Bryce McConnell is a financial advisor at Morgan Stanley in San Rafael, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs that include tailored financial planning and extensive investment services. The firm uses structured planning tools and models to assist clients and manages approximately $2.74 trillion in client assets.

Juliette Browne is a financial advisor at Merrill with a Series 66 designation and has been in the industry since 2025. She has held prior roles at Intellectus Partners, Jefferies, and Fortress Investment Group. Outside of her advisory work, she is involved with Steps Lacrosse and has teaching experience at Stanford University and Sacred Heart Preparatory School. Merrill, along 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 a range of model-based and discretionary investment strategies serving individuals, high-net-worth clients, and institutional accounts.

William Marshall is a financial advisor with RBC Capital Markets based in San Francisco, CA. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Prior to his current role, he has worked at City National Bank since 2016 and RBC Capital Markets since 2013. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with customizable investment strategies and portfolio management services supported by in-house and third-party managers.

Marygrace Elizondo is a CFP®-credentialed advisor with 38 years of industry experience, currently with LPL Financial since 2001. She operates Whitecap Insurance Services, an insurance agency she co-manages with her husband. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Elizabeth Garcia is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at firms including First Republic Securities Company and J.P. Morgan Securities. Garcia currently serves clients in the San Francisco, CA area. 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. The firm’s financial planning process utilizes structured discovery conversations and firm-approved tools to model outcomes, serving primarily in an advisory capacity.

Shawn Travers is a financial advisor with Morgan Stanley in San Rafael, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm's financial planning process involves structured discovery and firm-approved tools, with an emphasis on advisory services rather than individual security recommendations.

Jennifer Tokioka is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. from 2016 to 2021. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that utilizes firm-approved tools and models to assist clients.

Dustin Brown is a financial advisor with RBC Capital Markets in San Francisco, holding a Series 66 credential and 16 years of industry experience. He previously worked at City National Bank and Stableford Capital LLC. Outside of finance, he serves as an event host for Russian River Brewing Company’s annual release of Pliney the Younger and provides dog care services independently. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored strategies implemented through a combination of in-house and third-party investment managers.

Norman Epstein is a financial advisor at UBS Financial Services with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. 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 and uses proprietary research and model-based asset allocations to tailor investment plans.

Joe Cline is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 licenses and 24 years of industry experience. His prior roles include positions at Fidelity Brokerage Services LLC and All of Us Securities, LLC. Outside of his advisory work, he serves as a finance council member for St. Hilary Church, a religious school in Tiburon, CA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized offerings such as business-owner transition planning and special-needs analysis.

Laurel Norris is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and four years of industry experience. Her career includes roles at First Republic Securities Company, First Republic Investment Management, Wells Fargo Clearing, and Wells Fargo Bank. 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 combines large institutional advisory operations with brokerage and investment management capabilities.

Nicole Lee is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, she was affiliated with the University of the Pacific from 2018 to 2022. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning and estate planning services supported by structured tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

Di Wu is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds the Series 66 designation and has prior work history at Bank of America, Merrill, HSBC, and E*TRADE, among others. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting through a non-discretionary process that combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework.

Chase Goulart is a financial advisor at Charles Schwab with seven years of industry experience. He holds a Series 66 designation and has worked at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. since 2018. Prior to joining Schwab, he worked at Private Wealth Partners and Craford Benefit Consultants, and he was affiliated with Dominican University of California for four years. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and alternative investment programs.

Ardi Movassaghi is a Financial Consultant at Fidelity Investments, a position held since 2024. He has a professional background spanning 19 years in financial services, with experience at multiple institutions including Fidelity Investments, Stifel, Merrill Lynch, Morgan Stanley, and Bank of America. His roles have encompassed financial consulting, investment consulting, financial advising, portfolio analysis, and financial center management. Throughout his career, Ardi has focused on developing tailored financial plans by understanding clients' objectives and utilizing a broad range of financial strategies and resources. He holds a California Insurance License, supporting his ability to provide comprehensive financial services. His long-term experience positions him to assist clients in aligning their financial decisions with their future goals.

Brooke Cilley is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with one year of industry experience. Prior to her current role, she worked at Five9, FabFitFun, World Cup Soccer Camps & Clinics, Temmerman, Cilley, Kohlmann & Norcia, LLP, and attended the University of Michigan. Morgan Stanley Wealth Management offers a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets through structured planning processes and diverse investment solutions.

Tatiana Bustamante Rodriguez is a Financial Advisor at Merrill Lynch Wealth Management. She focuses on building meaningful client relationships by understanding their financial goals and providing guidance on strategies related to general investing, retirement planning, and saving for unforeseen events. Tatiana's approach includes offering access to Bank of America specialists for banking, credit, home financing, and small business solutions, ensuring comprehensive financial support for her clients. Her areas of expertise include education planning, family wealth management strategies, investment consulting for defined contribution plans, employee financial health, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. Tatiana holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned a Master's Degree from the University of Redlands and a Bachelor's Degree from the University of California System. Tatiana is bilingual in English and Spanish and is a member of the professional organization HOLA. She is involved in community activities through Habitat for Humanity. Outside of her professional work, her personal interests include biking, cooking, hiking, music, running, soccer, spending time with family, tennis, watching movies, and yoga.

Tzipora Henig currently serves as Vice President Private Wealth Management Advisor. She has held this position since 2026. Prior to this role, she worked as a Financial Consultant at Fidelity Investments from 2022 to 2026 and as a Planning Consultant at Fidelity Investments from 2021 to 2022. Her professional experience also includes positions as Head of Advisory Team at ForUsAll from 2019 to 2021 and Manager of Account Support at Human Interest from 2018 to 2019. Tzipora holds a California Insurance License. She is committed to understanding the priorities of her clients to partner with them effectively in achieving their financial goals. She works collaboratively with clients to develop and implement comprehensive, individualized financial plans that align with their core values and beliefs.

Damian Hedley is a Private Wealth Manager with Merrill Private Wealth Management. He advises a select group of ultra-high-net-worth individuals and families, providing coordination and leadership across various aspects of their wealth management. Damian’s expertise includes advising business owners, particularly those considering an exit or who have monetized their businesses. He also works with C-suite executives, assisting with compensation optimization, managing concentrated and restricted stock strategies, and planning for intergenerational wealth transfer.

Joseph Reid is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Focus On The Field and coached youth lacrosse with ADVNC Lacrosse Club. Outside of his advisory role, he continues to coach lacrosse on weekends. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.