Kin Hung Chan is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the University of California Santa Cruz. In addition to his financial career, he was involved with Typhoon Club Magazine in 2019. 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. The firm combines institutional advisory services with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Jeffrey Oster is a financial advisor at UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has been with UBS since 2008. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Robert Vallecorse is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he is a songwriter and copyright owner, and he serves on the board of directors for Fogtastic, a company specializing in San Francisco souvenirs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and integrated banking programs.

Devin Bomba is a Financial Consultant at Fidelity Investments, where they serve as the primary point of contact for clients working towards their short and long term financial goals. Devin is committed to understanding clients' individual needs to create comprehensive and personalized financial plans. Devin has held multiple roles at Fidelity Investments since 2021, including Central Relationship Manager, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. This experience has provided Devin with a broad perspective on client relationship management and financial consulting. Devin holds a California Insurance License. Outside of work, Devin enjoys activities such as gardening, hiking, Pilates, sailing, traveling, and exploring food.

Elizabeth Stromquist is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 10 years of industry experience. She has worked at Morgan Stanley since 2016 and previously at UBS Financial Services from 2014 to 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes firm-approved planning tools and modeling techniques as part of its structured financial planning process.

Mina Choo is a financial advisor at RBC Capital Markets with 31 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. She holds the Series 63 designation and is based in San Francisco, CA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management and investment options that include both in-house and third-party managers.

Philip Peterson is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with the Morgan Stanley Private Bank, N.A. since 2015. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Alice Pidgeon is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Pidgeon serves as Treasurer and Finance Committee Chair for the North Bay Children's Center in Novato, CA. 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 research-driven approach supported by Wells Fargo Investment Institute and offers both brokerage and advisory solutions through a large network of financial advisors.

Cloise Anderson is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked at various Morgan Stanley entities since 2008, including Morgan Stanley Private Bank, National Association since 2015. Anderson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through a structured process using firm-approved tools, serving clients directly and through Corporate Financial Planning agreements with employers.

Julie Fujimoto is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds the Series 65 and Series 63 designations and previously worked at UBS Financial Services for 22 years. Outside of her advisory work, she owns and manages rental property in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Cindy Hawks is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior roles include positions at UBS Financial Services, Bank of America, and Merrill. She has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Stephen Farmer is a financial advisor with Morgan Stanley in San Francisco, CA, holding a Series 66 designation and over 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015 and 2016, respectively. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through various financial planning and investment services.

Abraham Meza is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and Equitable Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

Carla De Laurentiz is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at Merrill since 2018 and previously held roles at JPMorgan Securities LLC, JPMorgan Chase Bank NA, and UBS Financial Services. Carla is based in San Francisco, CA. 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 integrates with Bank of America’s platform, providing access to various products and services beyond traditional investment management.

Raunak Joseph is a financial advisor with Charles Schwab based in Oakland, CA, holding a Series 66 designation and four years of industry experience. Prior to joining Schwab, he worked at Atlantis Properties and Intrigo System. Charles Schwab & Co., Inc. serves a broad client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm operates with a large scale and integrated structure, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and alternative investment offerings.

David Midgley is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2019, he worked at Goldman, Sachs & Co. for 14 years. Outside of his advisory role, Midgley serves as treasurer and head of the finance committee at Broadmoor Golf Club in Seattle. Morgan Stanley Wealth Management provides a range of advisory programs 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 conversations and firm-approved tools to support client financial goals.

Mary Jane Sullivan is a financial advisor with Merrill in Oakland, CA, holding Series 63 and Series 65 licenses and having 31 years of industry experience. She has been with Merrill since 2009. 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.

Noelle Owens is a financial advisor at Fidelity with 17 years of industry experience. She holds the Series 66 designation and has worked at Fidelity Investments and Ameriprise Financial Services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, offering discretionary and non-discretionary portfolio management as well as fund advisory. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad universe of mutual funds, ETFs, and ETPs.

Adam Cline is a Wealth Management Advisor with Merrill Lynch Wealth Management in San Francisco. He began his career in the financial services industry in 2009 and joined Merrill in 2010. Adam works primarily with affluent clients, including C-suite executives and serial entrepreneurs, focusing on a holistic approach to wealth management that involves significant time spent with clients and their families to foster behaviors and attitudes that support positive long-term financial outcomes. His expertise includes executive compensation, equity compensation services, liquidity management, personal retirement planning, and retirement income. Adam assists clients with wealth enhancement by understanding risks and measuring probabilities to reach objectives, wealth preservation, wealth transfer to succeeding generations, and charitable gifting strategies. He also provides services related to stock option analysis, restricted stock strategies, family wealth growth, trust and estate planning, life insurance, philanthropic strategy, and business succession planning. Adam holds a Bachelor of Science degree in Political Economics from the University of California, Berkeley. He holds securities licenses including the Series 7 and 66 FINRA registrations, and professional designations such as Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). He participates in community organizations including GLIDE, Habitat for Humanity, and Sage Project. Outside of work, he enjoys basketball, camping, golfing, hiking, scuba diving, spending time with family, surfing, swimming, traveling, and yoga.

Azeb Clark is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 23 years of industry experience. She has been with Cambridge Investment Research Advisors and its affiliated firms since 2010. Outside of her primary role, she is involved as an independent insurance agent and owns a registered investment advisory firm. Cambridge Investment Research Advisors serves a diverse client base—including individuals, pension plans, charitable organizations, and trusts—offering financial planning, investment management, and retirement plan advisory services. The firm provides various investment implementation options tailored by independent Financial Professionals and features proprietary model strategies as well as access to third-party managers.