Kevin Cahoon is a financial advisor at Morgan Stanley with 45 years of industry experience. He previously worked at UBS Financial Services for 17 years before joining Morgan Stanley in 2022. Cahoon serves as a board member of the Bishop Fleet Foundation, where he advises on the selection of charities and scholarship applicants. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, focusing on structured financial planning and diverse investment solutions.

Keith Sheridan is a CFP®-certified financial advisor with 15 years of industry experience, currently serving at J.P. Morgan Securities in Seattle, WA. His prior roles include positions at Scottrade Investment Management and Scottrade, Inc. He has been with J.P. Morgan since 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Haley Hobbs is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2011 to 2016, with a total of 18 years at Wells Fargo Bank, N.A. She is based in Lakewood, WA. 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. The firm’s approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Lynn Howard is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63, 65, and 66 licenses and bringing 27 years of industry experience. He has been with Robert Baird & Co. since 2014. 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 customized financial planning, portfolio management, and consulting services, utilizing a range of investment strategies and manager options.

Louis Stephenson is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Capital Management. Outside of his advisory work, he is involved in property management. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a program that combines quantitative asset-allocation modeling with centralized due diligence and incorporates ESG criteria in its investment process.

Stewart Sanders is a financial advisor at Charles Schwab with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Sanders is based in Seattle, WA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management, utilizing multi-asset model portfolios, alternative investment due diligence, and centralized operational support.

Peter Kealy is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He worked at Goldman Sachs & Co. for five years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2019. 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 when recommending strategies.

Joshua Jeffries is a financial advisor with LPL Financial in Bremerton, WA, holding Series 63 and Series 65 licenses with seven years of industry experience. His prior roles include positions at Kitsap Credit Union, Wells Fargo Clearing, and Wells Fargo Bank. Jeffries's other business activity involves offering investment products and services through Kitsap Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and brokerage services, employing both discretionary and non-discretionary management supported by in-house and third-party research.

Katy Seo is currently serving as a Branch Leader at Fidelity Investments, a position she has held since 2023. In her role, she focuses on fostering a high-performance work culture by empowering associates to maximize their talents and assisting clients in planning for their long-term financial well-being. Katy's professional experience is centered around leadership within the financial services industry. She actively promotes a collaborative environment aimed at supporting both employee development and client financial planning. Outside of her professional responsibilities, Katy has interests in fitness, culinary experiences, outdoor adventures, and softball.

Harrison Ambrose is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Charles Schwab. Ambrose also spent time at EDHEC Business School and The Citadel before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Cody Chen is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley, he worked at Jamba Juice for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through direct and employer-based financial planning agreements.

Kimberly Rauch is a Financial Advisor at Merrill Lynch Wealth Management, specializing in income strategies, long-term investment guidance, and retirement preparation. With over nine years of experience in the financial industry, she focuses on building long-term relationships founded on trust and transparency to support individuals and families through various life transitions. Her expertise encompasses education planning, legacy planning, liquidity management, personal retirement planning, tax minimization, retirement income, and advising women on wealth matters. Kimberly holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. She earned her High School Diploma from Sorensons Private School. Kimberly takes a relationship-focused approach by working closely with clients to understand their goals, values, and priorities. Her goal is to help clients move toward their financial objectives with confidence by providing a clear and supportive planning experience.

Mark Russo is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2000. Russo serves on the board of directors for Seattle Nativity School, a charitable educational organization. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, employing proprietary capital market assumptions and model-based asset allocations to tailor plans. The firm combines institutional trading capabilities with wealth management services through a broad platform including fiduciary financial planning, discretionary portfolio management, and capital markets activities.

David Larkin is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of his advisory role, he is a 25% owner of Larkin Property Holdings, LLC, a commercial real estate business. 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related products and bank deposit sweep programs.

Nikkol Jennings is a Series 66-licensed financial advisor with UBS Financial Services in Seattle, WA, where she has worked since 1998. She has 26 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Joseph Covey is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with 20 years of industry experience. He has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and the distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Katlynn Ford is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing since 2019 and previously worked in various roles including positions at Wells Fargo Bank, NA. Outside of her advisory work, she serves as a guardian for her father. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support diversified investment strategies.

Daniela Swesey is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation. Prior to joining RBC Capital Markets, her work history includes roles at ByteDance, Zulily, Car Toys, Eddie Bauer, and Dell. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

James Savell is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, with prior roles at Wells Fargo Bank, Target, and Seattle Pacific University. 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 broader set of financial product offerings than is typical for large institutional advisers.

Jeffrey Kirk is a Wealth Management Advisor at Merrill Lynch Wealth Management. He assists clients in preparing for retirement and aims to make the transition smooth and stress-free. He collaborates closely with clients' tax, legal, and real estate professionals to ensure alignment and progress toward shared goals. Supported by a team specializing in investment management, lending, and estate planning strategies, Jeffrey works to coordinate the various aspects of clients' financial lives. Jeffrey holds professional designations including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his Bachelor's Degree from the University of California, Berkeley. His client focus areas include college education planning, equity compensation services, personal retirement planning, small business strategies, and tax minimization. He is involved with the Human Rights Campaign and serves as a volunteer champion for Better Money Habits through Bank of America. Outside of his professional role, Jeffrey's personal interests include cooking, dancing, hiking, music, reading, running, spending time with family, traveling, watching movies, and yoga.