Nancy Urbina is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and five years of experience at Baird. Prior to joining the firm, she worked in various roles including at La Villa Mexican Restaurant and Jumpstart. Robert W. Baird & Co. serves individuals, corporate clients, pensions, and charitable organizations through its Private Wealth Management department, offering services such as financial planning, discretionary and non-discretionary portfolio management, and custody and brokerage services. The firm emphasizes manager selection and monitoring supported by internal research and uses a mix of SMA strategies, overlay management, and tax-management tools.

Gregory Olson is a financial advisor at UBS Financial Services with 22 years of industry experience. He has been with UBS since 2012 and holds a Series 66 designation. Based in Seattle, WA, Olson has spent over a decade serving clients through a leading global financial institution. 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 integrates institutional trading capabilities with wealth management and leverages proprietary research and model-based asset allocations to customize client strategies.

Michael Bus is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and possessing 14 years of industry experience. Prior to joining LPL Financial in 2017, he worked at Market to Market and PRUCO Securities, LLC, as well as The Prudential Insurance Company of America. He serves as a councilmember for the City of Mountlake Terrace, Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer offering a range of financial planning and advisory services to individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides discretionary and non-discretionary management, model portfolios, and utilizes various investment strategies supported by LPL Research and third-party subadvisors.

Brian Doughty is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise and Ameriprise Financial Services, Inc. He is based in Kirkland, WA. 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 range of investment options including insurance-related vehicles and bank deposit sweep programs.

Jennifer Wang is currently the Vice President and Financial Consultant at Fidelity, a position she has held since 2019. She has previous experience as a Financial Solutions Advisor at Merrill from 2018 to 2019 and served as a Financial Center Manager at Bank of America from 2015 to 2018. Her work focuses on wealth accumulation, retirement planning, and customized financial goals tailored to her clients and their families. Jennifer works closely with her clients to provide a simplified and stress-free process aimed at enhancing their confidence in their financial future. No additional information about her education, credentials, or personal interests has been provided.

Bradley Wheeler is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and has prior experience with Linsco/Private Ledger and Philip F Wheeler Limited Partnership. 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 brokerage, distribution, and investment management capabilities.

Lauren Nokleby is a financial advisor with Edward Jones in Silverdale, WA, holding a Series 66 designation and 13 years of experience with the firm. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions.

Maxwell Rogers is a financial advisor with RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and has recent experience working at City National Bank and RBC Capital Markets. His background includes time in education and roles at Carefree Boat Club and Arena Sports. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and nonprofit entities. The firm offers a variety of advisory programs and tailors investment strategies to clients’ risk profiles using both internal and third-party investment managers.

Glenn Coates is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with 19 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory work, Coates serves on the finance committee of The Island School in Bainbridge Island, Washington. Morgan Stanley Wealth Management offers a broad range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques as part of its financial planning process, serving clients primarily in an advisory capacity.

Janet Hawkins is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. Her prior roles include positions at Ameriprise, Charles Schwab, Morgan Stanley, and Key Bank. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations, offering a variety of financial planning and portfolio management services supported by internal research and advanced investment tools.

Sarah Power is a financial advisor at Robert Baird & Co. with 19 years of industry experience. She holds the Series 66 designation and has been with Robert Baird & Co. since 2014. Outside of her advisory role, she is a general member of Baja Caja LLC, a non-investment-related LLC. Robert Baird & Co.’s Private Wealth Management department, including the DDK Group where Sarah works, serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and technology including artificial intelligence.

John Miller is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of finance, he is involved in video production through his business, Pipers Creek Films, and serves as treasurer on the board of Cascade Treasure Club. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet certain asset criteria. The firm combines research-driven recommendations with tax-smart strategies and offers a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

Stacy Thornton is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Outside of her advisory role, she is co-trustee of her father’s family trust. 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 solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brendon Wu is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and seven years of industry experience. Prior to his current role at Merrill, he spent eight years working with Christ Covenant Church and took a one-year sabbatical in 2019. He also serves as a trustee for a fiduciary entity. 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.

Jason Fay is a financial advisor at Charles Schwab with 21 years of experience in the industry and holds a Series 66 designation. He has worked at Charles Schwab and Charles Schwab Bank since 2007. Outside of his advisory role, he is involved in real estate and property management activities in Washington. Charles Schwab & Co., Inc. serves 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 solutions supported by a centralized operational structure.

Jennifer Rogers is a financial advisor at Edward Jones with five years of industry experience. Prior to joining Edward Jones, she worked at Insight FS, a division of Growmark Inc., and Deere and Company. She holds Series 66 and Series 63 licenses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and tax-efficient services.

Brent Schwartz is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. His prior roles include positions in mortgage lending and education. Outside of his advisory work, he coaches junior varsity tennis for both boys and girls teams at Everett High School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Vick Guo is a Financial Consultant at Fidelity Investments, a position held since 2023. He brings over a decade of experience in the financial industry, having previously worked as a Premier Banker at Wells Fargo Bank from 2013 to 2023 and as a Financial Service Professional at New York Life Insurance Company from 2011 to 2013. Vick holds a CA Insurance License and is a CERTIFIED FINANCIAL PLANNER™. He specializes in comprehensive family financial planning, assisting individuals and families with retirement planning and wealth building strategies aimed at achieving long-term financial security. Vick holds an MBA in Finance and a bachelor's degree in Accounting, underpinning his thoughtful and relationship-driven approach to client service. Outside of his professional work, Vick enjoys cooking and baking, fishing, and exploring culinary experiences as a foodie.

Francis Edoria is a financial advisor with Fidelity Investments in Seattle, WA, holding Series 66 and Series 63 credentials and nine years of industry experience. His prior roles include positions at Oppenheimer and Co., Morgan Stanley, and Charles Schwab. Outside of his advisory work, he is an independent contractor providing online streaming and food delivery services. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a systematic investment process combining fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Pablo Yepez is a financial advisor with Edward Jones in Bremerton, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm is notable for its extensive network of advisors and branch offices and provides services under a fiduciary standard.