Sean Henderson is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and bringing 20 years of industry experience. He previously worked at CITI Private Bank and CitiGroup Global Markets for 14 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research, utilizing a manager solutions team to develop model asset allocations that may include ESG considerations.

Jerome Bosch is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at RBC Capital Markets since 2008 and also serves at City National Bank since 2022. Outside of his advisory role, Bosch volunteers on the investment subcommittee at Gonzaga Prep School and serves on the finance committee of the Seattle Tennis Club. 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 various wrap fee advisory programs with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and access to in-house and third-party investment managers.

Beau Branley is a financial advisor at Morgan Stanley with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley since 2023, including within Morgan Stanley Private Bank since 2026. His prior roles include positions at Key Investment Services, KeyBank, and experience at Washington State University and DoorDash. Morgan Stanley Wealth Management provides a wide range of advisory services to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

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 at Raymond James Financial in Seattle, WA, with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James Financial and Raymond James Financial Services, Inc. since 2019. Prior to this, he worked at CETERA Advisor Networks LLC and was involved with Waterways Cruises and the Rainier Club. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and maintains distinctive services such as municipal advisory capabilities and a SIMPLE IRA Employer Advisory & Consulting Services program.

Maria Eickelmann is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior work includes roles at JPMorgan Chase Bank and Capital Partners Group. Outside of finance, she is involved in a sole proprietorship related to arts and crafts, where she sells displayed butterflies at local farmers markets on weekends. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice and investment manager searches. The firm’s advisory process combines quantitative and qualitative research and incorporates an ESG eligibility framework within a non-discretionary program where clients retain final decision-making authority.

Blair Henning is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His career includes multiple roles within JPMorgan entities since 2016. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The program incorporates centralized due diligence and may utilize an ESG eligibility framework in its recommendations.

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 with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Wells Fargo Clearing for 10 years and previously spent seven years with Prudential Equity Group, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services and retirement plan consulting, utilizing research and analytics while providing both brokerage and advisory solutions.

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 at Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with five years of industry experience. Prior to joining Baird in 2020, he worked at Proliance Hand Wrist and Elbow Physicians and Enterprise Installation. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and uses manager-traded and model-traded SMA strategies, tax-management, direct-indexing, and ongoing manager selection supported by internal research and artificial intelligence tools.

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.