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.

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 with UBS Financial Services in Seattle, WA. She holds the Series 63 and Series 66 designations and has 16 years of industry experience, including 15 years with UBS Financial Services. 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 provides access to proprietary research and capital markets services.

Cheick Ouedraogo is a CFP® professional affiliated with J.P. Morgan Securities, with 15 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2015. 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 large institutional advisory operations with affiliated brokerage and investment management capabilities.

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 with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2015. 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 recommendations.

James Zwickert is a Series 66 licensed financial advisor with LPL Financial in Seattle, WA. He has 23 years of industry experience, including 17 years with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

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 with Merrill in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney LLC, Wells Fargo Advisors, LPL Enterprise, and Raymond James Financial Services. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs model-based and discretionary strategies developed by internal and third-party managers, with portfolio implementation tailored to investors’ tax sensitivity and investment restrictions.

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.

Adam Bennett is a financial advisor with Morgan Stanley in Silverdale, WA, holding a Series 66 designation and four years of industry experience. His work history includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2022, as well as prior positions with ESPN, Houston Astros, Uber, and Indiana Pacers Sports and Entertainment. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services including broad retail and institutional offerings, investment products, and financial planning strategies.

Teresa Torgison is a financial advisor with Edward Jones in Des Moines, WA. She holds a Series 66 designation and has been with Edward Jones since 2017. Prior to her career in financial advising, she worked for 20 years at Meridian Dental Clinic. 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, supported by a nationwide network of more than 23,700 financial advisors.

Nikolay Vinogradov is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds a Series 66 designation and has over 20 years of experience with Wells Fargo Bank, and has been with Wells Fargo Clearing Services since 2026. 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.

Jennifer Wynn is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 credentials and accumulating 34 years of industry experience. She has been with Merrill since 1993. 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, offering model-based and discretionary investment strategies constructed by internal and third-party managers.

John Canning Jr. is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He has held roles at J.P. Morgan Securities since 2018 and previously worked at JPMorgan Chase Bank, NA from 2012 to 2018. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

Renee Mantua is a financial advisor at RBC Capital Markets with 18 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Jeffrey Palpant is a financial advisor with Morgan Stanley in Silverdale, WA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and has served at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning supported by structured discovery conversations and advanced modeling tools, managing approximately $2.74 trillion in client assets.