Matthew Mayer is a Wealth Management Advisor with the Mayer Group, operating within Merrill Lynch Wealth Management. He works alongside a team of specialists, including his father and client associate Elizabeth, providing goals-based wealth management to accomplished professionals, families, and business owners. Matthew's primary focus is on wealth planning, assisting clients with family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, socially responsible and values-based investing, as well as retirement income. In September 2022, he earned the Chartered Financial Consultant (ChFC) designation from The American College of Financial Services. He holds a bachelor's degree from the University of Colorado. Outside of his professional responsibilities, Matthew enjoys cooking, golfing, music, reading, skiing, and spending time with his family. He lives in Petaluma with his wife Alexandria and their two dogs.

Justin Klueger is a financial advisor at RBC Capital Markets in San Francisco, CA, holding a Series 66 designation with 13 years of industry experience. He has worked at RBC Capital Markets since 2013 and is also employed at City National Bank since 2017. Outside of his advisory role, he owns and operates Pursuit of Time LLC, a business focused on reselling used watches. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored advisory programs and a range of portfolio management and financial planning services.

Kimberly Taber is a financial advisor at Morgan Stanley with 29 years of industry experience. She has previously worked at Wells Fargo Advisors and Wells Fargo Clearing, totaling ten years at those firms before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Lucas Eveslage is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with six years of industry experience. His prior work includes roles at PepsiCo and Beatshare, as well as a position at Cal Poly San Luis Obispo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning with the use of firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services directly to individuals and through corporate financial planning agreements.

Jay Hargis is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation. Prior to joining UBS, he worked in public education and corporate environments, including Boston Public Schools, Malden Public Schools, and Cbiz. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research to tailor investment solutions aligned with clients’ goals and risk tolerances.

Jack Almo is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and 24 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2011. Almo serves as Chair of the Investment Committee and a board member for the Kline Galland Center, and he is also involved in investment decisions for the Jewish Federation of Greater Seattle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and planning tools.

Joan Espinosa is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and was previously at Citigroup Global Markets starting in 2006. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery conversations and firm‑approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Kevin Truong is a financial advisor at J.P. Morgan Securities with two years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2023 and previously spent eight years at First Republic Bank. He holds a Series 66 designation. 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 through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Steven Feehan is a financial advisor at Morgan Stanley in San Francisco, holding a Series 63 designation with 29 years of industry experience. He has worked at Citigroup Global Markets since 1995 and has been with Morgan Stanley and its affiliated entities since 2009, including Morgan Stanley Private Bank, National Association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by proprietary tools and offers a broad range of retail and institutional services.

Dennis Tadeo is a financial advisor with Raymond James & Associates in San Francisco, holding a Series 66 credential and one year of industry experience. His prior roles include positions at Rover Group, Inc., 1919 Investment Counsel, LLC, and Tiber Capital Group. Raymond James & Associates is a large 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Monna Laing is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and bringing 26 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 serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Rahul Varshneya is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has previously worked at Deutsche Bank Securities Inc., Bank of America, and Merrill. Outside of finance, he has experience in education through a role at Tutor me LA. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and modeling techniques as part of its advisory process.

Valerie Krebs is a financial advisor with LPL Financial based in San Rafael, CA, holding Series 63 and Series 66 designations and possessing 13 years of industry experience. Her work history includes positions at J.P. Morgan Securities, Wells Fargo Clearing, and Mechanics Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charities through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, retirement plan consulting, and brokerage services.

Blake Van Grouw is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior work includes roles at JP Morgan Chase Bank, J.P. Morgan Securities, and First Republic Bank and its affiliated securities company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, including tailored financial planning services supported by advanced planning tools and firm-approved methodologies.

Ricardo Medrano Narvaez is a financial advisor with Equitable Advisors in San Jose, California, holding a Series 66 designation and six years of industry experience. His prior work includes roles at AXA-Advisors, LLC and California Polytechnic State University. 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 services tailored to clients’ goals, risk tolerance, and time horizon.

Makayla Chassion is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with approximately two years of experience. Her prior background includes roles at Capital Group and various academic institutions, including the University of California and UCLA. Outside of finance, she has experience associated with tennis academies and a pizzeria. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers financial planning and advisory programs supported by structured discovery tools and modeling techniques, managing approximately $2.74 trillion in client assets.

Gerald O'hara is a CFA® with 20 years of experience in the financial industry, currently advising at Stifel since 2025. Prior to joining Stifel, he spent 15 years with Jefferies Research Services LLC and Jefferies & Co. He serves as an advisor to the Investment Committee of the Northern California Golf Association and is a member of the Board Nominating Committee at The Olympic Club, participating in governance and financial oversight. Stifel serves a broad range of individual and institutional clients, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jill Maines is a Series 63-registered financial advisor with Morgan Stanley in San Francisco, CA, with 35 years of industry experience. She has worked at Morgan Stanley since 2009 and has been with Citigroup Global Markets since 1993. Outside of her advisory role, she is a Pilates instructor affiliated with Club Pilates in Palo Alto and San Jose, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning that incorporates firm-approved tools and methodologies.

Amaka Nwankwo is a financial advisor at Morgan Stanley with a Series 66 designation and two years of industry experience. Prior to joining Morgan Stanley, Amaka worked at JP Morgan Chase Bank and J.P. Morgan Securities. Outside of finance, Amaka writes a fantasy series on Webnovel, publishing new chapters regularly. Morgan Stanley Wealth Management serves both individual and institutional clients, offering advisory programs and tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides a broad range of financial services including estate planning and private fund relationships.

Reese Linton is a financial advisor at Morgan Stanley with seven years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2018. Prior to his career in finance, he worked at Millies Restaurant for six years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.