John Myers is a Private Wealth Advisor with Merrill Private Wealth Management. He collaborates with high-net-worth clients and their families, focusing on executives, founders, and investors in the technology and life sciences sectors. His work centers on building customized investment portfolios aligned with clients' long-term wealth management goals and managing concentrated and restricted securities holdings. John leverages his professional network and Merrill resources such as research analysts, investment bankers, and the Venture Services Group to provide specialized expertise to his clients. With over 30 years of experience in finance, John began his career in the Corporate Executive Services group at Prudential Securities. Before joining Merrill in 2002, he was a principal in the Private Client Group at Robertson Stephens, managing assets for corporate executives, venture capitalists, and founders of emerging growth companies. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the Society of Security Analysts of San Francisco. John earned a Bachelor of Arts degree in economics from Princeton University. John supports Merrill's tradition of community service through his role as a trustee and chair of the finance committee at the University of San Francisco, where he also serves on the executive committee. Outside of his professional commitments, he enjoys hiking, music, swimming, and yoga.

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 30 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley since 2021, following five years at Wells Fargo Clearing. Morgan Stanley Wealth Management provides a range of advisory programs for individual and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored planning services.

Lucas Eveslage is a financial advisor at Morgan Stanley in San Francisco, CA, with seven years of industry experience. He holds the Series 66 designation. Prior to joining Morgan Stanley in 2019, he worked at PepsiCo and Beatshare and was affiliated with Cal Poly San Luis Obispo. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its advisory process.

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 at Morgan Stanley in San Francisco, CA, with 27 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and previously worked at Citigroup Global Markets from 2006 to 2009. She holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that utilizes firm-approved tools and economic modeling techniques.

Kevin Truong is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and two years of industry experience. He previously worked at First Republic Bank from 2015 to 2023 before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary advice focused on asset allocation, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates a range of eligible strategies, including ESG criteria.

Steven Feehan is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds a Series 63 designation and has worked at Citigroup Global Markets from 1995 to 2009 before joining Morgan Stanley Smith Barney and the Morgan Stanley Private Bank, National Association, where he has been since 2009 and 2015, respectively. He is based in San Francisco, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a variety of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and market modeling techniques.

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 with Morgan Stanley in San Francisco, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Deutsche Bank Securities, Bank of America, Merrill, and several other financial services firms. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and integrates various investment strategies, including input from its Global Investment Committee.

Valerie Krebs is a financial advisor with LPL Financial based in San Rafael, CA, holding Series 63 and Series 66 designations and possessing 14 years of industry experience. Her career includes roles at J.P. Morgan Securities and Wells Fargo Clearing before joining LPL Financial and Mechanics Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supporting both discretionary and non-discretionary account management with access to third-party subadvisors and customized strategies.

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 at Equitable Advisors with six years of industry experience and a Series 66 designation. He has been with Equitable Advisors since 2020 and previously worked briefly at AXA-Advisors, LLC. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives, often utilizing third-party asset managers and advisory programs.

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 financial advisor at Morgan Stanley with 36 years of industry experience. She has held positions at Citigroup Global Markets for 16 years before joining Morgan Stanley in 2009. Outside of her advisory role, she works as a Pilates instructor at Club Pilates locations in Palo Alto and San Jose, California. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques in its financial planning process.

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.