Matt Englizian is a Certified Financial Planner (CFP®) with 21 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018 and previously spent 11 years at Laird Norton Wealth Management. He is based in Seattle, WA. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Amanda Thorman is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at UBS Financial Services since 2018 and previously spent five years at BNP Paribas Securities Corp. Amanda is based in Seattle, WA. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Selina Savage is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and one year of industry experience. She previously worked at Moneytree for 14 years and has been affiliated with Wells Fargo Bank since 2021. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Brenton Tayet is a CFP® professional with 12 years of experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Gig Harbor, WA. Edward Jones is a full-service wealth management firm that serves both individual and institutional clients, offering various advisory programs including discretionary wrap fee strategies and access to separately managed accounts. The firm supports more than four million clients and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Nikolette Mc Roberts Legg is a financial advisor at Edward Jones in Federal Way, WA, holding a Series 66 designation with six years of industry experience. Her prior experience includes positions at Edward Jones and Fullaway Lamphere & Suave, as well as a role with the ASWSU Senate. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a large nationwide advisor and branch network.

Miranda Barber is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds Series 63 and Series 66 licenses and has worked at J.P. Morgan Securities since 2021. Prior to her advisory role, she was employed at JPMorgan Chase Bank, N.A., Chipotle Mexican Grill, and Front Range Community College. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers these services through a select group of Wealth Advisors on a non-discretionary basis, with clients retaining final decision-making authority.

David Kirtman is a financial advisor with J.P. Morgan Securities in Seattle, WA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. Outside of his advisory role, he is involved in managing several real estate properties and property management ventures. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized manager due diligence.

Harrison Steiner is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank, NA since 2023. His previous roles include positions at Gonzaga University and Deloitte. Steiner has also been involved with the Klahaya Swim and Tennis Club. 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 an ESG eligibility framework to guide investment recommendations.

Kayleen Clark is a financial advisor at Wells Fargo Clearing with four years of industry experience. She holds the Series 66 designation and has been with Wells Fargo Clearing since 2020, having also worked at Wells Fargo Bank, N.A. since 2015. 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 IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, distinguishing it from many institutional advisers.

Jennifer Thomsen is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 26 years of industry experience, having worked at Mass Mutual and its affiliated firms since 1999. Outside of her advisory role, she is involved in individual life and health insurance sales and has ownership interests in real estate through PMJJ, LLC and Stellar Properties LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures its financial planning as annual, collaborative engagements, utilizing firm-approved analytical tools and providing written recommendations without investment discretion.

Samuel Snow is a financial advisor at Morgan Stanley with five years of industry experience. He holds the Series 66 designation and has worked previously at Evergreen Market, Comc, CPCM Holdings, and Security Sam. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to both individuals and institutional clients. The firm employs structured financial planning tools and serves clients through direct and corporate financial planning agreements, managing approximately $2.74 trillion in client assets.

Joshua Collier is a CFP® professional with eight years of industry experience, currently advising through LPL Financial in Tacoma, WA since 2018. Prior to joining LPL, he worked at Global Business Resources and Youth For Christ (YFC) USA. Outside of his advisory role, he serves as Master of Ceremonies for fundraising events with the Stokes Auction Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to diversified investment strategies supported by internal and third-party research.

Hung Nguyen is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. His prior roles include positions at JP Morgan Chase, Merrill, and Bank of America. Nguyen is also affiliated with Seattle University. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains unique capabilities in municipal and public finance.

Eric Fox is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 designations and has nine years of industry experience. He has been associated with Wells Fargo Bank and its affiliated entities since 2014. 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 combines research from its own Wells Fargo Investment Institute with third-party analytics to support its investment approach.

Michael Lloyd is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Outside of his advisory role, he serves as a trustee for a supplemental benefits trust and holds power of attorney for his mother. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm follows an IPS-driven advisory process based on modern portfolio theory and includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Kyle Cline is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 credentials and having seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Oppenheimer & Co., and U.S. Bancorp Investments. 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 investment recommendations.

James Tuminello is a financial advisor at UBS Financial Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley in various roles from 2014 to 2023. Based in Seattle, he joined UBS in 2023. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Anthony Ricco Bojorquez is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations with three years of industry experience. His prior work includes roles at Wells Fargo Bank, NYLIFE Securities, New York Life Insurance, and Fred Meyer. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and third parties.

Wen Hui Chen is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 licenses and four years of industry experience. Chen has been with J.P. Morgan Securities since 2021 and has also worked at JPMC BANK NA (Northwest) since 2016. 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.

Gavin Chambers is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 66 credentials and 23 years of industry experience. Prior to joining Cambridge, he worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent professionals. The firm offers a range of portfolio management solutions with both proprietary and third-party strategies, tailored to client objectives across multiple platform arrangements.