Nicholas Mccarty is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Logan Blue is a Series 66-licensed advisor with J.P. Morgan Securities in Seattle, WA, with four years of industry experience. He has held positions with JPMorgan Securities, JPMorgan Chase Bank, Empirical Wealth Management, KeyBank, and also worked at Seattle University and within the Washington Hospitality Association. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their program delivers written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Bareq Peshtaz is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. His prior experience includes roles at AllianceBernstein L.P. from 2011 to 2013 before joining Morgan Stanley, where he has worked since 2013. He serves on the advisory board of the Akin Foundation, a nonprofit focused on children, youth, health, and welfare. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and a discovery process, offering a wide range of services including estate planning strategies and relationships with various investment companies and private funds.

Mia Malave is a financial advisor at UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 designations with 13 years of industry experience. She has worked at UBS Financial Services since 2017 and previously held roles at Wells Fargo Clearing and Wells Fargo Bank. UBS Financial Services serves individual, corporate, and institutional clients by providing brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad range of capital markets services and proprietary research to support client strategies.

Jonathan Moore is a financial advisor at UBS Financial Services with eight years of industry experience. He holds a Series 66 credential and has worked at UBS Financial Services since 2016, with a brief tenure at Parcion Private Wealth. Based in Seattle, WA, he is currently part of a large advisory network within the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, providing a broad range of capital markets and research resources to its clients.

Andrew Juntilla is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Raymond James, he worked at the University of Washington and Sequim High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Brian Zajac is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2021. His prior work includes roles at Costco Wholesale and self-employment from 2011 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Nathan Underwood is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has worked at Morgan Stanley since 2021, including Morgan Stanley Private Bank, and previously spent five years each at Merrill and Bank of America. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.

Saul Tufino Escalante is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and utilizing broader derivatives and commodities capabilities.

Jenaige Carlina Alvis is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with UBS Financial Services since 2013. Outside of advisory work, she served as an Aquatics Director for a nonprofit swim club in Bellingham, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.

Cecily Mckenna is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2015 and Wells Fargo Clearing since 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Gabrielle French is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2006. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management, providing a range of capital markets services and proprietary research to support client goals.

Michael Gaberman is a financial advisor with Merrill in Seattle, WA, holding Series 63, 65, and 66 licenses and bringing eight years of industry experience. He worked at Washington Trust Bank for eleven years before joining Merrill in 2021. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Mcgill is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He previously worked in holistic healing arts before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including funds and charitable accounts. The firm uses a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Joshua Miura is a Series 66-licensed financial advisor at J.P. Morgan Securities with one year of industry experience. His prior roles include positions at UBS, Safeway, and JPMorgan Chase & Co. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. Their advisory approach combines quantitative and qualitative research to deliver written asset allocation advice, investment manager searches, and customized performance reporting.

Roberta Donley is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo in various capacities since 2002. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, retirement plan consulting, and both brokerage and advisory solutions. The firm employs over 14,000 advisors and manages roughly $671 billion in assets.

Jeffrey Christenat is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he is a member of the MCNW Group. Since joining Merrill in 1992, he has focused on helping clients navigate significant financial decisions by developing personalized wealth management strategies tailored to their unique goals and circumstances. His approach emphasizes listening carefully to clients and providing guidance at key financial crossroads, including business sales, retirement planning, portfolio management, and wealth transfer. With over 30 years of direct experience, Jeff advises clients across a broad spectrum of needs, such as liquidity management, tax minimization, retirement income, and socially responsible investing. He is committed to treating clients with the care and integrity he values personally, drawing upon his upbringing and long tenure in the industry. Jeff holds a bachelor's degree in Finance from East Carolina University and holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Jeff is involved in community volunteering in the spirit of Merrill’s tradition of service. He lives in downtown Seattle with his wife, Julie, and enjoys a range of outdoor activities including snowboarding, skiing, biking, fly fishing, cooking, and spending time in nature.

Sardor Saliev is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over a decade of experience in the financial services industry, having joined Merrill Lynch in 2015. In his role, Sardor leverages the investment insights of Merrill Lynch alongside the banking resources of Bank of America to serve high-net-worth clients. Sardor specializes in areas including equity compensation services, family wealth management strategies, services for endowments, foundations and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and tax minimization. He works collaboratively with clients' other trusted professionals, such as attorneys and accountants, to develop comprehensive financial strategies tailored to clients' immediate needs and long-term goals. He holds a Bachelor's Degree from Tashkent Institute of Irrigation and Melioration and a Master's Degree from Tashkent State University of Economics. Sardor is a Personal Investment Advisor (PIA) and communicates in Russian and English. Outside of his professional work, he enjoys hiking, reading, spending time with family, and traveling.

Karly Gatchet is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been with Wells Fargo Clearing since 2016 and has worked at Wells Fargo Bank, N.A. since 2013. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, and retirement plan consulting. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from the Wells Fargo Investment Institute.

Timothy Duffy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Robert W. Baird before joining Raymond James Financial Services Advisors, Inc. in 2017. Outside of his primary role, he is associated with Duffy Wealth Management LLC in Seattle, WA. 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 clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique arrangements such as municipal advisory services and specialized SIMPLE IRA employer consulting programs.