Michael Vint is a financial advisor at Morgan Stanley in Seattle, WA, with eight years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent a year at Goldman Sachs & Co. LLC. Outside of his advisory role, he is involved with Powersports Northwest LLC as an investor and board member in the recreational sector. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing structured discovery processes and firm-approved tools to support clients' investment decisions.

Anthony Cosme is a financial advisor with Primerica Advisors in Everett, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work includes roles at Swedish Medical Center and Kalck Ambulance, alongside ongoing affiliations with PFS Investments Inc and Primerica Financial Services. He is involved in sales of investment-related products and also participates in referral activities for home security and automation services through affiliated companies. 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 accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, emphasizing a tiered percentage-based fee model.

Alessandro Gulino is a financial advisor at Edward Jones in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Okta, Federated Insurance, and Convoy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large network of financial advisors and branch offices across the United States.

James Neill is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 65 and Series 63 registrations with 11 years of industry experience. He previously worked at Hightower Advisors and Thrivent Investment Management Inc. He has been with Morgan Stanley since 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through dedicated advisors and estate planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques in its financial planning process.

Scott Hill is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at RBC Capital Markets since 2008 and concurrently at City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves individual investors, institutional clients, and charitable organizations with a range of wrap fee advisory programs offering portfolio management, financial planning, custody, and brokerage services. The firm employs tailored investment strategies combining in-house and third-party managers, with options for tax management and responsible investing.

Brian Petersdorf is a financial advisor at Robert W. Baird & Co. in Seattle, WA, with 16 years of industry experience. He holds the Series 66 designation and has been with Robert W. Baird & Co. since 2006. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides financial planning, portfolio management, and consulting services tailored to client goals and risk tolerances, utilizing a range of investment strategies and overlay services.

Michael Rackner is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Boeing Employee Credit Union and Linsco/Private Ledger since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from LPL Research and third-party subadvisors.

Camille Adair Hatch is a financial advisor at Thrivent Investment Management with 11 years of industry experience. She holds the Series 66 designation and has been with Thrivent and its affiliated firms since 2014. Outside of her advisory role, she and her husband occasionally sell a small number of sports event tickets at face value due to scheduling conflicts. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing comprehensive, goal-based financial analyses without discretionary trading authority. The firm’s services focus on planning topics such as retirement, tax, estate, and special needs planning, delivered through a large network of Financial Advisors.

Spencer Daw is a financial advisor at Charles Schwab with 14 years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at several notable firms including JPMorgan Chase Bank, Merrill, and TD Ameritrade. Daw’s background includes roles in both brokerage and investment advisory capacities. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated services. The firm provides a blend of non-discretionary and discretionary investment management options supported by a multi-asset model portfolio approach and centralized custody and supervisory functions.

Jake Elfstrom is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has one year of industry experience. Prior to his advisory role, Jake was involved with the Liberty Select Basketball Association and worked in the food service industry. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, brokerage services, insurance distribution, and access to third-party asset management programs, operating through a dual SEC-registered investment adviser and broker-dealer model.

Linda Larner is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America N.A., where she has worked since 1978. Merrill, in conjunction 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.

Bruce Brundige is a financial advisor with LPL Financial in Newcastle, WA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with LPL Financial since 2000 and operates Financial Advocates Advisory Services, an independent registered investment advisor, since 2009. He also provides fixed insurance through Financial Advocates Agency and offers fixed insurance products including long-term care, disability, and term life insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, supported by research and model portfolios from LPL Research and third-party providers.

Loren Winter is a CFP®-designated financial advisor with Edward Jones in Kirkland, WA, bringing 19 years of industry experience, all of which has been with Edward Jones since 2007. He serves as the head of finance at Arbor Church in Woodinville, WA, where he assists in overseeing the church’s financial operations. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients with a broad range of advisory programs and investment options, supported by a large national network of financial advisors and branch offices.

Trong Pham is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing comprehensive financial services to executives, physicians, and business owners. He employs a methodical and analytical approach to financial planning, focusing on complex cases and delivering customized advice in areas such as cash management, lending services, asset allocation, and portfolio management. Trong holds a Bachelor's Degree from Washington State University and a Master's Degree from City University of Seattle. He is a Personal Investment Advisor (PIA) and has a background as a corporate executive and engineer. His expertise encompasses college education planning, family wealth management strategies, retirement planning, socially responsible investing, and small business strategies. Committed to community involvement, Trong serves as the President of the Greater Seattle Vietnamese Chamber of Commerce and co-founded the Ethnic Chambers of Commerce Coalition. He has also held board positions with organizations including SEAFAIR. His community activities extend to participating in film production, food bank services, and various community events.

Irena Romanyuk is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and access to various investment strategies. The firm employs a structured planning process that utilizes proprietary tools and models to assist clients in financial decision-making.

Sean Collins is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2010, including a concurrent role at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

James Zervas is a financial advisor with Mass Mutual Investors Services in Seattle, WA. He holds the Series 66 designation and has five years of industry experience, including prior roles at Equitable Advisors and Mass Mutual Insurance Company. Outside of his advisory work, he is also engaged as an insurance broker specializing in life, fixed annuities, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative approach that emphasizes client goals and generally recommends investment categories rather than specific products.

Brian Rayfield is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and with 24 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support tailored financial strategies.

Matthew Truscott is a financial advisor with Ameriprise in Redmond, WA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he is involved in real estate ownership. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Yelena Alhadeff is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 designations and has been with J.P. Morgan in various capacities since 2009. 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. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.