• 35+ years in industry, former manager at Smith Barney in Palo Alto
• UCSB graduate
• Former college and professional tennis player (40 years and 40 pounds ago)
• Bay Area resident, with family roots on the coast in Half Moon Bay and can see Mavericks from back deck

Registered States:
AK, AL, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MN, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TX, UT, VA, WA

• 24 years in the Wealth Management and Executive Services business
• Deep interest in wine, has been making Syrah & Pinot Noir for 12 years
• Car enthusiast and collector of the classics
• Resides in Carmel

Registered States:
AK, AL, AZ, CA, CO, DC, DE, FL, GA, ID, IL, LA, MN, MT, NC, NH, NJ, NM, NV, NY, OK, PA, SC, TX, UT, VA, WA

• Wealth Management career commenced in 1984 with EF Hutton
• Guest lecturer at the University Of Arizona Eller College of Management and judge for their portfolio management investment competition
• National Board Member of the Challenged Athletes Foundation
• Aspiring Ironman Triathlete
• NBA aficionado and devout Golden State Warriors fan

Registered States:
AK, AL, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MN, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TX, UT, VA, WA

• 10+ years industry experience
• Named to UBS's Top 35 under 35 list in 2017
• Napa native, now lives in Sonoma with his wife and three kids
• Former collegiate baseball player at Notre Dame
• Resident chef and sports director for his family

Registered States:
AK, AL, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MN, MT, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TX, UT, VA, WA

• Macan's lead analyst
• Portfolio analysis, asset allocation, investment strategy implementation
• Former Equity Research Analyst at Wells Fargo Securities
• Double major in Finance and Business Economics from Hawaii Pacific University
• Chinese descendant, born and raised in Peru, fluent in Spanish, conversational in Cantonese

Registered States:
AK, AZ, CA, CO, DC, DE, FL, HI, ID, IL, LA, MA, MD, MN, MT, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TX, UT, VA, WA

• 20+ years industry experience, former operations manager
• California native, lives in San Francisco
• Avid traveler, determined triathlete and food enthusiast

Registered States:
AK, AZ, CA, CO, DC, DE, FL, HI, ID, IL, LA, MA, MD, MN, MT, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TX, UT, VA, WA

• 2 years industry experience
• Year Up Bay Area student mentor
• Bilingual - lived in Guatemala for 6 years
• Bay Area native, currently lives in Oakland

Registered States:
AK, AZ, CA, CO, DC, DE, FL, HI, ID, IL, LA, MA, MD, MN, MT, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TX, UT, VA, WA