Diane Harper is a financial advisor at UBS Financial Services with 38 years of industry experience. She has been with UBS since 1989 and holds Series 63 and Series 66 licenses. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Tsung Kuo is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney divisions. He is based in Seattle, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gregory Foos is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Wells Fargo Clearing in 2025, he worked at J.P. Morgan Securities from 2014 to 2025. 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 notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Craig Yoshino is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2014–2015, and he has been involved with Bardahl Manufacturing Corp. since 2010. Outside of advisory services, Yoshino engages in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Heather Leach is a financial advisor at Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses with 32 years of industry experience. She has been with Ameriprise since 2005, initially with Ameriprise Financial Services, Inc., and continuing with Ameriprise since 2020. Outside of her advisory role, she owns and manages HCL Management LLC, which handles business expenses including employee payroll and benefits. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to create tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Sean Henderson is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. He has worked previously at CITI Private Bank and CitiGroup Global Markets, where he spent 14 years. Henderson holds the Series 66 designation and is based in Seattle, WA. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

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.

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.

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.

Jacob Green is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and possessing four years of industry experience. Prior to joining J.P. Morgan in 2021, he served six years in the United States Marine Corps. He is also a member of the Washington National Guard, where he develops members of his platoon to meet unit and branch standards. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

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.