Larry Shaw is a financial advisor at Morgan Stanley with 33 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Morgan Stanley and its affiliated private bank since 2011. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct relationships and Corporate Financial Planning agreements.

Matthew Swimmer is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill, he has worked in various roles across retail, hospitality, and education sectors. Outside of finance, he operates a small online resale business focused on watches and accessories. Merrill, along 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, and institutions.

Brett Villaume is a financial advisor with Equitable Advisors in San Francisco, holding Series 63, 65, and 66 credentials and 19 years of industry experience. His prior roles include positions at Dogpatch Wealth, Pacific Premier Bancorp, Inc., and Opus Bank. He serves as secretary for the Technical Analysis Educational Foundation, a nonprofit educational advocacy group, and is an adjunct professor at Golden Gate University. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm utilizes a range of investment programs, including third-party advisory models and firm-offered solutions, focusing on matching client needs to appropriate investment strategies without sponsoring its own wrap fee program.

Guneet Bains Ajmani is a financial advisor at Morgan Stanley with 25 years of industry experience. Prior to joining Morgan Stanley in 2026, Ajmani worked at LPL Financial and BMO Bank, where he held advisory roles for over a decade. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and integrates structured planning tools and firm-approved methodologies in its advisory process.

Deidra Geraghty is a Series 66-licensed financial advisor with UBS Financial Services in San Carlos, CA, and has 16 years of industry experience. She has been with UBS since 2015. 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 combines institutional trading capabilities with wealth management services and delivers advice based on proprietary research and model-based asset allocations.

Daniel Huston is a financial advisor with Charles Schwab in Menlo Park, CA, holding Series 63 and Series 65 credentials with two years of industry experience. His work history includes roles at Chequers Financial Management LLC and David White & Associates, and he spent four years in full-time education prior to his advisory career. 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 offers a combination of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and due diligence on alternative investments.

Robert Wilson is a financial advisor at J.P. Morgan Securities with a Series 66 designation and experience in the financial industry beginning in 2023. He previously worked at First Republic Bank from 2012 to 2023. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Yu Chen is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and Mass Mutual Investors Services. 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, distribution, and investment management capabilities.

Jackson Wegner is a financial advisor with Merrill in San Francisco, holding a Series 66 designation and six years of industry experience. He has worked at Merrill since 2018 and previously spent one year at Vortus Investments. Jackson also has a background that includes positions at Texas Christian University and GMPC. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Evelyn Mei is a Series 66 credentialed financial advisor at J.P. Morgan Securities with two years of industry experience. She has worked at JPMorgan Chase Bank, N.A. and Morgan Stanley, and has held roles outside finance in retail and academia. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Christopher Lee is a financial advisor at Equitable Advisors with one year of industry experience. He holds the Series 66 designation and has previously worked in roles at Uber Eats, San Sushi, Amazon, Cafe Patio, KPB Asian Bistro, and DoorDash. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory platforms to implement customized investment models and fiduciary services.

Jennifer Sun is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at firms including J.P. Morgan Private Wealth Advisors, Wealthfront Advisers, and First Republic Bank. Sun is based in San Francisco, CA. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm uses structured planning processes and firm-approved tools to model financial outcomes but generally acts in an advisory capacity without providing individual security recommendations as part of standalone planning.

Terry Boldt Degunto is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at Merrill and Bank of America prior to joining Morgan Stanley in 2023. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and provides services that include but are not limited to, financial planning, investment advisory, and brokerage through its extensive network of advisors.

Janice Negvesky is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has held roles at JPMORGAN Chase Bank, Georgetown University, and Pocono Eye Associates. 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 when recommending investment strategies.

Colin Dasanjh is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he manages several residential rental properties. 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 applying an ESG eligibility framework to its investment recommendations.

Jennifer Lau is a financial advisor at Wells Fargo Advisors with 14 years of industry experience. She holds the Series 66 designation and has worked at various Wells Fargo entities since 2013. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services including retirement, education, risk management, and niche areas such as business-owner transition and special-needs analysis.

Jesse Waters is a financial advisor at LPL Financial based in San Mateo, CA, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at Cetera Advisor Networks, Voya Financial Advisors, Bank of America, and Merrill. Waters is also involved with his own entity, jessewatersfinancial LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Eccles is a financial advisor at Stifel with 39 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2011 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved with Scout Model & Talent Agency in San Francisco, focusing on fashion and lifestyle modeling. Stifel serves a wide range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, emphasizing forward-looking capital market assumptions and probabilistic modeling.

Jeanna Deane is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018, following prior roles at Morgan Stanley. J.P. Morgan Securities provides institutional consulting services to clients such as 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 large institutional advisory operations with brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Sidney Sall is a financial advisor with Equitable Advisors in San Francisco, holding a Series 65 designation and having 53 years of industry experience. He has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. Outside of his advisory work, he participates in community fundraising for LifeHouse Agency, which supports the developmentally disabled, and is involved in charitable planning with Temple Rodef Shalom. Equitable Advisors serves a broad range of clients including individuals across wealth levels, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and various asset management programs, often utilizing third-party asset managers and advisory platforms.