Hayden Bata is a Vice President, Financial Consultant at Fidelity Investments, where he serves as a trusted advisor to clients. He helps clients navigate important financial decisions by providing knowledge and guidance aimed at achieving their long-term financial and personal goals. Hayden has held several roles at Fidelity Investments since 2015, progressing through positions such as Financial Representative, High Net Worth Financial Representative, Investment Solutions Representative, Relationship Manager, Investment Consultant, and Financial Consultant before his current role. This experience spans multiple facets of financial consulting and client relationship management. Outside of his professional career, Hayden's personal interests include beach activities, photography, scuba diving, snowboarding, and traveling.

Eric Terry is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining Mass Mutual in 2020, he worked at Key Bank from 2014 to 2020. Outside of his advisory role, he is a member of a local cover band where he plays bass and sings. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Landon Hung is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has been in the industry for one year. Prior to joining Equitable Advisors, he worked briefly at LPL Financial and has experience in education at Punahou School and Mid-Pacific Institute. 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 various asset management programs delivered through a network of Investment Adviser Representatives and third-party asset managers.

Stephen Jimenez is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and has four years of industry experience. His background includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and prior positions outside the financial sector. J.P. Morgan Securities LLC 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 recommendations.

Janet Mc Ghee is a financial advisor with Raymond James Financial in Issaquah, WA, holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at Equitable Advisors, LLC, Hall & Dornan Capital Partners, and Neat Method. She serves as a co-trustee of Mother's Trust, Viola Bowie. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning and supports advisory programs, with capabilities in municipal and public finance as well as specialized employer advisory services.

Kenneth Woodsum is an Investment Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he worked as a Financial Advisor at LPL Financial from 2023 to 2025. In his professional capacity, Kenneth focuses on helping clients organize their financial picture, evaluate tradeoffs, and make informed decisions aligned with their unique goals. He emphasizes building financial planning relationships based on trust, transparency, and clear communication. Kenneth aims to create a collaborative experience where clients feel heard, supported, and empowered to move forward with confidence. Outside of his professional work, he enjoys various personal interests including camping, cooking and baking, hiking, photography, reading, and swimming.

Ryan Wheatley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating wealth management plans for clients with investable assets of $2,500,000 or more, particularly employees with stock compensation. Ryan works with these clients to develop strategies in areas such as retirement planning, equity compensation, investment management, tax minimization, education funding, insurance and lending, wealth transfer, trust needs, and business services when applicable. Additionally, he assists CEOs, founders, and business owners in finding both public and private buyers for their businesses. Ryan earned a Bachelor's Degree in Finance from Santa Clara University. He holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). Originally from Bellevue, Washington, he attended Sacred Heart and Seattle Preparatory schools before pursuing his higher education. Ryan has experience working alongside his father, Gary, who had a 40-plus-year career before retiring. Outside of his professional work, Ryan enjoys soccer, skiing, golfing, video games, and attending live music events. He maintains a focus on helping clients make consistently better financial decisions by providing access to a skilled team of advisors and specialists, aiming for knowledgeable clients and improved financial outcomes.

Matthew Cour is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Regulus Advisors LLC, and Securities America, Inc. Outside of his advisory work, he serves as a trustee for the KJH Family Trust and has an ongoing affiliation as an independent contractor with Guided Medicare Solutions. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Michael Cragg is a Series 66-licensed financial advisor at Morgan Stanley with 23 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he owns a camera equipment rental business serving production companies. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutional clients. The firm emphasizes tailored financial planning using structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

William Barlowe is a ChFC® credentialed financial advisor with 10 years of industry experience, currently with Edward Jones since 2015. He is based in Kirkland, WA, and holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Robert Zorich Jr. is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Heidi Buck is a financial advisor at Raymond James & Associates with 24 years of industry experience. She previously worked at D.A. Davidson & Co. for nine years and took a 15-year career break as a homemaker. Outside of her advisory role, she is an independent distributor of personal care, nutrition, and wellness products through Airborne International LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting with diverse portfolio management options and municipal advisory services.

Abigail Peterson is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. She has worked within various roles at Morgan Stanley since 2019, including Morgan Stanley Private Bank, N.A. from 2023 onward. Her prior experience includes positions at Gateway Industrial Properties, Chapman University, Harvey & Company, LLC, Symetra Financial, and DYLN Inspired. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and broad investment offerings.

Jeffery Mallula is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Raymond James since 2016. Outside of his advisory role, he owns and rents a single-family home. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services, drawing on various portfolio management styles and providing municipal advisory services alongside market-making functions in municipal bonds.

Hunter Moreira is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 credential and has worked at Charles Schwab and Charles Schwab Bank since 2017. Prior to his financial career, he had roles at The Views Golf Course and Starbucks and studied at the University of Arizona. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through its integrated brokerage and advisory platform. The firm provides both non-discretionary advice and access to discretionary separately managed accounts using multi-asset model portfolios and conducts due diligence on alternative investments.

Jere Meyer is a financial advisor with Cetera based in Redmond, WA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior experience includes roles at Parker, Smith & Feek, FSIC, and Professional Benefit Services. He serves on the board of a nonprofit organization, Bridge Ministries. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment options.

John Lopez is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Morgan Stanley in 2025, he worked at Wells Fargo Bank and Wells Fargo Clearing from 2018 to 2025, as well as at First Security Bank of WA, First Tech Credit Union, and Keybank. Morgan Stanley Wealth Management offers a wide range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-based financial planning services.

Aaron Postema is a Series 66-licensed financial advisor with Edward Jones in Kirkland, WA, and has 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management, offering a range of advisory programs and investment strategies supported by a nationwide network of over 23,700 financial advisors.

Eric Weider is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services, Inc. for 12 years before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Carter Black is a financial advisor at Morgan Stanley in Bellevue, WA. He holds a Series 66 designation and joined Morgan Stanley in 2026. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that incorporates firm-approved tools and outcome modeling techniques.