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 with eight years of industry experience and holds a Series 66 designation. Before joining Morgan Stanley, he worked at Jamba Juice for three years. Morgan Stanley Wealth Management serves both individual and institutional clients, providing financial planning and advisory programs supported by a structured discovery process and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of investment and financial services.

Jeffrey Lavezzi is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Boeing Employee Credit Union, Robert Baird & Co., McAdams Wright Ragen, and Banc of America Investment Services. He also offers life, long-term care, and fixed annuity products through Mutual of Omaha. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 at UBS Financial Services in Seattle, WA, holding a Series 66 designation with 26 years of industry experience, all of which have been with UBS since 2000. He serves as a board member of the Seattle Nativity School, a charitable education organization. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

David Larkin is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He has been with Wells Fargo in various capacities since 2002, including roles at Wells Fargo Investments and Wells Fargo Bank. Outside of his advisory work, he is a 25% owner of a commercial real estate business based in Surprise, Arizona. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages roughly $671 billion in assets and combines proprietary research with third-party analytics to support its investment approach.

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 the Series 66 designation and previously worked at ByteDance, Zulily, Car Toys, and Eddie Bauer. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients' risk profiles and utilizing both in-house and third-party investment managers.

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.

Carolyn Nelson is a financial advisor at UBS Financial Services with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UBS since 2011. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment 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, supported by proprietary research and a comprehensive platform.

Cheick Ouedraogo is a CFP® with 16 years of industry experience, currently serving as an advisor at J.P. Morgan Securities since 2012. His prior experience includes roles at Merrill and Chase Investment Services Corp., as well as work with JPMorgan Chase Bank, N.A. He also operated a personal business from 2014 to 2024. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations, with implementation and portfolio services supported by affiliated entities.

Padraic Devine is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients. The team provides customized consulting and portfolio management services, utilizing a range of traditional and non-traditional investment strategies tailored to client goals and risk tolerances.

Macy Merry Farpali Lammers is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

James Zwickert is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has worked at LPL Financial since 2009 and previously held positions at Ameriprise Advisor Services, Inc. and Ameriprise. 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 a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Christopher Belcher is a financial advisor at RBC Capital Markets with a Series 66 designation and one year of industry experience. He previously worked at Fyxt, LLC and AdvanceCRE, LLC, and has held various roles since 2018. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs and portfolio management options tailored to clients’ risk profiles, utilizing both in-house and third-party investment managers.

Charles Regan is a financial advisor at Merrill with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC, Raymond James Financial Services, and Wells Fargo Clearing. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Kyle Roberts is a Financial Consultant at Fidelity Investments, where he has been working since 2021. In his role, he collaborates with clients to develop comprehensive financial plans tailored to their personal goals, utilizing Fidelity's resources to create personalized strategies for individuals and families. He has accrued experience within Fidelity Investments through various positions since 2017, including Investment Consultant, Relationship Manager, and Workplace Planning Consultant I and II. Kyle holds a California Insurance License. Outside of his professional responsibilities, Kyle has interests in beach activities, cooking and baking, food, music, soccer, and theater.