Robert Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience in the financial industry beginning in 2023. He previously worked at First Republic Bank from 2012 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Yu Chen is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Mass Mutual Investors Services. 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jackson Wegner is a financial advisor with Merrill in San Francisco, holding a Series 66 designation and six years of industry experience. He has worked at Merrill since 2018 and previously spent one year at Vortus Investments. Jackson also has a background that includes positions at Texas Christian University and GMPC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evelyn Mei is a Series 66 credentialed financial advisor at J.P. Morgan Securities with two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Morgan Stanley, and has held roles outside finance in retail and academia. 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 applying an ESG eligibility framework in its recommendations.

Christopher Lee is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and previously worked in various roles at companies including Uber Eats, Amazon, and DoorDash. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional entities. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating through a combination of advisory and brokerage solutions with a focus on LPL-sponsored programs and endorsed TAMPs.

William Fay III is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2018. Prior to his current roles, he was involved with KHORA Community of Athens for one year. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jennifer Sun is a financial advisor at Morgan Stanley in San Francisco, CA, with 19 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at firms including Vista Wealth Management Group, Cresset Asset Management, Relevant Wealth Advisors, and First Republic Bank. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including personalized financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-partnered financial planning services.

Terry Boldt Degunto is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to, financial planning, investment advisory, and brokerage through its extensive network of advisors.

Janice Negvesky is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has held roles at JPMORGAN Chase Bank, Georgetown University, and Pocono Eye Associates. 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 an ESG eligibility framework when recommending investment strategies.

Jennifer Lau is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 66 designation and has worked at various Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk management, and niche areas such as business-owner transition and special-needs analysis.

Jesse Waters is a financial advisor with LPL Financial in San Mateo, CA, holding a Series 66 designation and nine years of industry experience. He has previously worked at Cetera Advisor Networks, Voya Financial Advisors, Bank of America, Merrill, and Oracle. Waters is involved with jessewatersfinancial LLC, an investment-related business entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by research and model portfolios.

Matthew Eccles is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Scout Model & Talent Agency in San Francisco, focusing on fashion and lifestyle modeling. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling.

Jeanna Deane is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to clients such as 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 services on a non-discretionary basis.

Sidney Sall is a Series 65-licensed financial advisor with Equitable Advisors in San Francisco, CA, where he has worked since 1999. He has 52 years of industry experience, including over two decades at Axa Advisors. Outside of his advisory work, he is involved in community activities such as participating in annual fundraisers for Lifehouse Agency, which supports individuals with developmental disabilities, and contributing to long-term charitable planning as a member of the Planned Giving Community at Temple Rodef Shalom. Equitable Advisors serves a broad range of clients including individual investors, retirement plan sponsors, corporations, and charitable organizations. The firm offers financial planning, retirement-plan support, and access to asset management through multiple third-party platforms, operating a hybrid advisory and brokerage model that emphasizes tailored client strategies and multiple program offerings.

Marc Rohrer is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He has been with Wells Fargo since 2011, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of advising, he owns Rohrer & Co. Sport Management, which focuses on soccer player management, and serves on the U.S. Soccer Federation Development Council. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a large network of advisors and utilizes research and analytics to support its diversified investment approach.

Geoffrey Bernal is a financial advisor with Mass Mutual Investors Services in Redwood City, CA, holding Series 63 and Series 66 credentials and having 31 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual financial planning engagements and a range of programs including wrap and money-manager options, along with educational seminars.

Bradley Adams is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs and JPMorgan Chase Bank prior to his current roles. His background includes experience outside of finance, such as positions at La Rinconada Country Club and involvement with community organizations in Los Gatos. 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 combines large institutional advisory operations with brokerage and investment management functions, delivering recommendations on a non-discretionary basis.

Shiqi Wang is a financial advisor at Morgan Stanley in Oakland, CA, holding a Series 66 designation with 6 years of industry experience. Wang has been with Morgan Stanley since 2011. Outside of financial advising, Wang is involved in a pole and dance studio focused on art, culture, and fitness activities. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored financial planning arrangements.

Zachary Ngai is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Amazon, and Uniqlo. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Sui Wa Lam is a financial advisor at Morgan Stanley in San Francisco, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, Lam worked at Industrial and Commercial Bank of China (USA) NA from 2021 to 2022 and has academic experience at Fudan University and the University of California Davis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee.