David Van Deusen is a financial advisor with Thrivent Investment Management in Kirkland, WA. He holds a Series 66 designation and has 11 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he is involved in buying and selling sports and music memorabilia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without portfolio management for institutional clients. The firm offers these planning services through a network of financial advisors and allows clients to combine planning with managed accounts under a consolidated billing option.

Jeffrey Alewine is a Certified Financial Planner® with 14 years of experience, currently serving at J.P. Morgan Securities in Bellevue, WA. He has been with JPMorgan Chase Bank N.A and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Travis Warnock is a financial advisor with Equitable Advisors, holding a Series 66 designation and 15 years of industry experience. He has been with Equitable Advisors since 2010 and previously worked at Axa Advisors. Outside of his advisory role, he has a partnership in Warnavak LLC, a rental property business. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Michael Rossman is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor, Townsend and Kent. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a broad range of advisory programs and financial services supported by model portfolios, third-party subadvisors, and research from LPL Research.

Adam Little is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 license and 15 years of industry experience. He has been with Bank of America and Merrill Lynch Pierce, Fenner & Smith, Inc. since 2011. Outside of his advisory role, he serves on the investment committee of the Portland Art Museum. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and charitable organizations.

Robin Kagan is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and nine years of industry experience. Prior to joining LPL Financial in 2020, Kagan worked at firms including Berkshire Hathaway/Baside Realty, HomeSmart One Realty, and Bankers Life Advisory Services. Outside of advisory work, Kagan is involved with Northwest Home Solutions, Inc. as a real estate broker and has business interests with Dynama Pursuits LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management backed by resources from LPL Research and third-party subadvisors.

Alexander Ward is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Addison Avenue Investment Services and First Tech Federal Credit Union. Outside of his advisory role, he is also an associate at Addison Avenue Investment Services, providing investment advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions, using tailored, non-discretionary approaches supported by analytical and risk-profiling tools.

Lawrence Mcausland is a financial advisor at LPL Financial with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. He serves as a trustee for the Lawrence Calvert Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Samuel Furseth is a financial advisor at Equitable Advisors in Seattle, WA, holding Series 63 and Series 66 credentials with two years of industry experience. His prior work includes roles at Capitol Centre Market and Impact Hamps Farm. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Zachary Gibson is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Russell Investments and The First Tee of Greater Seattle. Charles Schwab 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 discretionary separately managed accounts and employs multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Russell Paris is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked within various divisions of J.P. Morgan since 2015, including JP Morgan Securities LLC and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Ian Wang is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career background includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning arrangements.

Bernadette Mc Keown is a financial advisor at Merrill with 27 years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at J.P. Morgan Chase Bank and JP Morgan Securities. She has been with Merrill since 2018. Merrill, together 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party teams.

Nini Wu is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Cetera, among other firms. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Anthony Quail is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. before entering the financial services industry. 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 discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

David Helman is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent a year with Wells Fargo Advisors, LLC. 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 options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, incorporating a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Angel Woo is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked at Ascent Capital Advisors Limited and spent several years at The Chinese University of Hong Kong. Outside of her advisory role, she has engaged in real estate ownership unrelated to investment activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement-income planning, utilizing proprietary research and algorithmic tools to provide tax-aware withdrawal strategies and dependable income recommendations.

Brett Barton is a financial advisor at Morgan Stanley with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management (MSWM) provides a range of advisory programs to both individual and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and serves clients through direct engagements as well as corporate financial planning agreements.

Denise Tanaka is a financial advisor with Raymond James & Associates in Kirkland, WA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2017, she worked at Morgan Stanley Smith Barney for eight years. Outside of advising, she teaches piano to children ages 5 to 15. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

David Metz is a financial advisor at Ameriprise in Bellevue, WA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2005. Metz serves as Board Chair of Congo Peace, a nonprofit organization. Ameriprise is an institutional firm offering retirement-income planning services for individuals with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.