Yu Chen is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds a Series 66 designation and has prior work experience with Mass Mutual Investors Services and Urumqi TianRong MicroCredit Co., LTD. 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 to build model asset allocations and incorporates ESG considerations within a non-discretionary program.

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 financial advisor at J.P. Morgan Securities in San Francisco, holding a Series 66 designation with two years of industry experience. Her work history includes roles at JPMorgan Chase Bank, Morgan Stanley, and several retail and educational institutions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by a centralized due diligence process combining quantitative and qualitative research.

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.

Jane Chen is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Wells Fargo Clearing since 2017, following a 14-year tenure at Scottrade, Inc. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Jasmin Martinez serves as Vice President Private Wealth Management Advisor at Fidelity Investments since 2026. She is a Certified Financial Planner® with over ten years of experience in the financial services industry. Her professional experience includes roles such as Financial Consultant and Vice President, Branch Leader at Fidelity Investments, as well as Senior Financial Consultant at Charles Schwab. She holds a California Insurance License. Outside of her professional work, Jasmin engages in activities such as kayaking, outdoor adventures, parenthood, caring for pets, traveling, and volunteering.

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 prior experience at JPMorgan Chase Bank, Georgetown University, and Pocono Eye Associates. 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. Their advisory process combines quantitative and qualitative research with forward-looking capital market assumptions to build model asset allocations, and recommendations may include ESG considerations.

Colin Dasanjh is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012. Outside of his advisory role, he manages several residential rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its advisory process and incorporates ESG criteria in its recommendations.

Jennifer Lau is a Series 66-licensed financial advisor with Wells Fargo Advisors in San Francisco, CA, bringing 14 years of industry experience. Her career includes roles at Wells Fargo Clearing and UBS Financial Services. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser offering investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including retirement, education, and wealth-transfer planning, supported by proprietary research and planning tools.

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 with J.P. Morgan Securities, holding a Series 66 designation and bringing 11 years of industry experience. She has worked at JPMorgan Securities and JPMorgan Chase Bank since 2018 and previously spent three years at Morgan Stanley. She is employed by both JPMorgan Securities and JPMorgan Bank, allowing her to offer a range of banking products in addition to investment services. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their process combines quantitative and qualitative research with forward-looking market assumptions and incorporates ESG criteria where applicable.

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.

Marc Rohrer is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He has held positions at Wells Fargo Investments and Citicorp Investment Services. Outside of his advisory work, he is involved in soccer player management through Rohrer & Co. Sport Management and serves on the U.S. Soccer Federation Development Council. 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 uses research from Wells Fargo Investment Institute and third-party sources to evaluate investment options within plan custodian platforms.

Geoffrey Bernal is a financial advisor with Mass Mutual Investors Services in Redwood City, CA, holding Series 63 and Series 66 credentials and having 31 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and MetLife Securities Inc. from 2015 to 2017. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative annual financial planning engagements and a range of programs including wrap and money-manager options, along with educational seminars.

Bradley Adams is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and previously worked at Goldman Sachs and Santa Clara University. Outside of finance, he has experience with the La Rinconada Country Club and the Los Gatos Swim and Racquet Club. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and quantitative and qualitative research.

Zachary Ngai is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and beginning his career in 2025. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, he held roles at Amazon and Uniqlo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Sui Wa Lam is a financial advisor at Morgan Stanley in San Francisco, CA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2023, Lam worked at Industrial and Commercial Bank of China (USA) NA from 2021 to 2022 and has academic experience at Fudan University and the University of California Davis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee.

Cynthia Picha is a Series 66-licensed financial advisor with Wells Fargo Clearing, based in San Francisco, CA, and has 22 years of industry experience. She has worked at Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as an administrator for her parents’ estates and holds an 11% ownership stake in a family farm. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Karsten Chin is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes roles at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 1993 to 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and analyses.