Shaun Dennehy is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 39 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 offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and specialized overlays, with a range of traditional and non-traditional investment strategies.

Mark Broughton is a CFA® with 10 years of experience in financial services, currently serving as a financial advisor at UBS Financial Services since 2022. His prior roles include positions at First Republic Investment Management, Bank of America, Merrill, Manning & Napier, and Rainier Investment Management. He serves on the advisory board of the Kirkland Boys & Girls Club, a charitable organization focused on community outreach and fundraising. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services through a broad platform of financial planning, portfolio management, and capital markets solutions.

Malcolm Prevo is a financial advisor with Morgan Stanley based in Seattle, WA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Pugh Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christina Deatry is a financial advisor at Morgan Stanley with 23 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she also works as a notary signing agent, notarizing mortgage documents on a contract basis. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning that utilizes structured discovery conversations and advanced modeling tools.

Robert Mace is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Symetra Life Insurance Company and Symetra Securities, Inc. He is also affiliated with Washington State Employees Credit Union through WSECU Investment Services. 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 and financial planning services supported by LPL Research and third-party subadvisors.

John Clendenin is a financial advisor with UBS Financial Services in Seattle, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with UBS and its predecessor, Paine Webber, since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Barrett Mc Aree is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 65 and Series 66 licenses. He has worked at UBS, Truist, and Hoffman Financial Group since beginning his advisory career in 2022. Prior to that, he spent 15 years as a student. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Steven Aichinger is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he owns Meadowbrook Oil Corp, which holds mineral right oil royalties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Daniel Grigg is a financial advisor at Ameriprise in Seattle, WA, with seven years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Ameriprise since 2022. His prior experience includes roles at Definitive Signings LLC and Definitive Paint LLC, where he remains active. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

John Donovan is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Prior to entering the financial industry, he held roles in education and community engagement. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Lidija Jeric Hartman is a financial advisor at Wells Fargo Clearing in Seattle, WA. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Bank since 2008. Her experience in the industry spans over 18 years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm operates at large scale with more than 14,000 financial advisors and roughly $671 billion in assets under management, offering both brokerage and advisory solutions.

Kohl Metzger is a Certified Financial Planner (CFP®) with 17 years of industry experience. He has worked at Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. since 2015. Based in Seattle, WA, Metzger holds the Series 66 license. He is affiliated with Morgan Stanley Wealth Management, an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individuals and institutional clients. The firm emphasizes structured financial planning and offers access to various investment strategies through its extensive resources.

Rylan Nordquist is a financial advisor at Morgan Stanley in Seattle, WA, with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Morgan Stanley Private Bank and Morgan Stanley since 2022, following roles at JPMorgan Chase Bank and Wells Fargo. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutions. The firm provides tailored financial planning and a variety of advisory programs supported by structured planning tools and extensive investment resources.

Colin Evans is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation with eight years of industry experience. He has been with Wells Fargo Clearing since 2018 and previously worked at Wells Fargo Clearing Services, LLC - Randstad and Silver Bay Seafoods. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Connor Smith is a Series 66 licensed financial advisor with Edward Jones in Poulsbo, WA, bringing three years of industry experience. Prior to joining Edward Jones, he held roles at Meyer Engineered Materials, Techtronic Industries, Olympus Real Estate Ventures, and the University of Washington. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Alan Robinson is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 65 and Series 63 credentials and bringing 24 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of directors for SOHAPPY FARMS LLC, a geoduck aquaculture business. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies using both in-house and third-party managers.

Charles Anderson is a financial advisor with Ameriprise Financial Services LLC, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior roles include positions at Nwf Advisory Group, Whjr Associates, and Royal Alliance Associates, Inc. Outside of advisory work, he manages a tax preparation and business management firm. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through a Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Patrick Riley is a financial advisor at Merrill with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Merrill and Bank of America since 2015. Riley is based in Seattle, WA. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s approach integrates Merrill’s Chief Investment Office strategies with services from affiliated managers, supported by access to a broad range of products through Bank of America’s platform.

Seth Kunzl is a financial advisor with Edward Jones in Silverdale, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Sound Physicians for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Michael Miller is a financial advisor at Merrill with six years of industry experience. He holds a Series 66 designation and has worked at Bank of America, N.A. and Merrill since 2019 and 2020, respectively. Prior to his current roles, he was associated with Sand Valley Golf Resort for three years. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers model-based, discretionary, and tax-aware investment strategies, integrated with Bank of America’s broader corporate platform.