Samuel Grenning is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Fidelity Investments since 2015. Based in San Francisco, CA, he holds the Series 63 designation. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a process that integrates proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm is noted for its registration as a commodity pool operator, advisory roles to multiple registered investment companies, and the use of AI-driven research methods.

Stuart Collett is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and 17 years of industry experience. He has been with UBS since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a variety of financial planning and portfolio management offerings.

Ashley Evans is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with Morgan Stanley in San Francisco and has previously worked at JP Morgan Chase, First Republic, Bank of America, and Merrill. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Tanner Curley is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has been with J.P. Morgan Chase Bank and J.P. Morgan Securities LLC since 2015. 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 and investment management capabilities, delivering recommendations on a non-discretionary basis.

William Morthel is a Series 66-registered financial advisor with Morgan Stanley in San Francisco, CA, bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and previously worked at Morgan Stanley Private Bank, National Association. Outside of his advisory role, he owns rental property in Southern California, which he manages passively through a property management company. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs including tailored financial planning supported by firm-approved tools and research from its Global Investment Committee.

Kwadwo Adutwum is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Bank of the West, BancWest Investment Services, CITIGROUP, and The Prudential Insurance Company of America. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning and employing firm-approved tools such as Monte Carlo simulations and Secular Return Estimates to model outcomes.

Molly Mckenna Redfield is a financial advisor with Morgan Stanley in Oakland, CA, holding a Series 66 designation and nine years of industry experience. She has been with Morgan Stanley and Morgan Stanley Private Bank since 2017. Prior to this, she worked at Groupon and attended the University of Colorado Boulder. 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 uses structured planning tools along with input from its Global Investment Committee to support client financial plans.

Justin Skoryi is a financial advisor at Merrill with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 2004, with additional experience at UBS Financial Services and First Republic Investment Management. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Stuart Burden is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and three years of industry experience. His prior work includes roles at First Republic and the Silicon Valley Community Foundation, as well as running his own consulting business. J.P. Morgan Securities 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 team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Michael Carvalho is a Financial Consultant at Fidelity Investments, a position he has held since 2025. He has a comprehensive background in financial services, having worked in various roles at Fidelity Investments since 2019, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative. Prior to joining Fidelity, he served as a Practice Manager at Ameriprise Financial from 2014 to 2019. Throughout his career, Michael has focused on helping individuals and families achieve their financial goals by understanding their investment objectives and motivations. He holds a California Insurance License, which supports his advisory capabilities. Outside of his professional work, Michael enjoys attending concerts, engaging in fitness activities, visiting museums, traveling, spending time with pets, and volunteering in his community.

Marianah Cecchi is a financial advisor with Wells Fargo Clearing in Oakland, CA, holding a Series 66 designation and two years of industry experience. Her prior work experience includes roles at Bank of America, Merrill, Wells Fargo, and Amazon. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting, leveraging research from the Wells Fargo Investment Institute and applying diversification principles and modern portfolio theory in their investment approach.

Kuan Wang is a financial advisor at Merrill with 14 years of industry experience. He has held roles at Merrill since 2017 and previously worked at UBS Financial Services from 2015 to 2017. He holds Series 63 and Series 65 licenses and is based in San Mateo, CA. 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 both model-based and discretionary investment strategies for a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Bennett Cale is a financial advisor with Morgan Stanley in San Francisco, holding Series 65 and Series 63 licenses and possessing 26 years of industry experience. He previously led Cale Financial Management, Inc. for over a decade before joining Morgan Stanley in 2020. Outside of advisory work, he is involved in managing a real estate business based in Hawaii. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning facilitated by firm-approved tools and strategies.

Tamika Workmon is a Wealth Management Planning Consultant at Fidelity Investment, a position she has held since 2021. In this role, she partners with clients and their Wealth Management Advisors to understand legacy goals and build customized financial plans tailored to individual needs. Her approach emphasizes forming strong relationships with clients and their families, focusing on trust, reliability, and competency. Tamika has accumulated experience as a Financial Advisor, having worked at MassMutual from 2019 to 2021 and Merrill Lynch from 2011 to 2013. She holds insurance licenses in Arkansas and California. Outside of her professional work, Tamika's personal interests include football, socializing with friends, spending time at the lake, singing, softball, and swimming.

Caitlin Chan is a financial advisor with J.P. Morgan Securities, holding a Series 66 credential and three years of industry experience. Her background includes roles at Patreon, Capital Group - American Funds Distributors, and the University of California, Berkeley. Outside of her advisory work, she sells used clothing and other items on the Mercari platform. J.P. Morgan Securities LLC 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.

Bob Austrian is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. He previously worked at Neuberger Berman LLC for 13 years before joining JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Outside of his advisory role, he serves as Treasurer on the board of a New York City apartment cooperative. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers recommendations on a non-discretionary basis, combining institutional advisory operations with brokerage and investment management capabilities.

Greyson Pendery is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation and with five years of industry experience. His work history includes roles at Morgan Stanley since 2019 and prior employment at Highland Country Club. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and investment advisory services supported by firm-approved tools and research methodologies.

Michael Velzo is a financial advisor with LPL Financial in San Francisco, CA, holding a Series 66 designation and 10 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from internal and third-party sources.

Kenneth Tang is a CFP® and Series 66 licensed financial advisor with seven years of industry experience. He has been with UBS Financial Services since 2018 and previously worked at Munchery. 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 provides fee-based financial planning, discretionary and non-discretionary portfolio management, and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Camille Raffenne is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at UBS Wealth Management and Lisan Finance. Camille is based in San Francisco, CA. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.