Trenton Rohm is a financial advisor at Morgan Stanley in Olympia, WA, holding a Series 66 license with three years of industry experience. Prior to joining Morgan Stanley, he worked in the hospitality sector, including roles at El Gaucho in Tacoma and The Ram Restaurant and Brewery. Morgan Stanley Wealth Management offers a broad range of advisory programs to both individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and includes services such as estate planning and corporate financial planning agreements.

Timothy Lewis is a financial advisor with Merrill in Tacoma, WA, holding a Series 66 designation and six years of industry experience. He has also been associated with Bank of America, N.A. for 15 years. 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 a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Rebecca Stay is a CFP® with 34 years of industry experience, currently affiliated with Morgan Stanley in Olympia, WA. She has been with Morgan Stanley Smith Barney since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. In addition to her advisory role, she is involved in teaching on a part-time basis. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm employs structured planning processes supported by proprietary tools and provides a broad set of investment and financial services through its large national platform.