Robert Warren is a financial advisor at UBS Financial Services with four years of industry experience. He previously worked at Passport Capital and Coastland Capital. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.

Greg Werner is a financial advisor at Morgan Stanley with 38 years of industry experience. He has been with Morgan Stanley since 2014 and has worked at Morgan Stanley Private Bank, National Association since 2015. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support client financial planning.

Kyle Williams is a financial advisor at UBS Financial Services with seven years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Prior to UBS, he was employed at JPMorgan Securities and JPMorgan Chase Bank from 2018 to 2022, and at Oracle Corporation from 2016 to 2018. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and delivers advisory work through a network of Financial Advisors who use proprietary research and model-based asset allocations.

Robert Kraut is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Boardriders Retail Inc., along with work in academic research at Loyola Marymount University’s Fluids and Astrophysical Bodies Lab. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm employs proprietary capital market assumptions and research from its Chief Investment Office and UBS Global Research to tailor investment plans aligned with clients’ goals and risk tolerances.

Alexander Kong is a financial advisor at Merrill with a Series 66 designation. He has less than one year of industry experience and has held positions at Merrill and several educational institutions, including Southern Methodist University and Saint Ignatius College Preparatory. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Stefan Jung is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with two years of industry experience. His prior work includes roles at AutoDesk, Livingston Ventures, LivePerson, and entrepreneurial activity with 1495 JF LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers advisory programs focused on tailored financial planning and manages approximately $2.74 trillion in client assets.

Victor Chan is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Oliver Wyman and Merrill Lynch, among other firms. He also attended Stanford University and the London School of Economics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both 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 structured financial planning tools alongside a broad array of retail and institutional offerings.

Christopher Gillette is a financial advisor at Morgan Stanley with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank division since 2015. Morgan Stanley Wealth Management serves individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial planning services.

Debi Chen is a Series 66-credentialed financial advisor with UBS Financial Services in San Francisco, CA, where she has worked since 2010. She has 22 years of industry experience. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Zhenyu Zhen is a financial advisor at UBS Financial Services in San Francisco, CA, holding a Series 66 designation. He began his advisory career in 2023 and has prior experience including a role at Noble Direct. Zhenyu attended California Polytechnic State University - San Luis Obispo from 2018 to 2023. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Kent Matson is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing tailored wealth management services to individuals, families, and companies. He leverages Merrill's resources to develop personalized financial strategies that consider each client's risk tolerance, time horizon, liquidity needs, and overall investment goals. Kent's services include retirement planning, executive compensation strategies, stock option management, college savings, estate planning collaboration with attorneys and CPAs, liability management, and coordinating risk management strategies involving life and long-term care insurance. Kent has been with Merrill since 2010, following a tenure as a financial advisor at Axa Advisors where he specialized in qualified retirement plans (401k/403b). He holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Chartered Retirement Planning Counselor™ (CRPC) designation from The College for Financial Planning Institutes Corp. Additionally, he has earned the Personal Investment Advisor (PIA) designation. Kent earned his bachelor's degree from San Francisco State University. In addition to his professional work, Kent is committed to community involvement, reflecting Merrill’s tradition of supporting the communities it serves. His personal interests include adventure sports, biking, billiards, chess, cooking, and music.

Shellin Young is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Merrill since 2004. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Joan Getsinger is a financial advisor at Morgan Stanley with 47 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009. Her prior experience includes roles at Citigroup Global Markets, Credit Suisse Securities, and Pershing LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides financial planning that incorporates advanced modeling techniques without delivering individual security recommendations as part of its standalone program.

Lindsey Wetzel is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2014, currently working at Morgan Stanley Private Bank, N.A. Wetzel holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services that include wrap programs, private funds, and structured-product activities.

Chelsea Spenser is a financial advisor at Merrill with 11 years of experience at the firm and holds a Series 66 designation. She owns a small business called All Wrapped Up, which sells handmade flannel blankets on Etsy. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies for individuals and institutions.

Zachary Blumenthal is a CFP®-certified financial advisor with eight years of industry experience. He is currently with Fidelity and has previously worked at Charles Schwab, TD Ameritrade, Citigroup, and Wells Fargo. Outside of his advisory work, he has worked as an Uber Eats delivery driver. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management, fund advisory, and model portfolio delivery. The firm utilizes proprietary fundamental research combined with quantitative and algorithmic methods in its investment process.

Mickey Hong is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2000 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process supported by firm-approved tools and a broad range of investment offerings.

Mary Dusablon is a financial advisor with RBC Capital Markets who holds Series 63 and Series 65 designations and has 33 years of industry experience. She has worked at RBC Capital Markets since 2018 and previously at Wells Fargo Clearing and Prudential Equity Group. Outside of her financial career, she operates a holistic healing business focused on EFT tapping. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors and institutions, providing advisory programs that offer portfolio management, financial planning, custody, and brokerage services tailored to client risk profiles.

Lori Kwok is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she is also a notary public. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions across a broad range of financial products.

Stacy Tjitradi is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding a Series 66 designation and 20 years of industry experience. She has worked with Wells Fargo Bank since 2005 and 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, and retirement plan consulting. The firm manages approximately $671 billion in assets with over 14,000 advisors and offers both brokerage and advisory solutions.