Christopher Hall is a financial advisor with Wells Fargo Clearing based in San Francisco, CA. He holds a Series 66 designation and has 27 years of industry experience, including prior roles at Wells Fargo Investments, Truist Investment Services, and First Horizon Advisors. 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, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

Hsun Yi Shih is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with West Portal Financial Group, LLC and Raymond James Financial Services since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized services including municipal advising and employer SIMPLE IRA consulting.

Alyssa Drew is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 11 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2017 and Morgan Stanley Smith Barney LLC since 2014. 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 employs a structured planning process supported by firm-approved tools and models.

Brian Mcadams is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2014, currently serving at Morgan Stanley Private Bank, N.A. in San Francisco, CA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services including structured planning conversations and strategies for estate and retirement planning.

Jeffrey Wold is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill Lynch in 2004, having been recruited from Smith Barney. In his role, Jeffrey utilizes a comprehensive process to understand clients' financial situations and design customized strategies. His approach focuses on organizing, prioritizing, and helping clients realize their financial goals. His client focus areas include Corporate Executive Services, Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, Socially Responsible and Values-Based Investing, as well as Individual and Corporate Investment Strategy. Jeffrey holds the Personal Investment Advisor (PIA) designation. He earned his high school diploma from Redwood High School. Outside of his professional work, Jeffrey enjoys outdoor activities such as boating, camping, fishing, hiking, scuba diving, skiing, swimming, and spending time with his family. He is also a PADI Scuba Instructor.

Nandi Gunning is a Private Wealth Manager at Merrill Private Wealth Management, where she works with a select group of families, individuals, and entrepreneurs. She focuses on helping clients create strategies to use their significant wealth to pursue their goals at every stage of their lives. Her role encompasses providing guidance on cash-flow analysis, tax-efficient portfolio management, strategies for concentrated stock, retirement planning, and transferring wealth to next generations. She also advises business owners on strategies for selling or passing on their businesses. Nandi joined Merrill in 2022 after eight years as a financial advisor and portfolio manager at Morgan Stanley. Her prior experience includes serving as a principal consultant at a global consulting firm, a senior equity analyst for a single-family investment office in San Francisco, and beginning her career as an auditor at PriceWaterhouseCoopers. She holds the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Institute and the CFA Society of San Francisco, where she mentors university students for the annual CFA Institute Research Challenge. She earned her B.S. degree in management studies from the University of the West Indies and an MBA from Harvard Business School. Nandi serves on the steering committee of HBS Community Partners of Northern California and lives in San Francisco with her husband and their long-haired German shepherd.

Alvin Wan is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, he held positions at JS Appraisal, Pacific Aviation, and San Jose State University. Merrill 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, pension plans, corporations, and charitable organizations.

John Lam is a financial advisor with Merrill in San Francisco, CA, holding Series 63 and Series 65 credentials and ten years of industry experience. His work history includes roles at Bank of America, Citigroup, JPMorgan Chase, and Amazon Inc. Outside of finance, he has provided in-home supportive services as a caregiver since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Sean Waters is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 65 designations. His career includes roles at Banc of America Investment Services and over a decade at various Fidelity entities. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction in its approach.

Anthony Arch III is a financial advisor with Equitable Advisors in San Francisco, CA, holding Series 63 and Series 65 credentials and having 41 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked with Axa Advisors, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and asset management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models implemented by third-party managers and offers ERISA fiduciary services to qualified plans.

Lyre Rozelle is a Senior Portfolio Advisor and Financial Advisor with Merrill Lynch Wealth Management. With over 18 years of experience in the financial services industry, Lyre specializes in personal financial planning and investing, business working capital management, concentrated stock strategies, and tax-efficient strategies. Lyre's expertise includes family wealth management, legacy planning, managing new wealth, personal retirement planning, portfolio management services, special needs planning, and tax minimization. She assists individuals, families, and business owners by creating wealth plans based on personalized financial analysis. Lyre holds a Bachelor's Degree from an international institution in Geneva and is a Personal Investment Advisor (PIA). Fluent in English, Mandarin, French, and Chinese, she is also involved with the Bank of America. In her personal time, Lyre enjoys drawing, sketching, hiking, music, and painting.

Daniel Sivolella is a CFA® charterholder with over 31 years of industry experience. He has worked at J.P. Morgan Securities since 2001 and at Jpmorgan Chase Bank, N.A. since 2016. His credentials also include the Series 65 and Series 63 licenses. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Marcy Rich is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds the Series 66 designation and has been with JPMorgan Securities and JPMorgan Chase Bank since 2018. Her prior experience includes roles at Caldwell Securities, Sutter Securities, and Phoenix American. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program is non-discretionary, focusing on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Winston Thomas is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and UBS Financial Services throughout his career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analysis methods.

Jeffrey Mc Cann is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2014. Merrill, along 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, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Cooper is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has worked previously at Bank of America, N.A., Morgan Stanley, and MBS Source eTrading, Inc., and was involved with the Marin Bocce Federation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jorge Venegas is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 designation and has worked with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney. 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 uses structured planning tools and committee insights to support its clients' financial goals.

Jeffrey Richardson is a financial advisor at Fisher Investments based in San Francisco, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, offering discretionary portfolio management across various asset classes and employing a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios.

George Aarsheim is a financial advisor with Charles Schwab in Corte Madera, CA, holding a Series 66 designation and one year of industry experience. Prior to rejoining Charles Schwab in 2025, he spent several years in full-time education and worked at Instacart and Marin Country Club. Charles Schwab & Co., Inc. serves primarily 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Christina Lee is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has worked at firms including Credit Suisse AG, Morgan Stanley, and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm delivers non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.