Miles Weinberger is a financial advisor with J.P. Morgan Securities in San Francisco, holding Series 63 and Series 65 licenses and has six years of industry experience. His prior roles include positions at JPMorgan Private Bank, Aspiriant LLC, and Intersect Capital LLC, as well as experience at Rice University. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Eric Slack is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining LPL Financial in 2024, he worked at Transamerica Capital Inc from 2018 to 2024 and AMG Funds LLC from 2015 to 2018. Outside of his advisory work, he is involved in estate services on a part-time basis. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a wide range of advisory programs, financial planning services, and utilizes research and model portfolios from both internal and third-party sources.

Magdalen Yum is a financial advisor at UBS Financial Services with 31 years of industry experience. She holds the Series 63 designation and has been with UBS since 2016. Yum serves on the board of The Dui Hua Foundation, a nonprofit focused on rights advocacy through dialogue. 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 tailored financial planning and portfolio management using proprietary research and model-based asset allocations.

Anne Hawley is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Smith Barney LLC, First Republic Investment Management, Inc., and HighTower Advisors LLC. Based in San Francisco, she is employed by both JPMorgan Securities and JPMorgan Bank, enabling her to offer a range of banking products alongside investment services. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, offering recommendations on a non-discretionary basis while clients retain final decision authority.

Riley Mitrick is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and has worked in various roles within Charles Schwab since 2024, including positions at Charles Schwab Bank and Charles Schwab & Co., Inc. Prior to joining Schwab, he gained experience at IRI Consultants and General Nutrition Centers, Inc. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and research from the Schwab Center for Financial Research.

Michael Daly is a financial advisor at J.P. Morgan Securities with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J.P. Morgan Securities since 2013. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Andrew Minhas is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank and Brooks Brothers Group, Inc. His current role is based in San Francisco, CA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Carolyne Charvoz is a financial advisor with MassMutual Investors Services holding a Series 66 designation and five years of industry experience. She has been with MassMutual Life Insurance Co. and its affiliated entity MML Investor Services, LLC since 2020. Prior to her current role, she was involved with Torches on the Hudson, DBA Blu Pointe, from 2017 to 2020. Carolyne also holds an outside insurance sales position as a broker specializing in life, disability, and long-term care insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing, collaborative financial planning engagements using proprietary software and provides educational seminars along with specialized planning for events such as divorce and estate settlement.

Issa Kaleh is a financial advisor with J.P. Morgan Securities in Burlingame, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill, Bank of America, Wells Fargo, and Northwestern Mutual Investment Management. 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Tanner Mcmillen is a financial advisor at Fidelity with a Series 66 credential and less than one year of industry experience. His prior experience includes roles at Morgan Stanley, Giving Tree Wealth Advisors, and The Wine Group, alongside earlier positions in education and hospitality. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a diverse client base including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as a registered commodity pool operator with advisory roles for multiple registered investment companies.

Elizabeth Nam is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at Morgan Stanley, Wells Fargo Bank, and TIAA-CREF. Outside of her advisory work, she is a managing member of Hale O Na Kaikuahine LLC, a family-owned entity that holds a single-family home in Hawaii for rental purposes. 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 select group of Wealth Advisors. The firm integrates advisory services with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Pagnchaktra Sun is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Citibank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Ashley Cosio is a financial advisor at Charles Schwab with a Series 66 designation and four years of industry experience. Prior to joining Schwab, she worked at the University of California and Starbucks. She is based in San Francisco, CA. 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 a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Chung Yiu Gareth Lam is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at various J.P. Morgan entities since 2019, as well as JF Asset Management Limited and the University of Hong Kong. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Hsing Yi Wang is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and beginning their industry career in 2025. Their prior experience includes roles at JPMorgan Chase Bank, Pauyan Archiland, PriceWaterhouseCoopers, and Quantum International Corp, as well as academic experience at the University of Southern California. 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 combination of advisory and brokerage capabilities.

Jerry Tzu Hsuan Chen is a financial advisor with Merrill in San Mateo, CA, holding a Series 66 designation and eight years of industry experience. He has been with Merrill and its affiliate Bank of America, N.A. since 2014. 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 investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Emily Gera is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley, she worked at Oracle for three years. She has been with Morgan Stanley Private Bank since 2019. 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. The firm manages approximately $2.74 trillion in client assets and offers planning services that utilize structured discovery processes and firm-approved tools but do not include individual security recommendations as part of standalone plans.

Carlos Quijano is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2021, following nine years at Goldman Sachs. 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 team of Wealth Advisors. The firm integrates institutional advisory services with brokerage and investment management capabilities as a subsidiary of J.P. Morgan.

Jeffrey Breininger is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves on the board of Blue Alliance, a nonprofit organization. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm‑approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and Corporate Financial Planning agreements.

Angelita Kamholz is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Wells Fargo entities since 2013. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.