Matthew Lynch is a financial advisor at Fidelity with 32 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Incapital LLC, 280 Securities LLC, and Brean Capital, LLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and a charitable gift fund. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and delegated management, with proprietary oversight and conflict-of-interest controls.

Beau Nguyen is a financial advisor at Fidelity with the Series 66 designation and one year of industry experience. Prior to joining Fidelity Investments, he worked at Financial Insights Wealth Management and Pacific Lutheran University. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction, and serves as an advisor to multiple registered investment companies and fund-of-funds.

Isaiah Hairston is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. His prior work experience spans roles at Absolute Security, Allied Universal, Compass, The Agency, Redfin, and State Farm, among others. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including Charitable Gift Funds and registered investment companies. The firm combines fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Larry Coplan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 39 years of industry experience. His prior roles include positions at B. Riley Wealth Management, B. Riley Wealth Advisors, and National Securities Corporation. Outside of his advisory work, he is involved with Insight Investment Services Inc., a non-investment-related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supporting a broad range of investment strategies implemented by its network of investment adviser representatives.

Alexandra Luther Gray is a financial advisor at Morgan Stanley with three years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley since 2022. Prior to her finance career, she held various roles including positions in education and the hospitality industry. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models as part of its advisory process.

Justin Lewis is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 66 credentials and 13 years of industry experience. He previously worked at UBS Financial Services from 2013 to 2025 before joining Wells Fargo Clearing in 2025. Outside of his advisory role, he has ownership in a rental property in Kirkland, Washington. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s IPS-driven approach incorporates a broad range of investment vehicles, including insurance-related products and bank deposit sweep options.

Christine White is a financial advisor at Charles Schwab with seven years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade Inc. for one year. Outside her advisory role, she and her spouse are private owners of a rental home in Arizona. Charles Schwab 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 offers a mix of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by a multi-asset model portfolio approach and centralized operational capabilities.

Elizabeth Roman is a financial advisor at Merrill in Bellevue, WA, holding Series 63 and Series 65 designations with 28 years of industry experience. She has been with Merrill since 2009. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients, providing model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nathan Mc Vay is a financial advisor at Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Axa Advisors, IMG College, Washington State University, and Mcvay Brothers Siding and Windows. Outside of financial advising, he has involvement in dental insurance and health-related business activities. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers both proprietary and third-party advisory solutions.

Michael Ferrera is a Series 66-licensed financial advisor with Edward Jones in Bothell, WA, where he has worked since 2012, totaling 15 years of industry experience. Outside of his advisory role, he is a partner in a real estate business based in Kirkland, WA. Edward Jones is a full-service wealth management firm serving more than four million 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 supported by a large nationwide network of financial advisors and branch offices.

Kingsy Devadass is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has held roles at JPMorgan Chase Bank, N.A., US Bank, M&T Bank, and has experience in tutoring. 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.

Laura Bennett is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Her prior work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, and GM Financial. Outside of financial services, she has worked as a rideshare and food delivery driver. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Sam Hibbert is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Morgan Stanley and Thrivent Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a combination of quantitative asset-allocation modeling and centralized due diligence. The firm incorporates an ESG eligibility framework when recommending investment strategies and offers services on a non-discretionary basis.

Paul Elder is a financial advisor at Merrill with 36 years of industry experience. He has held his current position at Merrill since 2009. He holds Series 63 and Series 65 credentials and is based in Bellevue, WA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Moran is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and Columbia Bank prior to joining Raymond James. Moran is also associated with Columbia Wealth Advisors, a firm affiliated with Umpqua Bank. 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, and institutions. The firm provides customized non-discretionary planning and consulting, employing advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Travis Mann is a financial advisor with MassMutual Investors Services in Mercer Island, WA, holding Series 65 and Series 66 licenses and with 19 years of industry experience. He has been affiliated with MassMutual Life Insurance Company since 2006. Outside of his advisory role, he is the owner of an LLC established for legal and tax purposes. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Liam Settle is a financial advisor with Raymond James & Associates in Kirkland, WA, holding Series 63 and Series 65 licenses. He has two years of industry experience, including prior roles at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Before entering the financial sector, he worked in a variety of roles across industries such as moving and storage, insurance, and retail. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities through financial planning, investment consulting, and municipal advisory services, offering tailored, non-discretionary advice supported by extensive research and multiple portfolio management styles.

Keith Pareti is a financial advisor at Morgan Stanley with 17 years of industry experience. He has previously worked at Janus Henderson and WisdomTree Asset Management. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

Connor Loveall is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Before rejoining Edward Jones, he worked in the fitness industry with companies including The Bay Club Company and Sammamish Fitness LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Robert Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior firms include Cetera Advisors LLC and First Allied Advisory Services, among others. He is also involved in Wright Capital Management LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a broad network of advisors utilizing diverse strategies and technology tools.