John Kelly is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he works as a scoreboard operator for the NBA's Golden State Warriors. Wells Fargo Advisors is a large national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to inform its investment approach and provides a range of brokerage and advisory solutions through a broad network of financial professionals.

Kristofer Van Zanten is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation. Prior to his current role, his employment history includes positions outside the financial industry. Cambridge Investment Research Advisors, Inc. serves a diverse client base including individual, institutional, pension, and charitable organization clients by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers access to multiple platforms, third-party advisers, and proprietary model strategies.

Kin Hung Chan is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Bank of America, Merrill, and JPMorgan Chase Bank. Outside of finance, he has experience with Typhoon Club Magazine and held roles at the University of California Santa Cruz. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm offers non-discretionary, written asset allocation advice supported by centralized due diligence and incorporates both quantitative and qualitative research in its recommendations.

Patrick Farley is a financial advisor with RBC Capital Markets offering 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch Pierce Fenner & Smith Inc., Bank of America, N.A., and City National Bank. Outside of his advisory role, he serves on the board of directors for the Marin Highlanders Rugby Club, a nonprofit sports organization. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and nonprofits. The firm offers advisory programs with discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Jeffrey Oster is a financial advisor at UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 licenses with 35 years of industry experience. He has been with UBS since 2008. 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.

Robert Vallecorse is a financial advisor with UBS Financial Services in San Francisco, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2005. Outside of his advisory role, he is a songwriter and copyright owner, and he serves on the board of directors for Fogtastic, a company specializing in San Francisco souvenirs. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of capital markets solutions. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and integrated banking programs.

Devin Bomba is a Financial Consultant at Fidelity Investments, where they serve as the primary point of contact for clients working towards their short and long term financial goals. Devin is committed to understanding clients' individual needs to create comprehensive and personalized financial plans. Devin has held multiple roles at Fidelity Investments since 2021, including Central Relationship Manager, Financial Representative, High Net Worth Representative, and Customer Relationship Advocate. This experience has provided Devin with a broad perspective on client relationship management and financial consulting. Devin holds a California Insurance License. Outside of work, Devin enjoys activities such as gardening, hiking, Pilates, sailing, traveling, and exploring food.

Elizabeth Stromquist is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with 11 years of industry experience. She worked at UBS Financial Services Inc from 2014 to 2016 before joining Morgan Stanley in 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured discovery processes and firm-approved planning tools in its financial planning approach.

Mina Choo is a financial advisor with RBC Capital Markets in San Francisco, holding a Series 63 designation and bringing 32 years of industry experience. She has worked at RBC Capital Markets since 2008 and previously spent 11 years at UBS Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management and financial planning, implementing tailored strategies through a combination of in-house and third-party investment managers.

Philip Peterson is a financial advisor at Morgan Stanley with 33 years of industry experience. He has worked at Morgan Stanley since 2009 and has been with the Morgan Stanley Private Bank, N.A. since 2015. He holds the Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Alice Pidgeon is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as Treasurer and Finance Committee Chair for the North Bay Children's Center in Novato, CA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Cloise Anderson is a financial advisor at Morgan Stanley with 27 years of industry experience. She has worked at various Morgan Stanley entities since 2008, including Morgan Stanley Private Bank, National Association since 2015. Anderson holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management provides advisory programs for individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm offers tailored financial planning through a structured process using firm-approved tools, serving clients directly and through Corporate Financial Planning agreements with employers.

Julie Fujimoto is a financial advisor at Morgan Stanley with 29 years of industry experience. She joined Morgan Stanley in 2025 after spending 22 years at UBS Financial Services. Fujimoto holds Series 65 and Series 63 licenses. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Cindy Hawks is a financial advisor with Morgan Stanley in San Francisco, holding Series 63 and Series 65 licenses and 26 years of industry experience. Her prior roles include positions at UBS Financial Services, Bank of America, and Merrill. She has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and analysis from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Mark Littlewood is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity since 2005, progressing through positions including Financial Consultant, Investments Representative, and Financial Consultant prior to his current role. His career in financial services spans over 20 years, beginning with roles at State Farm and Eaton Vance Mutual Funds. Mark's experience encompasses a comprehensive understanding of financial planning, with a focus on client education and guiding clients through the financial planning process. He holds a California Insurance License, which supports his work in financial consulting. Outside of his professional work, Mark's personal interests include fitness, outdoor adventures, parenthood, snowboarding, and traveling.

Stephen Farmer is a financial advisor with Morgan Stanley in San Francisco, CA, holding a Series 66 designation and over 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2015 and 2016, respectively. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through various financial planning and investment services.

Doug Williams is Vice President and Wealth Planner at Fidelity Investments, where he has been working since 2021. He has over a decade of experience in the financial services industry, focusing on clients' goals and concerns through a goals-based wealth planning process. Doug utilizes global resources and current web technology to assist clients in pursuing the financial lifestyles that are meaningful to them. Prior to his current role, Doug held positions as Senior Private Client Advisor at Bank of the West from 2018 to 2021, Financial Advisor at Merrill Lynch from 2014 to 2018, Director at Credit Suisse from 2010 to 2014, and Director at UBS Private Wealth Management from 2008 to 2010. He holds a California Insurance License.

Abraham Meza is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, he worked at E*TRADE Capital Management LLC and Equitable Advisors, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools.

David Midgley is a financial advisor at Morgan Stanley with 31 years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Morgan Stanley in 2019, he worked at Goldman, Sachs & Co. for 14 years. Outside of his advisory role, Midgley serves as treasurer and head of the finance committee at Broadmoor Golf Club in Seattle. 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 planning process uses structured discovery conversations and firm-approved tools to support client financial goals.

Noelle Owens is a financial advisor at Fidelity with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Ameriprise Financial Services and multiple positions within Fidelity since 2017. She works with Strategic Advisers LLC, a Fidelity Investments company that provides a range of investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios and fund advisory services.