William Knox is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with three years of industry experience. His prior work history includes positions at PNC Bank and various roles connected to the University of Cincinnati. Morgan Stanley Wealth Management provides advisory programs to individuals 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 delivers services through Financial Advisors and its Estate Planning Strategies Group.

Dana Tom is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 designations and bringing 24 years of industry experience. He has been with Morgan Stanley since 2016 and previously worked at Edd. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and models outcomes with its Financial Advisors and Estate Planning Strategies Group, offering a broad range of retail and institutional investment services.

Michelle Alberda is a financial advisor with Ameriprise, holding a Series 66 designation and 26 years of industry experience. She has worked with Ameriprise Financial Service, LLC since 1999 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of her advisory role, she is a member and manager of Good Directions LLC, a boat rental and charter business in Carolina Beach, NC. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and advisory oversight to deliver tailored retirement planning and offers a broad range of advisory, brokerage, and insurance solutions.

Michael Morrone is a Series 66-credentialed financial advisor with five years of industry experience, currently with J.P. Morgan Securities. His prior roles include positions at First Republic Investment Management, First Republic Securities, and Wells Fargo. Outside of his advisory work, he holds a passive investment interest in Longwood Holdco, LLC, a holding company that owns a car wash. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and a centralized due diligence process to recommend investment solutions.

Darren Wollrich is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley Private Bank, National Association and Morgan Stanley since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools including Monte Carlo simulations and Secular Return Estimates.

Nicole Nixon is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 63 and Series 66 licenses with 27 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved tools.

Sharam Pavri is a Financial Advisor at Merrill Lynch Wealth Management. He serves a select group of clients including technology professionals, founders, and business owners, focusing on areas such as college education planning, executive compensation, family wealth management strategies, and personal retirement planning. Sharam applies an analytics-driven process to design customized asset and liability strategies aimed at providing clarity and structure for his clients' financial goals. He holds professional designations including Certified Trust and Fiduciary Advisor (CTFA), Personal Investment Advisor (PIA), and Certified Financial Planner (CFP). Sharam earned a Bachelor's degree from the University of Toronto and a Master of Business Administration from the University of Newfoundland. He is fluent in Persian, Hindi, and English. Beyond his professional work, Sharam enjoys Northern California's outdoors with his family, engaging in activities such as swimming, sailing, hiking, basketball, boating, rock climbing, running, music, traveling, and volleyball. He is also involved with community organizations including Forbes Marshall Canada Inc., JP Morgan Chase & Co. - Bay Area Leadership Council, and uAspire.

Wanda Wu is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2014. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities.

Harry Zhang is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation and has prior work experience at the University of California, Irvine, and with the Shanghai Overseas Economic & Technology Promotion Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, providing a broad range of financial solutions.

Christian Kimball is a financial advisor at Fidelity with over 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked with various Fidelity entities since 1993. Outside of his advisory role, he serves as chairman of traditions and orientation for The Family Club, a private social club in San Francisco. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it serves in advisory roles for multiple registered investment companies and fund-of-funds.

Andrew Peritore is a financial advisor with Ameriprise in Oakland, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he was involved with Ten Hickories LLC and Baitshop Dives LLC, and he served in the Berkeley Unified School District. He is a board member of the Berkeley Lacrosse Club. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations through a centralized consulting team.

Ryan Okamoto is a financial advisor with Equitable Advisors in San Francisco, CA. He holds a Series 66 designation and has been with the firm since 2026. Prior to his current role, his work experience includes positions in retail and education sectors. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering both advisory and brokerage/insurance channels to implement client recommendations.

Diana Dorn is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Stifel and its predecessor, Thomas Weisel Partners LLC, since 2010. Stifel serves a diverse client base including individuals, institutions, and municipal entities, offering brokerage and advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ryan Yamaguchi is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and 18 years of industry experience. He has been with UBS since 2015. Outside of his advisory work, he is involved in property rental management. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings. The firm integrates proprietary research and model-based asset allocations with institutional trading capabilities and a broad range of financial services.

Majdi Khatib is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo, he worked at Edward Jones and Cosmic Ventures. Outside of advising, he earns royalties from various streaming services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Elizabeth Groh is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has dedicated over 46 years to assisting high-net-worth clients in the San Francisco Bay Area, developing customized financial strategies to help them pursue their financial goals. Elizabeth works closely with clients and their other professionals, such as attorneys and tax specialists, to identify primary goals including education funding, tax minimization strategies, and retirement asset management. Elizabeth holds a Bachelor's Degree from Arizona State University and is a CERTIFIED FINANCIAL PLANNER® certificant. She also holds the Professional Investment Advisor (PIA) designation. In addition to her advisory role, she collaborates with a Wealth Management Lending Officer from Bank of America to provide clients with personalized home financing guidance. Outside her professional responsibilities, Elizabeth is involved with the Bay Area Strength Alliance and Buckelew Programs. She enjoys hiking, skiing, and traveling with her family and is active in the Bay Area Strength and Alliance community.

Maritza Camilo is a financial advisor at Merrill with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill Lynch, Pierce, Fenner & Smith, Inc. since 1999. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary strategies developed by internal Chief Investment Office teams and third-party managers, supported by comprehensive trading, account administration, and custody services.

Deborah Finnegan is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses with 11 years of industry experience. She has been with Morgan Stanley and its Private Bank since 2014. Finnegan serves as a board member of the Discovery Bay Lions Club, engaging in fundraising and administrative activities. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and modeling tools, serving clients through both direct and corporate-sponsored financial planning arrangements.

Allen Lee is a financial advisor with Charles Schwab in San Francisco, holding a Series 66 designation and 19 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2012. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody and operational infrastructure.

Meredith Mckown is a financial advisor with Merrill in San Francisco, CA, holding Series 63 and Series 65 credentials and over 28 years of industry experience. She has worked with Bank of America and Merrill Lynch for the past 15 years. Outside of her advisory role, she is involved in an acting career with various production companies and manages an online clothing resale business. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.