Roger Boberg is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 23 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including 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 planning process that incorporates firm-approved tools and modeling techniques.

Eranious Murray II is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Financial Engines Advisors. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients, combining proprietary modeling with planner delivery and online tools to offer diversified portfolios and long-term investment strategies.

Ross Miller is a financial advisor at Wells Fargo Clearing with nine years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. Outside of his advisory role, he serves on the board of trustees for Woodinville Montessori School and co-owns a specialty dentistry practice with his spouse. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients, offering solutions supported by extensive research and a broad range of financial products.

Patrick Muldary is a financial advisor with Primerica Advisors in Lake Tapps, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of his advisory role, he owns PFM Enterprises, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Sarah Smith is a financial advisor with Morgan Stanley in Seattle, holding a Series 66 designation and six years of industry experience. She previously worked at Fidelity Investments and has experience in both private banking and wealth management. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools without providing individual security recommendations as part of standalone plans.

Tenzing Tsognyi is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 26 years of industry experience. He has spent 10 years each at Wells Fargo Clearing and Wells Fargo Investments, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with a range of investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute and other sources.

Thomas Witte is a financial advisor with Merrill based in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Merrill since 2010 and has also been with Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Austin Neufeld is a financial advisor with Morgan Stanley Wealth Management in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Northwestern Mutual, as well as positions at Uber and Turo. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its services.

Amanda Wiener is a financial advisor at Merrill in Seattle, WA, holding a Series 66 credential with one year of industry experience. Her background includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated/Bank of America since 2019, as well as positions at the University of Washington Tacoma and Tacoma Art Museum. Merrill, alongside 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Barbara Mitchell Briner is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2020, she worked at JPMorgan Securities LLC and Jpmorgan Chase Bank NA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Charlotte Quillian is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and five years of industry experience. She previously worked at Securities America, Inc., KMS Financial Services, Inc., and ACM Wyoming. Outside of advising, she is a co-owner of Highlander Capital LLC. 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 financial planning and investment management services delivered through a large network of advisors using various portfolio strategies and technology tools.

Jonathan Ellis is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Merrill since 2009 and concurrently at Bank of America, NA since 2010. 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 individuals, high‑net‑worth clients, and institutional investors.

Christina Chou is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Chou holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to help clients model potential outcomes.

Darrell Clayton is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked with J.P. Morgan Securities since 2003 and was previously associated with J.P. Morgan Services, Inc. and JPMorgan Chase Bank, N.A. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a selective Wealth Advisor program focused on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process integrates quantitative and qualitative research and may include ESG criteria, with implementation supported by affiliated entities.

Roger Phelps is a financial advisor at Ameriprise with 25 years of industry experience. He holds a Series 66 designation and has worked at Ameriprise and its related entities since 2005. Outside of his advisory role, he is a co-owner and producer at Pacwest Affiliates LLC, where he manages an advisory business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a Premier Retirement Income service focused on retirement income planning through detailed recommendation reports and tax-aware withdrawal strategies. The firm’s approach includes specialized investment research and collaboration between a centralized service team and individual advisors.

Lindsay Jens Deklerk is a Series 66-licensed financial advisor with UBS Financial Services in Bellevue, WA, where she has worked for 12 years. She has spent her entire industry career at UBS. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor investment plans.

Calen Walcker is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Bank of America Merrill Lynch and several other firms. Morgan Stanley Wealth Management provides advisory services and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and investment research as part of its structured financial planning process.

Kassidy Reisinger is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2015, with a one-year gap in employment before returning to the firm in 2026. 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 and profit-sharing plans, corporations, and charitable organizations.

Refael Tucker is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work experience with Amazon, DAS Consultants, and the University of Washington. Outside of his advisory role, he is also licensed as an insurance broker, selling life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs through annual, collaborative engagements using firm-approved software and generally recommends investment categories and strategies without discretionary management.

James Kent is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning, utilizing both in-house and third-party investment managers.