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 at UBS Financial Services with 37 years of industry experience. She has been with UBS since 2006 and holds the Series 63 and Series 66 credentials. Based in Seattle, WA, her career spans two decades at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory process.

Grover Loftin is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has 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 individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

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.

Jason Richards is a financial advisor with LPL Financial based in Tukwila, WA. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at Boeing Employee Credit Union and Equitable Advisors, LLC. 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 advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

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.

Janice Abides is a financial advisor at Fidelity with Series 63 and Series 66 licenses and 12 years of industry experience. She has worked with Fidelity Investments since 2021, having previously been with UnionBanc Investment Services and HSBC Bank USA. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including registered investment companies, using a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its commodity pool operator registration, advisory role to multiple funds, and use of AI in investment research.

Margaret Hoy is a CFA® charterholder and holds Series 63 and Series 65 licenses. She has three years of industry experience, currently working at Edward Jones since 2022. Prior to this, she spent six years at Versus Investments and has been involved with Global Alternative Investment Services, Inc. since 2015. Outside of work, she operates an Etsy store selling art as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

Michael Hatch is a financial advisor at Wells Fargo Clearing with 22 years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Bank of America and Citibank. Based in Seattle, WA, he joined Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Ava Doney is a Financial Advisor with Merrill Lynch Wealth Management. She works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. Ava provides resources for investing, retirement planning, and saving for unexpected events, and connects clients with Bank of America specialists for banking, credit, home financing, and small business solutions. Ava specializes in comprehensive wealth planning, focusing on family wealth management strategies, women and wealth, and clients in sports and entertainment. She serves motivated clients including women, tech professionals, and Seattle locals. Ava holds a Bachelor's Degree in Finance with a minor in Sports Management from Washington State University. She began her career as a summer analyst at Bank of America Merrill and has continued with the firm as a financial advisor. Her professional designations include Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). Outside of her professional role, Ava is involved with the community organization Fight CRC. Her personal interests include boating, cooking, golfing, running marathons, skiing, spending time with family, traveling, and practicing yoga.

Amish Giri is Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2019 in various roles including Financial Consultant and Investment Consultant. He assists high net-worth individuals and families with comprehensive financial planning, focusing on tax efficient investing, investment strategies, risk management, and legacy planning considerations. Amish emphasizes staying informed about financial markets and effective communication to ensure client strategies align with their goals. His professional experience includes positions such as Relationship Manager and Investment Solutions Representative at Fidelity Investments, as well as earlier roles at Brown Brothers Harriman and Bank of New Hampshire. Amish holds a California Insurance License, supporting his expertise in financial consulting. Outside of his professional work, Amish enjoys board games, scuba diving, snowboarding, tennis, and volunteering.