Kenneth Tang is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. He has been with UBS Financial Services since 2018 and previously worked at Munchery. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, discretionary and non-discretionary portfolio management, and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Matt Richardson is a Financial Consultant at Fidelity Investments, a role he has held since 2023. He focuses on understanding his clients and collaborating with them to address both immediate and long-term financial questions and concerns. His approach emphasizes integrity, transparency, and collaboration to help clients reduce uncertainty and work towards their most important financial goals. Prior to joining Fidelity Investments, Matt worked in Institutional Fixed Income Sales at JP Morgan Chase from 2018 to 2023 and at Bank of America Merrill Lynch from 2013 to 2018. He holds a California Insurance License.

Camille Raffenne is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at UBS Wealth Management and Lisan Finance. Camille is based in San Francisco, CA. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Chi Ling Gillian Yu is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Bronwyn Bailey is a financial advisor at J.P. Morgan Securities in San Francisco, holding a Series 66 designation. She has been with J.P. Morgan Securities since 2025 and has prior experience at JPMorgan Chase Bank, First Republic Bank, BB Advisors, and the American Investment Council. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Christopher Hall is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding a Series 66 designation and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, focusing on investment policy statements, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Alyssa Drew is a Series 66-registered financial advisor with Morgan Stanley in San Francisco, CA, with 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, with a range of investment and financial products offered alongside its advisory services.

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 use their significant wealth to pursue their goals and aspirations at every stage of their lives. Nandi provides guidance in areas such as cash-flow analysis, tax-efficient portfolio management, strategies for concentrated stock, retirement planning, and wealth transfer to the 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 roles as a principal consultant at a global consulting firm, a senior equity analyst for a single-family investment office in San Francisco, and an auditor at PriceWaterhouseCoopers. She holds the Chartered Financial Analyst® (CFA®) designation, as well as certifications as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). She 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. Nandi earned a B.S. degree in management studies from the University of the West Indies and an MBA from Harvard Business School. She serves on the steering committee of HBS Community Partners of Northern California and is involved with professional organizations including the ACLU, American Red Cross, and One Love Foundation. Nandi resides in San Francisco with her husband and their long-haired German Shepherd.

Sean Waters is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Fidelity Investments since 2009, including roles at Fidelity Personal and Workplace Advisors since 2018. Sean is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in its investment process.

Anthony Arch III is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999, following a tenure at Axa Advisors. Outside of his advisory role, he is involved as a landlord through a third party in Santa Clara, CA. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizon.

Lyre Rozelle is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. With over 18 years of experience in financial services, Rozelle focuses on providing personalized financial planning and investment strategies to individuals, families, and business owners. Rozelle specializes in areas including family wealth management, legacy planning, retirement planning, portfolio management, special needs planning, individual and corporate investment strategies, and tax minimization. Rozelle earned a Bachelor's degree from an international institution in Geneva and holds the Personal Investment Advisor (PIA) designation. Fluent in English, Mandarin, and French, Rozelle applies thorough financial analysis to develop tailored wealth management strategies that align with clients' unique goals and priorities. Outside of professional endeavors, Rozelle engages in personal interests such as drawing, sketching, hiking, music, and painting. Rozelle is also involved with Bank of America in community-related activities.

Daniel Sivolella is a CFA® charterholder with over 31 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2001 and has been with Jpmorgan Chase Bank, N.A. since 2016. He is based in San Francisco, CA and holds Series 65 and Series 63 licenses. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Marcy Rich is a Series 66-licensed financial advisor at J.P. Morgan Securities with 17 years of industry experience. She has been with JPMorgan Securities and JPMorgan Chase Bank since 2018. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Winston Thomas is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Morgan Stanley & Co Inc since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including customized financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models in its advisory process.

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 provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm is integrated with Bank of America’s broader platform, providing access to a wide array of investment products and services.

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. He holds a Series 66 designation and has recent experience primarily with Charles Schwab, beginning in 2024, alongside prior roles in full-time education and other fields. Charles Schwab serves a large client base, mainly high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated services. The firm offers a combination of non-discretionary advisory services and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.