Deborah Wang is a Senior Financial Advisor with Merrill Lynch Wealth Management. In her role, she provides clients with guidance on investment strategies and wealth management solutions. Deborah holds the professional designation of Personal Investment Advisor (PIA), reflecting her expertise in personal investment planning and advisory services. She earned her bachelor's degree from the University of California, Berkeley, Haas School of Business.

Mia Manasan is a financial advisor at LPL Financial with 23 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Citigroup Global Markets for 10 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Dominique D Angelo is a financial advisor at Merrill with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Merrill, Dominique worked at Bank of America starting in 2008 and also has experience at Laney College. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Emily Gera is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley, she worked at Oracle for three years. She has been with Morgan Stanley Private Bank since 2019. 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 offers planning services that utilize structured discovery processes and firm-approved tools but do not include individual security recommendations as part of standalone plans.

William Mc Kee is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Lenox Advisors and MassMutual Life Insurance Co. Outside of finance, Mc Kee has been involved in lacrosse club activities, including roles with the Alcatraz Outlaws and Skyline Lacrosse, as well as engagement with the East Bay School for Boys. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs that include tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary investment models as part of its financial planning process.

Robert Hamill is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a notary public and acts as a trustee for a family life insurance trust. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Clint Tanner is a financial advisor at J.P. Morgan Securities with one year of industry experience. He has previously worked at First Republic Bank for ten years before joining J.P. Morgan Securities and JPMorgan Chase Bank in 2023. He holds a Series 66 designation and is based in San Francisco, CA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm utilizes quantitative asset-allocation modeling and a centralized due diligence process, incorporating an ESG eligibility framework when recommending strategies.

Gary Cummings is a CFP® professional with 27 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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.

Pamela Gomez is a financial advisor with RBC Capital Markets based in San Francisco, holding a Series 66 designation and two years of industry experience. Prior to joining RBC Capital Markets in 2024, she worked at Bank of America from 2022 to 2024 and Wells Fargo Advisors from 2016 to 2020. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through various portfolio management approaches and affiliated asset managers.

Ryan Waterbury is a financial advisor with Merrill, holding a Series 66 license and 10 years of industry experience. He has worked at Merrill since 2021 and previously held positions at Raymond James & Associates Inc. and Equinox. Outside of his advisory role, he has a limited interest partnership connected to an affordable housing project for farm workers in central Florida, established as a family legacy. 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 individuals, high-net-worth clients, and institutional investors.

Francesca Raggi is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation and with one year of industry experience. Prior to joining Morgan Stanley, she worked at Virtus Insurance LLC and attended the University of Michigan. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Graham Green is a financial advisor with LPL Financial in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2010. Outside of his advisory role, he is involved in selling health insurance and managing several investment-related real estate entities. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services, providing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Konstantinos Grigorakis is a financial advisor with Wells Fargo Clearing, holding the Series 66 designation and bringing 23 years of industry experience. He has worked at Wells Fargo Clearing since 2020 and previously held roles at Bank of America, N.A. and Merrill. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party databases.

Alexander Argente is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation and having one year of industry experience. His prior work includes roles at New Market Venture Management and Vine Connections. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment and planning tools.

Jonathan Thomas is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, Merrill, and Wells Fargo. He is based in San Francisco, CA. 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 institutional advisory operations with brokerage, distribution, and investment management capabilities.

Ingrid Hession is a financial advisor at UBS Financial Services with six years of industry experience. She holds the Series 66 designation and has worked at UBS Financial Services since 2022. Her prior experience includes roles at Bank of America and Merrill. UBS Financial Services Inc. serves individual, corporate, and institutional clients through both brokerage and investment advisory services, offering a range of options including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to client goals.

James Watts Jr. is a financial advisor at Wells Fargo Clearing with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Bank of America and Merrill Lynch. Outside of advising, he has a 50% ownership in Watts Development, LLC, a real estate business based in Atlanta, GA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Jacqueline Harris is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with two years of industry experience. Her prior work includes roles at AlphaSights and FedEx. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by structured discovery processes and firm-approved tools.

Jennifer Melnyk is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 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 serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools.

Giuseppe Benedetti is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Santa Clara University and Starting Line Up. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and a broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.