Ethan Alfrey is Vice President and Financial Consultant at Fidelity Investments, where he has been employed since 2001. He has held several roles within the company, starting as a Service and Trading Representative, then moving to Retirement Planning Group Representative, Internal Retirement Counselor, Account Executive, and currently serving as Vice President, Financial Consultant since 2011. In his current role, Ethan focuses on building strong personal relationships through financial planning to help clients make decisions aimed at growing and maintaining their wealth. He works to identify strategies that align with clients' short and long term goals and provides guidance through their financial needs. Ethan holds a California Insurance License. Outside of his professional work, he enjoys biking, boating, family activities, movies, and traveling.

Kimberly Tucker is a financial advisor at Raymond James & Associates with 29 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Wells Fargo Clearing, Morgan Stanley, and Hall & Dornan Capital Partners. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Dack is a CFA® charterholder with 16 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2025 after 12 years at Goldman Sachs & Co. He serves as treasurer for the Seattle Children's Museum. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Ngocha Nguyen is a financial advisor at Merrill with 13 years of industry experience and holds a Series 66 designation. Prior to returning to Merrill in 2022, Nguyen worked at Morgan Stanley and Bank of America. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Owen Gortner is a Series 66-licensed advisor with LPL Enterprise LLC, based in Mercer Island, WA. He joined the financial industry in 2026 following roles at Equitable Advisors, Bellevue School District, and Crossfire Premier, among others. His background includes work experience in education and corporate settings prior to entering the advisory field. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, a range of investment programs, and insurance products, supported by an integrated platform that combines advisory services with product sales.

Cliff Loh is a financial advisor with Merrill in Bellevue, Washington, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has been with Bank of America and Merrill since 2015. Outside of his advisory role, he is involved in the hospitality industry as a server at Regent Bakery and Cafe in Redmond, Washington. 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 model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Piper Laak is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 credential and has prior experience as a full-time student at the University of Washington and brief roles at McCollum Crowley P.A., Eastview High School, and Agua Verde Paddle Club. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting through various programs and a range of portfolio management styles.

Jonathan Gratz is a financial advisor at Equitable Advisors with 10 years of industry experience. He holds the Series 66 designation and has worked at Equitable Advisors since 2016, including a prior role at Axa Advisors, LLC. 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, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Daniel Duke is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill since 2010 and is also affiliated with Bank of America. Outside of his advisory role, he serves as an advisory board member for American Friends of SMUS, a nonprofit fundraising organization supporting St. Michaels University School in Victoria, Canada, where he is an alumnus. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Erin Scannell is a financial advisor with Ameriprise in Mercer Island, WA, holding Series 63 and Series 65 credentials and 26 years of industry experience. She has been with Ameriprise and its affiliate since 1999. Outside of advising, she serves as Vice Chair on the Board of Directors for the Academy of Finance and is CEO of Kid Exercises, a business focused on financial education for children through a mobile app. Ameriprise offers a retirement-income planning service targeting individuals with substantial investable assets, delivering non-discretionary, research-driven recommendations that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines algorithmic tools with personalized advisor input and provides a broad range of advisory, brokerage, and insurance solutions.

Adam Hargrave is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation and 18 years of industry experience. His career includes multiple roles within Wells Fargo entities since 2012. Outside of his advisory work, he is a partial owner of a temporary staffing company. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutions, offering a broad range of planning options tailored to clients who meet certain net-worth criteria.

Zachary Martinson is a CFP® with nine years of industry experience, currently advising at Equitable Advisors in Bellevue, WA. His work history includes roles at Equitable Advisors and its predecessor entities since 2017, as well as prior experience with Seattle Sounders and Pacific Lutheran University. He is also involved with DABYN Wealth Strategies, LLC. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored and endorsed platforms.

Julia Kraplin is a financial advisor at J.P. Morgan Securities with one year of industry experience. She holds a Series 66 designation and has previously worked at First Republic Bank, Loomis, Sayles & Company, and Babson College. J.P. Morgan Securities 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 broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis.

Joshua Elder is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at Thornburg Investment Management and various positions outside the financial industry. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, delivering tailored financial planning and managing approximately $2.74 trillion in assets. The firm uses structured planning tools and models to support its financial planning process, serving clients in both advisory and brokerage capacities.

Robert Schmidt Jr. is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He worked at Oppenheimer & Co., Inc. for 20 years before joining Stifel in 2017. He serves as co-trustee and beneficial interest holder in several irrevocable family trusts. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Robert Grella is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009 and also independently owns and operates Westmark Financial Services Inc., an insurance sales business he founded in 1992. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, retirement plan consulting, and brokerage services supported by extensive research and model portfolio options.

Qinglian Gao is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and five years of industry experience. Gao previously worked at SECO Development Inc (Overseas Branch) for seven years before joining Morgan Stanley, where they have been since 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and combines common large-firm services with specialized activities such as private fund relationships and principal trading.

Scott Dale is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and previously worked at JP Morgan Securities LLC for seven years before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Noah Douglas is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 66 designation and previously worked at Capital Analysts, Lincoln Investment, and MS International. Outside of advising, he serves as a client service manager at Encompass Financial Life Planning. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of advisory programs, financial planning, retirement plan consulting, and brokerage services supported by research, model portfolios, and technology-driven investment solutions.

Jadon Sand is a financial advisor at Fidelity with 11 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked across multiple divisions of Fidelity since 2015. Outside of his advisory role, he is involved in photography through Grains of Sand Photography, conducting small photo shoots. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a combination of fundamental research and quantitative analysis to construct model portfolios using mutual funds, ETFs, and ETPs, and it utilizes algorithmic strategies and AI in its investment process.