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 with Robert W. Baird & Co. Incorporated, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She previously worked at RBC Capital Markets, Wells Fargo Clearing, and Wells Fargo Advisors. She 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, separately managed account programs, and utilizes internal research and investment tools including artificial intelligence in client advice.

Jack Ly is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering services on a non-discretionary basis.

Carlo Berti is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Transamerica Financial Advisors and WFGIA. Outside of his advisory work, he is involved in non-investment roles with companies such as DoorDash, Uber, and Instacart. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutions. The firm provides financial planning, advisory, and brokerage services, utilizing a platform that integrates adviser programs with the sale of financial products and lending solutions.

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 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and KeyBank NA. He is based in Bellevue, Washington. 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 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. His other business activities include acting in a fiduciary capacity related to his late father’s investment interests. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, and retirement plan consulting, offering both discretionary and non-discretionary management alongside model portfolios and third-party research.

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 with 18 years of industry experience. He has worked with Morgan Stanley Smith Barney since 2009 and the Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Kirkland, Washington. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including customized financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

Nhat Bui is a financial advisor at Raymond James Financial Services Advisors, Inc. with nine years of industry experience. He holds the Series 66 and Series 63 credentials and has worked at multiple firms including Mainspring Wealth Advisors LLC and First Tech Federal Credit Union. Outside of financial advising, he is the CEO of Julia Bui LLC, a business involved in selling shampoo, clothes, and fruits. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting services supported by advanced analytical tools and maintains specialized programs including municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Benjamin Navratil is a financial advisor at LPL Enterprise with one year of industry experience. Prior to joining LPL Enterprise, he served in the US Army for a total of ten years. He holds the Series 66 designation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, consulting, model wealth portfolios, third-party asset management arrangements, and access to a wide range of brokerage and insurance products.

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 at J.P. Morgan Securities with Series 65 and Series 63 credentials and one year of industry experience. His prior roles include positions at Bank of America, Merrill, Key Bank, and Deloitte Touche Tohmatsu Ltd. Outside of finance, he works part-time in retail at Men's Warehouse. J.P. Morgan Securities LLC 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 when recommending strategies.

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.