Samuel Stephens is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has prior experience at Lyft and Wells Fargo Bank, N.A. located in Seattle, WA. 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 from Wells Fargo Investment Institute and third-party databases.

Kelsey Curtis is Vice President, Wealth Planner at Fidelity Investments, where she provides clients with personalized financial advice and guidance. In this role, she works collaboratively to help clients align their financial resources with their priorities and goals. Kelsey has experience in financial planning and consulting, having served as a Financial Consultant at Fidelity Investments from 2022 to 2026 and as a Financial Advisor at Ameriprise Financial from 2020 to 2022. Her professional background includes guiding clients through financial decisions with clarity and care. Outside of her professional work, Kelsey engages in family activities, fitness, outdoor adventures, and volunteering.

Julie Wong is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Michael Wallblom is a financial advisor with LPL Financial based in Seattle, WA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining LPL Financial in 2024, he spent nine years with Morgan Stanley and its affiliated private bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and a variety of investment strategies.

Adam Walters is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member at Sand Point Country Club in Seattle, participating in governance activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management, supported by proprietary research and a wide range of capital markets services.

Brad Weiner is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds a Series 66 designation and has been with UBS since 2004. Outside of his advisory role, he is a partner in a family-owned real estate property partnership. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

Keith Foe is a CFP® and ChFC® with 23 years of industry experience. He is currently with Cetera and also serves as an owner and financial advisor at Anderson, Foe, Kent, Madsen & Associates, LLC. In addition to his advisory roles, he teaches accounting classes at North Seattle College. Cetera Investment Advisers LLC operates as a multi-manager platform serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management, financial planning, and consulting services.

Carolyn La Favers is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 programs and investment solutions through a large nationwide network of advisors and branch offices.

Madelyn Kim is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at TD Ameritrade and JP Morgan Securities. She is based in Seattle, WA. Charles Schwab & Co., Inc. serves primarily 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 combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and oversight.

William Gribble is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Robert Baird & Co. and McAdams Wright Ragen, Inc. He is based in Des Moines, Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Gilbert is a CFP® professional with 24 years of experience in the financial industry, currently serving at 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, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary services under a fiduciary standard.

Steven Knudsen is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and having 43 years of industry experience. His prior work includes roles at Piper Sandler & Co. and Citigroup Global Markets before joining Morgan Stanley in 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and a structured planning process.

Richard Riddle is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley since 2016 and also works with Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and advanced modeling tools, serving clients both directly and through corporate agreements.

Jon Mcmillan is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 credential and totaling 26 years of industry experience. He has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Cheng Lan Chi is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 licenses and three years of industry experience. She has been with Wells Fargo Clearing since 2023 and has worked at Wells Fargo Bank, N.A. since 2017. 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 across a large network of advisors.

Shane Doughman is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at United Parcel Service for four years and has held positions in various other industries including wellness and fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Gavin Chinn is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior experience includes roles at Verity Credit Union, CUSO Financial Services, L.P., and Piper Sandler & Co. He serves as a board member of the Alpha Tau Omega National Fraternity. 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 through a large network of advisors.

Taylor Odom is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Taylor worked at Lululemon and held several roles at Santa Clara University, including involvement with Santa Clara University Athletics. Outside of advisory work, Taylor is employed by DoorDash in a labor and service capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs, including tailored financial planning and estate planning strategies, supported by structured planning processes and advanced modeling tools.

Molly Martinez is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she serves as a consultant for St. John the Evangelist Parish, providing budget oversight and financial advice. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations with tailored financial planning and portfolio management services, offering a range of traditional and non-traditional investment strategies along with municipal advisory and public finance services.

Mason Azose is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds the Series 66 designation and previously worked at Homestreet Bank, First Sound Bank, and US Bank. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory process emphasizes written asset allocation advice, investment manager searches, and customized performance reporting, supported by quantitative and qualitative due diligence.