Julie Wong is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Jordan Price is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at KeyBank and DML Capital. Outside of finance, he serves as a National Assistant Referee with the US Soccer Referee Federation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diversified strategies.

Michael Wallblom is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previous work experience with Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2024. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Adam Walters is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member at Sand Point Country Club in Seattle, participating in governance activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management, supported by proprietary research and a wide range of capital markets services.

Brad Weiner is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2004. Outside of his advisory role, he is a partner in a real estate property partnership inherited from his family. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Keith Foe is a financial advisor with Cetera, holding CFP® and ChFC® designations and 23 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and has owned Anderson, Foe, Kent, Madsen & Associates, LLC since 2012. Foe also teaches accounting classes at North Seattle Community College. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Carolyn La Favers is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. 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 advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Madelyn Kim is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at TD Ameritrade and JP Morgan Securities. She is based in Seattle, WA. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and oversight.

James Gilbert is a CFP® professional with 24 years of experience in the financial industry, currently serving at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary services under a fiduciary standard.

Steven Knudsen is a financial advisor at Morgan Stanley with 42 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and has worked at Morgan Stanley Smith Barney and Citigroup Global Markets. He holds Series 63 and Series 65 designations. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning tools and strategic modeling in its process, managing approximately $2.74 trillion in client assets.

Andrew Beason is a Wealth Management Advisor with Merrill Lynch Wealth Management. He works closely with clients to identify their life goals and develop personalized financial strategies aimed at pursuing those objectives. His approach emphasizes a comprehensive understanding of each client’s full financial picture, allowing him to tailor wealth management solutions that adapt to changing market conditions. Andrew’s areas of expertise include education planning, executive compensation, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and tax minimization. He holds several professional designations, including Accredited Wealth Management Advisor (AWMA), CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned his bachelor's degree from the University of Washington. Based in Seattle, Andrew is involved in community organizations such as Big Brothers Big Sisters, Seattle Yacht Club, and Crystal Mountain Alpine Club. Outside of work, he enjoys adventure sports, boating, skiing, soccer, and spending time with his family.

Kandace Sylvester is a financial advisor at Raymond James Financial with seven years of industry experience. She holds a Series 66 designation and has worked previously at Cetera Investment Services, Umpqua Bank, Columbia Bank, and Wells Fargo. Outside of her advisory roles, Sylvester owns Kan Do Yoga LLC, where she teaches public yoga classes and retreats. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

Richard Riddle is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Morgan Stanley since 2016 and also works with Morgan Stanley Private Bank, N.A. since 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and advanced modeling tools, serving clients both directly and through corporate agreements.

Jon Mcmillan is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 credential and totaling 26 years of industry experience. He has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Cheng Lan Chi is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing in 2023, Cheng worked at Wells Fargo Bank, N.A. starting in 2017. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Shane Doughman is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones in 2024, he worked at United Parcel Service for four years and has held positions in various other industries including wellness and fitness. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Jens Halle is a financial advisor with Charles Schwab in Lynnwood, WA, holding a Series 66 designation and 23 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank since 2006. He is a member of the East King County Estate Planning Council, which promotes continuing education and networking among estate planning professionals. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options, combining multi-asset model portfolios with due diligence on alternative investments and centralized operational support.

Gavin Chinn is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He previously worked at Verity Credit Union and Cuso Financial Services, L.P. He serves as a board member for the Alpha Tau Omega National Fraternity, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by research and various portfolio strategies.

Taylor Odom is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC in 2020, Taylor worked at Lululemon and held several roles at Santa Clara University, including involvement with Santa Clara University Athletics. Outside of advisory work, Taylor is employed by DoorDash in a labor and service capacity. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs, including tailored financial planning and estate planning strategies, supported by structured planning processes and advanced modeling tools.

Molly Martinez is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she serves as a consultant for St. John the Evangelist Parish, providing budget oversight and financial advice. Robert Baird & Co.’s DDK Group serves individuals, families, pensions, corporations, and charitable organizations with tailored financial planning and portfolio management services, offering a range of traditional and non-traditional investment strategies along with municipal advisory and public finance services.