Brandon Curneen is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2020. He previously worked at D.A. Davidson & Co. from 2013 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Michael Healey is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Citigroup Global Markets and various divisions within Morgan Stanley since 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets with a structured planning process supported by firm-approved tools.

Ericka Marini is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Edward Jones since 2019. She operates EK Marini Consulting, a pro bono service offering workforce transition assistance to U.S. Veterans. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients nationwide, managing over $1 trillion in assets through a large network of financial advisors and branch offices. The firm provides diverse advisory services including discretionary and non-discretionary strategies, overlay and tax-efficient solutions, and maintains affiliated capabilities such as a trust company and proprietary mutual funds.

Jorge Valcarcel is a CFA® charterholder with 11 years of industry experience, currently serving at J.P. Morgan Securities in Seattle, WA. His prior roles include positions at CITIGROUP, Parametric Portfolio Associates, Eaton Vance Distributors, and Nova Savia Group. Valcarcel serves as a board member of Edmonds United Methodist Church, participating in budget and strategic decisions. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments, focusing on asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and offers access to derivative and commodities capabilities through its broader regulatory registrations.

Mark Matthews is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has been with UBS since 1995. Outside of his advisory work, Matthews is active as a soccer referee and serves as a training director and instructor at a ski school. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market assumptions and research to tailor financial plans. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.

Shaun Dennehy is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio services, including discretionary and non-discretionary management, separately managed accounts, and specialized overlays, with a range of traditional and non-traditional investment strategies.

Mark Broughton is a CFA® with 10 years of experience in financial services, currently serving as a financial advisor at UBS Financial Services since 2022. His prior roles include positions at First Republic Investment Management, Bank of America, Merrill, Manning & Napier, and Rainier Investment Management. He serves on the advisory board of the Kirkland Boys & Girls Club, a charitable organization focused on community outreach and fundraising. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, leveraging proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services through a broad platform of financial planning, portfolio management, and capital markets solutions.

Colleen Hale is a Series 66-credentialed financial advisor with seven years of industry experience. She is currently with LPL Enterprise and previously worked six years at Pruco Securities, LLC. LPL Enterprise, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, retirement plans, and corporate and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in Model Wealth Portfolios.

Spencer Gering is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Century 2, Inc. for eight years and has experience in client service operations and account maintenance. He also has a background in full-time education and has been involved with Ferdinand's Ice Cream Shoppe and the Pullman Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Christopher Anderson is a financial advisor with Thrivent Investment Management in Federal Way, WA, holding a Series 66 designation and one year of industry experience. His prior work includes involvement in a small entrepreneurial venture, co-owning an LLC aimed at opening a bar for board game enthusiasts, though the entity is currently being dissolved. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on goal-based financial planning without discretionary trading authority and offering ongoing plan reviews through its network of advisors.

Malcolm Prevo is a financial advisor with Morgan Stanley based in Seattle, WA. He holds the Series 66 designation and has three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Pugh Capital Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Christina Deatry is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and previously at Citigroup Global Markets from 2007 to 2009. Outside of her advisory role, she also works as a notary signing agent for mortgage documents on a part-time basis. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both 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 utilizes structured planning tools including Global Investment Committee estimates and Monte Carlo simulations.

Robert Mace is a financial advisor with LPL Financial in Bellevue, WA, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at Washington State Employees Credit Union and Symetra Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, combining advisory services with a broad range of non-advisory financial products.

John Clendenin is a financial advisor with UBS Financial Services in Seattle, holding Series 63 and Series 65 designations and 27 years of industry experience. He has been with UBS and its predecessor, Paine Webber, since 1998. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations tailored to clients’ goals and risk tolerances.

Barrett Mc Aree is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 65 and Series 66 licenses. He has worked at UBS, Truist, and Hoffman Financial Group since beginning his advisory career in 2022. Prior to that, he spent 15 years as a student. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Naima Rasheed is a financial advisor at Wells Fargo Clearing with one year of industry experience. She holds a Series 66 designation and has previously worked at Mathnasium and First Hill Trust Company. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Steven Aichinger is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He previously worked at Edward Jones for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he owns Meadowbrook Oil Corp, which deals with mineral right oil royalties. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs a large team of over 14,000 advisors and utilizes research from Wells Fargo Investment Institute and third-party providers to guide its diversified investment approach.

James Watson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 12 years of industry experience. He previously worked at Pruco Securities, LLC from 2013 to 2024 and operates Watson Watson Financial Services, focusing on retirement planning and wealth advisory. LPL Enterprise provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and institutional entities. The firm’s approach is primarily model-driven, offering financial planning, access to third-party asset managers, and participation in a wrap program.

John Donovan is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and has worked previously at Bank of America and Merrill. Prior to entering the financial industry, he held roles in education and community engagement. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services such as fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Lidija Jeric Hartman is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 credentials. She has over 18 years of experience with Wells Fargo Bank, nA, and has been with Wells Fargo Clearing since 2025. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.