Janna Cassidy is a financial advisor at UBS Financial Services with 37 years of industry experience. She has been with UBS since 2006 and holds the Series 63 and Series 66 credentials. Based in Seattle, WA, her career spans two decades at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory process.

Jamison Russ is a financial advisor with MassMutual Investors Services in Seattle, WA, holding a Series 66 designation and over 20 years of industry experience. He has been with MassMutual Financial Group and MML Investors Services since 2005. Outside of his advisory role, Russ serves as President of the Seattle Hebrew Academy and as Treasurer of Advance Autism, a nonprofit supporting families affected by autism. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations through collaborative, annual planning engagements.

Kenneth English is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Trojan Storage, Chilled Tech LLC, and LRH Services. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Judith Vandermeid is a financial advisor with UBS Financial Services, holding a Series 66 designation and 22 years of industry experience. She has worked at UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Jason Richards is a financial advisor with LPL Financial based in Tukwila, WA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Boeing Employee Credit Union and Equitable Advisors, LLC. 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, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Peter Noone is a Certified Financial Planner® at UBS Financial Services with 13 years of industry experience. He has worked at UBS since 2018 and previously held roles at Princor Financial Services Corporation and Principal Life Insurance Company. He serves on the board of directors for the University of Notre Dame Alumni Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Kerry Witterschein is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 65 and Series 66 designations and 10 years of industry experience. Their career includes multiple roles at UBS as well as positions at Raymond James Financial Services Advisors Inc. from 2019 to 2022. Witterschein also serves as a Registered Sales Assistant for The Westhoff Group. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management.

Kurt Chambers is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and previously worked at AAA Missouri and AAA Washington. Outside of his advisory role, he serves as a referee for the Seahawks Flag Football League. Merrill, along 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 a range of individual and institutional clients.

Margaret Hoy is a CFA® charterholder and holds Series 63 and Series 65 licenses. She has three years of industry experience, currently working at Edward Jones since 2022. Prior to this, she spent six years at Versus Investments and has been involved with Global Alternative Investment Services, Inc. since 2015. Outside of work, she operates an Etsy store selling art as a hobby. Edward Jones is a full-service wealth management firm serving 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 strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Michael Hatch is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Bank of America and Citibank. Based in Seattle, WA, he joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Ava Doney is a Financial Advisor with Merrill Lynch Wealth Management. She works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Ava provides resources for investing, retirement planning, and saving for unexpected events, and connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Ava specializes in comprehensive wealth planning, focusing on family wealth management strategies, women and wealth, and clients in sports and entertainment. She serves motivated clients including women, tech professionals, and Seattle locals. Ava holds a Bachelor's Degree in Finance with a minor in Sports Management from Washington State University. She began her career as a summer analyst at Bank of America Merrill and has continued with the firm as a financial advisor. Her professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional role, Ava is involved with the community organization Fight CRC. Her personal interests include boating, cooking, golfing, running marathons, skiing, spending time with family, traveling, and practicing yoga.

Ryan Grimmer is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 66 designation and has 17 years of industry experience. Prior to joining Raymond James, he worked at Zack Rosenbloom and Associates, PC for eight years. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through a broad advisor network and affiliated advisory firms.

Ella Apalisok is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 20 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to offer a broad range of financial solutions.

Tiara Spraggin is a Series 66 credentialed financial advisor with six years of industry experience. She is currently with Edward Jones and previously worked at Chambers Bay Wealth Management and Cornerstone Financial Strategies. Her background also includes roles at Safe Streets Campaign and Pacific Lutheran University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and services, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and tax-efficient solutions, supported by a large national network of advisors and branch offices.

Lauree Harrison is a CFP® with 14 years of industry experience, currently affiliated with Cetera. She has worked at Cetera Wealth Services, LLC since 2013 and is also the owner of Cascade Guided Wealth LLC, a financial services business. Outside of financial advising, she contracts as a marketing assistant for a real estate agent in Seattle. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and custodial relationships.

Lars Thorne Thomsen is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 credential. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. Prior to his current position, he was involved with several soccer camps and associations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Ross Miller is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and West Monroe Partners. Outside of his advisory role, Miller serves on the Board of Trustees for Woodinville Montessori School in Bothell, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Vicki Andrews is a financial advisor at Morgan Stanley with 32 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at LPL Financial and Waddell & Reed, Inc. She also operated a tax preparation business for 15 years. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a range of advisory programs supported by firm-approved planning tools and research from its Global Investment Committee.

Chad Stalder is a CFP® with 23 years of industry experience, currently affiliated with Wells Fargo Clearing since 2020. Prior to this, he worked at UBS Financial Services from 2012 to 2020. Outside of his advisory role, he is an investor in a local food business, Manic Meatball, LLC, which he owns jointly with his spouse. 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 services grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tenzing Tsognyi is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. 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 based on investment policy statements and modern portfolio theory, with an emphasis on tailored services and inclusion of insurance-related investment options.