Natalie Tambur Thompson is a financial advisor at Morgan Stanley with 20 years of industry experience. She has held roles at Morgan Stanley & Co., Incorporated since 2007 and currently works with Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Thompson holds Series 63 and Series 65 licenses and is based in Seattle, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Teresa Dahl is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. She has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management practice, serves individuals, families, pensions, corporations, and institutional clients. The team provides consulting and portfolio services tailored to client goals, utilizing a range of strategies and management approaches, including discretionary and non-discretionary portfolio management and separately managed accounts.

Bryan Nash is a CFA® charterholder based in Seattle, WA, with 11 years of industry experience. He is currently with Morgan Stanley, having previously worked at BOFA Securities, Inc. and Merrill. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning that incorporates firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Alexi Thijssen is a financial advisor with UBS Financial Services in Seattle, WA. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked in various roles across several companies including Kate Spade New York and Jersey Mike's Subs, and has experience in education from positions at multiple schools. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management through proprietary research, model-based asset allocations, and a broad range of capital markets services.

Jonathon Johns is a CFP® professional with over 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2004. He holds Series 63 and Series 66 licenses. His outside activities include managing rental properties in Seattle through property managers. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Gregory Lednicky is a financial advisor with Raymond James Financial in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has worked at Raymond James Financial since 2019 and previously was associated with CETERA Advisor Networks LLC for seven years. His outside activities include involvement with the Rainier Club and Waterways Cruises. 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, corporations, and institutional investors. The firm offers tailored non-discretionary planning and investment consulting, supported by analytical tools and technology, and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory program.

Maria Eickelmann is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. Her career includes multiple roles within JPMorgan Chase Bank and J.P. Morgan Securities, as well as Capital Partners Group. Outside of finance, she engages in arts and crafts as a sole proprietor, selling displayed butterflies at local farmers markets. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Blair Henning is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been with J.P. Morgan Securities and its affiliates since 2016, including roles at JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Ashley Baerwaldt is a financial advisor at RBC Capital Markets with a Series 66 credential and four years of industry experience. She has worked at City National Bank and RBC Capital Markets, and previously held roles in educational and nonprofit organizations. Ashley serves as a committee member of The Junior League of Seattle and is on the board of directors for the West Seattle Food Bank. RBC Wealth Management, a division of RBC Capital Markets, provides advisory and brokerage services to individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning, leveraging both in-house and third-party investment resources.

Kathy Anderson is a financial advisor with Morgan Stanley in Silverdale, WA, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by proprietary tools and analysis.

Milana Chafkar is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation. She began her advisory career in 2025 with prior experience at Morgan Stanley and Credé. Before entering the financial industry, she worked in various roles including at Club Pilates and in education. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, using proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Alissa Hersch is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2009. Outside of her advisory role, she serves on the Finance Committee and Executive Committee of the Board at Meridian School in Seattle. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services ranging from retail wrap programs to institutional investment solutions.

Michael McMurray is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Edmonds, WA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has operated McMurray Group Inc., an S corporation supporting his advisory business operations, since 2014. Raymond James Financial Services Advisors serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutional clients. The firm provides tailored, non-discretionary financial planning and investment consulting using risk profiling and analytical modeling, supporting implementation through advisory programs or external providers.

Douglas Smidt is a financial advisor at Wells Fargo Clearing with 34 years of industry experience. He has held roles at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. He holds Series 63 and Series 65 registrations and is based in Seattle, WA. 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 broader set of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Aalesa Barker is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 designations and two years of industry experience. She previously worked at Columbia Bank for nine years before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and based on modern portfolio theory, serving as an ERISA fiduciary and offering discretionary investment management options.

Connor Dennehy is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Baird in 2020, he worked at Proliance Hand Wrist and Elbow Physicians and Enterprise Installation. The DDK Group at Robert W. Baird & Co. serves individuals, including high net worth clients, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management through separately managed accounts, and uses a mix of manager-traded and model-traded strategies supported by internal research and technology, including artificial intelligence.

Jenny Ning is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Merrill since 2010 and Bank of America, N.A. since 2011. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutions.

Ava Glapinski is a financial advisor at Robert W. Baird & Co. in Seattle, WA, with two years of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual. Her professional background also includes roles outside finance, such as work with Colectivo Coffee and Whelan's Coffee and Ice Cream. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of portfolio management strategies and emphasizes ongoing manager selection and monitoring supported by internal research and technology.

Aireen Kline is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 credentials and one year of industry experience. She has worked at Wells Fargo Bank, N.A. since 2019 and previously gained experience at Fred Meyer. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, managing approximately $671 billion in assets and employing over 14,000 financial advisors.

Michaela O'Connell is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 licenses and six years of industry experience. She has previously worked at Sanford C. Bernstein & Co., LLC, The Vanguard Group, Inc., and held roles outside finance including at Sakari Salon and Susquehanna University Career Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.