Estevan Rodriguez is a financial advisor at Fisher Investments with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Michael Byrne, Peter Heizer, Northwestern Mutual Life Insurance Company, and Frito Lay Inc. Fisher Investments serves institutional and private clients worldwide, including pension plans, foundations, investment companies, and high-net-worth individuals. The firm provides discretionary portfolio management across multiple asset classes using a centralized investment decision process that incorporates quantitative and qualitative research, tax-aware strategies, and risk management techniques.

Christopher Malmborg is a financial advisor with LPL Financial in San Francisco, CA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Sony Music Publishing, BMG Music Publishing, NBC Universal, and the University of Southern California. He also operated ChirpShop for one year. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Wing Yin Lee is a financial advisor at J.P. Morgan Securities with eight years of industry experience. She holds the CFP® and CFA® designations and has worked at Fidelity and J.P. Morgan Chase Bank prior to her current role. 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 select group of Wealth Advisors. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Sylvie Leon is a Wealth Management Senior Relationship Manager at Fidelity Investments. In her current role, she serves as an advocate for families pursuing their retirement or investment goals, focusing on providing personalized experiences by leveraging the firm's resources. She emphasizes deepening client relationships through regular outreach and collaboration with partners and subject matter experts to identify appropriate strategies. Ms. Leon has held various roles within Fidelity Investments since 2024, including Planning Consultant and Relationship Manager. Prior to joining Fidelity, she served as Vice President and Client Relationship Manager at Elevon Wealth Management from 2016 to 2023, and as Assistant Vice President and Senior Registered Client Associate at Hitchcock Rosenfield Investment Group Wells Fargo Advisors from 1998 to 2016. She holds a California Insurance License. Outside of her professional responsibilities, Sylvie enjoys art, family activities, movies, music, parenthood, and traveling.

Afton Weaver is a Series 66 licensed financial advisor at Ameriprise in Burlingame, CA, with four years of industry experience. Prior to joining Ameriprise, Weaver worked with the Austrian Federal Ministry of Education, Science and Research. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning, tax-aware withdrawal strategies, and personalized recommendation reports.

Nicolas Haussecker is a financial advisor with Morgan Stanley, holding a Series 66 credential and bringing 12 years of industry experience. He has worked at Morgan Stanley since 2013 and at Morgan Stanley Private Bank, National Association, since 2015. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, delivering tailored financial planning supported by structured discovery processes 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 its standalone planning programs.

Ronald Patrick Lynch is a CFP® professional with eight years of industry experience, currently advising clients at Morgan Stanley in Burlingame, CA. His prior experience includes roles at UBS Financial Services and Fidelity Brokerage Services. Morgan Stanley Wealth Management offers a range of advisory programs to both individuals and institutions, emphasizing structured financial planning supported by firm-approved tools and comprehensive asset management.

Julian Burke is a financial advisor at Fisher Investments with four years of industry experience. He holds a Series 65 designation and has worked at Fisher Investments since 2018. Prior to that, he was affiliated with the California Institute of Integral Studies for four years. Fisher Investments serves a global mix of institutional and private clients, offering discretionary portfolio management across equity, fixed-income, and blended mandates. The firm’s investment decisions are centralized with a committee that combines quantitative and qualitative research to construct globally diversified portfolios, employing tax-aware strategies and various risk management techniques.

Janice Kwak is a financial advisor at Morgan Stanley with five years of industry experience. She holds Series 66 and Series 63 credentials and previously worked at Equitable Advisors, LLC and Nike, Inc. Outside of her advisory role, Kwak has experience in real estate through her involvement with EXP Realty, LLC / MORE Realty, LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers its services directly and through employer agreements.

Rosalinda Tran is a financial advisor at Charles Schwab with 14 years of industry experience. She holds the Series 66 and Series 63 designations and has been with Charles Schwab and Charles Schwab Bank since 2014 and 2015, respectively. Tran serves on the board of The Women’s Building, a nonprofit organization focused on supporting a diverse and progressive community of women in San Francisco. 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’s model combines non-discretionary advisory recommendations with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by centralized operational and supervisory infrastructure.

Emmanuel Huereca is a financial advisor at Ameriprise with 20 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2003, with a brief tenure at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific eligibility criteria, combining research and modeling with tax-efficient strategies. The firm serves a broad client base through advisory, brokerage, and insurance solutions offered by its affiliated companies.

Nickalus Ketcham is a CFP® with 25 years of industry experience, currently an advisor at LPL Financial. His prior experience includes roles at Western International Securities, Inc. and Financial West Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management alongside model portfolios and research.

Martin Drake is a financial advisor at Morgan Stanley in Menlo Park, CA, with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets, Inc. since 2008. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Lydia Ormsby is a financial advisor with Raymond James Financial in San Francisco, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, she worked at Owens Estate and Wealth Strategies Group and Owens Capital Asset Management. Outside of her primary role, she has held positions involving operations management and compliance oversight at related financial service companies. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Myung Woon Chun is a financial advisor at Morgan Stanley with 23 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including First Republic Securities Company, J.P. Morgan Securities, Stifel, and Northwestern Mutual. 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 modeling techniques.

Erick Ortez is a financial advisor with Wells Fargo Clearing in Cupertino, CA, holding Series 63 and Series 66 designations and 15 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2018 before joining Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Audrey Chin is a financial advisor with Fidelity in San Francisco, CA, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at Fidelity Investments and J.P. Morgan Chase. Outside of finance, she has worked with companies such as Milk In It and Sambazon. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs.

Catherine Fang is a financial advisor at Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process supported by firm-approved tools and market simulations.

Vaibhav Rana is a financial advisor with J.P. Morgan Securities LLC, holding Series 66 and Series 63 credentials and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Tata SIA Airlines Limited, and Jet Airways. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations. The firm delivers services on a non-discretionary basis, with clients retaining final decision-making authority.

Katherine Ryan is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Lazard Asset Management, First Republic Investment Management, and First Republic Securities Company. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.