Lang Huang is a financial advisor with Morgan Stanley in San Francisco, holding a Series 66 license and eight years of industry experience. Prior to joining Morgan Stanley in 2018, Huang worked at Bank of America from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market analysis.

Gabrielle Soto is a financial advisor at UBS Financial Services in San Francisco, holding a Series 66 credential. Soto joined UBS in 2025 and has prior work experience outside the financial industry, including several years at Starbucks. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, utilizing proprietary research and model-based asset allocations to tailor financial plans based on clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services across multiple products and platforms.

Jason Whitehead is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and two years of industry experience. His prior work includes roles at Pretium and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage services. The firm manages approximately $671 billion in assets and uses a research-driven approach that incorporates modern portfolio theory.

Rand Rodgers is a financial advisor with Equitable Advisors, holding a Series 63 designation and 33 years of industry experience. His prior roles include positions at LPL Financial, Wells Fargo Clearing, and A.G. Edwards & Sons. Equitable Advisors serves individual clients across a range of wealth levels, as well as pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a combination of firm-led and third-party advisory models, including the SAM program, to deliver tailored investment solutions.

Catherine Blake is a financial advisor at Merrill with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1983, also working at Bank of America since 2011. 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, and institutional investors.

Elia Malick is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds Series 63 and Series 65 designations. Prior to joining J.P. Morgan Securities in 2023, she worked at First Republic Securities Company and First Republic Bank from 2011 to 2023. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and may incorporate an ESG eligibility framework.

Thomas Higgins is a financial advisor at J.P. Morgan Securities in San Francisco, holding Series 63 and Series 66 licenses with five years of industry experience. His prior work includes roles at Seltzer Shelter and Loards Ice Cream and Candy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative screens, qualitative research, and forward-looking capital market assumptions to build model asset allocations.

Priya Aggarwal is a financial advisor at UBS Financial Services in San Francisco, holding a Series 66 designation with 23 years of industry experience. She has been with UBS since 2004. Outside of her advisory role, she is involved with 11 Tours, an organization connecting high school students to college students, where she serves as an officer and part-owner, and she is the proprietor of Rita & Hers, a consumer goods business focused on omega-rich seed blends and potentially teas. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans and portfolio management.

Nathan Nguyen is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at the George Washington University Office of Undergraduate Admissions and the United States House of Representatives. Outside of finance, he is a Senior Certified Instructor at Martial Arts America, where he teaches martial arts to children and adults. Stifel serves a diverse client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group, providing asset allocation and planning analyses intended to support client decision-making.

Margaret Angelica Nagel is a financial advisor at Morgan Stanley in San Francisco, holding a Series 66 designation with five years of industry experience. She has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and scenario modeling in its financial planning process.

Jason Schlesinger is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 28 years of industry experience. He previously worked at UBS Financial Services and Robert W. Baird. Outside of his advisory role, Schlesinger serves on the board of Take Me to the River, a nonprofit developing music education programs for public schools, and is involved with Make-A-Wish Bay Area and The Better Angels Society, participating in financial oversight and audit committees. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering tailored, primarily non-discretionary financial planning and investment consulting supported by a broad range of portfolio management styles and affiliated research.

Maya Gervis is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial, Bacwest Investment Services, and BMO Bank, N.A. Her current roles at Morgan Stanley include positions with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and provides structured financial planning supported by firm-approved tools and modeling techniques.

Briana Meyer is a financial advisor with LPL Financial, holding a Series 66 designation and based in San Francisco, CA. She has one year of industry experience and previously worked at The Beachbody Company, LLC and NFL Media. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions supported by technology tools and a broad network of advisors.

Richard Lopez is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. His prior work includes roles at JP Morgan Chase and First Republic Bank. He has also been involved with Casa Alegra Community Services. 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 a large client base with a dual-registered broker-dealer and investment adviser structure, offering both non-discretionary investment guidance and access to discretionary separately managed accounts.

Erin Adams is a Series 66-licensed financial advisor at UBS Financial Services in San Francisco, CA, with one year of industry experience. Prior to joining UBS, she worked at Ameriprise Financial and has a background that includes time at Wittenberg University and Beaumont School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Sean Livingston is a financial advisor with UBS Financial Services in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. since 2009. Outside of his advisory role, he serves as a successor trustee and durable power of attorney for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides proprietary research and capital markets services.

Victoria Var Heibak is a financial advisor at Merrill with six years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2018. Prior to joining Merrill, she held various roles including positions at Pizza Antica and San Diego State University. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mitchell Rohrer is a financial advisor with Wells Fargo Clearing in San Francisco, CA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked with Wells Fargo entities since 2001, including Wells Fargo Investments and Wells Fargo Clearing. Outside of his advisory role, he serves as a power of attorney for a family member. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Henrik Nielsen is a financial advisor at Wells Fargo Clearing with 26 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America for 21 years before joining Wells Fargo in 2020. Outside of his advisory role, he serves in various leadership positions overseeing family investment interests and development projects in Denmark. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Ching Pong Vicman Ho is a financial advisor with J.P. Morgan Securities in San Francisco, CA, holding Series 63 and Series 66 designations and 25 years of industry experience. He has worked at J.P. Morgan Securities and J.P. Morgan Chase Bank since 2018, and previously spent nearly two decades with Charles Schwab, including Charles Schwab Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The advisory process combines quantitative screens and qualitative research to build model asset allocations, with clients retaining final decision-making authority.