series 66-licensed financial advisor with Merrill, based in San Francisco, CA. He has six years of industry experience, including prior roles at Vortus Investments and GMPC, as well as a period at Texas Christian University. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with a broad corporate platform that includes lending, custody, and trading services.

Evelyn Mei is a Series 66 credentialed financial advisor at J.P. Morgan Securities with two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Morgan Stanley, and has held roles outside finance in retail and academia. J.P. Morgan Securities LLC 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.

Christopher Lee is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked in various roles at companies including Uber Eats, Amazon, and DoorDash. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions with a focus on LPL-sponsored programs and endorsed TAMPs.

William Fay III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018. Prior to his current roles, he was involved with KHORA Community of Athens for one year. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jennifer Sun is a financial advisor at Morgan Stanley in San Francisco, CA, with 19 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at firms including Vista Wealth Management Group, Cresset Asset Management, Relevant Wealth Advisors, and First Republic Bank. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including personalized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-partnered financial planning services.

Terry Boldt Degunto is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to, financial planning, investment advisory, and brokerage through its extensive network of advisors.

Janice Negvesky is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has held roles at JPMORGAN Chase Bank, Georgetown University, and Pocono Eye Associates. 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 an ESG eligibility framework when recommending investment strategies.

Jennifer Lau is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 66 designation and has worked at various Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk management, and niche areas such as business-owner transition and special-needs analysis.

Matthew Eccles is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Scout Model & Talent Agency in San Francisco, focusing on fashion and lifestyle modeling. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling.

Jeanna Deane is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Morgan Stanley. J.P. Morgan Securities 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Sidney Sall is a Series 65-licensed financial advisor with Equitable Advisors in San Francisco, CA, where he has worked since 1999. He has 52 years of industry experience, including over two decades at Axa Advisors. Outside of his advisory work, he is involved in community activities such as participating in annual fundraisers for Lifehouse Agency, which supports individuals with developmental disabilities, and contributing to long-term charitable planning as a member of the Planned Giving Community at Temple Rodef Shalom. Equitable Advisors serves a broad range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through multiple third-party platforms, operating a hybrid advisory and brokerage model that emphasizes tailored client strategies and multiple program offerings.

Marc Rohrer is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, he owns Rohrer & Co. Sport Management, a soccer player management business, and serves on the U.S. Soccer Federation Development Council. 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 approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional offerings.

Bradley Adams is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and JPMorgan Chase Bank prior to his current roles. His background includes experience outside of finance, such as positions at La Rinconada Country Club and involvement with community organizations in Los Gatos. 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 functions, delivering recommendations on a non-discretionary basis.

Benjamin Garrison is a Financial Advisor at Merrill Lynch Wealth Management, where he serves as a strategic partner to affluent families, business owners, executives, and medical professionals. He focuses on helping clients navigate significant life transitions and complex financial decisions with disciplined planning and a long-term perspective. His areas of expertise include family wealth management strategies, managing new wealth, and small business strategies. Benjamin received a bachelor's degree from Oregon State University and is a Personal Investment Advisor (PIA). He is actively involved in professional organizations such as the Oregon State Men's Rowing Alumni and the Oregon State University Alumni Association. Outside of his professional role, Benjamin enjoys spending time with his family, fishing, skiing, and participating in various outdoor activities like basketball, camping, football, golfing, hiking, and soccer.