Dakota Moyne is a financial advisor at Merrill with a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2024, he was with Merrill Lynch, Pierce, Fenner & Smith Incorporated in 2023. His background also includes roles at the University of Oregon and The Bay School of San Francisco. 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, pension plans, corporations, and charitable organizations.

Cooper Guthrie is a financial advisor at Wells Fargo Clearing with a Series 66 designation and nine years of industry experience. He has been with Wells Fargo Clearing Services since 2016. 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 combines research from Wells Fargo Investment Institute with third-party data to support its investment strategies.

Lana Xiao is a Certified Financial Planner™ at J.P. Morgan Securities with five years of industry experience. She has worked at several financial institutions, including Wells Fargo Private Bank, Silicon Valley Bank, and First Citizens Bank. Outside of her advisory role, she manages a family rental property in San Francisco. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process incorporates systematic due diligence and an ESG framework, supported by centralized research and affiliated implementation services.

Matthew Goldberg is a Senior Financial Advisor at Merrill Lynch Wealth Management. He co-manages the Venture Services Group Trading team, overseeing fund level block trading and stock distribution management services. His responsibilities include centralized execution, settlement, and reporting for venture capital and private equity funds as well as their institutional limited partners. Matthew Goldberg graduated from Santa Clara University's Leavey School of Business in 2009. He holds the Accredited Wealth Management Advisor (AWMA) designation and the Personal Investment Advisor (PIA) designation. He has been recognized on the Forbes Best-in-State Wealth Advisors lists for 2023 through 2025 and the Forbes Best-in-State Next Generation Wealth Advisors list for 2023.

Lucas Sam is a financial advisor with Equitable Advisors in San Francisco, holding a Series 66 credential and seven years of industry experience. His prior work includes roles at AXA-Advisors, Allstate Insurance, and Alliance Residential Company. He is an owner and investor in several business entities, including Park & Sam LLC and Farese & Sam Partners LLC. Equitable Advisors serves a diverse client base ranging from individuals to institutional clients, providing financial planning, retirement plan consulting, and asset management programs through a broad network of Investment Adviser Representatives. The firm utilizes both proprietary and third-party investment programs and maintains a focus on matching clients to appropriate advisory models and discretionary managers.

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 with Equitable Advisors in San Francisco, holding Series 65 and Series 63 licenses. He began his advisory career in 2026 and has prior work experience in various industries, including food service and real estate. Equitable Advisors serves a broad client base, including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm uses a range of third-party asset managers and advisory programs to implement client portfolios.

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.

Christian Lowe is a Planning Consultant at Fidelity Investments, where he assists individuals and families in developing personalized financial strategies that integrate investments, retirement planning, and long-term goals. He employs a disciplined, client-focused approach to financial planning. Prior to his current role, Christian served as a Relationship Manager at Fidelity Investments from 2023 to 2024 and was a Financial Solutions Representative at Merrill Lynch from 2015 to 2021. He holds a California Insurance License. Outside of his professional work, Christian has interests in fitness, hiking, music, outdoor adventures, traveling, and food.

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.

Andrew Ciampa is a financial advisor with J.P. Morgan Securities in San Francisco, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America and Merrill. Before entering finance, he worked in the restaurant industry and has experience related to education and camp settings. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research supported by a centralized due diligence team and offers specialized derivatives and commodities capabilities.

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 bringing six years of industry experience. Her prior roles include positions at Claraphi Advisory Network, Marin Country Club, and California State University, Chico. Outside of her advisory work, she manages a rental property in Novato, California. 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 employs over 14,000 advisors, offering both brokerage and advisory solutions.

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 two years of industry experience. His prior work includes roles at PriceWaterhouseCoopers LLC and SmartBiz. In addition to advising, he is a graduate school professor at the Wharton School of the University of Pennsylvania and is the owner and head coach of ScholarAthLead.com. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs delivered through a network of Investment Adviser Representatives.

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.