Christina Lee 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 Credit Suisse AG and Morgan Stanley, including Morgan Stanley Private Bank NA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework. The firm offers services on a non-discretionary basis, allowing clients to retain final decision-making authority.

Kenneth Lauranzano is a financial advisor with Stifel, holding a Series 63 designation and 31 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodology from its Investment Strategy Group.

Andrew Tse is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with UBS since 2014. Outside of his advisory role, he owns and manages residential rental properties. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Scott Caldwell is a financial advisor with LPL Financial, holding Series 63 and Series 66 registrations and possessing 34 years of industry experience. He has been with LPL Financial (formerly LINSCO Private Ledger) since 2000. In addition to his advisory work, he co-manages Sweetwater Farm LP, a limited partnership established for tax purposes, alongside his brother. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement consulting, providing both discretionary and non-discretionary management supported by in-house and third-party research.

Michael Grosse is a financial advisor at UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing services such as futures commission merchant operations, principal trading, and proprietary research.

Walton Edward "Buzz" Brown, Jr. is a Senior Financial Advisor at Merrill Lynch Wealth Management in Oakland, California. He has been managing investments and providing financial guidance to both individual and institutional clients since 1998. In his role, Buzz focuses on creating personalized wealth management strategies tailored to clients’ unique financial situations and goals. He works closely with clients navigating significant life changes such as sudden wealth, approaching retirement, and those in need of stock option, tax minimization, and estate planning strategies. Additionally, he has particular expertise supporting women who are newly divorced or widowed. Buzz holds a Bachelor of Science degree in Business Management from Pepperdine University and carries the Personal Investment Advisor (PIA) designation. A third-generation Californian, he has deep roots in both Northern and Southern California and resides in the Lincoln Highlands District of Oakland. Beyond his professional commitments, Buzz participates actively in community service through volunteering, reflecting the Merrill tradition of community involvement. His personal interests include adventure sports such as rock climbing, skydiving, and bungee jumping, as well as biking, cooking, gardening, hiking, traveling, and spending time with his family.

George Jieh is a financial advisor at Merrill with five years of industry experience. He holds the Series 66 credential and has been with Merrill since 2016. Outside of his advisory role, he engages in gig work as a food delivery driver. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a wide range of clients including individuals, high-net-worth clients, and institutional investors.

Kim Lien Le is a financial advisor at UBS Financial Services with 24 years of industry experience. Prior to joining UBS in 2022, Le worked at Morgan Stanley and Morgan Stanley & Co., Inc. for a combined 15 years. Outside of financial advising, Le owns a home baked goods business called SEN5ES. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Daniella Diaz-Partenach is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position she has held since 2019. She has been with Fidelity Investments since 1999, progressing through various roles including Vice President, Financial Consultant, Retirement Solutions Representative, and Senior Investments Consultant. With 26 years of experience, she works with clients and families to develop, implement, and maintain financial plans aimed at achieving their financial goals. Daniella holds a California Insurance License and has extensive experience in wealth management and financial consulting. Her career at Fidelity Investments has provided her with a comprehensive understanding of investment strategies and retirement solutions. Outside of her professional work, Daniella enjoys spending time at the beach, attending concerts, exploring food, socializing with friends, caring for pets, and traveling.

John Lucas Jr. is a financial advisor at Raymond James & Associates in San Francisco, holding Series 63 and Series 65 designations with 30 years of industry experience. He previously worked at UBS Financial Services Inc. for 17 years before joining Raymond James in 2026. He also serves as a trusted advisor for a client’s estate plan under a revocable trust and will. Raymond James & Associates is a dually registered broker-dealer and investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to individuals, institutions, and government entities, delivering non-discretionary advice through a comprehensive planning process supported by a broad affiliate network and public finance capabilities.

Jacob Saliba is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. His career includes multiple roles at J.P. Morgan Chase Bank NA and Forge Securities LLC. 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.

Scott Duff is a financial advisor with Stifel in San Francisco, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2012. Outside of his advisory role, he manages rental properties. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Jason Gilman is a financial advisor with Merrill based in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at New York Life Insurance Co, NYLIFE Securities, Ohio National Financial Services, and Waddell & Reed. He serves as Membership Chairperson and a voting member of the board for NAIFA Greater Bay Area. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional investors. The firm integrates investment management with Bank of America’s wider financial platform, providing access to a broad range of products and services.

Wendy Venegas is a financial advisor at J.P. Morgan Securities with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. Outside of her advisory role, she is a part-owner of residential real estate properties. 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 capabilities, delivering recommendations on a non-discretionary basis.

Amy Pham is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with seven years of industry experience. Her prior work includes roles at Bank of the West and the Oakland Raiders, as well as video services for Cal Football and a position at the University of California Berkeley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. It offers a range of advisory programs and financial planning services that utilize structured discovery and firm-approved tools.

Erol Tamer is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and has also worked at Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs to both individual and institutional clients, including tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and provides services that range from retail to institutional solutions.

Reynolds Ospina is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at First Republic Securities Company and First Republic Investment Management. 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 its team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Mehrdad Azargoshasb is a Series 66-licensed financial advisor with 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. He is based in San Francisco, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s advisory approach is IPS-driven, grounded in modern portfolio theory, and includes both discretionary and non-discretionary services tailored to plan objectives and risk tolerances.

Katelyn Kennedy is a financial advisor at UBS Financial Services with 7 years of industry experience. She holds a Series 66 designation and previously worked for three years at O'Melveny & Myers LLP. Outside of her advisory role, she has a 50% investment interest in a real estate partnership. 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 a range of services including financial planning, portfolio management, and access to proprietary research and capital markets solutions.

Ryan Parry is a financial advisor at J.P. Morgan Securities in San Francisco, CA, holding Series 66 and Series 63 licenses with one year of industry experience. His prior roles include positions at UBS, Symmetry Financial Group, and JPMorgan Chase Bank, N.A. Outside of finance, he has been involved with Monterey Peninsula Country Club and Tehema Country Club for several years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that integrates quantitative asset-allocation modeling, centralized due diligence, and an ESG eligibility framework.