Andrew Dickson is a Series 66-licensed financial advisor with nine years of industry experience. He has worked at Wells Fargo Clearing since 2025 and previously spent nine years with UBS Financial Services Inc. in Bellevue, WA. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Cole Weaver is a financial advisor at Equitable Advisors in Bellevue, WA, with five years of industry experience. He holds Series 63 and Series 65 credentials. Outside of his advisory role, Weaver works as a commentator for Ballard FC and Tacoma Stars soccer matches and is a member of the French American Chamber of Commerce in Seattle. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, and institutional investors, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates through a range of sponsored programs and managers, managing substantial assets on both discretionary and non-discretionary bases.

Jianmin Gu is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Prior to joining Morgan Stanley in 2018, he worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. Outside of his advisory work, he owns and manages several rental properties. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process and a variety of investment strategies, serving clients through tailored financial planning and institutional agreements.

Stephanie Ispas is a financial advisor at Fidelity with a Series 66 designation and less than one year of industry experience. Prior to joining Fidelity, she worked in retail and educational roles, including at Sephora and Mathnasium. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction across a variety of investment vehicles and fund structures.

Christopher Kyle is a CFA® charterholder with 11 years of industry experience. He currently works at MassMutual Investors Services and MassMutual Life Insurance Co, where he has been employed since 2023. Prior to that, he spent several years at Russell Investments. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and presents event-driven planning services in specific areas such as divorce and estate settlement.

Lynn Brix is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large national network. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

Joshua Wessels is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 65 and Series 63 licenses. His prior work history includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, N.A., and Seattle Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and model portfolios supported by internal and third-party research.

Edward Conti is a financial advisor with Ameriprise in Bellevue, WA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he is involved in independent insurance brokering. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Sek Seng Lim is a financial advisor at Merrill based in Seattle, WA, holding a Series 66 designation with six years of industry experience. He has worked at Bank of America and Merrill since 2017. Prior to that, he was employed at Spec Property Developments (M) Sdn Bhd from 2015 to 2016. 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.

Sanjay Das is a CFP® professional with 33 years of industry experience, currently advising at LPL Financial since 2017. Prior to that, he worked for 15 years at National Planning Corporation. He is also an instructor at Golden Gate University and a speaker for a parent-focused seminar series. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing model portfolios and research from LPL Research and third-party providers.

Tyler Matthews is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with 14 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he briefly served as a youth basketball coach for the Lake Washington School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Shawn Richardson is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he is involved in managing a personal real estate investment portfolio. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Jordan Whipple is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Morgan Stanley, Fidelity, and E*TRADE. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using quantitative asset-allocation modeling and centralized due diligence. The firm emphasizes customized performance reporting and incorporates an ESG eligibility framework in its investment recommendations.

Jeffrey Anderson is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 credential and 10 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he owns and manages a sole proprietorship focused on hobby farm activities and has ownership interests in several private property-related LLCs. 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.

Eileen Kurth is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her career includes a decade at KeyCorp and its affiliates and 12 years with the Seattle Mariners. She has been with J.P. Morgan Securities since 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Ursa Curatolo is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity in 2024, Curatolo worked at Ameriprise from 2022 to 2024 and has experience in business from operating Ursa Color & Style LLC for seven years. Curatolo also spent time at the University of Washington's Michael G. Foster School of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a hybrid approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Ty Spencer is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at RBC Capital Markets LLC since 2016 and City National Bank since 2017. Outside of his advisory role, Spencer serves as a trustee for an irrevocable life insurance trust and is an officer of the Si View Home Owners Association, where he manages meetings and legal matters. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm provides a range of advisory programs with tailored portfolio management strategies that incorporate both in-house and third-party investment managers.

Jessica Morgan is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets Corporation since 2008. Outside of advising, she works as an independent consultant focusing on wellness education and sales and serves as the treasurer for a local PTA. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs that deliver portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Nalini Ramesh is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is the owner of Sahana Ramesh Global Enterprises LLC, a business focused on art and culture sales and marketing. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and methodologies.

Elizabeth Macy is a CFP® with eight years of industry experience. She is currently an advisor with Fidelity Investments, having previously worked at Bank of America and Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it has notable roles in fund advisory and constructing model portfolios using systematic methodologies.