Christopher Boggs is a financial advisor with J.P. Morgan Securities in San Anselmo, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with J.P. Morgan Securities since 2008 and JPMorgan Chase Bank since 2010. Outside of his advisory role, Boggs owns and operates a short-term rental property through Boggs Real Estate. J.P. Morgan Securities LLC 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 additional market-facing registrations and functions, delivering non-discretionary advisory programs alongside brokerage, distribution, and investment management capabilities.

Matthew Smith is a financial advisor with Charles Schwab in San Francisco, CA, holding Series 66 and Series 63 licenses and bringing 12 years of industry experience. He has been with Charles Schwab since 2013 and Charles Schwab Bank since 2017. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios, alternative investment due diligence, and integrated custody and brokerage services.

Samantha Solberg is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and previously worked at Breckinridge Capital Advisors, Inc. before joining Charles Schwab. 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 investment guidance and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Wilson Ma is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, Ma serves as a caregiver, providing cooking and cleaning assistance for his ill mother. Wells Fargo Clearing offers retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, employing an IPS-driven approach grounded in modern portfolio theory. The firm provides both discretionary and non-discretionary services, including investment policy statement preparation, investment recommendations, participant education, and plan benchmarking.

Matthew Swaffin Smith is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. 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 supported by firm-approved planning tools and analysis techniques. The firm manages approximately $2.74 trillion in client assets and offers services both directly and under Corporate Financial Planning agreements.

Daniel Scalley is a financial advisor at Merrill with 20 years of industry experience. He holds the Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2006, concurrently serving at Bank of America since 2009. He is based in San Francisco, CA. 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.

Edward Liu is a financial advisor at Merrill with 8 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2011, also spending two years at Bank of America, N.A. Outside of his advisory role, he is a co-owner of family-held rental property investments. 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, pension plans, charitable organizations, and corporate fiduciaries.

Minh Leung is a Financial Advisor at Merrill Lynch Wealth Management. In this role, Minh works closely with clients to understand their financial goals and develop strategies to pursue these objectives, covering areas such as investing, retirement planning, and unexpected savings. Minh also coordinates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Minh holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Minh earned a Bachelor's Degree from National Economics University and a Master of Business Administration (MBA) from the California State University System.

Cindy Asano is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and IEQ Capital. Outside of her advisory role, she is involved with UniversalGiving, a nonprofit organization where she assists in vetting nonprofits for compliance. 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 to guide customized investment recommendations.

Terrance Feeney is a CFP® with 41 years of industry experience, currently with Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Advisors from 2012 to 2016. Outside of his advisory role, he owns and operates Terry Feeney Fine Art, a business focused on selling fine art. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Alex Pineda is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities in 2024, he worked at JPMorgan Chase Bank, N.A., First Republic Bank, and Bank of America. 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.

Anthony Hsiao is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016, with an ongoing affiliation with Wells Fargo Bank, N.A. since 2009. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gregory Murphy is a financial advisor at Merrill with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill since 1998 and Bank of America, N.A. since 2009. Outside of his advisory role, he is an owner of Grizzly Hilton Inc and Apple Tree Village LLC, a family-owned business that manages land in California. 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, pensions, and other institutional clients.

Aspasia Iosifellis is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and bringing one year of industry experience. She has previously worked at First Republic Bank and Silicon Valley Bank. Outside of her advisory role, she serves as Treasurer and Board of Directors member for the Greek American Professional Women Society, a nonprofit organization focused on promoting Greek culture and providing scholarships. J.P. Morgan Securities LLC offers institutional consulting services to clients such as corporations and foundations, providing asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis.

Jon King is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 designations and having 25 years of industry experience. He has worked at Morgan Stanley since 2009 and has been part of Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, including financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools, though clients are responsible for plan implementation and updates.

Jason Dondero is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 16 years of industry experience. He has worked at Avantax Advisory Services and Avantax Investment Services, among other firms. In addition to his advisory role, he is employed at PH Tax & Wealth Solutions CPAs, Inc., where he provides accounting and tax preparation services. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services, operating as a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Yuqing Zhang is a financial advisor at UBS Financial Services with one year of industry experience. Prior to joining UBS, Yuqing held roles at Aspiriant, Golden Eagle Asset Management, and CICC Wealth Management, and has academic experience from the University of Southern California and the University of California, Irvine. Yuqing holds the Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and capital markets services through a broad platform.

Joshua Mcferron is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and its affiliates since 2005, including roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. Based in San Francisco, CA, he has been with Morgan Stanley for over two decades. 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 emphasizing tailored financial planning and manages approximately $2.74 trillion in client assets.

Wenqin Sun is a financial advisor at Merrill with seven years of industry experience. Sun holds Series 63 and Series 66 credentials and has worked previously at J.P. Morgan Securities LLC and Bank of America. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Dylan Schoeben is a Series 66-licensed financial advisor with Morgan Stanley in San Rafael, CA, and has eight years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017. Outside of his advisory role, he provides astrological readings through his sole proprietorship, offering written reports on birth charts. 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 and proprietary investment models in its advisory process.