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.

Eric Medina is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and Wells Fargo Clearing, where he accumulated several years of experience before joining his current firm. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering written asset allocation advice, investment manager searches, and customized performance reporting with client-directed decision-making. The firm’s advisory process involves centralized due diligence combining quantitative and qualitative research and may incorporate ESG considerations.

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.

Troy Evans is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as the Medical Equipment and Winter Gear Coordinator and a Duty Officer for the Marin County Sheriff's Office Search and Rescue Unit, where he develops search plans and participates as a medic and rope technician rescuer. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

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.

Steven Ching is a CFP®-designated financial advisor with 15 years of experience. He has been with Wells Fargo Clearing since 2016 and worked previously at Morgan Stanley. Outside of his advisory role, he manages a trust for a family member and is involved in several business entities related to building management and real estate. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm combines research and analytics with a diversified investment approach and offers both brokerage and advisory solutions.

Kevin Gunn is a financial advisor with LPL Financial in Larkspur, CA, holding Series 63, 65, and 66 licenses and possessing 13 years of industry experience. His prior roles include positions at JP Morgan Securities LLC and JP Morgan Chase Bank, among other financial firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Dylan Holborn Welsh is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 designation and eight years of industry experience. His career includes roles at Equitable Advisors since 2018, AXA Advisors from 2018 to 2020, and Morgan Stanley Financial Training from 2016 to 2017. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management services. The firm utilizes a variety of advisory programs and third-party managers, focusing on matching clients to appropriate investment models while providing ERISA fiduciary services through credentialed representatives.

Dana Tobias is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 credential and four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Tobias worked at Stanford University and was involved with Sapore Italiano from 2018 to 2020. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct client plans and corporate financial planning agreements.

Elizabeth Groeger is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 credential and 19 years of industry experience. She has worked within various branches of Morgan Stanley since 2013 and previously at UBS Financial Services from 2006 to 2013. Groeger serves as a trustee in a trust-related capacity in New York. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients. The firm emphasizes tailored financial planning supported by structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Melanie Clay is Vice President, Wealth Planner at Fidelity Investments, where she partners with clients to develop customized financial plans addressing both short- and long-term goals. She emphasizes building trust as a foundation for strong client relationships. Melanie has held various roles at Fidelity Investments since 2017, including Financial Consultant and Vice President, Regional Planning Consultant. Her professional experience spans over three decades in the financial services industry, including positions at J.P. Morgan Chase Bank, Thrivent Financial for Lutherans, Woodbury Financial Services, American Express Retirement Services, and Piper Trust Company. She holds a California Insurance License. Outside of her professional work, Melanie enjoys food and traveling.

Cody Rasmussen is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He previously worked at Jhfn Sii for five years before joining OSAIC in 2018. Rasmussen serves as a Major in the U.S. Military Reserves, performing duties as an Operations Officer for an Emergency Operations Cell. OSAIC Wealth serves a diverse range of clients, including individual investors, retirement plan sponsors, charities, and corporations. The firm offers comprehensive financial planning and advisory services through a multi-advisor platform that employs model-based asset allocation and portfolio optimization.