Kathleen Eggers is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. She has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, following a 16-year tenure at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including customized financial planning supported by firm-approved tools and methodologies.

Tai Nguyen is a Financial Advisor at Merrill Lynch Wealth Management. He works directly with clients to define their financial goals and develop portfolio strategies tailored to their needs. Tai provides ongoing advice and adjusts financial plans as clients' circumstances evolve. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Tai earned both his Bachelor's Degree and Master of Business Administration (MBA) from the University of Washington. He communicates with clients in English and Vietnamese.

Yumi Summers is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked with various branches of JPMorgan Chase since 2011 and was involved with MyMarketplace.us from 2013 to 2017. J.P. Morgan Securities provides institutional consulting services focused on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments, using a research-supported and forward-looking advisory process.

Shane Phillips is a financial advisor at Ameriprise with 14 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2020, following roles at Bank of America and Merrill. Outside of his advisory work, he serves on the Board of Directors and as Treasurer for the Forest Park Estates HOA in Auburn, Washington. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide customized recommendation reports through a centralized consulting team.

Forrest Piatt is a financial advisor at Equitable Advisors with one year of industry experience. He holds a Series 66 designation and previously worked in education, including six years with the Selah School District and currently serves as a head coach at Selah Middle School District. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives.

Steven Voiland is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 25 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2001. Outside of his advisory role, he has ownership in Voiterra LLC, a real estate and commercial property business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, goal-based planning without discretionary investment authority.

Sara Emru is a financial advisor with LPL Financial in Bellevue, WA, holding the Series 66 designation and two years of industry experience. Her prior work includes roles at Envestnet and Addepar, along with earlier positions at Whole Foods Market and the University of Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on both customized and model-driven investment strategies.

Colin Turner is a financial advisor at LPL Enterprise with five years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved in financial planning and investment advisory services through affiliated businesses in Olympia, Washington. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm uses model-driven investment implementation with access to third-party asset managers and operates as a broker-dealer with ancillary insurance and trust services.

Carolyn Morrissey is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones, she worked with the Riley Home Team and has a background that includes a role at Our Lady of Guadalupe School. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over one trillion dollars in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Frances Schram is a financial advisor with Ameriprise in Renton, WA, holding Series 65 and Series 63 licenses and possessing 12 years of industry experience. She has been associated with Ameriprise since 2013 and is also president, CEO, and CFO of Schram & Associates, a tax preparation business. Schram is involved in an entrepreneurial venture related to real estate lending through a self-directed IRA-funded LLC. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement planning with tax-aware withdrawal strategies, supported by investment research and algorithmic analysis.

Jason Richert is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Cetera and has held roles at Voya Financial Advisors and McKay Wealth Management. Richert also owns Richert Enterprises LLC and is involved in life settlement sales through Cetera-approved vendors. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to a range of third-party money managers.

Jeremy Blackburn is a financial advisor with LPL Financial in Renton, WA, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Boeing Credit Union since 2012, LPL Financial since 2012, Chase Investment Services Corp. in 2010, and Waddell & Reed from 2009 to 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a variety of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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 Prudential Equity Group. Prior to her financial services career, she spent nine years at Nordstrom. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

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 with Merrill in Bellevue, WA, holding a Series 66 designation and 13 years of industry experience. Her career includes positions at Merrill, Morgan Stanley, Wells Fargo Clearing, and TD Ameritrade. She has been with Merrill and Bank of America since 2016. 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, pensions, corporations, and charitable organizations.

Owen Gortner is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and beginning his career in the industry in 2026. His work history includes roles at Equitable Advisors, Bellevue School District, Crossfire Premier, and Keyence Corporation of America, among others. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Cliff Loh is a financial advisor with Merrill in Bellevue, WA, holding Series 66 and Series 63 licenses and has 12 years of industry experience. He previously worked at Equitable Advisors before joining Bank of America and Merrill in 2015. Outside of his advisory role, he is involved in the restaurant business 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has 11 years of industry experience. His prior experience includes roles at Axa Advisors and Edward Jones. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a network of Investment Adviser Representatives and offers multiple advisory models through in-house and third-party solutions.