Michael Fettig is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 registrations and 27 years of industry experience. He has been with J.P. Morgan Securities and JP Morgan Chase Bank since 2018, and previously worked at TD Ameritrade and Scottrade in various roles dating back to 2003. J.P. Morgan Securities primarily serves institutional clients and retirement plan sponsors through its Institutional Consulting Services, providing asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Eric Westberg is a financial advisor at Osaic with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securities America Advisors, Inc. and Kms Financial Services, Inc. In addition to his advisory role, he operates a consulting business offering services to independent financial professionals and is co-owner of ZW Financial LLC, which supports his advisory practice. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, utilizing firm-provided asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Daniel Rosales is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Northwestern Mutual in various capacities over 12 years before joining Mass Mutual in 2020. Outside of his advisory role, he also works as an insurance broker specializing in life, disability, long-term care, and variable annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring advisory relationships with an emphasis on collaborative, annual financial planning and a range of event-driven planning services.

Michael Chvedov is a financial advisor at J.P. Morgan Securities in Seattle, WA. He holds a Series 66 designation and has been with the firm since 2026. Prior to joining J.P. Morgan Securities, his work experience includes roles in various industries such as hospitality and food service. Outside of his advisory work, he has been involved as a deli worker and provides dog walking services. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset allocation advice and customized performance reporting through a non-discretionary approach. The firm integrates quantitative modeling, centralized due diligence, and an ESG framework within its investment recommendations.

Wan Lok Vanessa Cheung is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 63 designation and has worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large platform of assets and advisors.

Howard Hwa is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, he worked at Monsoon Bellevue and Joey Kitchen. He is also affiliated with the University of Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Jennifer Trent is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her prior work includes positions at Bank of America, Equitable Advisors, Builders Capital, and several real estate firms. Outside of finance, she operates the Jennifer Trent Piano Studio, a business she has managed for over 25 years. 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 individuals, institutions, and charitable organizations.

Paul Frederick is a financial advisor with Wells Fargo Clearing in Kenmore, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Outside of his advisory role, he serves as co-guardian for his son. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 products and bank deposit sweep options among its investment offerings.

David Reiter is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2009 and Bank of America since 2000. 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, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Greg Leclair is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, as well as experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Chase Ekins Gulick is a financial advisor at Robert W. Baird & Co. in Seattle, WA, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Edward Jones and Sage Advisors LLC. Outside of finance, he serves as an independent volleyball official for the Greater Seattle and Puget Sound regions and participates on the Western Washington Board of Collegiate Volleyball. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement tailored investment strategies.

Adam Cousino is a financial advisor with Ameriprise based in Tampa, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Merrill and Bank of America. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through a wide range of advisory, brokerage, and insurance solutions.

Ava Greer is a financial advisor at Cetera with Series 63 and Series 65 licenses and one year of industry experience. She previously held roles at Northwestern Mutual Wealth Management Company, Pillar Financial, and Amazon. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

John Russell is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a wide range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

Kimberly Scarlett is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She has been with Robert Baird since 2014 and holds Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using both in-house and third-party managers, and provides access to traditional and complex investment strategies.

Tiffany Kocher is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Valic Financial Advisors and Agia, where she worked for a combined total of 11 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Sarah Fitch is a Series 66-licensed financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 1999. Outside of her advisory role, she serves as treasurer for the Tudor Manor Home Owners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm emphasizes tailored financial planning and portfolio management supported by proprietary research and a broad range of capital markets services.

Adrian John is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Seattle, WA. He previously worked at Edward Jones for 12 years and has operated his own financial services firm since 2022. Outside of his advisory work, he owns a rental property for which he hires management and handles mortgage payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting and supports a large network of advisors with specialized programs, including municipal advisory and SIMPLE IRA employer consulting services.

Shane Buller is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He focuses on understanding his clients' priorities to develop strategies aligned with their short-, mid-, and long-term financial goals. His services cover areas including general investing, retirement planning, and saving for unforeseen expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Shane works closely with clients to discuss their goals, concerns, and questions, providing ongoing advice and guidance as their needs evolve. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, he earned a Bachelor's Degree from the University of Washington. He approaches his role with a focus on uncovering what matters most to clients and their families to help create effective financial strategies.

Matthew Charbonneau is a financial advisor at Edward Jones in Seattle, WA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.