Alexander Lamont is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He assists clients in managing their wealth by providing investment insights and access to banking and lending solutions through Bank of America. With a focus on helping clients handle various financial priorities, including home purchases, education savings, and healthcare planning, Alexander defines goals collaboratively and chooses portfolio strategies designed to achieve them. He offers ongoing advice and adapts portfolios as clients' situations evolve. Alexander holds a Bachelor's Degree from Saint Mary's College of California and carries the Personal Investment Advisor (PIA) designation.

Dominic Anderson-Nakagawa is a Planning Consultant at Fidelity Investments, where he collaborates with Financial Consultants to develop personalized financial plans tailored to the unique goals and needs of clients. He emphasizes building strong relationships with clients and their families, focusing on earning and maintaining trust through reliability, thoughtful guidance, and professional competence. Before his current role, Dominic served as a Relationship Manager and Financial Representative at Fidelity Investments. He holds a California Insurance License, supporting his expertise in financial planning and insurance services. Outside of his professional responsibilities, Dominic's personal interests include baseball, fitness, food, and golf.

Lora Williams is a financial advisor at Merrill in Palo Alto, CA, with 25 years of industry experience. She holds a Series 66 license and has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated for 20 years. 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 for a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Maicie Levitt is a financial advisor at Morgan Stanley in Menlo Park, CA, holding a Series 66 designation. She began her career at Morgan Stanley in 2025 and has prior experience in coaching softball at Norcal Fusion. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning that utilizes firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Mohammed Khan is a financial advisor with Charles Schwab, holding a Series 66 designation and nine years of industry experience. He has been with Charles Schwab since 2003. 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 related services. The firm offers a combination of non-discretionary and discretionary investment management, leveraging multi-asset model portfolios and alternative investment options within an integrated operational structure.

Nicole Domergue Brunner is a financial advisor at Merrill with 20 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2010. She holds Series 63 and Series 66 licenses. 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 for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Casey Korsak is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory work, he serves as a trustee for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Juan Cardona is a financial advisor with Morgan Stanley in San Mateo, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has worked with Morgan Stanley and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support client goals.

Rowell John dela Rosa is a Planning Consultant at Fidelity Investments, a position he has held since 2025. Prior to this, he worked as a Relationship Manager at Fidelity Investments from 2023 to 2025. In his current role, he partners with clients to understand their personal and financial goals and collaborates with them to develop tailored financial plans. He holds a California Insurance License which supports his work in financial planning and client advisory. Outside of his professional responsibilities, Rowell enjoys watching movies and running.

Scott Jower is a financial advisor at UBS Financial Services with 14 years of industry experience. He holds the Series 66 designation and has been with UBS since 2011. Outside of his advisory role, he owns a sole proprietorship specializing in marketing and product development consulting. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Amy Oliver is a financial advisor with UBS Financial Services in Palo Alto, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. Her prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. She also serves on the board of directors for The Club at Westpoint, a private social and yacht club, where she will chair the membership committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, employing proprietary research and model-based asset allocations to tailor financial plans. The firm combines wealth management with institutional trading capabilities, including principal trading and market-making, providing a broad range of services beyond standard advisory functions.

Michael Rhodes is a financial advisor with Fisher Investments based in San Mateo, CA, holding Series 63, 65, and 66 licenses and with 18 years of industry experience. He has been with Fisher Investments since 2005. Outside of his advisory role, he is also a notary public. Fisher Investments serves a global mix of institutional and private clients, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative research and offers various specialized services including sub-advisory and retirement plan management.

Jerry Khamnivong is a financial advisor at Wells Fargo Clearing with 13 years of industry experience. He holds the Series 66 designation and previously worked at JPMorgan Securities LLC for eight years before joining Wells Fargo in 2024. Wells Fargo Advisors serves individual, corporate, and institutional clients, including pension and charitable organizations, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Julian Demalleville is a financial advisor with Wells Fargo Clearing in Palo Alto, CA, holding a Series 66 designation and bringing nine years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Ameriprise Financial Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes both discretionary and non-discretionary services, with a notable range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Kellie Morlock is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she is an independent consultant for a nutrition and beauty products line. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Lee Richlin is Vice President and Financial Consultant at Fidelity Investments, a position held since 2019. In this role, Lee assists clients in understanding their financial situations, planning for future financial needs, and making informed decisions for their present and future financial well-being. Lee's professional experience includes various roles at Fidelity Investments, starting as an intern in 2012 and progressing through positions such as Financial Representative and Relationship Manager before attaining the current role. Additionally, Lee worked as an Internal Sales Executive at Vanguard from 2017 to 2019. Lee holds a California Insurance License. Outside of professional activities, Lee's personal interests include comedy, concerts, pets, and table tennis.

Arnold Mc Queary is a financial advisor with Charles Schwab in Foster City, CA, holding Series 63 and Series 65 licenses and having 40 years of industry experience. He has been with Charles Schwab since 2000 and previously worked at optionsXpress, Inc. from 2013 to 2017. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 combines a primarily non-discretionary client relationship model with access to discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options supported by centralized custody and supervisory systems.

Kevin Carlson is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he has worked since 2005. In his role, he focuses on serving ultra-affluent clients by creating customized financial strategies that address their complex needs and long-term objectives. Kevin has experience working with technology entrepreneurs and corporate executives who have gone through liquidity events, offering expertise in areas such as pre- and post-IPO strategies, stock management, mergers, and private sales. His client focus includes equity compensation services, family wealth management, legacy planning, liquidity management, and retirement planning among others. He holds a Bachelor's Degree from the University of California, San Diego, and professional designations including Chartered Financial Consultant (ChFC) and Personal Investment Advisor (PIA). Kevin lives in Atherton, California with his wife Allison and their three children.

William Hains is a financial advisor with Morgan Stanley, holding a Series 66 credential and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney LLC since 2017, and previously held roles at Sanctuary Securities, LLC and Three Bridge Wealth Advisors. 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. Its planning process involves structured discovery and firm-approved tools but does not include individual security recommendations as part of standalone financial plans.

Kendel Shapses is a financial advisor with Wells Fargo Clearing in Montara, CA, holding a Series 66 designation and eight years of industry experience. Before joining Wells Fargo in 2017, Shapses worked at Square Peg Organization and held instructional roles at Dominican University of California and the University of Berkeley. Outside of advising, Shapses is involved in community education as an instructor on financial strategies for retirement at several colleges and co-owns a wedding and event venue. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a wide range of investment advisory, financial planning, and retirement plan consulting services supported by research from Wells Fargo Investment Institute and a focus on diversification and modern portfolio theory.