Lucas Sam is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and six years of industry experience. He has worked with Equitable Advisors since 2019 and has prior experience at AXA-Advisors, Allstate Insurance, and Alliance Residential Company. Sam is also involved in several business ventures, including ownership and controller roles in multiple LLCs. Equitable Advisors serves a broad range of clients, including individuals, high-net-worth clients, retirement plans, and institutions, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through LPL-sponsored programs and third-party managers, offering both advisory and brokerage solutions with a significant portion of assets managed on a non-discretionary basis.

Timothy Walker is a Senior Financial Advisor at Merrill Lynch Wealth Management. He joined Venture Services Group in June 2016, where he manages the development, implementation, and execution of 10b5-1 plans. Additionally, he supports the team with the stock distribution process and the settlement of restricted stock transactions. Before joining Venture Services Group, Tim worked with the Bank of America Institutional Retirement Executive Services Team, assisting corporate executives and directors in managing their company stock holdings. He holds a Bachelor of Science degree in Finance and Computer Information Systems from Rider University and has earned the Accredited Wealth Management Advisor (AWMA) designation. In 2024, Tim was recognized on the Forbes “Best-in-State Wealth Advisors” list. He resides in New York, NY.

Garry Lawler is a financial advisor with Morgan Stanley in San Francisco, holding a Series 63 designation and bringing 34 years of industry experience. He has worked with Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved in managing rental properties after business hours. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Samuel Chavez is a financial advisor at Equitable Advisors in San Francisco, CA, holding Series 65 and Series 63 licenses. He joined Equitable Advisors in 2026 and has prior work experience in various roles including at Dumpling Time Berkeley and Frank's Engineering Clinic. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Ruixin Ding is a financial advisor with UBS Financial Services in San Francisco, holding a Series 66 designation and eight years of industry experience. Ding previously worked at Morgan Stanley Smith Barney LLC for six years before returning to UBS in 2025. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor investment strategies to clients’ goals and risk tolerances.

Ross Gompertz is a financial advisor at Wells Fargo Clearing with a Series 66 credential and two years of industry experience. Before joining Wells Fargo in 2024, he worked at Tesla for three years and at Bechtel for ten years. He also owns a general engineering contracting business in Marin County, California. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory, financial planning, and retirement consulting services. The firm combines large-scale resources and research-based investment approaches to provide both brokerage and advisory solutions.

Stephanie Werden is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding CFP® and Series 66 credentials and bringing 17 years of industry experience. She previously worked at AXA Advisors, LLC before joining Wells Fargo in 2016. Outside of her financial career, Stephanie owns and operates Stephanie Bright Fitness, where she teaches the benefits of exercise. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Misun Chen is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with six years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2019, her work history includes roles at Bank of America, Merrill Lynch, and other diverse positions outside finance. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research. The firm manages approximately $2.74 trillion in client assets and offers services that integrate with corporate financial planning agreements.

Busra Cigner is a financial advisor at UBS Financial Services with five years of industry experience. She has previously worked at Goldman Sachs, Morgan Stanley, Bank of America Merrill Lynch, and Merrill Lynch. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Isabel Bassi is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and six years of industry experience. She previously worked at Claraphi Advisory Network, LLC and has a background that includes roles at Marin Country Club and California State University, Chico. 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 across more than 14,000 advisors, offering a blend of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

William Terrell is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Bank of America and Merrill from 2013 to 2021. He serves as a board member of the Nob Hill Association in San Francisco, where he participates in reviewing issues and voting on funding and events. 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.

John Patrick Suciu is a Financial Advisor with Merrill Lynch Wealth Management and a member of the Ranallo Group at Merrill, a Bank of America Company. He brings over 25 years of experience in the financial industry, initially developing his expertise through 21 years as a mortgage loan officer. In his current role, John focuses on helping clients define their financial goals, understand their risk tolerance, and navigate complex financial decisions. He collaborates with a team of professionals who actively manage client portfolios within a disciplined framework as part of Merrill's Investment Advisory Program. John holds a Bachelor's Degree from the University of Iowa and holds the professional designations of CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). He is also affiliated with the Iowa High School Athletic Association. Beyond his professional work, John enjoys a range of personal activities including baseball, basketball, biking, football, hiking, refereeing, skiing, soccer, spending time with his family, and traveling.

Leo Jacobo is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and one year of industry experience. He has prior experience at PriceWaterhouseCoopers LLC and ApplePie Capital, and he serves as a graduate school professor at the Wharton School of the University of Pennsylvania. Additionally, he is the owner and head coach of ScholarAthLead.com. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm uses a client intake process to tailor written financial plans and offers advisory services through a hybrid referral and implementation model.

Jeff Basich is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets.

Kandace Lesher is a financial advisor with J.P. Morgan Securities in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC for 11 years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., where she offers both brokerage and banking products. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering 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, offering non-discretionary advisory programs supported by centralized due diligence and ESG eligibility processes.

Daniel Dana Jackson IV is a financial advisor at Morgan Stanley with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Citigroup Global Markets since 1994, joining Morgan Stanley Smith Barney in 2009 and Morgan Stanley Private Bank in 2015. Outside of his advisory role, he serves on the advisory board of the Krach Institute for Tech Diplomacy and holds an officer position on the investment committee of the Bohemian Club. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients both directly and through corporate financial planning agreements.

Joseph Huhn is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and over 41 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. He is based in San Francisco, CA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs to individuals and institutions, including tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and provides planning supported by firm-approved tools and analyses, acting primarily in an advisory capacity.

Stephanie Mccann is a financial advisor at Merrill with 25 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2006 and Bank of America since 2015. Outside of her advisory role, she serves as a committee member for the Fred Hutchinson Cancer Research Center’s Innovator’s Network, focusing on fundraising and education efforts in the Bay Area. 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, plans, corporations, and charitable organizations.

Marcus Alphin is the Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he provides guidance and ongoing coaching to associates with the aim of maximizing their potential and ensuring the delivery of a client experience that meets Fidelity's Standard of Care. Marcus has extensive experience in the financial services industry, having served as an Affluent Business Leader at Wells Fargo Advisors, LLC from 2010 to 2023. He holds a California Insurance License. Outside of his professional responsibilities, Marcus enjoys spending time at the beach, golfing, skiing, surfing, traveling, and volunteering.

Avel Elizondo is a financial advisor with Merrill in San Francisco, CA, holding a Series 66 designation and six years of industry experience. His professional background includes roles at Bank of America, First Command Insurance Services, and the Department of Defense. Outside of his advisory work, he co-owns and manages a rental property alongside family members. 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, and institutional investors.