Madeleine Odenweller is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Truist Advisory Services and Truist Investment Services. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as both a broker-dealer and investment adviser.

William Knox is a Series 66-credentialed financial advisor with Morgan Stanley in San Francisco, CA, with four years of industry experience. Prior to joining Morgan Stanley in 2022, he held roles at PNC Bank and worked at the University of Cincinnati in various capacities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Dana Tom is a financial advisor at Morgan Stanley with 24 years of industry experience. He has been with Morgan Stanley since 2016 and holds Series 63 and Series 66 licenses. Based in San Francisco, CA, he operates within a large institutional firm. 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 emphasizes structured planning supported by firm-approved tools and methodologies.

Michael Morrone is a financial advisor with J.P. Morgan Securities in Mill Valley, CA, holding a Series 66 designation and five years of industry experience. His career includes roles at First Republic Investment Management, Wells Fargo Clearing Services, and Wells Fargo Bank. Outside of his advisory work, he is a passive owner and partner of Longwood Holdco, LLC, a holding company that owns a car wash. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Darren Wollrich is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association and Morgan Stanley since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates.

Nicole Nixon is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Sharam Pavri is a Financial Advisor at Merrill Lynch Wealth Management. He serves a select group of clients including technology professionals, founders, and business owners, focusing on areas such as college education planning, executive compensation, family wealth management strategies, and personal retirement planning. Sharam applies an analytics-driven process to design customized asset and liability strategies aimed at providing clarity and structure for his clients' financial goals. He holds professional designations including Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), and Certified Financial Planner (CFP). Sharam earned a Bachelor's degree from the University of Toronto and a Master of Business Administration from the University of Newfoundland. He is fluent in Persian, Hindi, and English. Beyond his professional work, Sharam enjoys Northern California's outdoors with his family, engaging in activities such as swimming, sailing, hiking, basketball, boating, rock climbing, running, music, traveling, and volleyball. He is also involved with community organizations including Forbes Marshall Canada Inc., JP Morgan Chase & Co. - Bay Area Leadership Council, and uAspire.

Wanda Wu is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with J.P. Morgan Securities LLC since 2014 and J.P. Morgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process and incorporating both quantitative and qualitative research.

Harry Zhang is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has prior work experience at the University of California, Irvine, and with the Shanghai Overseas Economic & Technology Promotion Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Christian Kimball is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has worked across multiple Fidelity entities since 1993. Outside of his advisory role, he serves as Chairman of Traditions and Orientation for a private social club in San Francisco. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, including model portfolios delivered to intermediary platforms.

Ryan Okamoto is a financial advisor at Equitable Advisors with a Series 66 designation. He has been with the firm since 2026 and has previous experience in retail and education sectors. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, institutional clients, and charitable organizations. The firm utilizes a range of advisory models and third-party asset managers to deliver tailored investment solutions.

Diana Dorn is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel Nicolaus & Co Inc since 2010 and previously worked at Thomas Weisel Partners LLC, LWI Financial Inc., Independent Advisers Group Corp, and LPL Financial. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over implementation.

Ryan Yamaguchi is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he is involved in property rental management. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of financial services.

Elizabeth Groh is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has dedicated over 46 years to assisting high-net-worth clients in the San Francisco Bay Area, developing customized financial strategies to help them pursue their financial goals. Elizabeth works closely with clients and their other professionals, such as attorneys and tax specialists, to identify primary goals including education funding, tax minimization strategies, and retirement asset management. Elizabeth holds a Bachelor's Degree from Arizona State University and is a CERTIFIED FINANCIAL PLANNER® certificant. She also holds the Professional Investment Advisor (PIA) designation. In addition to her advisory role, she collaborates with a Wealth Management Lending Officer from Bank of America to provide clients with personalized home financing guidance. Outside her professional responsibilities, Elizabeth is involved with the Bay Area Strength Alliance and Buckelew Programs. She enjoys hiking, skiing, and traveling with her family and is active in the Bay Area Strength and Alliance community.

Maritza Camilo is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, supported by comprehensive trading, account administration, and custody services.

Deborah Finnegan is a financial advisor with Morgan Stanley in San Francisco, holding Series 65 and Series 63 designations and bringing 11 years of industry experience. She has been with Morgan Stanley since 2014, including eight years at Morgan Stanley Private Bank, N.A. Outside of her advisory role, she serves as a board member of the Discovery Bay Lions Club, participating in fundraising and administrative activities. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Meredith Mckown is a financial advisor with Merrill in San Francisco, CA, holding Series 63 and Series 65 credentials and over 28 years of industry experience. She has worked with Bank of America and Merrill Lynch for the past 15 years. Outside of her advisory role, she is involved in an acting career with various production companies and manages an online clothing resale business. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Rozita Rahaei is a financial advisor with J.P. Morgan Securities, holding Series 66 and Series 63 licenses and bringing four years of industry experience. She has worked at J.P. Morgan Securities since 2024 and previously held roles at JPMorgan Chase Bank, Wells Fargo Bank, and operated her own advisory practice. 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 through a non-discretionary program. The firm combines quantitative and qualitative research to develop model asset allocations and offers broader derivatives and commodities capabilities compared to many institutional advisory programs.

Michael Damir is a financial advisor at Equitable Advisors based in San Francisco, CA, holding a Series 66 designation. He began his advisory role in 2026 and has experience in diverse activities including involvement with Quandry Surf, LLC and the Wishing Star Foundation. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management services. The firm uses a variety of third-party asset management programs and focuses on assessing client risk tolerance to tailor investment solutions.

David Waitrovich is a Private Wealth Advisor and co-leads the Daroza Waitrovich Group within Merrill Private Wealth Management. He works exclusively with ultra-affluent families, assisting them in aligning their wealth with their long-term objectives and supporting positive impacts on their lives, families, organizations, and causes. His approach is grounded in a disciplined, holistic planning method that emphasizes informed decision-making and multi-generational wealth management. David began his career in wealth management in 1982 and joined Merrill four years later. He has experience working with entrepreneurs, corporate executives, and families navigating complex financial situations, including transitions such as inheritance, business sales, and tax minimization. He integrates rigorous analytical reviews of investments, cash flow, tax strategies, and intergenerational wealth transfer with behavioral coaching to help clients develop constructive financial behaviors. He earned a B.S. in Economics and Business Administration from St. Mary's College and an M.A. in Counseling Psychology from JFK University. David holds the Certified Investment Management Analyst® (CIMA®) designation. Residing in Alamo, California, with his wife Maria, he has four adult children. His family's charitable focus has been on education.