Matthew Martinelli is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent four years with Edward Jones. Martinelli serves as a trustee of a family trust. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Mark Defeo is a financial advisor at Raymond James Financial with a Series 66 designation and 26 years of industry experience. His career includes roles at Cetera, Columbia Bank, Steward Partners Investment Solutions, Umpqua Bank, and U.S. Bank. Outside of advisory work, he is involved with Columbia Wealth Advisors, where he refers clients for investment management, financial planning, and insurance services. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm offers tailored financial planning and investment consulting using analytical tools and supports non-discretionary advisory programs and institutional consulting across a large advisor network.

Timothy Peyton is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 14 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2012 and more recently with Morgan Stanley Private Bank, N.A. since 2026. Morgan Stanley Wealth Management provides a 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 both direct and corporate financial planning services.

Youle Wang is a Series 66 licensed financial advisor with nine years of industry experience, currently serving at J.P. Morgan Securities. Prior to joining J.P. Morgan, Wang worked at LEE & LEE, PS for three years. Outside of his advisory role, he provides weekend translation services for a real estate development company. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process is supported by centralized due diligence combining quantitative and qualitative research, with an emphasis on eligible strategies and an ESG framework.

Kenneth Maestas is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets Inc for one year. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides tailored financial planning and a broad range of advisory programs supported by structured planning processes and a diversified set of investment services.

Matthew Ogurkow is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Janna Cassidy is a financial advisor at UBS Financial Services with 37 years of industry experience. She has been with UBS since 2006 and holds the Series 63 and Series 66 credentials. Based in Seattle, WA, her career spans two decades at the firm. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations in its advisory process.

Grover Loftin is a financial advisor at RBC Capital Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Carney Badley Spellman, P.S., and Davis Wright Tremaine LLP. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Jamison Russ is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds the Series 66 designation and has been with MassMutual Financial Group since 2005. He serves as president of the Seattle Hebrew Academy and is treasurer on the board of Advance Autism, organizations focused on education and support for families affected by autism. MassMutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with planning engagements structured as annual, collaborative relationships.

Tyson Hutton is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 65, 63, and 66 licenses and seven years of industry experience. His prior roles include positions at Blue Trust, Fidelity Investments, Edward Jones, and Decker Retirement Planning. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and a structured discovery process.

Lori Minard is a Wealth Management Advisor and Managing Director with the Mikkola Small Minard Group based in Bellevue, Washington. She has been with Merrill Lynch Wealth Management since 1998 and serves clients through personalized, goals-based wealth management and holistic financial strategies. Lori manages discretionary portfolios that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. She focuses on helping multi-generational families, retirees, C-suite executives, women investors, and business owners with services including family wealth management, personal retirement planning, and strategies for women and wealth. Lori holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Investment Management Analyst® (CIMA®), and is a Personal Investment Advisor (PIA). She earned an Associate's Degree from Central Washington University. Her team collectively brings over 90 years of experience in areas such as investment management, retirement planning, tax minimization, and legacy planning. In addition to her professional work, Lori has been involved in the community as a previous advisor to The School of Business at Central Washington University and with the organization Washington Women In Need. She resides in Clyde Hill with her husband Michael and enjoys traveling, hiking, Orange Theory Fitness, pickleball, Husky football, and spending time with her family.

Kenneth English is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. His work history includes roles at Wells Fargo Bank, Trojan Storage, Chilled Tech LLC, and LRH Services. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through a network of over 14,000 advisors and integrates research from Wells Fargo Investment Institute and third-party sources into its investment approach.

Judith Vandermeid is a financial advisor with UBS Financial Services, holding a Series 66 designation and 22 years of industry experience. She has worked at UBS since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, tailored investment strategies.

Jason Richards is an advisor with LPL Financial in Tukwila, WA. He holds Series 65 and Series 63 licenses and has been in the industry for one year. His prior experience includes roles at Boeing Employee Credit Union and Equitable Advisors, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Debra Styner is a financial advisor at Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 designations with 28 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at A. G. Edwards & Sons, Inc. from 2005 to 2008. 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 offers a broad range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Edward Haywood Jr. is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with RBC Capital Markets since 2008. Outside of his advisory role, he serves on the board of directors for Club Northwest, a running club, where he provides general direction and reviews finances. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers tailored investment programs and portfolio management services utilizing a combination of in-house and third-party managers, along with integrated capital markets and lending capabilities.

Sandra Cairns is a financial advisor at Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation with four years of industry experience. Her prior work includes five years at Hanson Baker Ludlow Drumheller PS and ongoing roles at Wells Fargo Bank since 2019. Outside of her advisory duties, she holds a Washington law license and serves as co-trustee for her parents' trusts and executor for her mother's estate. 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 solutions. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jennifer Kehler is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and previously held roles at Citigroup Global Markets, Morgan Stanley Dw Inc., and RBC Capital Markets. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and a structured planning process.

Kerry Witterschein is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 65 and Series 66 licenses and 10 years of industry experience. Her work history includes roles at Raymond James Financial Services and Outside In. She is also employed as a Registered Sales Assistant with The Westhoff Group of Raymond James Financial Services. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans according to client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

Toraj Nowkhasteh is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank since 2013. Outside of his advisory role, he works part-time as a food delivery driver. 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 integrates research and analytics with a broad range of brokerage and advisory solutions.