Nathan Hurty is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 credential and 17 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2013, and previously at Advanced Equities, Inc. and Edward Jones. Outside of his advisory role, he is the sole proprietor of a rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with 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 market simulations as part of its financial planning process.

Michael Rossi is a financial advisor with Raymond James Financial Services Advisors, Inc. in San Francisco, CA, holding a Series 66 designation with 11 years of industry experience. He also serves as Chief Operating Officer at Elevon Wealth Management, a role he has held alongside his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm utilizes tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Richard Flores is a financial advisor at J.P. Morgan Securities in San Francisco, CA, with two years of industry experience. He holds a Series 66 designation and previously worked at Bank of America Merrill Lynch. Outside of his advisory role, he serves as a successor trustee for a family trust. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers a range of derivatives and commodities capabilities.

Samir Rahman is a Financial Consultant currently working at Fidelity Investments. He has accumulated eight years of experience in the financial services industry, holding various roles including Investment Consultant at Fidelity Investments, Associate Wealth Advisor at Cresset Capital, Senior Analyst at Brighton Jones, Financial Advisor at Merrill Lynch, and Equity Trader at Seven Points Capital. Samir focuses on developing customized financial roadmaps for his clients, aiming to simplify complex financial concepts and provide disciplined guidance toward achieving financial peace of mind and long-term success. He holds a California Insurance License. Outside of his professional career, Samir has personal interests in biking, concerts, fitness, golf, running, and skiing.

Jennifer Seidler is a financial advisor at RBC Capital Markets with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Commonfund Securities, Commonfund OCIO, Credit Suisse Securities, and PCBB Capital Markets. She serves on the Finance Committee at St. Dominic’s Catholic Church in San Francisco. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, and charitable organizations. The firm offers tailored advisory programs that incorporate discretionary and non-discretionary portfolio management alongside various investment and planning services.

Nathaniel Lloyd is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities and JPMorgan Chase Bank since 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework.

Lev Asnis is a financial advisor at Fidelity with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Think Together and The Home Depot. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.

Gregory Thomas is a financial advisor at Morgan Stanley in San Francisco with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Perigon Wealth Management, Burleson & Company, and held roles in local government and academia. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support clients in developing financial plans.

Angelique Kelly Patino is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2025. She has a background that includes roles at the University of California, Berkeley, Ruffalo Noel Levitz, Sweetgreen, and Marlborough School. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Spencer is a financial advisor at J.P. Morgan Securities based in San Francisco, CA, holding a Series 66 designation with one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, Equitable Advisors, and the insurance sector, as well as earlier experience in the hospitality and automotive industries. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting. Its advisory process integrates quantitative and qualitative research and may include ESG considerations, with implementation supported by affiliated investment-management entities.

Mart Oller V is a financial advisor at Morgan Stanley with one year of industry experience and holds a Series 66 designation. Prior to joining Morgan Stanley, he worked at Geodnet, Syon Capital, and Equinix, and completed his education at Santa Clara University. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools as part of its process.

Allan Herzog is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 licenses and 56 years of industry experience. He previously worked at Prudential Equity Group, LLC from 1997 to 2003 before joining Wells Fargo Clearing in 2016. Outside of his advisory role, he has part ownership in Fernbacher-Herzog-Zeigler LLC, a non-investment-related business. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines proprietary research and third-party analytics to provide diversified investment solutions and operates at scale with over 14,000 advisors and approximately $671 billion in assets under management.

Jennifer Aguirre is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and three years of industry experience. Her background includes roles at JPMorgan Chase Bank and various positions related to the University of Southern California and Deloitte. J.P. Morgan Securities provides institutional consulting services focusing on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process uses centralized due diligence combining quantitative and qualitative research to build model asset allocations, with recommendations that may include an ESG eligibility framework.

Alfred Alden is a financial advisor at Merrill with 16 years of industry experience and holds a Series 66 designation. He has worked at Merrill and Bank of America in multiple roles since 2008 and was self-employed and involved in extended travel between 2018 and 2021. Outside of advising, he serves as an executor for a family fiduciary role. 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 plans, corporations, and charitable organizations.

Yuanning Hu is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Their work history includes roles at Bank of America N.A. since 2024 and Merrill since 2018. Outside of finance, Hu has experience in the restaurant industry, having worked at Coco's Ramen and Sushi Raw Restaurant. 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 a variety of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Holly Gedeon is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Michael Mccormack is a financial advisor at Osaic Wealth with 37 years of industry experience. He holds the Series 63 designation and previously worked at Lincoln Financial Advisors Corporation for 27 years. Outside of his advisory role, Mccormack is involved in property management through his ownership of a real estate management LLC and also offers insurance and life settlement services. Osaic Wealth serves a broad range of retail and institutional clients with both brokerage and advisory services, utilizing a model-based asset allocation approach and a multi-advisor platform delivering comprehensive financial planning and investment management solutions.

Daniel Price is a CFA® charterholder with 24 years of industry experience. He has been with Edward Jones since 2026 and previously worked at Natixis Advisors, LLC for 19 years. Daniel is based in San Francisco, CA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kristin Boettger is a financial advisor at Merrill with 24 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Merrill since 2009. Prior to that, she has worked with Bank of America, N.A. since 2000. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by internal and third-party management teams.

Armand Brandt is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 license and five years of industry experience. He previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC, among other firms. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.