Jennifer Earnest is a financial advisor at J.P. Morgan Securities with two years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo and Equitable. Earnest serves as Treasurer and Board Member of the San Rafael High School Athletic Boosters and is Secretary of the Marin Professional Women's Network. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative screening and qualitative research to offer written asset allocation advice and customized performance reporting, with clients retaining final decision-making authority.

Adrianna Wirth is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. She has previously worked at Ameriprise and has experience in private family advisory roles and public service with the City of Benicia. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor client plans and provides both fiduciary financial planning and capital markets services.

John Vukson is a Private Wealth Manager at Merrill Private Wealth Management. He has been involved in financial services since 1997 and began his career as an intern at Smith Barney. He continued with the RVR Group at Smith Barney before transitioning to Merrill Private Wealth Management in 2012. Within his role, John focuses on asset allocation and investment research, handling portfolio strategy and construction, investment due diligence, performance reporting, and portfolio rebalancing. He applies his expertise in modern portfolio theory, long-term financial strategy, and financial analysis to support his clients. John graduated Cum Laude from California State University, Fresno, with a Bachelor of Science in Business Finance. He holds professional designations including Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). He is affiliated with the CFA Society of Orange County and participates in community organizations such as Teen Cancer America and the UCLA Center for Autism Research.

Steven Davis is a financial advisor at UBS Financial Services with 39 years of industry experience. He holds a Series 63 designation and has worked at UBS since 1986. Outside of his advisory role, he conducts market research on products and services for Schlessinger & Associates. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides customized financial planning and portfolio management supported by proprietary research and capital market assumptions.

Kathy Prestigiacomo is a financial advisor at Morgan Stanley with 21 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. She holds Series 63 and Series 66 credentials. 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, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Z Pelayo is a financial advisor at LPL Financial with 26 years of industry experience. He previously worked at Citigroup Global Markets and Citicorp Investment Services before joining LPL Financial and BMO Harris Bank in 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Derek Chin is a financial advisor at Merrill with a Series 66 designation and 10 years of industry experience. He has been with Merrill since 2015 and concurrently employed at Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Robert Lipman is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and having 38 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Outside of his advisory role, he serves as a board member and finance committee member for the Seattle Theater Group. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and proprietary methodologies to support client financial planning.

John Shuhda is a Private Wealth Advisor at Merrill Private Wealth Management and a co-founder of The Shuhda Group, a wealth management team focused on serving ultra-affluent individuals, families, and institutions. He directs client outreach and portfolio strategy, employing his significant experience in equity, fixed income, and foreign exchange markets. His team provides customized and tax-efficient wealth management strategies, leveraging the resources of Merrill and Bank of America. John began his wealth management career in 1992 after earning his MBA from Indiana University. He has held positions including Vice President at Salomon Brothers, Principal at Robertson Stephens, and Director roles at Deutsche Bank and Credit Suisse. John holds a Bachelor's Degree from Hobart College and is a Personal Investment Advisor (PIA). He has been recognized by Barron's as one of the Top 100 Financial Advisors in America in 2011 and 2012. Based in San Francisco, John has served as a trustee for Xavier High School in New York City. His personal interests include cooking, playing guitar in a band, and practicing yoga. He has two children.

Clinton Graves II is a financial advisor with Raymond James & Associates in San Francisco, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Morgan Stanley, Citigroup Global Markets, and A. G. Edwards & Sons, Inc. for a combined 11 years before joining Raymond James in 2016. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Madalyn Hosick is a financial advisor at Stifel with a Series 66 designation and one year of industry experience. Prior to joining Stifel, she held roles at several companies including Gorgias, Kandji, Pave, and Amplitude. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and probabilistic modeling developed by its Investment Strategy Group.

Valerie Garcia Houts is a Senior Financial Advisor with Merrill Lynch Wealth Management. She has been with the Venture Services Group since 1999, initially joining when the team was part of Robertson Stephens. Valerie oversees domestic and foreign equity distributions, 10b5-1 plan development and implementation, and regulatory matters pertinent to the business. Her experience spans over two decades in restricted stock strategy and trading. Prior to her current role, Valerie spent six years at Montgomery Securities in the Private Client Department, where she managed restricted stock transactions, diversification and hedging strategies, and comprehensive asset management for high-net-worth individuals and foundations. Valerie holds a Bachelor of Arts degree in economics from the University of California at Irvine and an MBA from the Haas School of Business at the University of California, Berkeley. She also holds the Personal Investment Advisor (PIA) professional designation. In addition to her professional work, Valerie serves on the Board of Trustees for Project Glimmer, a nonprofit focused on empowering young women, and Compass Family Services, which provides human services to low-income and homeless families in the San Francisco Bay Area. She is active in leadership at St. Ignatius Church in San Francisco. Valerie lives in San Francisco with her husband and their three daughters.

Joanny Rivera is a financial advisor with Wells Fargo Clearing in Corte Madera, CA, holding Series 63 and Series 66 designations and four years of industry experience. Prior to joining Wells Fargo, Rivera worked at U.S. Bancorp Investments and U.S. Bank. Rivera has held roles in the film industry, including positions at the Napa Valley Film Festival and the California Film Institute. 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 approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Sohail Naji is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. In this role, he focuses on helping clients identify what matters most to them and their families in order to develop personalized strategies aimed at achieving their financial goals. Sohail holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Loyola Marymount University. His approach centers on collaborating closely with clients to uncover their priorities and create tailored financial plans.

Shinda Bickham is a financial advisor at UBS Financial Services with four years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Build Asset Management, Aura Financial LLC, and BlackRock. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and research to tailor plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Jonathan Harris is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with various Morgan Stanley entities since 1996, including Morgan Stanley & Co., Morgan Stanley Smith Barney, and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Brian Brightbill II is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. His prior work includes roles at Prudential Insurance Company of America and Pruco Securities, LLC. He is also involved with Bridgewater Partners Insurance and Financial Services as a financial planner. LPL Enterprise provides investment advisory and brokerage services to a diverse client base that includes individuals, high-net-worth investors, retirement plans, banks, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Jason Laskey is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 66 and Series 63 credentials and five years of industry experience. He has worked at Wells Fargo Clearing since 1999. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and combines research from Wells Fargo Investment Institute with third-party data to support client portfolios.

Jonas Abulencia is a financial advisor at RBC Capital Markets with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2018, following a nine-year tenure at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs and combines in-house and third-party investment managers to tailor portfolios according to clients’ risk profiles.

Mitchell Waxman is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation and bringing nine years of industry experience. He has worked with Morgan Stanley since 2018 and was previously affiliated with the Kellogg School of Management from 2016 to 2018. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to assist clients, while generally acting in an advisory capacity.