Chi Ling Gillian Yu is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models developed by its Global Investment Committee.

Bronwyn Bailey is a financial advisor at J.P. Morgan Securities in San Francisco, holding a Series 66 designation. She has been with J.P. Morgan Securities since 2025 and has prior experience at JPMorgan Chase Bank, First Republic Bank, BB Advisors, and the American Investment Council. 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, distribution, and investment management capabilities.

Christopher Hall is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding a Series 66 designation and 26 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, focusing on investment policy statements, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, offering both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Hsun Yi Shih is a financial advisor at Raymond James Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with West Portal Financial Group, LLC and Raymond James Financial Services since 2016. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports a broad advisor network with specialized services including municipal advising and employer SIMPLE IRA consulting.

Alyssa Drew is a Series 66-registered financial advisor with Morgan Stanley in San Francisco, CA, with 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and Morgan Stanley Private Bank, N.A. since 2017. Morgan Stanley Wealth Management provides advisory and brokerage services 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 and firm-approved tools, with a range of investment and financial products offered alongside its advisory services.

Brian Mcadams is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2014, currently serving at Morgan Stanley Private Bank, N.A. in San Francisco, CA. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, focusing on tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services including structured planning conversations and strategies for estate and retirement planning.

Nandi Gunning is a Private Wealth Manager at Merrill Private Wealth Management, where she works with a select group of families, individuals, and entrepreneurs. She focuses on helping clients use their significant wealth to pursue their goals and aspirations at every stage of their lives. Nandi provides guidance in areas such as cash-flow analysis, tax-efficient portfolio management, strategies for concentrated stock, retirement planning, and wealth transfer to the next generations. She also advises business owners on strategies for selling or passing on their businesses. Nandi joined Merrill in 2022 after eight years as a financial advisor and portfolio manager at Morgan Stanley. Her prior experience includes roles as a principal consultant at a global consulting firm, a senior equity analyst for a single-family investment office in San Francisco, and an auditor at PriceWaterhouseCoopers. She holds the Chartered Financial Analyst® (CFA®) designation, as well as certifications as a Certified Exit Planning Advisor (CEPA) and Personal Investment Advisor (PIA). She is a member of the CFA Institute and the CFA Society of San Francisco, where she mentors university students for the annual CFA Institute Research Challenge. Nandi earned a B.S. degree in management studies from the University of the West Indies and an MBA from Harvard Business School. She serves on the steering committee of HBS Community Partners of Northern California and is involved with professional organizations including the ACLU, American Red Cross, and One Love Foundation. Nandi resides in San Francisco with her husband and their long-haired German Shepherd.

Alvin Wan is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked at Merrill since 2017. Prior to that, he held positions at JS Appraisal, Pacific Aviation, and San Jose State University. Merrill 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 plans, corporations, and charitable organizations.

John Lam is a financial advisor with Merrill in San Francisco, CA, holding Series 63 and Series 65 credentials and ten years of industry experience. His work history includes roles at Bank of America, Citigroup, JPMorgan Chase, and Amazon Inc. Outside of finance, he has provided in-home supportive services as a caregiver since 2012. Merrill, along with its affiliate Managed Account Advisors LLC, delivers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary strategies for a diverse client base including individuals, high-net-worth clients, and institutional investors.

Sean Waters is a financial advisor with Fidelity, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Fidelity Investments since 2009, including roles at Fidelity Personal and Workplace Advisors since 2018. Sean is affiliated with Strategic Advisers LLC, a Fidelity Investments company that 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 and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and is noted for its use of algorithmic methods and AI in its investment process.

Anthony Arch III is a financial advisor at Equitable Advisors with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Equitable Advisors since 1999, following a tenure at Axa Advisors. Outside of his advisory role, he is involved as a landlord through a third party in Santa Clara, CA. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, offering advisory and brokerage channels tailored to clients’ goals, risk tolerance, and time horizon.

Thomas Butler is Vice President and Wealth Planner at Fidelity, where he focuses on building long-term relationships with clients by understanding their individual and family financial goals. He is part of a specialized group aimed at providing a comprehensive and detailed financial planning experience for clients. He has held the position of Vice President and Senior Lead Private Client Adviser at Bank of the West from 2011 to 2019. Prior to that, he worked as a Financial Advisor at Merrill Lynch from 2006 to 2011 and at Morgan Stanley from 2005 to 2006. He holds a California Insurance License.

Lyre Rozelle is a Financial Advisor and Senior Portfolio Advisor at Merrill Lynch Wealth Management. With over 18 years of experience in financial services, Rozelle focuses on providing personalized financial planning and investment strategies to individuals, families, and business owners. Rozelle specializes in areas including family wealth management, legacy planning, retirement planning, portfolio management, special needs planning, individual and corporate investment strategies, and tax minimization. Rozelle earned a Bachelor's degree from an international institution in Geneva and holds the Personal Investment Advisor (PIA) designation. Fluent in English, Mandarin, and French, Rozelle applies thorough financial analysis to develop tailored wealth management strategies that align with clients' unique goals and priorities. Outside of professional endeavors, Rozelle engages in personal interests such as drawing, sketching, hiking, music, and painting. Rozelle is also involved with Bank of America in community-related activities.

Daniel Sivolella is a CFA® charterholder with over 31 years of experience in the financial industry. He has worked at J.P. Morgan Securities since 2001 and has been with Jpmorgan Chase Bank, N.A. since 2016. He is based in San Francisco, CA and holds Series 65 and Series 63 licenses. 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. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Marcy Rich is a Series 66-licensed financial advisor at J.P. Morgan Securities with 17 years of industry experience. She has been with JPMorgan Securities and JPMorgan Chase Bank since 2018. 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 an ESG eligibility framework.

Jeffrey Mc Cann is a financial advisor at Merrill with nine years of industry experience. He holds a Series 66 designation and has been with Merrill and Bank of America since 2014. 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 model-based and discretionary investment strategies, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Cooper is a financial advisor with Edward Jones, holding Series 63, Series 65, and Series 66 credentials and 32 years of industry experience. He has worked previously at Bank of America, N.A., Morgan Stanley, and MBS Source eTrading, Inc., and was involved with the Marin Bocce Federation. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Jorge Venegas is a financial advisor at Morgan Stanley with 39 years of industry experience. He holds the Series 63 designation and has worked with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and committee insights to support its clients' financial goals.

Jeffrey Richardson is a financial advisor at Fisher Investments based in San Francisco, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Fisher Investments since 2016. Fisher Investments serves a diverse global clientele, including institutional and high-net-worth private clients, offering discretionary portfolio management across various asset classes and employing a centralized investment process that integrates quantitative and qualitative research to construct diversified portfolios.

Brian Morgan is a financial advisor with Morgan Stanley in Burlingame, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2015 and at Morgan Stanley Private Bank, N.A. since 2020. Outside of financial services, Morgan is a co-founder and CFO of A.P.E.X. LLC, a company that designs strength and conditioning programs for high school and collegiate athletes. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning involves structured discovery and firm-approved tools, offering a broad range of retail and institutional investment solutions.