Michael Gomez is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise, Bank of America, Merrill, and JP Morgan. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Patrick Filice is a financial advisor at UBS Financial Services in San Francisco, CA, with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside his advisory role, he serves as trustee for the Judith Huyck Trust, managing investments to support his sister’s lifestyle. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Aaron Canale is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63, Series 65, and Series 66 licenses. He has nine years of industry experience, including roles at Wells Fargo Bank since 1997. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by extensive research and analytics.

Killian Adwell is an advisor with Fidelity Investments based in San Francisco, CA, holding Series 63 and Series 66 credentials and possessing two years of industry experience. Prior to joining Fidelity, he worked in various roles at companies including Amazon, Uber Technologies, and Henry's House of Coffee. Fidelity’s Strategic Advisers LLC, where Adwell is affiliated, provides investment management and advisory services spanning retail and institutional clients, employing a process that combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from a broad investable universe.

Khalil Curi Hanna is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with UBS since 2012. 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 provides a broad range of capital markets and research resources.

Steven Reegler is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based modeling.

Angela Colombani is a financial advisor with UBS Financial Services based in San Francisco, CA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. She has worked at J.P. Morgan Securities Inc. since 2006 and at J.P. Morgan Chase Bank since 2016. Outside of her advisory role, she serves on the board of directors for The Ready Room Project, an organization that provides opportunities to military children. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, utilizing proprietary capital market assumptions, model-based asset allocations, and research from its Chief Investment Office to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant activities and principal trading.

Matthew Newell is a financial advisor with Stifel in San Francisco, holding a Series 66 designation. He joined Stifel in 2025 and previously worked at the Federal Reserve Bank of San Francisco from 2022 to 2025. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment methodology and probabilistic modeling developed by its Investment Strategy Group.

David Tsang is a Series 66-licensed financial advisor at Merrill with 10 years of industry experience. He has been with Merrill and Bank of America since 2015. Outside of advising, he works part-time as a taxi driver and owns a marriage agency that helps people find partners. 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 plans, and other institutional investors.

Jeremy Gee is a financial advisor at Charles Schwab with Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management and Investment Services, as well as a brief tenure at Alex Icaza. 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 advisory solutions supported by centralized custody and a multi-asset strategic investment approach.

Tyler Supple is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. Outside of finance, he has experience with the Special Olympics and UC Davis Admissions. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and research.

Donald Trabert is a financial advisor with UBS Financial Services in San Francisco, holding the Series 63 and Series 66 designations and bringing 43 years of industry experience. He has been with UBS since 2009. In addition to his advisory work, he serves on the finance committee of St. Mary’s Star of The Sea Church, advising the Pastor on financial matters related to church maintenance. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory products, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations.

Sean Reilly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in 1996 as an equity markets trader within the Ultra High Net Worth Investment Group and later transitioned into a financial advisor role serving a sophisticated and diverse clientele. His experience spans developing complex equity and options strategies, as well as expertise in fixed-income markets and alternative investments. Sean contributes to his team's asset allocation strategies and works closely with clients to align their investment objectives with their personal risk tolerances. As a member of Reilly, Terrazas, Krone and Associates, Sean serves high net worth and ultra high net worth clients, including entrepreneurs, physicians, attorneys, entertainment and sports personalities, and multiple generations of families. His client focus areas include college education planning, family wealth management strategies, managing new wealth, portfolio management services, sports and entertainment, and retirement income. Sean's approach involves facilitating collaboration with clients' attorneys and accountants to coordinate investment, wealth transfer, and philanthropic strategies. Sean holds a Bachelor's Degree from the University of Iowa and has earned the Personal Investment Advisor (PIA) designation. He is involved in his community through coaching Little League baseball and is a member of the Mill Valley Little League organization. Outside of work, Sean enjoys baseball, football, golfing, reading, spending time with his family, and swimming.

Audrey Booher is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, she worked with California State Parks and has teaching experience from the University of California, Berkeley, and Half Moon Bay High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers broad retail and institutional investment services.

James Rosenau is a Series 66-licensed financial advisor with Edward Jones in San Francisco, CA, where he has worked since 2022. He has over 30 years of experience in the financial services industry, including a long tenure at Ameriprise Financial from 1991 to 2017 and various roles at firms such as Gordian Wealth Advisor Plan and HR Block. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Steven Ching is a CFP® with 15 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He has held various roles within Wells Fargo-affiliated entities since 2012. Outside of his advisory work, he is involved in managing a family trust and has ownership interests in several real estate ventures. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Dylan Holborn Welsh is a financial advisor at Equitable Advisors with seven years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2018. Prior to that, he completed financial training at Morgan Stanley and was affiliated with AXA-Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through LPL programs and a broad roster of third-party asset managers. The firm operates a hybrid referral and implementation model, utilizing both advisory and brokerage channels to implement client recommendations.

Pietersen Sylvester is a Series 66-licensed financial advisor at Morgan Stanley with one year of industry experience. Prior to joining Morgan Stanley in 2025, he held various roles including positions at Santa Clara University and Yext. 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, including tailored financial planning and estate planning strategies.

Jimin Chen is a financial advisor at J.P. Morgan Securities with eight years of industry experience. Chen holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo and HSBC. Outside of finance, Chen is a silent partner in a hospitality business, Jimin and William Corporation, which operates Vinum Bar. 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 operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Dana Tobias is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 credential and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Tobias worked at Stanford University and was involved with Sapore Italiano from 2018 to 2020. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and corporate financial planning agreements.