Michael Matthews is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and having 41 years of industry experience. He has been with UBS Financial Services since 1992. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and alternative products. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment solutions.

Laurel Reynolds is a financial advisor at Robert W. Baird & Co. with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at RBC Capital Markets, LLC, Wells Fargo Clearing, and Wells Fargo Investments, LLC. She is part of The DDK Group within Baird’s Private Wealth Management department, which serves a diverse client base including individuals, corporate clients, and charitable organizations. The firm offers a range of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Jack Ly is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has been with J.P. Morgan Securities since 2014 and previously worked at JPMorgan Chase Bank, N.A. from 2013 to 2020. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm’s advisory program focuses on written asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating ESG criteria where applicable.

Carlo Berti is a Series 66-registered financial advisor with LPL Enterprise, LLC, based in Mercer Island, WA. He has two years of industry experience with prior roles at Transamerica Financial Advisors and Wfgia. Outside of his advisory work, Carlo has been involved in gig economy roles with companies such as DoorDash, Uber Eats, and Instacart. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual investors, retirement plans, and charitable entities. The firm emphasizes model-driven portfolio management and access to third-party asset managers, along with a range of financial planning and consulting services.

Mark Serafini is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He previously worked at Voya Financial Advisors and has been involved with Plannetics, LLC as a managing partner. Serafini serves on the National Board of Advisors for Washington State University’s Carson College of Business. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Jingwei He is a financial advisor at Merrill with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Bank of America, J.P. Morgan Securities, KeyBank, and Allstate Corp. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

James Nelsen is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 2001. Outside of his advisory role, he spent a small portion of his time acting in a fiduciary capacity related to the estate of his deceased father, Newmark B Nelsen. 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 services including financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered primarily through investment adviser representatives using various strategies and supported by advanced operational tools.

Uriah Halpin is a financial advisor with Ameriprise in Bothell, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he owns and manages Healthy Balance, LLC, an investment-related business. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets. The firm provides a wide range of advisory, brokerage, and insurance solutions through affiliated companies and employs a combination of research, modeling, and tax-efficiency analysis in its retirement planning approach.

Mark Logsdon is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with 19 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and at Morgan Stanley Smith Barney since 2009, following a year at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and models.

Nhat Bui is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tukwila, WA. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to his current role, he has worked at firms including Mainspring Wealth Advisors LLC and First Tech Federal Credit Union. Outside of his advisory work, he is the CEO of Julia Bui LLC, a business involved in the sale of shampoo, clothing, and fruits. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, and institutional investors. The firm employs a tailored, non-discretionary approach using risk profiling and modeling tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Joel Johnson is a financial advisor at Thrivent Investment Management with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Thrivent Financial and Thrivent Investment Management since 2009. Outside of his advisory role, he is co-owner of an LLC that manages a cabin property and co-owns a related jet ski operation at Priest Lake. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on broad financial topics without portfolio management for institutional clients. The firm emphasizes holistic, goal-based planning supported by modeling tools and offers integrated options for planning and managed accounts.

Jamie Chambers is a CFP® professional with 25 years of experience in the financial services industry. He has been with Ameriprise since 2000, including his current role at Ameriprise since 2020. He is the sole owner and manager of J. Chambers, LLC, a business entity established for future use. Ameriprise provides retirement-income planning services primarily aimed at individuals approaching or in retirement who meet specific asset criteria. The firm offers a range of advisory, brokerage, and insurance solutions, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized retirement income recommendations.

Bryant Pae is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016, based in Bellevue, WA. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds and tax-efficient services under a fiduciary standard.

Keith Woodcox is Vice President and Executive Planning Consultant at Fidelity Investments, a position he has held since 2017. He has been with Fidelity since 1998, progressing through various roles including Financial Consultant, Investment Consultant, Relationship Manager, and Licensed Representative. Throughout his career, Keith has focused on understanding his clients' financial goals and helping them achieve clarity and focus in their financial plans. He holds a California Insurance License, supporting his work in financial consulting and planning. Keith emphasizes the importance of identifying what matters most to his clients, often exploring beyond their stated needs to provide tailored financial guidance.

Andrew Hergert is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James Financial in Bellevue, WA. He has served as a financial advisor at Raymond James since 2013 and owns a support company, A.H. Financial, LLC. Additionally, he participates in the management of a family farm business, RH Farms. 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 employs tailored, non-discretionary consulting supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Yu Shan Jou is a financial advisor at Morgan Stanley in Bellevue, WA, with 26 years of industry experience. They have held their current position since 2014 and hold Series 63 and Series 65 licenses. Outside of their advisory role, Yu Shan Jou operates a sole proprietorship focused on digital currency and Bitcoin. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning approach includes structured discovery conversations and utilizes firm-approved tools such as Monte Carlo simulations to model outcomes.

Mughees Khan is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 65 and Series 63 licenses and two years of industry experience. His prior work includes roles at Bank of America, Merrill, Key Bank, and Deloitte Touche Tohmatsu Ltd. Outside of finance, he is employed part-time with Men's Warehouse. J.P. Morgan Securities provides institutional consulting services focused on non-discretionary asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative and qualitative research with forward-looking capital market assumptions and may incorporate an ESG eligibility framework.

Brian Cohrt is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior roles include positions at E*TRADE Capital Management and TD Ameritrade. Outside of finance, he is a co-owner of a residential property in Hawaii managed by a third party. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and offers multi-asset model portfolios supported by research and centralized operational support.

Kevin Clouse is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley Private Bank and City National Bank. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers customized advisory programs with a range of portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Tyler Atkinson is a CFP®-credentialed financial advisor with 13 years of industry experience, currently affiliated with LPL Financial since 2015. Prior to that, he worked at VOYA Financial Advisors, Inc. from 2013 to 2015. He also operates Tyler Atkinson LLC, a home-based business entity 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 advisory and brokerage services, including financial planning and model portfolio programs, supported by a large network of advisors and various technology tools.