Ursa Curatolo is a financial advisor at Fidelity with four years of industry experience. She holds a Series 66 designation and has worked at Fidelity Investments since 2024, following two years at Ameriprise. Curatolo previously operated Ursa Color & Style LLC for seven years and spent a year 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, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across various investment vehicles. The firm also serves as a registered commodity pool operator and offers advisory services to multiple registered investment companies and fund-of-funds.

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.

Nalini Ramesh is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she owns Sahana Ramesh Global Enterprises LLC, which is involved in art and culture sales and marketing. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and broad investment resources to support its clients.

Donald Kaplan is a CFP® professional with three years of experience at Equitable Advisors. Prior to joining Equitable, he spent 28 years at Phillips 66 and held positions at Cipher Skin and Boyett Petroleum. He is also the president and sole proprietor of Kaplan Peak Performance Consulting, LLC, a management consulting business maintained to provide minor accounting and administrative support. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through Investment Adviser Representatives and third-party managers.

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.

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.

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.

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.

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.

Ai Mendoza is an Investment Consultant currently working at Fidelity Investments since 2022. In this role, she focuses on understanding each client's unique financial needs and providing professional guidance and tailored solutions to help clients make informed financial decisions and pursue their goals. Prior to her current position, Ai worked as a Private Client Banker at JP Morgan Chase from 2019 to 2022. Her experience includes assisting clients with their investment and banking needs. Outside of her professional work, Ai enjoys family activities, fishing, social events with friends, gardening, outdoor adventures, and painting.

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.

Kelci Van Tulder is a financial advisor with Cetera in Renton, WA, holding Series 63 and Series 65 licenses and having six years of industry experience. She previously worked at Pilgrim Coffeehouse and serves as the financial officer for Ascend Northwest, a Catholic nonprofit focused on promoting healing ministry in the Pacific Northwest. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers, managing over $256 billion in assets across more than 10,000 advisors.

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.

Gary Meagher is a CFP® professional with 41 years of industry experience. He currently works at LPL Financial and has previously been affiliated with Cetera Advisor Networks LLC and Cetera Wealth Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and other institutions, offering diverse financial planning and investment management solutions.

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.

Aimee Kelly is a financial advisor with RBC Capital Markets in Kirkland, WA, holding a Series 66 designation and 14 years of industry experience. She has been with RBC Capital Markets since 2014. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients’ risk profiles and investment preferences.