Alexa Bridge is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Bank of America, Merrill, and Jackson Family Wines. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Teague is a financial advisor with Morgan Stanley in Pleasanton, CA, holding Series 63 and Series 65 credentials and having 40 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that includes firm-approved tools and scenario modeling.

Melinda Liu is a financial advisor at Morgan Stanley with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones. Her background includes a variety of roles outside finance, such as positions at Wind Creek Bethlehem casino resort and 99% Food and Beverage, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutions, delivering tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers comprehensive investment and planning services.

Douglas Robbins is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill and Bank of America since 2013. Outside of his advisory role, he is a co-owner of an antiques and collectibles business operated by his wife. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rupesh Shah is a financial advisor with Morgan Stanley in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and associated with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he serves as a conservator in a non-investment-related capacity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses a structured planning process involving firm-approved tools and modeling techniques.

Miriam Martin is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked at Wells Fargo Bank, N.A. since 2006 and with Wells Fargo Clearing since 2016. Outside of her advisory work, she sells used furniture and home goods through online marketplaces. 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 combines research and analytics with diversified investment strategies and offers a wide range of brokerage and advisory solutions.

Colby Schmidt is a CFP® certified advisor with Charles Schwab in Menlo Park, CA, with two years of industry experience. Before joining Charles Schwab, he worked at Union Jack and held various roles including positions at Lowe's Companies and The Bay Club Company. Charles Schwab & Co., Inc. serves primarily 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 solutions supported by multi-asset model portfolios, alternative investment due diligence, and a centralized operational structure.

Melissa Bencomo is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with JPMorgan Chase Bank and J.P. Morgan Securities since 2015. She is based in Livermore, California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm offers non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Michelle Liu is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Chase Bank and Charles Schwab. Based in San Carlos, CA, Liu has been with her current firm since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by a manager solutions team that uses quantitative and qualitative research to develop model asset allocations.

Richard Schacht is a financial advisor at Wells Fargo Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses. His prior work includes nine years at Wells Fargo Clearing and seven years at A. G. Edwards & Sons, Inc. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and sports and entertainment planning, supported by Wells Fargo’s research and planning tools.

Jennie Shaw is a financial advisor with Morgan Stanley in Walnut Creek, CA, holding Series 65 and Series 66 credentials and 18 years of industry experience. She has been with Morgan Stanley and its predecessor Morgan Stanley Smith Barney since 2009, with a three-year gap between 2017 and 2020 when she was not employed. 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 and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by its Global Investment Committee.

Rashid Coleman is a financial advisor with J.P. Morgan Securities in Union City, CA, holding a Series 66 designation and 24 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has been associated with JPMorgan Chase Bank, N.A. since 2009. Prior to that, he spent seven years at Merrill. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective group of Wealth Advisors. The firm’s advisory process combines quantitative and qualitative research to offer non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting.

Chadwick Suntay is a financial advisor with OSAIC, holding CFP® and ChFC® designations and possessing 25 years of industry experience. He has worked with Securities America Advisors, Inc. for 15 years prior to joining OSAIC and has operated Beaconpath Wealth Management since 2007. Outside of his advisory role, he serves as a project manager and business analyst for the City and County of San Francisco Public Works IT department. OSAIC Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, managed portfolios, third-party money manager programs, and retirement plan consulting. The firm employs a model-based investment process emphasizing asset allocation and portfolio optimization, supported by various analytical and rebalancing tools.

Lawrence Delano is a financial advisor with Wells Fargo Clearing, holding CFP®, Series 63, and Series 65 designations and bringing 39 years of industry experience. He previously worked at A. G. Edwards & Sons, Inc. for 11 years before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michael Schomaker is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He previously worked at Securian Financial Services Inc. and Minnesota Life for eight years. Outside of his advisory role, he owns a rental property. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, corporations, and institutional accounts. The firm employs a non-discretionary, tailored approach utilizing risk profiling and modeling tools to support client goals and offers specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Tamara Forte is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. She has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data sources.

Sharon Juang is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with UBS Financial Services since 2013. Outside of her advisory role, she is involved in real estate ownership alongside her husband. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering access to proprietary research and a broad range of capital markets solutions.

Rosalinda Kalani is a financial advisor with J.P. Morgan Securities in Dublin, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her career includes roles at Wells Fargo Bank, N.A., and San Francisco Foods Specialties prior to joining J.P. Morgan in 2017. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a disciplined advisory process supported by centralized due diligence.

Hui Wong is a financial advisor with Morgan Stanley in Menlo Park, California, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2020, Wong worked at Nordstrom, Inc. and was the owner of Sugarie Bake Shop, a restaurant and bar in Pleasanton, California. Wong continues to maintain ownership of the Sugarie Bake Shop outside of financial advisory work. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm‑approved tools and models.

Dina Artzt is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She previously worked at UBS Financial Services for 18 years before joining Wells Fargo in 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.