Benjamin Sasaki is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation. He joined UBS in 2025 and has prior experience working at Gideon Strategic Partners and Heroes and Legends, alongside completing his education at Pomona College. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary market research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

William Schrader is a financial advisor with Charles Schwab, holding a Series 63 designation and having 37 years of industry experience. He has been with Charles Schwab since 1989 and with Charles Schwab Bank since 2005. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary and discretionary investment options, combining centralized custody and advisory functions with multi-asset model portfolios and a formal alternative investment process.

Christine Kim is a financial advisor at Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses with 17 years of industry experience. She worked at Citigroup Global Markets for 12 years before joining HOME for one year and then Morgan Stanley in 2019. 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, relying on structured discovery processes and firm-approved tools to support client planning.

Fernando Quezada is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and UBS Financial Services. Prior to his financial services career, he was involved with UC Irvine Student Housing and the University of California, Irvine. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and approved tools, with an emphasis on advisory services rather than individual security recommendations.

Steven Denicke is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation. He has been with Morgan Stanley since 2019, with additional experience at firms in various industries including mortgage services and technology. Prior to his advisory role, his background spans several positions across diverse fields. Morgan Stanley Wealth Management provides advisory and brokerage services to both individual and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs that include both retail and institutional offerings.

Michael Bartolozzi is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and two years of industry experience. His prior work includes roles at La Crema Winery and Moss Adams. Outside of advising, he is involved as a beverage server and estate host at La Crema Winery. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates primarily through program sponsors and third-party managers, providing both discretionary and non-discretionary advisory solutions.

Patrick Downs is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the finance committee of the Oakland Lacrosse Club, a nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans. The firm operates with institutional trading capabilities alongside wealth management services.

Andrew Mayer is a Wealth Management Advisor at Merrill Lynch Wealth Management in San Francisco. Since joining Merrill Lynch in 1983, he has focused on helping clients build, manage, and transfer wealth. Over his more than 38 years of experience, Andrew has developed expertise in guiding clients through various market environments and addressing key client priorities such as growing assets and creating lasting income in a tax-efficient manner. In 2018, Andrew’s practice became multi-generational when his son Matthew joined Merrill Lynch. Together with Elizabeth Murphy-Jinich, a Registered Senior Wealth Management Client Associate, they form the Mayer Group, a team committed to understanding each client’s individual circumstances and applying established financial strategies to help clients achieve their financial goals confidently. Andrew holds a Bachelor's Degree from Skidmore College and the Personal Investment Advisor (PIA) designation. Andrew and his wife have lived in Marin County for over 30 years, where they raised their two children. Outside of work, Andrew’s interests include golf, cooking, and bluegrass music.

Jason Corda is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 designations and having 23 years of industry experience. He has previously worked at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery conversations and firm-approved tools, utilizing models such as Monte Carlo simulations to help inform planning outcomes.

Jad Jaber is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Bank of America/Merrill Lynch and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling, manager due diligence, and an ESG eligibility framework in their investment approach.

Victoria Bailey is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank N.A. since 2016. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides both direct and corporate-sponsored financial planning services.

Chiuhang Chan is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. He has worked with UBS since 2016. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to deliver tailored financial planning and portfolio management.

Ana Diaz is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and with 22 years of industry experience. She has been with UBS and its affiliated entities since 2005. 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 uses proprietary research and model-based asset allocations to tailor financial plans to clients' goals and risk tolerances.

Thomas Schryver is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63 and Series 65 designations and 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers various advisory programs with customized strategies and a range of investment options through both in-house and third-party managers.

Elizabeth Strong Coover is a financial advisor with LPL Financial based in Novato, CA, holding Series 63 and Series 66 credentials and bringing 37 years of industry experience. Her prior work includes roles at Spc and Sigma Financial Corporation spanning over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs and financial planning services supported by various model portfolios, research resources, and technology-driven investment solutions.

Allan Dong is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and 19 years of industry experience. He has been with Equitable Advisors since 2006 and was previously affiliated with Axa Advisors, LLC. Outside of his advisory role, he owns and operates a business exporting machinery and parts internationally. 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 third-party managers and LPL programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Christopher Chavez is a financial advisor at UBS Financial Services with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with UBS since 2013. Outside of his advisory role, Chavez serves as the treasurer for a local Girl Scouts troop in San Mateo, helping to manage their finances and budget. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor strategies to client goals.

John Sullivan II is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 66 licenses and bringing 48 years of industry experience. He has been with UBS Financial Services since 2011. 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 provides a wide range of capital markets and custody solutions.

Gloria Cuadra is a financial advisor at Merrill with 20 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018. Prior to that, she was employed at Citigroup Global Markets, Inc. and CITI Private Bank from 2010 to 2017. Outside of her advisory role, she serves as a successor trustee for a family trust. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Leslie Wan is a financial advisor at UBS Financial Services in San Francisco, holding a Series 66 designation. Wan has worked in the financial industry since 2017, with prior experience at Morgan Stanley, Bloomberg LP, and Alpha Financial Markets Consulting. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans and portfolio management. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.