David Midgley is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2019, he worked at Goldman, Sachs & Co. for 14 years. Outside of his advisory role, Midgley serves as treasurer and head of the finance committee at Broadmoor Golf Club in Seattle. 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 uses structured discovery conversations and firm-approved tools to support client financial goals.

Noelle Owens is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Ameriprise Financial Services and multiple positions within Fidelity since 2017. She works with Strategic Advisers LLC, a Fidelity Investments company that provides a range of investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.

Adam Cline is a Wealth Management Advisor at Merrill Lynch Wealth Management in San Francisco. He began his career in the financial services industry in 2009 and joined Merrill in 2010. Adam works primarily with affluent clients including C-suite executives and serial entrepreneurs, providing a holistic approach to wealth management. He focuses on understanding clients' financial goals and helping them develop personalized strategies for wealth enhancement, preservation, transfer, and charitable giving. His expertise covers executive compensation, equity compensation services, liquidity management, personal retirement planning, and retirement income. Adam holds a Bachelor of Science in Political Economics from the University of California, Berkeley. He has earned securities licenses including the Series 7 and 66 FINRA registrations, and holds the professional designations Certified Private Wealth Advisor (CPWA) and Personal Investment Advisor (PIA). His services include liability management, stock option analysis, trust and estate planning, life insurance, philanthropic strategy, and business advisory for succession and capital funding. In addition to his professional work, Adam participates in community organizations such as GLIDE, Habitat for Humanity, and Sage Project. He enjoys outdoor activities including basketball, camping, golfing, hiking, scuba diving, surfing, swimming, yoga, traveling, and spending time with his family.

Azeb Clark is a financial advisor with Cambridge Investment Research Advisors in San Francisco, holding a Series 66 designation and 23 years of industry experience. Clark’s prior work includes roles at Morgan Stanley and Next Financial Group, among others. Outside of advisory work, Clark is an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm provides financial planning, investment management, retirement-plan advisory, and wrap-fee programs, managing assets across multiple platforms and custodians.

Michael Gomez is a financial advisor with Wells Fargo Clearing in Oakland, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at Ameriprise, Bank of America, and Merrill. 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.

Patrick Filice is a financial advisor at UBS Financial Services in San Francisco, CA, with 17 years of industry experience. He holds a Series 66 designation and has been with UBS since 2015. Outside his advisory role, he serves as trustee for the Judith Huyck Trust, managing investments to support his sister’s lifestyle. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients' goals and risk tolerances.

Aaron Canale is a financial advisor with Wells Fargo Clearing in San Francisco, holding Series 63, 65, and 66 designations and having 10 years of industry experience. He has been with Wells Fargo Bank since 1997 and joined Wells Fargo Clearing in 2025. 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 analytics.

Killian Adwell is a financial advisor at Fidelity with Series 66 and Series 63 credentials and three years of industry experience. Prior to joining Fidelity, he held roles at Henry's House of Coffee, Uber Technologies, Amazon, and other organizations. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage a range of portfolios including mutual funds and ETFs.

Andrew Goldenberg is a Series 66-licensed financial advisor with Equitable Advisors in San Francisco. He has recently started his career in the industry and joined Equitable Advisors in 2026. Prior to entering advisory roles, his background includes positions at the University of Puget Sound and Travis Mathew. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management through various programs and third-party managers.

Khalil Curi Hanna is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining UBS in 2012. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a range of capital markets services and proprietary research to tailor investment strategies.

Steven Reegler is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and having 39 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC 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 and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based modeling.

Angela Colombani is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 credentials and possessing 23 years of industry experience. She has held roles at J.P. Morgan Chase Bank, J.P. Morgan Securities Inc., and J.P. Morgan Investment Management Inc. She serves on the board of directors for The Ready Room Project, an organization that provides opportunities to military children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored to client goals and risk tolerances.

Matthew Newell is a financial advisor with Stifel in San Francisco, holding a Series 66 designation. He joined Stifel in 2025 and previously worked at the Federal Reserve Bank of San Francisco from 2022 to 2025. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, providing brokerage and investment advisory services supported by proprietary investment methodology and probabilistic modeling developed by its Investment Strategy Group.

David Tsang is a financial advisor at Merrill with 11 years of industry experience. He holds a Series 66 designation and has been with Bank of America and Merrill since 2015. Outside of his advisory role, he works part-time as a taxi driver for Uber and owns a marriage agency that assists individuals in finding marriage partners. 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 clients including individuals, high-net-worth clients, and charitable organizations.

Jeremy Gee is a financial advisor with Charles Schwab, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Schwab in 2026, he worked at Northwestern Mutual in various roles from 2021 to 2026. He is based in Oakland, CA. 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 a combination of non-discretionary advice and access to affiliated discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational services.

Tyler Supple is a Series 66-licensed financial advisor with eight years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2023 and previously spent five years with First Republic Securities Company, LLC and First Republic Investment Management, Inc. His background also includes roles at Robert Half Staffing Company, Special Olympics, and UC Davis. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a range of advisory programs and financial planning services supported by firm-approved tools and methodologies.

Donald Trabert is a financial advisor with UBS Financial Services in San Francisco, holding the Series 63 and Series 66 designations and bringing 43 years of industry experience. He has been with UBS since 2009. In addition to his advisory work, he serves on the finance committee of St. Mary’s Star of The Sea Church, advising the Pastor on financial matters related to church maintenance. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory products, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations.

Sean Reilly is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in 1996 as an equity markets trader within the Ultra High Net Worth Investment Group and later transitioned into a financial advisor role serving a sophisticated and diverse clientele. His experience spans developing complex equity and options strategies, as well as expertise in fixed-income markets and alternative investments. Sean contributes to his team's asset allocation strategies and works closely with clients to align their investment objectives with their personal risk tolerances. As a member of Reilly, Terrazas, Krone and Associates, Sean serves high net worth and ultra high net worth clients, including entrepreneurs, physicians, attorneys, entertainment and sports personalities, and multiple generations of families. His client focus areas include college education planning, family wealth management strategies, managing new wealth, portfolio management services, sports and entertainment, and retirement income. Sean's approach involves facilitating collaboration with clients' attorneys and accountants to coordinate investment, wealth transfer, and philanthropic strategies. Sean holds a Bachelor's Degree from the University of Iowa and has earned the Personal Investment Advisor (PIA) designation. He is involved in his community through coaching Little League baseball and is a member of the Mill Valley Little League organization. Outside of work, Sean enjoys baseball, football, golfing, reading, spending time with his family, and swimming.

Audrey Booher is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2024, she worked with California State Parks and has teaching experience from the University of California, Berkeley, and Half Moon Bay High School. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers broad retail and institutional investment services.

James Rosenau is a Series 66-licensed financial advisor with Edward Jones in San Francisco, CA, where he has worked since 2022. He has over 30 years of experience in the financial services industry, including a long tenure at Ameriprise Financial from 1991 to 2017 and various roles at firms such as Gordian Wealth Advisor Plan and HR Block. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.