Regan Mueller is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Mueller was also involved in forming Mueller Capital Seattle, a private investment entity. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning solutions without providing individual security recommendations within standalone planning programs.

Peter Dierks is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and TIAA. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Anne Tipple is a financial advisor at Morgan Stanley in Seattle, WA, with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Darrell Douglas is a financial advisor at Ameriprise with 35 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Trent Sanden is a financial advisor with UBS Financial Services in North Bend, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Bret Edensword is a Series 66 licensed financial advisor with LPL Financial, based in Tukwila, WA. He has 13 years of industry experience, including roles at Boeing Employee Credit Union since 2018 and Edward Jones from 2013 to 2018. 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 financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

Tracy Forsythe is a financial advisor at LPL Financial with 28 years of industry experience. She holds the Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. Outside of her advisory role, she is a co-owner of Highlander Capital LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms.

Dylan Miyasaki is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and three years of industry experience. He previously worked at Apex Systems for two years before joining Ameriprise in 2018. Outside of his advisory role, he strings tennis racquets for friends as a small side activity. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

Alisoune Lee is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining RBC Capital Markets in 2025, Lee held roles at Coldstream Wealth Management, EP Wealth Advisors, Bank of America, Merrill, and Oiselle. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Edward Balfour is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Axa Advisors, with multiple tenures at Equitable Advisors dating back to 2000. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach integrates personal and plan information with risk assessments to match clients with various advisory models, utilizing both proprietary and third-party investment solutions.

James Hedden is a financial advisor at Morgan Stanley in Seattle, WA, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2014. Outside of his advisory role, Hedden is the owner of HL Partners LLC, a translation and localization business. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, offering advisory services without individual security recommendations in standalone plans.

Scott Stanley is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial since 2012. He operates under the Pharos Wealth Management name as a DBA for his LPL business, providing general wealth management 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 portfolios, third-party asset management, and institutional platforms.

Angela Mathews is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked for eight years at Evergreen HomeCare Services. Outside of her advisory role, she is the author and publisher of a self-published children's book sold primarily online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Rasmita Panigrahi is a Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she helps clients understand their financial situations and develop comprehensive plans tailored to their priorities and needs. Her approach involves working collaboratively with clients to create strategies aimed at achieving their financial goals. Before joining Fidelity Investments, Rasmita served as a Premier Banker at Wells Fargo from 2020 to 2021 and as a Wealth Advisor Associate at Morgan Stanley from 2018 to 2020. She holds a California Insurance License, which supports her work in financial planning and advising. Outside of her professional career, Rasmita enjoys cooking and baking, gardening, parenthood, and traveling.

Taylor Sporcic is a financial advisor at Edward Jones in Issaquah, WA, holding the ChFC® and Series 66 designations with seven years at Edward Jones and a total of four years of industry experience. Prior to joining Edward Jones, he worked at Auburn License Agency and Gosney Motor Parts Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network.

Man Chung Chau is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for five years and has been with Linsco/Private Ledger Corp. since 2005. Outside of his advisory role, he is a partner in raw land ventures through Rainbow Partners and Prosperity Partners. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Bryan Haigood is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 1984. 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 plans, corporations, and charitable organizations.

Patrick Galbraith is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 credential and 25 years of industry experience, all with UBS since 2001. He serves as First Vice President on the board of the United States Tennis Association and acts as Treasurer for the Goat Rocks Community Association in Washington. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and global research to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Keith Whitten is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He joined the firm in 2026 and has a prior background primarily in the hospitality and winery industries, including roles at Billesboro Winery and Lolawine LLC, which he operates as Lola Wine Lounge. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Michel Smith is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. His career includes roles at VOYA Financial Advisors and various entities he owns or operates, including Plannetics, LLC, an expense management firm. Smith also works as an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures.