Daniella Jordan is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. She previously worked at ICONIQ Capital, LLC, Morgan Stanley Smith Barney LLC, and Goldman Sachs. Outside of finance, Daniella has experience in the hospitality and education sectors, including roles at Tufas Boulder Lounge and Rosemont College. 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 services. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

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 registrations and previously worked at Citigroup Global Markets for ten years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by advanced operational tools and a broad network of over 22,800 advisors.

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, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, Hamill serves as a notary public and acts as a trustee for a family life insurance trust. 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 a range of brokerage and advisory solutions supported by research, analytics, and a diverse set of financial products.

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 based in San Francisco, CA. He holds the Series 66 designation and has 10 years of industry experience. Prior to joining Merrill in 2021, he worked at Raymond James & Associates from 2016 to 2021 and at Equinox in 2021. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Francesca Raggi is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, she worked at Virtus Insurance LLC and spent two years at the University of Michigan. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and strategies.

Graham Green is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has been with LPL Financial since 2010, following a year at Northwestern Mutual Investment Management. Green also sells health insurance as part of his business activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting its advisors with research and operational tools.

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 with one year of industry experience. His prior roles include positions at New Market Venture Management and Vine Connections. Outside of finance, he has experience in the hospitality sector, having worked at Barrel House Tavern. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and advanced modeling techniques.

Jonathan Thomas is a financial advisor with J.P. Morgan Securities in San Francisco, CA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Ingrid Hession is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and seven years of industry experience. Her career includes roles at Merrill and Bank of America prior to joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, employing proprietary research and model-based asset allocations to tailor client plans. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

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 prior work experience that includes roles at Santa Clara University and Starting Line Up. Equitable Advisors serves individuals across a range of wealth levels, pension plans, corporations, and nonprofits by providing financial planning, retirement consulting, and various asset management programs. The firm’s approach involves assessing client information and risk tolerance to align them with appropriate advisory models, utilizing both proprietary and third-party investment solutions.

Aaron Pence is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and bringing 21 years of industry experience. He has worked with Morgan Stanley and its affiliates since 2007 and is also involved with Bartenders Unlimited outside of his financial advisory career. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.