David Reiter is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Merrill since 2009 and Bank of America since 2000. 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 strategies for a range of clients including individuals, high-net-worth clients, pension plans, and charitable organizations.

Kevin Campbell is a Series 65 licensed financial advisor with Raymond James Financial Services Advisors, Inc. in Poulsbo, WA, bringing 10 years of industry experience. He previously worked at USA Financial Securities, Change Path LLC, LifePro Asset Management, and has been associated with Peaks Financial since 2009. Campbell is also an insurance agent with CP Autority, LLC, providing fixed insurance and annuity solutions. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical modeling and supports a wide advisor network with specialized programs, including municipal advisory and SIMPLE IRA Employer Advisory services.

Greg Leclair is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, as well as experience at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

Chase Ekins Gulick is a financial advisor at Robert W. Baird & Co. in Seattle, WA, holding a Series 66 credential with six years of industry experience. His prior roles include positions at Edward Jones and Sage Advisors LLC. Outside of finance, he serves as an independent volleyball official for the Greater Seattle and Puget Sound regions and participates on the Western Washington Board of Collegiate Volleyball. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a range of clients including individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers to implement tailored investment strategies.

Adam Cousino is a financial advisor with Ameriprise based in Tampa, FL, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Merrill and Bank of America. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a centralized consulting approach, serving clients through a wide range of advisory, brokerage, and insurance solutions.

Ava Greer is a financial advisor at Cetera with Series 63 and Series 65 licenses and one year of industry experience. She previously held roles at Northwestern Mutual Wealth Management Company, Pillar Financial, and Amazon. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, and institutional clients with a range of portfolio management, financial planning, and retirement services. The firm operates a multi-manager platform offering model portfolios, third-party managers, and bespoke strategies, managing over $256 billion in assets through more than 10,000 advisors.

John Russell is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a wide 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 financial plans and portfolio management to clients’ goals and risk tolerances.

Amadeus Frega is a financial advisor with Edelman Financial Engines, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at E*TRADE Capital Management LLC, E*TRADE Securities LLC, and TD Ameritrade. Edelman Financial Engines provides technology-enabled investment advisory services focusing on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Kimberly Scarlett is a financial advisor at Robert Baird & Co. with 25 years of industry experience. She has been with Robert Baird since 2014 and holds Series 63 and Series 65 designations. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that advises a diverse range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored financial planning and portfolio management services using both in-house and third-party managers, and provides access to traditional and complex investment strategies.

Sarah Fitch is a Series 66-licensed financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 1999. Outside of her advisory role, she serves as treasurer for the Tudor Manor Home Owners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm emphasizes tailored financial planning and portfolio management supported by proprietary research and a broad range of capital markets services.

Adrian John is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Seattle, WA. He previously worked at Edward Jones for 12 years and has operated his own financial services firm since 2022. Outside of his advisory work, he owns a rental property for which he hires management and handles mortgage payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting and supports a large network of advisors with specialized programs, including municipal advisory and SIMPLE IRA employer consulting services.

Shane Buller is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He focuses on understanding his clients' priorities to develop strategies aligned with their short-, mid-, and long-term financial goals. His services cover areas including general investing, retirement planning, and saving for unforeseen expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Shane works closely with clients to discuss their goals, concerns, and questions, providing ongoing advice and guidance as their needs evolve. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, he earned a Bachelor's Degree from the University of Washington. He approaches his role with a focus on uncovering what matters most to clients and their families to help create effective financial strategies.

Matthew Charbonneau is a financial advisor at Edward Jones in Seattle, WA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Brittany Terlaje is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds the Series 66 designation and has worked at J.P. Morgan Chase Bank, N.A. and Merrill prior to her current roles. She was also involved with Simply Urban from 2018 to 2022. 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 its Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment advisory registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Danielle Boone is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, currently also serving at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process with firm-approved tools and serves clients through both direct and corporate financial planning agreements.

Paul Miller is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he spent eleven years with IAM&AW District 160. Miller serves as a finance council member for Our Lady Star of the Sea in Bremerton and is a board member of the Manette Business Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Antwan Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at Bank of America and Movement Mortgage. Outside of his advisory role, he works as an Uber driver in Bellevue, WA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Gregory Tognan is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. during multiple periods between 2015 and the present. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional accounts.

Ginger Wasylik is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Morgan Stanley and Charles Schwab. Outside of her advisory role, she owns GlimmerStick Creations, LLC, where she facilitates SoulCollage® and Laughter Yoga events, and also works part-time in retail at Sebastiano's Natural Wine. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income advice is supported by proprietary research and algorithmic tools and features enrollment criteria tied to investable assets and affiliated investment options.

Reyna Parcells is a financial advisor at RBC Capital Markets in Seattle, WA, with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Robert W Baird, and Morgan Stanley, among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.