Sosna Biniam is a financial advisor with J.P. Morgan Securities in Seattle, WA. Holding a Series 66 designation, they began their industry career in 2026 and have experience at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to entering the financial sector, Biniam was involved with Yale University in various capacities, including roles at the Economics Department and the Office for Educational Opportunity. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver customized advice.

Robert Nelson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Nelson is also the sole proprietor of Paralis LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Pamela Malcolm is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Early Bird Retirement from 2020 to 2023 and spent 24 years at The Boeing Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Timothy Howell is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has been with JPMorgan Chase Bank and its affiliates since 2004. 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 a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Michael Smith is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 credentials and possessing 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as experience with Apollo Robotic Technologies, Inc. and Extreme Reach. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Andrew King is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley, he worked at Russell Investments for four years and had multiple roles at TwoDegrees. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual relationships and corporate agreements.

Tricia Komen is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary investment models as part of its advisory process.

Renee Walden is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with 10 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies and affiliated investment products through a large national network of advisors and branch offices.

Daniel Adriatico is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. He previously worked at EK Riley Investments for 15 years before joining Morgan Stanley in 2021. Outside of his advisory role, he manages a home rental property in Bremerton, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, with approximately $2.74 trillion in client assets under management. The firm’s financial planning utilizes structured discovery and approved tools, including scenario modeling, and serves clients both directly and through corporate agreements.

Hiu Ying Crystal Ha is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Her background includes roles at Wells Fargo and various positions outside finance, such as work with the Sunny Language Academy and the University of Washington. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Jacob Mcbride is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2017. Prior to his financial services career, he was involved with Eastridge Church for five years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Stacie Farrell is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA, and has 15 years of industry experience. She has been with Edward Jones since 2010. Outside of her advisory work, she manages a rental property as a landlord and property manager. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a range of advisory programs and investment options. The firm has a large national footprint with over 23,000 advisors and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Taylor Cox is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. His work is based in Shoreline, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Steven Rivera is a financial advisor at Fidelity with 12 years of industry experience. He holds a Series 66 designation and has previously worked at JP Morgan Chase and Bank of America/Merrill Lynch. Rivera is based in Seattle, WA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, employing a process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its roles in fund advisory, use of AI and systematic methodologies, and formal advisory positions with multiple registered investment companies.

Nianfei Shen is a financial advisor at Wells Fargo Clearing with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Wells Fargo Clearing, Shen has held positions at Wells Fargo Bank, Trader Joe's, and the Dolar Shop Restaurant Group. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Shanna Lisherness Griffin is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. She has been with Morgan Stanley since 2009, including positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she occasionally blogs about non-toxic baby, children, and home products through her sole proprietorship. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutions, providing tailored financial planning and managing trillions in client assets. The firm uses structured planning tools and a comprehensive investment approach, serving clients through both direct and corporate financial planning arrangements.

Dillon Stuart is a financial advisor at Charles Schwab with Series 66 and Series 63 credentials and four years of industry experience. His prior roles include positions at UBS Financial Services, Inc. and The Vanguard Group, Inc. He has also worked in various non-financial sectors, including retail and education. Charles Schwab & Co., Inc. serves 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 solutions supported by multi-asset model portfolios and centralized operational infrastructure.

Garrett Esperum is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2012, and was previously involved with Sonadei, LLC for 12 years. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment processes.

Fiqri Dine is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He has held various roles within J.P. Morgan entities since 2014, including positions at J.P. Morgan Investment Management Inc. and J.P. Morgan Chase Bank NA. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these advisory services alongside affiliated brokerage and investment management capabilities.

Richard Dominguez is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and four years of industry experience. His background includes roles at Charles Schwab Bank, Charles Schwab & Co., Frost Bank, and various positions outside finance, including at Domino's Pizza and The University of Texas at San Antonio. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm combines a large client base with an integrated model offering both non-discretionary and discretionary investment management, centralized custody, and alternative investment options.