Brian Meadows is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Financial Advocates Investment Management, and LPL Financial. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Matthew Carson is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 registration and 11 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s planning process uses firm-approved tools and models and generally acts in an advisory capacity, managing approximately $2.74 trillion in client assets.

Risha Schildkraut is a financial advisor at Morgan Stanley in Seattle, WA, with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively. Schildkraut serves on the finance committee of the Greater Seattle Business Association, a nonprofit organization. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Joseph Woodland is a financial advisor with Raymond James Financial Services Advisors, Inc. in Bellevue, WA, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2013 and is also associated with Investment Associates, Inc. DBA The Wormeli Group in a business development and administrative role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Hayley Hamann is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with seven years of industry experience. She previously worked at TIAA and its affiliates from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and analysis.

Kayla Kerr is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Goldman Sachs and Everlane. Outside of finance, she is a yoga teacher at Breathe Hot Yoga in Seattle. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process incorporates both quantitative and qualitative research, and it offers access to a range of investment strategies including ESG considerations.

Asenath Partee is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank NA since 2009. Outside of her advisory role, she serves as secretary for the Tutmark Addition HOA in Lynnwood, WA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm utilizes research and analytics to offer both brokerage and advisory solutions while managing a broad range of financial products through its bank and insurance affiliates.

John Allison is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients’ individual financial goals. His areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, and retirement income. John holds a Bachelor's Degree from the University of Colorado and has earned professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement and volunteers with local organizations. Outside of work, John enjoys biking, boating, camping, fishing, golfing, hiking, running, skiing, traveling, and spending time with his family.

Andrew Kloess is a financial advisor with RBC Capital Markets in Kirkland, WA, holding a Series 66 designation and 16 years of industry experience. He has been with RBC Capital Markets since 2010 and has also worked at City National Bank since 2019. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles and investment preferences.

Ivy Liu is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and eight years of industry experience. Her work history includes roles at East West Bank, Charles Schwab, Bank of America, Merrill, HSBC, and JPMorgan Chase. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Vickie Godyn is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. She has worked at Fidelity Investments since 2022 and previously spent nine years with Bank of America and Merrill Lynch. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs. The firm also manages multiple registered investment companies and fund-of-funds, utilizing algorithmic methods and established governance procedures.

Bernadette Justiniano is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. She has worked at Prudential Insurance Company of America and Pruco Securities, LLC before joining LPL Enterprise. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and insurance product sales through affiliated entities.

Douglas Custer is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Edelman Financial Engines since 2025. His prior roles include positions at Financial Engines Advisors L.L.C., Viridian RIA, LLC, Private Client Services LLC, and Appropriate Balance Financial Services. He serves on the advisory board of the Northwest Symphony Orchestra and is a member of the Planned Giving Advisory Council for the Overlake Medical Center Foundation. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and offers both advisor-led and online investment solutions to a large client base.

Trent Trailov is a financial advisor with LPL Financial, holding Series 65 and Series 63 designations and five years of industry experience. He previously worked at Ameriprise and operated Trail CPA Corporation, providing tax preparation and accounting services. 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 advisory and brokerage services through a large network of representatives using a range of strategies, including model portfolios and third-party asset management.

Peter Gilding is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. He has held roles at Raymond James Financial Services Advisors, Inc., Crossroads Financial Services LLC, and Northern Vermont University. Gilding has also operated a tutoring service and has diverse work experience outside finance. 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 financial planning, wrap and model portfolio programs, third-party asset management access, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by research and advisor-facing tools.

Jeremy Taylor is a CFP®, ChFC®, and Series 66 credentialed financial advisor with 22 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc. and has been involved with Mainspring Wealth Advisors, LLC since 2013, where he serves as owner and branch manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional organizations. The firm offers tailored, non-discretionary consulting using risk profiling and modeling tools, and maintains unique affiliations such as a municipal advisor arrangement and specialized employer advisory programs.

Alex Cormier is a Financial Consultant at Fidelity Investments, where they have been serving since 2025. Prior to this role, Alex held positions as an Investment Consultant, Relationship Manager, and Financial Representative within Fidelity Investments from 2022 to 2025. Alex works closely with clients to define and understand their specific financial goals, developing personalized plans to align with their vision and provide confidence and structure across their portfolios. Collaborating with a Wealth Management Team, Alex executes these plans efficiently for clients and their families. Alex's approach emphasizes building a foundation of trust through understanding what is important to each client. This client-centered strategy supports the development of tailored financial solutions. Outside of their professional responsibilities, Alex enjoys art, family activities, golf, outdoor adventures, parenthood, and spending time with pets.

Johnatan Mendez is a financial advisor at Cambridge Investment Research Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Cambridge Investment Research Advisors and related entities beginning in 2025, as well as various positions at the University of Washington Tacoma, Beacon Hill Staffing, The Boeing Company, and HAPO. Cambridge Investment Research Advisors serves a broad range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages multi-billion dollar assets across multiple platforms and custodians.

Donald Lagerquist is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment options, manages approximately $1.01 trillion in assets, and operates a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Peter Doolittle is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Edward Jones, Northwest Asset Management, OneMain Financial, and the University of Redlands. He also manages an advisory business through Heritage Wealth Advisors LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides tailored retirement-income planning and ongoing advice based on detailed analysis and collaboration between a centralized service team and individual advisors.