Abigail Peterson is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. She has worked within various roles at Morgan Stanley since 2019, including Morgan Stanley Private Bank, N.A. from 2023 onward. Her prior experience includes positions at Gateway Industrial Properties, Chapman University, Harvey & Company, LLC, Symetra Financial, and DYLN Inspired. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and broad investment offerings.

Hunter Moreira is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank since 2017 and 2018, respectively, as well as earlier positions outside finance at The Views Golf Course and Starbucks. 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 offers a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized operational structures.

Shachee Gandhi is a financial advisor at Charles Schwab with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill, TD Ameritrade, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Raymond James Financial Services prior to her current role. 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Alexander Riccobono is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Key Bank, and RBC Wealth Management. Prior to his advisory career, he was employed at Holland America Group for four years. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program options.

Martin Wairimu is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His work history includes roles at Amazon, GrubHub, and Primerica Financial Services. Outside of advising, he owns a hauling business transporting Amazon products across several states. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Carter Black is a financial advisor at Morgan Stanley in Bellevue, WA. He holds a Series 66 designation and joined Morgan Stanley in 2026. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that incorporates firm-approved tools and outcome modeling techniques.

Ryan Griffith is a financial advisor with Equitable Advisors in Kenmore, WA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Griffith is also the managing partner of Integrity Financial Wealth Management, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Patrick Kuo is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Margaret Haslach is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. She has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Haslach is involved in community and professional organizations, serving on the financial subcommittee and as treasurer for GENPRIDE, and she is active in public speaking and networking groups such as Females & Finance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and strategies, including proprietary and third-party models, with flexible discretionary or non-discretionary management tailored to client objectives.

Cathleen Ackley is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on assisting clients in developing personalized financial plans that align with their unique goals and values. Her approach prioritizes understanding clients' life priorities, aspirations, and legacies to create comprehensive strategies that address areas such as college education planning, legacy planning, liquidity management, philanthropic planning, special needs planning, and wealth management for women. Cathleen holds professional designations including Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from Northern Illinois University. In addition to her professional activities, she is involved with organizations such as the Disability Action Network (DAN) and Merrill Women's Exchange, and contributes to community initiatives including DECA, the Washington CMV Project, and Special Olympics. Raised in the Chicagoland area and a Northwest resident since 2005, Cathleen has personal interests in nature and the arts. She enjoys traveling, wine tasting, exploring culinary experiences, and spending time outdoors in the Pacific Northwest. Her hobbies include baseball, cooking, dancing, drawing, ice hockey, music, painting, photography, and quality time with her family.

Jasmine Foreman is a financial advisor with Robert Baird & Co. in Seattle, WA. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Baird, she worked in logistics and held roles at Seattle University, Chartwells, Famous Footwear, Firehouse Subs, and in education. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management, utilizing a range of strategies from traditional allocations to more complex approaches, along with municipal advisory and public finance services.

Alexis Green is a financial advisor at UBS Financial Services with three years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at firms including New York Life Insurance Company, NYLIFE Securities LLC, Eagle Strategies LLC, and PGR Financial. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and advisory solutions.

Alan Blinn is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory work, he is involved in independent insurance brokering focused on long-term care. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored retirement-income advice through a centralized consulting team.

Gregory Anthis 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 five years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his daughter's trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a diverse range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Stoeser is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Juman Sung is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Juman held various roles related to education and seasonal work, including positions at Vanderbilt University and Camp Twin Creeks. 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 and profit-sharing plans, corporations, and charitable organizations.

Jennifer Hamlyn is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She worked at Merrill for 37 years before joining LPL Financial in 2023. Hamlyn is also a commissioned notary. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and planning services, utilizing both discretionary and non-discretionary management supported by research and multiple portfolio strategies.

Jamie Pickard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also maintains a role at The Melting Pot. Additionally, he has been associated with Wells Fargo Bank since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. 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.

Nicholas Jordan is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Amit Trivedi is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of 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 to tailor plans to clients’ goals and risk tolerances.