John Mallahan is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, he worked in various roles including positions at Evolucion Innovations, Inc and CapTech Ventures, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations with proprietary research to tailor plans to clients’ goals and risk tolerances. The firm operates with capabilities that include institutional trading, wealth management, and a broad range of capital markets services.

Jennifer Bromberg is a Certified Financial Planner (CFP®) with eight years of industry experience, currently affiliated with Cambridge Investment Research Advisors. Prior to joining Cambridge in 2018, she held positions at US Bank from 2015 to 2018. She serves as Vice President and board member of the Sammamish Chamber of Commerce. Cambridge Investment Research Advisors serves a diverse range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion dollar asset base across multiple platforms and custodians.

Jeffery Reese is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has worked at LPL Financial since 2008 and has been associated with Washington State Employees Credit Union since 2004. Reese spends part of his time engaged in non-variable insurance through WSECU Insurance Services. 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, third-party asset management, and institutional platforms, supported by extensive operational tools and a large network of more than 22,800 advisors.

Douglas St John is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2021 and held prior roles at Panorama Advisors LLC and Waddell & Reed, Inc. St John is also involved with the Washington State Society of American Forests Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions, with a broad platform that includes model portfolios, third-party management, and institutional programs.

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.

James Neill is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 65 and Series 63 credentials and bringing 11 years of industry experience. Prior to joining Morgan Stanley in 2022, he worked at Hightower Advisors for eight years and Thrivent Investment Management Inc for twelve years. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm‑approved tools and methodologies such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through Corporate Financial Planning agreements.

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. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has worked with Boeing Employee Credit Union and Linsco/Private Ledger since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 Series 66 and Series 63 licenses and has worked at firms including JPMorgan Chase Bank, Merrill, Bank of America, and TD Ameritrade. Spencer is based in Seattle, WA. Charles Schwab & Co., Inc. serves a large client base, 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 combination of non-discretionary and discretionary investment management solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Jake Elfstrom is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to his current role, he was involved in several entrepreneurial and service positions, including work with Liberty Select Basketball Association and operating in the food service sector. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset management programs through a network of Investment Adviser Representatives, utilizing a range of third-party advisory models and investment products.

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, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2000 and previously operated Financial Advocates Advisory Services, an independent registered investment advisory firm. Brundige also provides fixed insurance services through his role at Financial Advocates Agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.