Daniel Rosales is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Northwestern Mutual in various capacities over 12 years before joining Mass Mutual in 2020. Outside of his advisory role, he also works as an insurance broker specializing in life, disability, long-term care, and variable annuities. Mass Mutual Investors Services, LLC 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 seminars, structuring advisory relationships with an emphasis on collaborative, annual financial planning and a range of event-driven planning services.

Michael Chvedov is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation with one year of industry experience. Before joining J.P. Morgan Securities, he held various roles including deli worker at Husky Deli. Outside of finance, he works as a dog walker through Rover. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research supported by a manager solutions team, with a focus on eligible strategies that may incorporate ESG criteria.

Wan Lok Vanessa Cheung is a financial advisor at Wells Fargo Clearing with three years of industry experience. She holds the Series 63 designation and has worked at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A. prior to joining Wells Fargo. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm uses research and analytics to evaluate investment options and offers both brokerage and advisory solutions across a large platform of assets and advisors.

Howard Hwa is a Series 66-licensed financial advisor at Morgan Stanley with two years of industry experience. Prior to joining Morgan Stanley, he worked at Monsoon Bellevue and Joey Kitchen. He is also affiliated with the University of Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured discovery processes and advanced modeling tools.

Paul Frederick is a financial advisor at Wells Fargo Clearing with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at A. G. Edwards & Sons, Inc. for 12 years. Outside of his advisory work, he serves as a co-guardian for his son. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm utilizes research and analytics to support its diversified investment approach and offers a range of brokerage and advisory solutions.

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 at Morgan Stanley with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank since 2015, previously serving at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management offers advisory programs to individuals and institutions, providing tailored financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and employer-sponsored 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.

Monica Johnson is a Series 66 credentialed financial advisor at Morgan Stanley based in Seattle, WA, with one year of industry experience. Her prior roles include positions at Parametric and UHERO, as well as academic work at the University of Hawaii Manoa. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a wide range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

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 10 years of industry experience. She holds a Series 66 designation and has worked at Merrill and JPMorgan Chase Bank, N.A. during her career. Her background also includes a four-year tenure at Simply Urban. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research and may incorporate ESG criteria in its recommendations.