Robert Burmeister is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at Parnassus Investments for 16 years. J.P. Morgan Securities LLC 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 combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Michael Mcwhorter is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has been with UBS Financial Services since 2009. 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 strategies to clients’ goals and risk tolerances.

Jonathan Usich is a financial advisor at Morgan Stanley in San Francisco, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning processes supported by advanced modeling tools.

Travis Engler is a financial advisor at Equitable Advisors in San Francisco, CA, holding a Series 66 designation and three years of industry experience. Before joining Equitable Advisors in 2023, he worked at Pet Food Express and Go Runner LLC and spent five years at San Francisco State University. Equitable Advisors serves individuals across a broad wealth spectrum, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs, utilizing both proprietary and third-party models to deliver tailored investment solutions.

Alena Meeker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She joined the Foust/Meeker Team in 2007 and brings 18 years of financial services experience to her role. Alena focuses on building trusting and beneficial relationships with individuals and families, providing a holistic approach to wealth management and advice. Her areas of expertise include client relationship management, investment analysis, and the development of customized asset allocations and financial strategies tailored to each client's risk tolerance, time horizon, liquidity needs, and overall investment goals. Prior to joining Merrill Lynch, she worked as a Financial Advisor with Morgan Stanley and as a registered sales assistant at Robertson Stephens. Alena holds a Bachelor's degree in Political Economies from the University of California Berkeley and is a Chartered Financial Analyst (CFA) Charterholder. She is a member of the CFA Society of San Francisco and a council member of the San Francisco Innovators Network. Alena is fluent in French, Spanish, and English.

Stacy Hering Astor is a financial advisor at OSAIC with 39 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked for SagePoint Financial, Inc. for 14 years. Outside of her advisory role, she owns a corporation that sells individual and group insurance products and serves as a trustee managing funds for beneficiaries. OSAIC serves a broad range of retail and institutional clients through a large network of advisers, offering integrated brokerage and advisory services, financial planning, retirement consulting, and access to multiple investment platforms and third-party money managers. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management.

Adam Jakubowitz is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and seven years of industry experience. Prior to joining J.P. Morgan in 2017, he worked at Fisher Investments for two years. He serves as a board member and treasurer for Jewish Learning Works, an educational organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, combining advisory services with affiliated brokerage and investment management capabilities. The firm delivers non-discretionary asset allocation advice supported by centralized due diligence and a manager solutions team.

Ethan Burak is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and two years of industry experience. Prior to joining Equitable Advisors, he held various roles including food and beverage server and bartender at The Cantina. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and a range of asset management programs through a network of Investment Adviser Representatives and third-party managers.

Barrett Jackson is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and eight years of industry experience. He previously worked at firms including Raymond James and Associates, Avantax Wealth Management, and Texas Capital Bank. Outside of financial services, he works as a tutor and academic coach for Varsity Tutors. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Arch Hoffman is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked previously at City National Bank, RBC Capital Markets, Bank of America, and Merrill. Outside of his advisory role, Hoffman serves on the board of directors for the Red Cross and teaches basic financial planning to high school students through Columbia University’s summer program. Morgan Stanley Wealth Management provides advisory and brokerage services to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and a broad range of investment programs.

Aneil Rai is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services as well as in contract roles with Salesforce and Checkr. His background also includes positions at Eden Housing and Whole Foods Market. 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 and financial planning services that utilize firm-approved tools and methodologies to develop tailored client plans.

Sean Anderson is a financial advisor at Morgan Stanley in Oakland, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked in security services and law enforcement for several years, including a position with the California Highway Patrol. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a comprehensive discovery process to deliver tailored financial plans.

Julie Flieder is a financial advisor with Morgan Stanley in San Francisco, holding the Series 63 and Series 66 designations and bringing 32 years of industry experience. She has been with Morgan Stanley since 2013. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning that includes firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and delivers both direct and employer-sponsored financial planning services.

Michael James is a financial advisor at Equitable Advisors with five years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2020. His prior roles include positions at Bay Area News Group, Whole Foods Market, Saint Mary's College of California, and Amazon. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm utilizes third-party asset managers and advisory programs to tailor investment solutions and offers ERISA fiduciary services for qualified plans.

Jason Thai is a financial advisor with Wells Fargo Clearing in San Francisco, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank, where he has been employed since 1990. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

William King III is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has worked with Wells Fargo Advisors, LLC since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Amanda Carney is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding a Series 66 designation and 17 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of her advisory role, she serves as a power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven, modern portfolio theory approach and includes insurance-related vehicles and bank deposit sweep options among its investment offerings.

Curtis Floyd is a financial advisor at Merrill with Series 66 and Series 63 licenses and three years of industry experience. He has previously worked at J.P. Morgan Securities and Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies tailored for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daniel Friel is a Senior Financial Advisor with Merrill Lynch Wealth Management, based in San Francisco. He has been serving clients since 1985, providing expertise in family wealth management strategies, personal retirement planning, portfolio management, individual and corporate investment strategy, tax minimization, and retirement income. Daniel and his team focus on customized wealth planning and investment portfolio management tailored to successful individuals, families, and business owners, emphasizing accessibility and proactive communication. Daniel earned a Bachelor of Arts degree in Economics from Princeton University and holds the designation of Personal Investment Advisor (PIA). Outside of his professional work, he resides in Orinda with his wife, Kathe, and their two children. He has actively contributed to his community by serving on the board of directors for the Arthritis Foundation of Northern California and the Orinda Youth Association, as well as coaching youth sports for over ten years. His personal interests include biking, chess, hiking, pickleball, skiing, and spending time with his family.

Undralyn Williams Reed is a financial advisor at Charles Schwab with four years of industry experience. She holds a Series 66 designation and previously worked at TIAA Kaspick from 2013 to 2022. Reed is based in Oakland, CA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, supported by a multi-asset model portfolio approach and centralized operational infrastructure.