Kim Meek is Vice President and Financial Consultant at Fidelity Investments, a position held since 2020. She has over 27 years of experience in financial planning, focusing on helping clients understand and achieve their individual priorities and goals through an approach grounded in trust and integrity. Prior to her current role, Kim worked at Fisher Investments from 1999 to 2020 in positions including Investment Counselor and Vice President as well as Vice President, Client Services. She holds a California Insurance License. Outside of her professional work, Kim's personal interests include family activities, social events with friends, gardening, outdoor adventures, and sailing.

Sheri Benjamin is a financial advisor with LPL Financial, holding a ChFC® designation and Series 63 license, with 33 years of industry experience. She has been with LPL Financial since 2013. Outside of her advisory role, she is involved with Cammarano Insurance Services, where she contributes to non-variable insurance activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across various account types.

Jennifer Bottalico is a Certified Financial Planner (CFP®) with 29 years of industry experience. She has been with Raymond James & Associates in Belvedere Tiburon, CA, for 10 years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Alex Kennedy is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 designation and four years of industry experience. He has worked at Merrill since 2017 and previously was employed at EdPlus at Arizona State University. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Lavan is a Certified Financial Planner® with 25 years of experience, currently with Edward Jones since 2001. He serves as a board member for Summit Adventure, where he assists in steering the organization and fundraising efforts. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, through a nationwide network of financial advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Lucille Hu is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley and Morgan Stanley Private Bank since 2017, and previously held roles at FBG Capital and Value Retail China. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer that serves individual and institutional clients with a broad range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and market simulations to support its services.

Christopher Oerman is a financial advisor with Merrill based in San Francisco, CA, holding Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at Western Growers Financial Services and multiple positions within Bank of America and Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies to a range of clients including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations.

Angela Lew is a financial advisor at Morgan Stanley with 28 years of industry experience. She has been with Morgan Stanley since 2015 and holds Series 63 and Series 66 licenses. Outside of her advisory work, she is a sole proprietor involved in property management of a rental property. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs backed by firm‑approved planning tools and extensive asset management.

Christian Murphy is a financial advisor at UBS Financial Services in San Francisco, CA, holding a Series 66 designation with four years of industry experience. He joined UBS in 2022 after completing his studies at the University of the Pacific. UBS Financial Services serves individual, corporate, and institutional clients with 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 proprietary research and capital markets solutions.

Dominick Giovinazzo Jr. is a financial advisor at Morgan Stanley in San Francisco with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities and Northwestern Mutual Investment Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients. The firm offers tailored financial planning and a broad range of advisory programs, managing approximately $2.74 trillion in client assets.

Connor Addiego is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley since 2021, as well as prior positions at Bigge Crane & Rigging Co and TransPak. He also spent four years at Pitzer College. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, employing structured planning tools and a range of advisory programs.

Fung Yee Georgiana Suen is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds a Series 66 designation and has been with UBS since 2016. UBS Financial Services Inc. 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 utilizes proprietary research and model-based asset allocations to tailor client plans.

Carol Hu is a financial advisor at Wells Fargo Clearing with a Series 66 credential and experience dating back to 2011. Her career includes roles at Wells Fargo Bank from 2011 to 2021, Northern Trust from 2021 to 2025, and Wells Fargo Clearing since 2026. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines research from its investment institute with diversification principles and modern portfolio theory to evaluate investment options.

Cassandra Pate is a financial advisor at Morgan Stanley with eight years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2018. Prior to her career in finance, she spent five years with Starbucks Coffee Company. 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 employs a structured planning process supported by firm-approved tools and market return models.

Christel Robbins-Whittier is a Financial Consultant at Fidelity Investments, a role she has held since 2019. She has been with Fidelity Investments since 1998, with previous positions including Retirement Planner, Relationship Manager, Financial Representative, and Senior Investment Data Analyst. Her experience spans various aspects of financial planning and client relationship management within the firm. Robbins-Whittier holds a California Insurance License, which supports her work in the financial services sector. She is committed to partnering with clients and their families to work towards their financial goals. Outside of her professional career, she has personal interests that include cars, family activities, movies, pets, Pilates, and traveling.

Aimee Karol is a CFP® professional with 43 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked with Prudential Equity Group, LLC for six years. Located in San Francisco, CA, she holds Series 63 and Series 65 licenses. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, 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.

Paul Schieber is a financial advisor with Wells Fargo Clearing in Santa Rosa, CA, holding Series 63, 65, and 66 licenses and 34 years of industry experience. His prior roles include positions at Fidelity Investments and Principal Funds Distributor. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Audrianna Sibiski is a financial advisor with Morgan Stanley in San Francisco, holding Series 65 and Series 66 designations and eight years of industry experience. Her prior roles include positions at BNY Mellon and Bank of America. Outside of her advisory work, she is the sole proprietor of a property management business in San Francisco. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a variety of advisory programs to individuals and institutions, offering tailored financial planning supported by firm-approved tools and research.

Grace Ngai is a financial advisor at J.P. Morgan Securities with 30 years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining J.P. Morgan Securities, she worked for Charles Schwab Co., Inc. and Charles Schwab Bank, SSB for 12 years. Outside of her advisory work, she is a landlord of a rental property in Napa, California. 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 integrates quantitative and qualitative research and incorporates ESG eligibility frameworks, serving clients who retain final decision-making authority.

Alexander Taft is a financial advisor at UBS Financial Services in Mill Valley, CA, holding Series 63 and Series 65 designations with 36 years of industry experience. He has been with UBS since 1989. 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 uses proprietary research and model-based asset allocations to tailor client strategies.