Carol Linthicum is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate financial planning agreements.

Aidah Larsen is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and eight years of industry experience. She has previously worked at Fidelity Investments and Morgan Stanley. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a range of investment advisory services, financial planning, and retirement plan consulting supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Rebecca Olson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Vickie Kozuck is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has previously worked at A. G. Edwards & Sons, Inc. for ten years before joining Wells Fargo Clearing in 2016. Outside of her advisory role, Kozuck serves on the finance committee for St. Mary Magdalen and has held leadership positions with the Lynnwood Rotary Communication Foundation's investment committees. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Bryce Higgins is a financial advisor at Raymond James Financial with three years of industry experience. He holds the Series 66 designation and has worked at Raymond James Financial and its affiliated entities since 2021. Outside of advising, he is involved with 360 Capital Inc. in Silverdale, WA, where he assists with daily branch operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs non-discretionary planning tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Sosna Biniam is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, Biniam held various roles at Yale University and participated in community outreach through Empowering Youth and Families Outreach. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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 accumulating eight years of industry experience. He has worked with JPMorgan Chase Bank and its affiliates since 2004, with a continuous tenure at J.P. Morgan Securities since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program utilizes centralized due diligence combining quantitative and qualitative research and may incorporate an ESG framework in its recommendations.

Michael Smith is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as experience in the technology sector with Apollo Robotic Technologies, Inc. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and a combination of quantitative and qualitative research.

Andrew King is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Morgan Stanley in 2024, he worked at Russell Investments from 2020 to 2024 and had roles at TwoDegrees in 2018–2019 and 2020. Morgan Stanley Wealth Management is an investment adviser and broker-dealer serving both individual 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 employs a structured financial planning process utilizing firm-approved tools and methodologies.

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 Series 66-licensed financial advisor with Edward Jones in Seattle, Washington, and has 11 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 high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 in Seattle, WA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Bank since 2010 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from its Investment Institute and third-party sources to guide its investment approach.

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 in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Wells Fargo Clearing, Shen worked at Wells Fargo Bank and has experience in the retail and restaurant sectors. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.