Janelle Lorenz is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. She has worked within various Wells Fargo entities since 2006, including Wells Fargo Bank, N.A., Wells Fargo Advisors LLC, and Wells Fargo Clearing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is IPS-driven, incorporates modern portfolio theory, and includes a broader range of investment options such as insurance-related vehicles and bank deposit sweep programs.

Patrick Burke is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds a Series 66 designation and has previously worked at BNY Wealth, Wells Fargo Private Bank, and KeyBank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Andrew Glockenmeier is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with two years of industry experience. He has worked at Morgan Stanley since 2018 and has prior experience at Fordham University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning using firm-approved tools and models, and manages approximately $2.74 trillion in client assets.

David Holt is a financial advisor at Merrill with 13 years of industry experience. He holds a Series 66 designation and has been with Merrill since 2012 and Bank of America since 2013. He is based in Bainbridge Island, Washington. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

John Hulbert is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Clear Direction Investments and Northridge Farms. His background also includes roles outside finance, such as landscaping and involvement with the Bellingham Golf and Country Club. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and delivers services that include both direct individual plans and employer-sponsored Corporate Financial Planning agreements.

Allison Meza is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at several mortgage and financial services firms. The DDK Group at Robert W. Baird & Co., where she is based, serves a diverse client base including individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and brokerage services, supported by internal research and advanced investment tools.

Devin Blanchard is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has been affiliated with both Merrill and Bank of America since 1995. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Gregory Mattson is a Financial Consultant at Fidelity Investments, a position he has held since 2018. He has over 15 years of experience in the financial services industry, having worked in various advisory roles including Investment Consultant at Fidelity Investments, Private Client Advisor at JPMorgan Securities, and Financial Advisor positions at Chase Investment Services Corp and Securian Financial Services. Throughout his career, Gregory has focused on building relationships with clients and their families to help them work toward their financial goals. He holds a California Insurance License. Outside of his professional life, Gregory's interests include baseball, football, soccer, movies, social events with friends, and parenthood.

Barry Diedericks is an Investment Consultant at Fidelity Investments. In this role, he partners with clients to develop tailored financial plans that align with their individual goals and aspirations. He emphasizes understanding each client's unique circumstances and priorities to co-create strategies that build confidence and empower clients to manage their financial futures. Barry has been with Fidelity Investments since 2023, progressing through roles as a Financial Representative and Relationship Manager before becoming an Investment Consultant. His experience encompasses client relationship management and financial planning within the investment sector. Outside of his professional responsibilities, Barry enjoys biking, camping, football, golf, running, and swimming.

Helen Lee is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and with 21 years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2015 and with Morgan Stanley Smith Barney LLC since 2010. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions. The firm emphasizes tailored financial planning using firm-approved tools and serves clients through both direct and corporate financial planning arrangements.

John Mallahan is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in various roles including positions at Evolucion Innovations, Inc and CapTech Ventures, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research to tailor plans to clients’ goals and risk tolerances. The firm operates with capabilities that include institutional trading, wealth management, and a broad range of capital markets services.

Jeffery Reese is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has been with LPL Financial since 2008. Reese also works with Washington State Employees Credit Union, where he has been involved since 2004 and participates in insurance services related to that organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and corporations through a national network of investment adviser representatives. The firm provides various advisory programs, financial planning, and retirement consulting, utilizing discretionary and non-discretionary management supported by proprietary research and third-party resources.

Douglas St John is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Waddell & Reed and Panorama Advisors LLC. He has served on the Washington State Society of American Forests Foundation since 2014. 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, and brokerage services, with investment options that include model portfolios, third-party subadvisors, and both discretionary and non-discretionary management.

Michael Vint is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 designations and seven years of industry experience. He previously worked at Goldman Sachs & Co. LLC and was affiliated with the University of Washington. Outside of his advisory role, he is involved with Powersports Northwest LLC as an investor and board member. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by structured discovery processes and firm‑approved tools.

James Neill is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 65 and Series 63 registrations with 11 years of industry experience. He previously worked at Hightower Advisors and Thrivent Investment Management Inc. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through dedicated advisors and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Brian Petersdorf is a financial advisor at Robert W. Baird & Co. in Seattle, WA, with 16 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides financial planning, portfolio management, and consulting services tailored to client goals and risk tolerances, utilizing a range of investment strategies and overlay services.

Michael Rackner is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Boeing Employee Credit Union and Linsco/Private Ledger since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Linda Larner is a Series 66-licensed financial advisor based in Seattle, WA, with 18 years of industry experience. She has worked at Merrill since 2009 and has been affiliated with Bank of America N.A. since 1978. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension plans, and charitable organizations. The firm operates within Bank of America’s corporate platform, which offers access to a wide range of financial products and services.

Sean Collins is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2010, including a concurrent role at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

James Zervas is a financial advisor with Mass Mutual Investors Services in Seattle, WA. He holds the Series 66 designation and has five years of industry experience, including prior roles at Equitable Advisors and Mass Mutual Insurance Company. Outside of his advisory work, he is also engaged as an insurance broker specializing in life, fixed annuities, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative approach that emphasizes client goals and generally recommends investment categories rather than specific products.