Mazen Emam is a financial advisor at Merrill with one year of industry experience. He holds a Series 66 designation and has worked at Merrill since 2022, including a current role at Bank of America. Prior to his advisory career, he has experience at San Francisco State University and Peets Coffee & Tea. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm integrates investment management with Bank of America’s wider platform, providing access to a variety of financial products and services.

Samantha Hobart is a financial advisor with Morgan Stanley in San Francisco, holding CFP® and Series 66 credentials and having 12 years of industry experience. She has worked with Morgan Stanley since 2013 and has been associated with Morgan Stanley Private Bank, National Association since 2015. Outside of her advisory role, she is a partner in H&H Management LLC, a real estate business based in San Rafael, California. Morgan Stanley Wealth Management provides advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment and planning services without providing individual security recommendations as part of standalone planning.

Edward Levin is a financial advisor at Fisher Investments with seven years of industry experience. He holds a Series 65 designation and has been with Fisher Investments since 2013. Fisher Investments serves a global mix of institutional and private clients, including pension and profit-sharing plans, foundations, investment companies, and high-net-worth individuals, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment approach with quantitative and qualitative research and uses tax-aware processes and defensive tactics to manage risk and positioning.

Wai Teng Ho is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Prior to joining J.P. Morgan, Wai Teng Ho was involved with Freda's Design for nine years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Sandra Griffin is a financial advisor at UBS Financial Services with four years of industry experience. She holds the Series 66 designation and previously worked at Robert W. Baird & Co and A Lady's Touch Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and alternative product distribution. The firm integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to tailor client strategies.

Samuel Grenning is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Fidelity Investments since 2015. Based in San Francisco, CA, he holds the Series 63 designation. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI-driven research methods.

Stuart Collett is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a variety of financial planning and portfolio management offerings.

Ashley Evans is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Morgan Stanley in San Francisco and has previously worked at JP Morgan Chase, First Republic, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Tanner Curley is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC since 2015. 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Morthel is a Series 66-registered financial advisor with Morgan Stanley in San Francisco, CA, bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he owns rental property in Southern California, which he manages passively through a property management company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Kwadwo Adutwum is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Bank of the West, BancWest Investment Services, CITIGROUP, and The Prudential Insurance Company of America. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and employing firm-approved tools such as Monte Carlo simulations and Secular Return Estimates to model outcomes.

Molly Mckenna Redfield is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2017. Prior to joining Morgan Stanley, she was employed at Groupon and attended the University of Colorado Boulder. 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 that utilizes structured processes and firm-approved tools.

Justin Skoryi is a financial advisor at Merrill in San Francisco, CA, with 19 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at UBS Financial Services and First Republic Investment Management. Merrill provides managed account services through the Select Portfolio Solutions program to a broad client base, including individuals, high-net-worth clients, and institutional fiduciaries. The firm offers a variety of model-based and discretionary investment strategies integrated within Bank of America’s corporate platform.

Stuart Burden is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and three years of industry experience. His prior work includes roles at First Republic and the Silicon Valley Community Foundation, as well as running his own consulting business. 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 through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Bennett Cale is a financial advisor with Morgan Stanley in San Francisco, holding Series 65 and Series 63 licenses and possessing 26 years of industry experience. He previously led Cale Financial Management, Inc. for over a decade before joining Morgan Stanley in 2020. Outside of advisory work, he is involved in managing a real estate business based in Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning facilitated by firm-approved tools and strategies.

Tamika Workmon is a Wealth Management Planning Consultant at Fidelity Investment, a position she has held since 2021. In this role, she partners with clients and their Wealth Management Advisors to understand legacy goals and build customized financial plans tailored to individual needs. Her approach emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Tamika has accumulated experience as a Financial Advisor, having worked at MassMutual from 2019 to 2021 and Merrill Lynch from 2011 to 2013. She holds insurance licenses in Arkansas and California. Outside of her professional work, Tamika's personal interests include football, socializing with friends, spending time at the lake, singing, softball, and swimming.

Caitlin Chan is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. Her background includes roles at Patreon, Capital Group - American Funds Distributors, and the University of California, Berkeley. Outside of her advisory work, she sells used clothing and other items on the Mercari platform. J.P. Morgan Securities LLC 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.

Alphonse Alexandre is a Financial Consultant at Fidelity Investments, where he has been serving clients since 2021. He brings nearly two decades of experience in financial advisory roles, having worked at several prominent firms including Merrill Lynch and Citibank. His professional background encompasses a range of positions, from Financial Advisor to Financial Solutions Advisor and Personal Banker. Throughout his career, Alphonse has developed expertise in helping clients prepare for and navigate significant life events through personalized financial planning. He holds a California Insurance License, supporting his ability to provide comprehensive financial guidance. Prior to his current role, he held various positions at Merrill Lynch from 2007 to 2021 and at Banc Of America Investment Services in 2006-2007. Outside of his professional responsibilities, Alphonse enjoys family activities and is interested in sports such as golf, soccer, table tennis, and tennis.

Bob Austrian is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He previously worked at Neuberger Berman LLC for 13 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of his advisory role, he serves as Treasurer on the board of a New York City apartment cooperative. 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 delivers recommendations on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Greyson Pendery is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation and with five years of industry experience. His work history includes roles at Morgan Stanley since 2019 and prior employment at Highland Country Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved tools and research methodologies.