Neal Narahara is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with 20 years of industry experience. His prior experience includes roles at UBS Financial Services Inc from 2013 to 2023 and Morgan Stanley Private Bank, N.A. since 2023. 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 and financial planning services that utilize firm-approved tools and investment models to support client goals.

Joel Rizzo is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2018. His prior experience includes roles at Bank of America, Wells Fargo Clearing, Wells Fargo Bank, Mony Securities Corporation, and Choreo, LLC. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Nestor Nino is a Series 66 licensed financial advisor with five years of industry experience, currently with J.P. Morgan Securities in San Francisco, CA. His prior roles include positions at TD Ameritrade/Charles Schwab and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates ESG criteria in its recommendations.

Steven Ng is a financial advisor with Morgan Stanley in San Francisco, holding Series 65 and Series 63 licenses and bringing 12 years of industry experience. His prior work includes nine years at JP Morgan Securities and JP Morgan Chase Bank. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutions, offering tailored financial planning supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Bernard Shaw is a financial advisor at J.P. Morgan Securities in San Francisco, CA, with 21 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023, following an 18-year tenure at First Republic Securities and First Republic Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research and incorporates ESG criteria, with implementation supported by J.P. Morgan’s affiliated investment-management entities.

Joshua Fishman is a financial advisor at Fisher Investments with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fisher Investments and other advisory firms, including Personal Capital Advisors Corporation and Empower Advisory Group. Fisher Investments serves institutional and private clients worldwide, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm utilizes a centralized investment process with a five-member committee, integrates tax-aware strategies, and manages risk through various defensive tactics and targeted trading.

Travis Daugherty is a Senior Financial Advisor at Merrill Lynch Wealth Management. With over 25 years of experience, he specializes in personalized wealth management strategies tailored to the unique financial goals of his clients. His expertise includes working with wealthy families and individual investors on investment needs such as restricted stock sales, 10B5-1 plans, cashless option exercises, fixed income and equity trades, 529 plans, and large block equity trade transactions. Travis works closely with trading desks to execute both taxable and tax-exempt fixed income trades, equity and option trades, restricted stock trades, and corporate transactions. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Cal Poly San Luis Obispo. In addition to his professional work, Travis participates in community activities and enjoys spending time with his family. His personal interests include baseball, football, golfing, hiking, running, skiing, swimming, tennis, and traveling.

Maureen Gallagher is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her career includes prior roles at Morgan Stanley, UBS Financial Services, Wells Fargo Clearing, and Citigroup Global Markets. She is dual-employed with JPMorgan Securities and JPMorgan Bank, which enables her to offer a range of bank products and services in addition to securities advice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, with an emphasis on eligible strategies that may include ESG criteria.

Tess Nogles is a financial advisor at J.P. Morgan Securities with a Series 66 designation and approximately six years of industry experience. Her prior experience includes roles at Hall Capital Partners, SEI Investment Company, and Hartford Funds. Based in San Francisco, CA, she is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. 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 program offers 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.

Laurie Presnell is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 66 registrations and 26 years of industry experience. She has been with UBS since 2008. Outside of her advisory role, she owns a vacation home in Tahoe. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm utilizes proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Bianca Jortner is a financial advisor with J.P. Morgan Securities based in San Francisco, CA. She holds the Series 66 designation and has been with the firm since 2026. Her prior experience includes roles at JPMorgan Chase Bank, AQR Capital Management, and involvement with academic and entrepreneurial centers. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on non-discretionary, written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Stephen Guiney is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. His career includes 25 years at Citigroup Global Markets and over a decade with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management serves both individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through direct and corporate financial planning arrangements.

Matthew Sheehan is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. He serves on the advisory board of the Catholic Community Foundation in San Jose, California. Morgan Stanley Wealth Management provides a broad range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and investment modeling techniques while offering both retail and institutional investment solutions.

Surya Gopineedi is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley and Franklin Templeton Investments prior to joining J.P. Morgan. Based in San Francisco, he is employed by both JPMorgan Securities and JPMorgan Bank, enabling him to offer a range of bank products and services. J.P. Morgan Securities provides institutional consulting services primarily to plan sponsors, corporations, and endowments, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers access to broader derivatives and commodities capabilities.

Deanna Dozier is a Senior Financial Advisor at Venture Services Group and is affiliated with Merrill Lynch Wealth Management. She has been with Venture Services Group since 2015, following her tenure at Merrill Private Wealth Management. In her current role, she serves as the Venture Network coordinator, assisting private clients with navigating the combined organization and providing institutional access when appropriate. Deanna holds a Bachelor of Arts degree in Liberal Arts from the University of Mississippi. Prior to her career in financial services, she spent several years working in songwriting and the TV, film, and commercial industry. She holds the designation of Personal Investment Advisor (PIA). Growing up in Auburn, Alabama, Deanna is a fan of Auburn Tigers football and the Miami Dolphins.

Ruth Miller is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following a prior role at Wells Fargo Investments, LLC. Ruth also serves as a successor trustee for her mother's 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 combines research and analytics with diversification principles to offer both brokerage and advisory solutions.

David Lowi is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with Stifel Nicolaus & Co Inc since 2011. Outside of his advisory role, Lowi serves as a board member for the San Francisco Campus for Jewish Living. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary investment methodology developed by its Investment Strategy Group to provide capital market analysis, asset allocation, and financial planning guidance.

Zhi Lu is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 designation and 10 years of industry experience. He has been with Merrill and Bank of America since 2016. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Srdan Stojic is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several major firms, including Citigroup, Bank of America/Merrill Lynch, and JPMorgan Chase Bank. Outside of traditional financial roles, he was involved with Salt and Honey in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The program emphasizes a non-discretionary approach supported by a centralized due diligence process and integrates ESG considerations within its investment recommendations.

Nadia Fawcett is a Series 66 licensed financial advisor with 21 years of industry experience. She has been with UBS Financial Services since 2006 and previously worked at Citigroup Global Markets. Based in San Francisco, CA, she provides advisory services through a major financial institution. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory solutions, 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 client strategies.