Large-firm, family Business financial advisors in South San Francisco, CA

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.

William Rossitto Jr. is a financial advisor at LPL Financial with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Wells Fargo Investments and Alliant Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, utilizing strategies such as model portfolios, third-party subadvisors, and customized approaches across various asset classes.

Jordan Sam is a Series 65-licensed financial advisor at Alpha Solutions Investment Advisors with one year of industry experience. Prior to joining Alpha Solutions, he was affiliated with the University of California, Riverside for a total of four years. Alpha Solutions Investment Advisors is an SEC-registered, fee-only firm managing approximately $509 million in discretionary assets. The firm serves individual and high-net-worth investors as well as institutional clients including pensions, foundations, and retirement plans, providing discretionary portfolio management, customized wealth management, and limited financial planning across multiple asset classes.

Stephanie Chang is a CFP® and CFA® with nine years of experience in the financial industry. She is currently with Wealth Enhancement Advisory Services, LLC and has previous experience at firms including Pillar Pacific Capital Management, Fisher Investments, and LPL Financial. Chang serves as a successor trustee for a family trust outside of her advisory role. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individual, high-net-worth, corporate, and retirement plan clients. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies, overseen by an internal Investment Committee.

Kelly Cunningham is a financial advisor with Edward Jones in South San Francisco, CA, holding the CFP® designation along with Series 63 and Series 66 licenses. She has 24 years of industry experience and has been with Edward Jones since 2001. Outside of her advisory role, she is a general partner in the Cypress Investment Partnership, which involves occasional assistance with real estate transactions. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory and investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Edward Blatz serves as a Senior Resident Director and Wealth Management Advisor at Merrill Lynch. He specializes in working with high net-worth individuals and families, focusing on estate and wealth management needs. Since joining Merrill Lynch Wealth Management in 1985, he has provided personalized financial solutions tailored to his clients' risk tolerance, time horizon, liquidity needs, and investment goals. Edward's expertise encompasses a range of areas including college education planning, divorce transition planning, employee benefits, executive compensation, family wealth management strategies, managing new wealth, individual and corporate investment strategies, and retirement income planning. He collaborates closely with clients' tax advisors and estate planning attorneys to ensure comprehensive management of clients' financial and personal affairs. Edward is recognized as a member of The Blatz-Rooney Group, which was named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. Edward holds a Bachelor's Degree from Adelphi University and has earned several professional designations including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Outside of his professional work, he has interests in golfing, reading, and tennis.

Chase Garbers is a financial advisor at IEQ Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Beacon Pointe Advisors, LLC. Before entering the financial industry, Garbers had a career in professional football, including time with the National Football League and the United Football League. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, and other entities. The firm’s investment process is based on centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Eric Scovill is a financial advisor at Storehouse Wealth Management, LLC in Peoria, IL, holding a Series 66 designation with eight years of industry experience. His prior experience includes roles at Bedrock Digital Asset Management, Mass Mutual Investors Services, and Menold Construction and Restoration. Outside of advisory work, he co-owns YouAre Launched LLC, a business consulting and syndication company. Storehouse Wealth Management serves individuals, families, closely held businesses, and charitable organizations, offering investment management, financial planning, and multi-family office services. The firm manages approximately $21 million in client assets and employs a diversified investment approach that incorporates both traditional and alternative asset classes.

Katherine Fonville is a financial advisor at Covenant Wealth Advisors in Richmond, VA, with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been leading Fonville Wealth Management LLC since 2010. Covenant Wealth Advisors is a fee-only firm serving individuals, families, trusts, estates, endowments, and family businesses. The firm uses a Modern Portfolio Theory-based investment approach with primarily passive funds and third-party portfolio management to deliver comprehensive wealth management and financial planning services.

Michael Elliott is a CFA® charterholder with two years of experience in the financial industry. He currently works at Harbour Capital Advisors, LLC, where he has been since 2024. Prior to this, he held roles at CFRA Research, Avascent, Raymond James & Co., and Marriott & Co Investment Banking. Harbour Capital Advisors serves ultra-high-net-worth families and charitable organizations, managing approximately $701 million for around 55 clients. The firm uses customized investment policy statements, mean-variance optimization, and a core-satellite investment approach that includes both liquid public securities and alternative investments, alongside wealth-transfer and family-governance services.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. 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 strategies for individuals, high-net-worth clients, and institutional investors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. 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.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.