Joey Oda is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior work includes roles at H&R Block and Sentry Credit. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction across mutual funds, ETFs, and ETPs. The firm also serves as an advisor to registered investment companies and develops model portfolios for Fidelity Institutional Wealth Adviser.

Jacob Elliott is a financial advisor at Fidelity with 13 years of industry experience. He holds a Series 66 designation and has worked at various Fidelity entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable and registered investment funds. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios and serves as an advisor to multiple registered investment companies.

Harrison Ambrose is a financial advisor at RBC Capital Markets with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Charles Schwab. Ambrose also spent time at EDHEC Business School and The Citadel before joining RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients' risk profiles.

Cody Chen is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with seven years of industry experience. Prior to joining Morgan Stanley, he worked at Jamba Juice for three years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a 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 through direct and employer-based financial planning agreements.

Jeffrey Lavezzi is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 65 credentials and 29 years of industry experience. Prior to joining LPL Financial in 2016, he worked at Robert Baird & Co. from 2014 to 2016. He is also affiliated with Boeing Employee Credit Union, where he has been involved since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, offering both discretionary and non-discretionary management supported by research and model portfolios.

Rachel Birrell is a financial advisor with Merrill in Bellevue, WA, holding the Series 66 designation and eight years of industry experience. Prior to joining Merrill in 2018, she worked for Caliber Home Loans from 2016 to 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Chase Skuza is a Financial Consultant at Fidelity Investments, where he collaborates with clients to develop personalized financial plans and investment strategies aligned with their long-term goals. His professional approach emphasizes thoughtful planning, ongoing collaboration, and clear communication to assist clients in making informed decisions as markets and circumstances change. Chase has progressed through a series of roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, since joining the firm in 2022. Prior to that, he gained experience as an intern at Aletheian Wealth Advisors from 2020 to 2021. Outside of his professional work, Chase enjoys outdoor activities such as fishing, football, golf, outdoor adventures, and snowboarding.

Mark Russo is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with 26 years of industry experience, all of which have been with UBS since 2000. He serves as a board member of the Seattle Nativity School, a charitable education organization. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

David Larkin is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC and Wells Fargo Bank. Outside of his advisory role, he is a 25% owner of Larkin Property Holdings, LLC, a commercial real estate business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, such as insurance-related products and bank deposit sweep programs.

Nikkol Jennings is a Series 66-licensed financial advisor with UBS Financial Services in Seattle, WA, where she has worked since 1998. She has 26 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Nicholas Persha is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and previously worked at Microsoft and SAP Concur before returning to UBS in 2025. 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 provides proprietary research and capital markets solutions.

Michael Miller is a financial advisor at Morgan Stanley in Bellevue, WA, with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Morgan Stanley since 2019. Prior to that, he was with Invesco Advisers, Inc. and Invesco Distributors, Inc. from 2014 to 2019. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Joseph Covey is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with 20 years of industry experience. He has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning, portfolio management, and the distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides a range of capital markets and research resources to support client strategies.

Katlynn Ford is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and five years of industry experience. She has been with Wells Fargo Clearing since 2019 and previously worked in various roles including positions at Wells Fargo Bank, NA. Outside of her advisory work, she serves as a guardian for her father. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients, utilizing research and analytics to support diversified investment strategies.

Yi Wu is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with two years of industry experience. Prior to joining UBS, Yi served in the United States Army for four years and held positions at IntelliPro and Eurest. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, focusing on tailored portfolio management and research-driven financial planning. The firm combines institutional trading capabilities with wealth management services and operates across multiple financial sectors including brokerage, advisory, and capital markets.

Sean O'Connor is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2020. His prior experience includes positions at Kms Financial Services, Russell Investments, and The Bank of Nova Scotia. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies such as machine learning.

Riley Neal is a financial advisor at UBS Financial Services with a Series 66 credential and one year of industry experience. Prior to joining UBS, he held positions at Pfizer, Inc. and was involved with ventures such as Rora Venture Design and The Lead Lab. He also has an academic background from the University of Washington. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, leveraging proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management, offering services that include discretionary portfolio management, underwriting, and securities-backed lending programs.

James Savell is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2021, with prior roles at Wells Fargo Bank, Target, and Seattle Pacific University. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 broader set of financial product offerings than is typical for large institutional advisers.

Jeffrey Kirk is a Wealth Management Advisor at Merrill Lynch Wealth Management. He assists clients in preparing for retirement and aims to make the transition smooth and stress-free. He collaborates closely with clients' tax, legal, and real estate professionals to ensure alignment and progress toward shared goals. Supported by a team specializing in investment management, lending, and estate planning strategies, Jeffrey works to coordinate the various aspects of clients' financial lives. Jeffrey holds 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 California, Berkeley. His client focus areas include college education planning, equity compensation services, personal retirement planning, small business strategies, and tax minimization. He is involved with the Human Rights Campaign and serves as a volunteer champion for Better Money Habits through Bank of America. Outside of his professional role, Jeffrey's personal interests include cooking, dancing, hiking, music, reading, running, spending time with family, traveling, watching movies, and yoga.

Carolyn Nelson is a financial advisor with UBS Financial Services in Seattle, WA. She holds the Series 63 and Series 66 designations and has 16 years of industry experience, including 15 years with UBS Financial Services. 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 provides access to proprietary research and capital markets services.