Tyler Matthews is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with 14 years of industry experience. He has been with UBS since 2011. Outside of his advisory role, he briefly served as a youth basketball coach for the Lake Washington School District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Shawn Richardson is a financial advisor at Morgan Stanley with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, N.A. since 2015 and MORGAN STANLEY SMITH BARNEY llc since 2009. Outside of his advisory role, he is involved in managing a personal real estate investment portfolio. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved tools.

Jeffrey Anderson is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 credential and 10 years of industry experience. He has worked at Bank of America and Merrill since 2015. Outside of his advisory role, he owns and manages a sole proprietorship focused on hobby farm activities and has ownership interests in several private property-related LLCs. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Eileen Kurth is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. Her career includes a decade at KeyCorp and its affiliates and 12 years with the Seattle Mariners. She has been with J.P. Morgan Securities since 2024. 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 applying an ESG eligibility framework in its investment recommendations.

Catherine Mc Dougall is a financial advisor with LPL Financial in Bremerton, WA, holding CFP® and Series 66 credentials and 14 years of industry experience. She previously worked at Edward Jones for seven years before joining LPL Financial in 2019. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Michael Biancosino is a CFP® with four years of industry experience, currently advising at Edelman Financial Engines. His prior roles include positions at Fidelity Investments and Financial Engines Advisors L.L.C. In addition to his financial career, he has worked in various capacities including at the University of San Diego and in recreational services. Edelman Financial Engines offers technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm employs a committee-driven modeling process combined with planner delivery and online tools, emphasizing diversified portfolios, periodic rebalancing, and long-term investment strategies.

Ursa Curatolo is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Prior to joining Fidelity in 2024, Curatolo worked at Ameriprise from 2022 to 2024 and has experience in business from operating Ursa Color & Style LLC for seven years. Curatolo also spent time at the University of Washington's Michael G. Foster School of Business. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a hybrid approach that combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios across mutual funds, ETFs, and ETPs.

Jessica Morgan is a financial advisor at RBC Capital Markets with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has been with RBC Capital Markets Corporation since 2008. Outside of advising, she works as an independent consultant focusing on wellness education and sales and serves as the treasurer for a local PTA. RBC Wealth Management, a division of RBC Capital Markets, provides services to individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a variety of wrap fee advisory programs that deliver portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Elizabeth Macy is a CFP® with eight years of industry experience. She is currently an advisor with Fidelity Investments, having previously worked at Bank of America and Merrill. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it has notable roles in fund advisory and constructing model portfolios using systematic methodologies.

Adam Hamilton is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, he serves on an eight-member committee at The Evergreen School that makes consensus recommendations for the school’s investment and endowment portfolios. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services, utilizing a variety of investment strategies and manager options tailored to client goals and risk tolerances.

Katherine Gross is a financial advisor at RBC Capital Markets with three years of industry experience. She holds the Series 66 designation and has previously worked at EP Wealth Advisors, Soundmark Wealth Management, and Barton Associates, among other roles. 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 a range of advisory programs with tailored portfolio management strategies and integrates both in-house and third-party investment managers.

Brian Meadows is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and 16 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Financial Advocates Investment Management, and LPL Financial. 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 options. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options within its investment menus.

Matthew Carson is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 registration and 11 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm’s planning process uses firm-approved tools and models and generally acts in an advisory capacity, managing approximately $2.74 trillion in client assets.

Risha Schildkraut is a financial advisor at Morgan Stanley in Seattle, WA, with 12 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley and its affiliated private bank since 2014 and 2015, respectively. Schildkraut serves on the finance committee of the Greater Seattle Business Association, a nonprofit organization. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

Mikah Mc Cudden is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has previously worked at First Republic Investment Management, Bank of America, and Merrill Lynch. J.P. Morgan Securities 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 brokerage and investment management capabilities, delivering services on a non-discretionary basis with a centralized due-diligence framework.

Hayley Hamann is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with seven years of industry experience. She previously worked at TIAA and its affiliates from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured planning process supported by firm-approved tools and analysis.

Kayla Kerr is a financial advisor at J.P. Morgan Securities with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Goldman Sachs and Everlane. Outside of finance, she is a yoga teacher at Breathe Hot Yoga in Seattle. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Asenath Partee is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations and 12 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC and Wells Fargo Bank NA. Outside of her advisory role, she serves as secretary for the Tutmark Addition HOA in Lynnwood, WA. 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 incorporates a broad investment menu, including insurance-related vehicles and bank deposit sweep options.

John Allison is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in providing personalized wealth management strategies tailored to clients’ individual financial goals. His areas of expertise include college education planning, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, individual and corporate investment strategy, and retirement income. John holds a Bachelor's Degree from the University of Colorado and has earned professional designations including Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He follows Merrill’s tradition of community involvement and volunteers with local organizations. Outside of work, John enjoys biking, boating, camping, fishing, golfing, hiking, running, skiing, traveling, and spending time with his family.

Dennis Bush is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Raymond James since 1996. Outside of his advisory role, he is president of Bush, Polen & Associates, a tax preparation business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored non-discretionary planning and supports a broad network of advisors with sophisticated analytical tools and specialized programs.