Investors are navigating a shifting market landscape, with US equities reaching new all-time highs and uncertainty. While markets remain focused on strong fundamentals, the economic outlook remains complex. How can investors find opportunities and stay focused on their long-term wealth plan?

Join us for the next installment of our quarterly webcast, Q3 2025 Investing Insights: Macro and Markets, for a candid discussion with key members of our investment strategy team.

We’ll provide insights on major events during the past quarter and explore the potential impacts on markets and portfolios. Key topics include:

• Key developments with tariffs, trade, and deficit
• Shift from US-centric investing to regional diversification
• AI innovation and the new digital infrastructure
• Investment opportunities in public and private market assets

Michelle Walker, CFA®, Managing Director; Chief Investment Officer, Moss Adams Wealth Advisors

Michelle has worked in the financial services industry since 1993, and is experienced in multi-asset class allocation, portfolio construction, and macroeconomic analysis, as well as traditional and alternative manager due diligence.

As chief investment officer, Michelle leads the Investment Research and Portfolio Management (IRPM) team and the Investment Committee (IC). She’s primarily responsible for aligning investment research and analysis to serve the needs of clients.

Dominic Cellitti, CFP®, MBA, MSF, Senior Financial Advisor, Moss Adams Wealth Advisors

Dominic has provided financial planning solutions and investment advice to clients since 2013. Primarily serving closely held businesses, executives, and families, Dominic helps clients prepare for transactions, retirement, and other complex wealth management needs by leveraging his expertise in cash flow planning, investment diversification, and risk management.

Dominic also focuses on the wealth aspects of estate planning, including multigenerational planning, gifting, and charitable giving strategies.