Matthew Hilger is a financial advisor with Morgan Stanley in Gig Harbor, Washington, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Morgan Stanley Private Bank, Russell Investments, and Bank of New York Mellon. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and modeling techniques while providing advisory services without individual security recommendations in standalone plans.

Doug Stucki is Vice President and Executive Planning Consultant at Fidelity Investments, where he has been employed since 2003. He has held various roles within the company, including Director of Retirement Planning from 2012 to 2021, Senior Account Executive from 2006 to 2012, and Account Executive from 2003 to 2006. Doug holds a California insurance license and focuses on connecting with clients to build financial plans that help them progress toward their goals. He aims to simplify the financial planning process and create an enjoyable experience that empowers clients to feel confident about their financial future. Outside of his professional work, Doug enjoys biking, cooking and baking, gardening, hiking, outdoor adventures, and running.

Nancy Manzo is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds the Series 66 designation and has worked at Merrill, Bank of America, and JPMorgan Chase Bank prior to her current role. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering non-discretionary advisory programs supported by an in-house manager solutions team and centralized due diligence.

Richard Devlin is a CFP®-designated financial advisor with 30 years of industry experience. He is currently with LPL Financial, where he has worked since 2025, following five years at Ameriprise and Ameriprise Financial Services, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Traci Leslie is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with Morgan Stanley since 2009, including her current role at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured processes and advanced modeling tools.

Yasika Solanki is a financial advisor with Wells Fargo Clearing in Seattle, WA. She holds Series 65 and Series 63 licenses and has been with Wells Fargo Clearing since 2025, with prior experience at Wells Fargo Bank and other organizations. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Kory Kumasaka is a financial advisor at Edward Jones in Seattle, WA, holding Series 63 and Series 65 credentials with eight years of industry experience. He has been with Edward Jones since 2017, with a brief period of unemployment between roles. 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 nationwide network of more than 23,700 advisors.

Michael Morrow is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked at Wells Fargo Bank NA and has experience in real estate and media-related roles. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Colton Schieving is a financial advisor at Fidelity with Series 66 and Series 63 licenses and four years of industry experience. His prior roles include positions at Mountain America Credit Union, Enterprise Rent-A-Car, and the University of Utah. He works with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver discretionary and non-discretionary advisory services, including managing fund-of-funds and model portfolios.

Jun Wei Goh is a financial advisor at Fidelity with a Series 66 license and one year of industry experience. Prior to joining Fidelity, he was self-employed and has worked in various roles including at the University of Washington and Momentum Indoor Climbing Gym. Outside of finance, he operates a pet care business as an independent contractor in Seattle. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and serves as a registered investment company adviser.

Katherine Cannon is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 63 designation and 32 years of industry experience. She has been with LPL Financial since 2009. Outside of advisory services, she holds a Washington State insurance license and offers life, health, disability, annuities, and long-term care insurance as part of her practice. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm provides a range of financial planning and advisory programs supported by research, model portfolios, and diversified investment strategies.

Mark Seto is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors, LLC from 2012 to 2016. 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 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.

Alex Eldridge is a Series 66 licensed financial advisor with two years of industry experience. He joined Osaic in 2024 after working at Securities America, Inc. and previously spent over a decade at Plexus Worldwide. Osaic Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement consulting, and access to third-party money managers, using firm-provided tools and automated rebalancing to construct diversified portfolios.

Zachary Barkin is a financial advisor with Fidelity in Seattle, WA, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at the University of North Texas and Chewy. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a blend of proprietary fundamental research and quantitative analysis, using algorithmic portfolio construction to manage model portfolios composed of mutual funds, ETFs, and ETPs.

David Bake is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and having one year of industry experience. His career includes roles at Wells Fargo Bank, NA, and prior employment at Walmart. 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 supported by research and analytics from Wells Fargo Investment Institute.

Jeffrey Allen is a financial advisor at Edward Jones with 37 years of industry experience. He holds the Series 63 designation and has been with Edward Jones since 2013. Outside of advising, he is the owner of a candy company and is associated with a healthcare business and a youth house, all based in Tacoma, WA. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional clients, and manages approximately $1.01 trillion in assets through a large network of advisors and branch offices.

Greg Jimenez is a CFP® with 23 years of industry experience, currently serving at Fidelity. His prior experience includes seven years at GWFS Equities. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Timothy Lewis is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has been with Merrill and Bank of America, N.A. since 2011. 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 using model-based and discretionary investment strategies.

Jennalyn Chew is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles as a commodity pool operator, advisor to multiple registered investment companies, and for incorporating AI and algorithmic methods in its investment process.

Lorraine Wilson is a financial advisor with LPL Financial in Tacoma, WA, holding Series 63 and Series 65 credentials and with 29 years of industry experience. She has been with LPL Financial since 2012. 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 financial planning and advisory programs, including discretionary and non-discretionary management, supported by extensive research and multiple investment strategies.