Karen Spink is a financial advisor at UBS Financial Services with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2016. Outside of her advisory work, she is a partner in Sea Ya Diving, LLC, a dive boat charter business in Seattle. 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 uses proprietary research and model-based asset allocations to tailor client plans.

Andrew Mischke is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. He has worked at Wells Fargo Bank, Bank of America, and Merrill. Outside of finance, he is involved with the Eastside Huskies Baseball Club. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services based on an IPS-driven process grounded in modern portfolio theory.

Ken Kilmer is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and tailors investment strategies to clients’ risk profiles using both in-house and third-party managers, supported by RBC’s broad capital markets capabilities.

Matthew Martinelli is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors. Outside of his advisory role, he serves as a trustee of his father's trust. 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 broader range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Mark Defeo is a financial advisor with Raymond James Financial Services Advisors, holding a Series 66 credential and bringing 26 years of industry experience. His prior roles include positions at Cetera, Columbia Bank, Steward Partners Investment Solutions, Umpqua Bank, and U.S. Bank. Outside of advising, he is involved with Columbia Wealth Advisors, where he refers clients to specialized wealth management and planning services. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, and institutional clients, including state and municipal entities. The firm offers customized, non-discretionary advisory solutions and has a notable presence in municipal and public finance through its affiliated network.

Timothy Peyton is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2012 and more recently with Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

Youle Wang is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining J.P. Morgan in 2017, Wang worked at LEE & LEE, PS from 2014 to 2017. Outside of his advisory role, he provides weekend translation services for a real estate development company owned by a Chinese client. J.P. Morgan Securities offers institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program. As part of J.P. Morgan, the firm integrates institutional advisory capabilities with brokerage, distribution, and investment management functions.

Matthew Ogurkow is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following two years with Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering a range of non-discretionary and discretionary advisory services. 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.

Janna Cassidy is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 designations and bringing 36 years of industry experience. She has been with UBS since 2006. 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, utilizing proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Grover Loftin is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services, Carney Badley Spellman, P.S., and Davis Wright Tremaine LLP. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple wrap fee advisory programs with customizable portfolio management options and access to both in-house and third-party investment managers.

Gina Hilton Vanosdall is a financial advisor at Fidelity with seven years of industry experience. She holds the Series 66 designation and previously worked at Ameriprise Financial Services, Inc. from 2019 to 2021. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a Charitable Gift Fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and discretionary management services.

Jamison Russ is a financial advisor with MassMutual Investors Services in Seattle, WA, holding a Series 66 designation and over 20 years of industry experience. He has been with MassMutual Financial Group and MML Investors Services since 2005. Outside of his advisory role, Russ serves as President of the Seattle Hebrew Academy and as Treasurer of Advance Autism, a nonprofit supporting families affected by autism. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, and charitable organizations through collaborative, annual planning engagements.

Kenneth English is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 designations and one year of industry experience. His prior roles include positions at Wells Fargo Bank, Trojan Storage, Chilled Tech LLC, and LRH Services. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Judith Vandermeid is a financial advisor with UBS Financial Services, holding a Series 66 designation and 22 years of industry experience. She has worked at UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Peter Noone is a Certified Financial Planner® at UBS Financial Services with 13 years of industry experience. He has worked at UBS since 2018 and previously held roles at Princor Financial Services Corporation and Principal Life Insurance Company. He serves on the board of directors for the University of Notre Dame Alumni Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Edward Haywood Jr. is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of directors for Club Northwest, a running club, where he provides general direction and reviews finances. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment programs and portfolio management services utilizing a combination of in-house and third-party managers, along with integrated capital markets and lending capabilities.

Andrew Muller is a CFP®-certified financial advisor with Edward Jones, based in Seattle, WA. He has four years of industry experience, including nine years at Umpqua Bank prior to joining Edward Jones in 2021. 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 broad range of advisory strategies and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Jennifer Kehler is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Morgan Stanley Smith Barney since 2009 and Citigroup Global Markets since 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process using firm-approved tools and market models.

Michael Spino is a CFP® with 24 years of industry experience and has been with Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving over 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.

Kerry Witterschein is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 65 and Series 66 designations and 10 years of industry experience. Their career includes multiple roles at UBS as well as positions at Raymond James Financial Services Advisors Inc. from 2019 to 2022. Witterschein also serves as a Registered Sales Assistant for The Westhoff Group. UBS Financial Services offers brokerage and investment advisory services to individual, corporate, and institutional clients. The firm combines institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor financial plans and portfolio management.