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.

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 at Equitable Advisors with two years of industry experience. He holds the Series 66 designation and has prior work experience with La Crema Winery, Moss Adams, and United Parcel Service. Outside of advising, he is involved as a beverage server and estate host at La Crema Winery. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and various asset-management programs. The firm’s advisory approach includes matching clients to program models or discretionary managers, utilizing third-party asset managers and LPL-sponsored programs.

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 Series 63 and Series 66 designations and three years of industry experience. He has worked at several major financial institutions, including JPMorgan Chase Bank, Bank of America/Merrill Lynch, PNC Bank, Wells Fargo Bank, and Bank of America. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates ESG eligibility criteria within its recommended strategies.

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 at UBS Financial Services with 22 years of industry experience. She holds a Series 66 designation and has worked with UBS entities since 2005. Ana is based in San Francisco, CA. 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 supports advisory work with proprietary research and model-based asset allocations.

Thomas Schryver is a financial advisor with RBC Capital Markets in San Francisco, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His work history includes roles at J.P. Morgan Securities and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and investment strategies, leveraging both in-house and third-party managers.

Maggie Chan is a Financial Consultant currently working at Fidelity Investment since 2020. She has previously held the position of AVP Financial Advisor at Merrill (Bank of America) from 2018 to 2020. Maggie specializes in assisting high-net-worth clients and businesses with refining their investment portfolios and exploring tax-efficient investment opportunities. She takes time to understand her clients' priorities and preferences before making customized recommendations. Maggie holds a California Insurance License. Outside of her professional work, she enjoys spending time with her family, engaging in outdoor activities with her child, traveling, and volunteering.

Elizabeth Strong Coover is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 37 years of industry experience. She has previously worked at Spc and Sigma Financial Corporation, with tenures spanning two decades. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Allan Dong is a financial advisor at Equitable Advisors with 20 years of industry experience. He holds a Series 66 designation and has worked at Equitable Advisors since 2006, with prior roles at Axa Advisors and Ameriprise. Outside of his advisory work, he owns a business that exports machinery and parts internationally. Equitable Advisors serves individual clients—including both non-high-net-worth and high-net-worth individuals—as well as pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and uses a combination of third-party asset managers and proprietary programs to tailor investment solutions.

Thomas Brusca is a Financial Advisor at Merrill Lynch Wealth Management, serving clients primarily in the Westlake Village and Ventura County area. He focuses on building meaningful, long-term relationships with individuals and families by understanding their priorities and delivering personalized financial strategies. Thomas works closely with clients to navigate important financial decisions with clarity and confidence. With experience that began in banking and further developed through earning an MBA with an emphasis in Financial Planning from California Lutheran University, Thomas supports clients in areas such as retirement planning, executive compensation, family wealth management, and tax minimization. He holds the Personal Investment Advisor (PIA) designation and is fluent in both English and Spanish. Outside of his professional work, Thomas enjoys activities including cooking, football, hiking, music, reading, rock climbing, running, sewing, spending time with his family, and watching movies. He is also involved in community activities with Wolf Connection.

Christopher Chavez is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 65 and Series 63 licenses and 16 years of industry experience. He has worked at UBS since 2013 and previously spent four years at Brownson, Rehmus & Foxworth, Inc. Outside of his advisory role, he serves as treasurer for a local Girl Scouts troop, assisting with financial education and managing the troop’s checking account and budget. 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 solutions aligned with clients' goals and risk tolerances. The firm’s platform includes institutional trading capabilities alongside wealth management services.