Katherine Rinehart is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at Bank of America, N.A., and Merrill. Outside of her advisory work, she serves on the Seton Women's Development Board and the advisory board of A Gift of Time, a nonprofit focused on adult day care for Alzheimer's patients. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual 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 employs a structured planning process supported by firm-approved tools and economic modeling.

Patrick Galligan is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds a Series 66 designation and has been with UBS since 2013. Based in San Francisco, CA, he works within one of the largest advisory networks at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including 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 solutions.

Tyler Ticen is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Tyler is based in San Francisco, CA. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment committee insights as part of its advisory process.

Peter Barry is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has been with Raymond James since 2018, previously working at Dipsea Capital. 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, institutional clients, and charitable organizations, offering financial planning and advisory services through various specialized programs and leveraging a broad range of portfolio management styles and affiliated research.

Jennifer Stier is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 designation and four years of industry experience. Prior to joining Morgan Stanley, she worked at Carr McClellan, P.C. and Barulich Dugoni & Suttmann Law Group, Inc. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Taylor Wood is a financial advisor with RBC Capital Markets holding a Series 66 designation and three years of industry experience. Prior to joining RBC in 2019, Wood worked at Merrill and held positions in the wine industry at Buena Vista Winery and Rams Gate Winery. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm provides a variety of advisory programs with discretionary and non-discretionary portfolio management, combining in-house and third-party investment managers to tailor strategies based on clients’ risk profiles.

Damon Liang is a financial advisor at Edward Jones with 19 years of industry experience. His prior roles include positions at JP Morgan Chase Bank NA, Merrill Lynch/Bank of America, and TD Ameritrade/Scottrade. He holds Series 66 and Series 63 designations. Outside of his advisory work, he owns and manages a small residential rental property in San Francisco. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of investment strategies and advisory services, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Shelley Saraniti is a financial advisor at Merrill with 25 years of industry experience and holds the Series 66 designation. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1997. Outside of her advisory role, she is a member of JuJut Enterprises LLC, a limited liability company. 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. The firm offers model-based and discretionary strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Shana Athena Hudson is a financial advisor with Ameriprise in San Francisco, CA, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Ameriprise in 2026, she worked at Transamerica Capital LLC and Janus Henderson in various roles. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and annual advice. The firm integrates investment research and algorithmic tools in its approach and operates within a defined product ecosystem.

Kari Lusby is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 designation and 21 years of industry experience. Her prior roles include positions at Voya, MassMutual, and Nationwide Investment Services Corporation. Outside of her advisory work, she serves as president of the Crusade for Cures Foundation, a nonprofit focused on fundraising for medical research for children with life-threatening conditions. 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, offering model-based and discretionary strategies for a range of individual, institutional, and charitable clients.

Lenore Rostoni is a financial advisor with LPL Financial in San Rafael, CA, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. She has been with LPL Financial since 2013, including a brief period with National Planning Corporation in 2017. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios and research from multiple sources.

Melodye Jung is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. Her prior work experience includes roles at Charles Schwab Bank, Wedgewood Weddings and Events, and Hilton Hotels of San Francisco. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals, offering integrated brokerage, advisory, custody, and cash management services through its Schwab Wealth Advisory program and affiliated managed accounts. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and employs a multi-asset model portfolio approach with strategic asset allocation and periodic reviews.

Kuosen Fung is a financial advisor at RBC Capital Markets with 34 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior work includes positions at Merrill, Bank of America, N.A., and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Manuel Tumaneng Jr. is a financial advisor at Merrill with 25 years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2001, including a concurrent role at Bank of America, N.A. since 2011. 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 managed by internal and third-party teams for individuals, high-net-worth clients, and institutional investors.

Kyle Mckenzie is a financial advisor at Morgan Stanley in San Francisco, CA, holding Series 63 and Series 66 licenses with 13 years of industry experience. His prior roles include positions at Jefferies LLC, Voya Investment Management, Charles Schwab, and Artisan Partners. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with customized financial planning and a broad range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its process.

Jason Bogardus is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley since 2009, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Outside of his advisory work, he serves on the Investment Committee of the Woodside School Foundation and is a member of the Advisory Board for American Rivers, focusing on fundraising efforts. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and data. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-affiliated planning services.

Dakota Moyne is a financial advisor at Merrill with a Series 66 credential and one year of industry experience. Prior to joining Merrill, Moyne held roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and has educational experience at the University of Oregon and The Bay School of San Francisco. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cooper Guthrie is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016. Wells Fargo Advisors is a national securities firm offering 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 provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party providers.

Lana Xiao is a CFP® professional with five years of experience in the financial industry, currently serving at J.P. Morgan Securities. Her prior roles include positions at Wells Fargo Private Bank, Silicon Valley Bank, and First Citizens Bank. Outside of her advisory work, she acts as a landlord for a family rental property in San Francisco. 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 an ESG eligibility framework.

Matthew Goldberg is a Senior Financial Advisor at Merrill Lynch Wealth Management. He co-manages the Venture Services Group Trading team, overseeing fund level block trading and stock distribution management services. His responsibilities include centralized execution, settlement, and reporting for venture capital and private equity funds as well as their institutional limited partners. Matthew Goldberg graduated from Santa Clara University's Leavey School of Business in 2009. He holds the Accredited Wealth Management Advisor (AWMA) designation and the Personal Investment Advisor (PIA) designation. He has been recognized on the Forbes Best-in-State Wealth Advisors lists for 2023 through 2025 and the Forbes Best-in-State Next Generation Wealth Advisors list for 2023.