Paul Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA. He holds a Series 66 designation and has 10 years of industry experience, including 12 years with RBC Capital Markets. He serves on the boards of several nonprofit organizations, including The Pursuit NW, Washington Policy Center, and Russell Johnson Ministries. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Brian Pinto is a financial advisor at Morgan Stanley with 12 years of industry experience. He has worked with Morgan Stanley since 2014 and with Morgan Stanley Private Bank, National Association since 2015. He holds a Series 66 designation and is based in Silverdale, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to both individual and institutional clients, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured discovery conversations and firm-approved planning tools as part of its financial planning process.

Nicklaus Judkins is a financial advisor with Raymond James Financial Services Advisors, Inc. in Seattle, WA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Pacific Life from 2016 to 2021 before joining Raymond James in 2021. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary advice using analytical tools and supports a broad advisor network, with notable capabilities in municipal and public finance advisory services.

Jeffery Corder is a financial advisor with Morgan Stanley in Silverdale, WA, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as prior positions at Citigroup Global Markets and Legg Mason Wood Walker. Morgan Stanley Wealth Management serves individual and institutional clients by offering a broad range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Manus Duffy is a Planning Consultant at Fidelity Investments, a position he has held since 2024. In this role, he focuses on helping clients achieve financial well-being by understanding their values and priorities, and providing guidance that adapts to life changes. His approach supports clients in making informed decisions with clarity and confidence as they plan for retirement, education, or other life events. Prior to his current role, Manus worked as a Financial Solutions Advisor at Merrill Lynch from 2020 to 2024. His professional experience encompasses a range of financial planning and advisory services aimed at supporting clients' evolving needs. Outside of his professional work, Manus has interests in art, football, social events with friends, gardening, traveling, and volunteering.

Carla Forney is a financial advisor with LPL Financial in Lynnwood, WA, holding a Series 66 designation and 27 years of industry experience. Her prior roles include operating Forney Financial LLC for 20 years and working at Waddell & Reed, Inc. for over two decades. She has also held positions related to notary services and community college instruction. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Guilfoyle is a financial advisor at Charles Schwab with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including LPL Financial, Sierra Ridge Wealth Management, Bank of America, Merrill Lynch, and Holyrood Asset Management. Outside of his advisory role, Guilfoyle is involved in coaching and mentoring small businesses in the local maritime industry. Charles Schwab 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, offering both non-discretionary and discretionary portfolio management within an integrated operational framework.

Barry Spomer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Cetera Wealth Services since 2013 and joined Cetera in 2023. Outside of his advisory role, he serves as an advisor on the board of the Rise Therapeutic Equestrian Center and owns a family farm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement diverse portfolio strategies through affiliated and third-party managers, supported by extensive national scale and a wide range of investment and program options.

David Jordan is a financial advisor at Thrivent Investment Management in Silverdale, WA, holding a Series 66 designation with eight years of industry experience. Prior to joining Thrivent, he served on active duty in the military from 2013 to 2017. He has been with Thrivent Financial and Thrivent Investment Management since 2017. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Marx Nuval is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Merrill Lynch. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting.

Natalie Bova is a financial advisor with RBC Capital Markets in Edmonds, WA, holding a Series 66 designation and six years of industry experience. She previously worked at D.A. Davidson & Co. and has a background that includes roles at the University of Washington and Desert Sun. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized portfolio management and financial planning solutions. The firm integrates in-house and third-party investment management with options for tax management and responsible investing.

Joshua Granberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Ridgecrest Management, LLC and self-employment spanning several years. Outside of finance, Granberg is the owner and artist of Highlight Art Studios, where he provides periodic art lessons and commissioned portrait paintings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Tran Truong is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Tran worked in various roles including positions at CostCo Wholesale, First Citizens Bank, and Umpqua Bank. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs. The firm also serves as an advisor to multiple registered investment companies and employs systematic methodologies and oversight to manage conflicts of interest.

Steven Manger is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Bank of America, N.A. and Merrill since 2012, with prior roles at LPL Financial, HSBC Securities, and Banc of America Investment Services. Outside of his advisory work, he is an owner of a rental property in Seattle. 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 supported by internal and third-party managers for a diverse client base including individuals, institutions, and charitable organizations.

Suzy Stuckey is a Financial Consultant currently working with Fidelity Investments since 2020. In her role, she partners with clients to develop personalized financial strategies aimed at achieving their financial goals. Suzy's career in financial services reflects her commitment to helping individuals take ownership of their financial well-being. Prior to her current position, Suzy held several roles including Associate Wealth Advisor at Aldrich Wealth LP from 2019 to 2020, and various positions at Charles Schwab between 2016 and 2019, such as Financial Consultant Partner, High Net Worth Specialist, and Financial Service Professional. This experience has provided her with a broad perspective on wealth management and client service. Originally from Atlanta, Georgia, Suzy enjoys an active lifestyle outside of work. Her personal interests include hiking, skiing, traveling, Pilates, yoga, and caring for pets. She also enjoys exploring the state of Washington.

April Forde is a Series 66-credentialed financial advisor at Ameriprise in Edmonds, WA, with 22 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. 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 recommendations and ongoing annual planning focused on dependable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Wesley Lew is a financial advisor at Cetera with 26 years of industry experience. He holds the Series 66 designation and has worked at Cetera and its affiliated firms since 2000, including First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary options.

Kristian Olsen is a financial advisor with RBC Capital Markets based in Edmonds, WA, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at RBC Capital Markets since 2008 and has been with City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies utilizing both in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Lisa Kerwin is a financial advisor with Edward Jones in Poulsbo, WA, holding CFP® and Series 66 designations and bringing seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for eight years at the Department of Defense. She is listed as an inactive consultant for a home care product company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs and affiliated financial services, supported by a large nationwide network of advisors and branch offices.

Rodney Humphreys is a financial advisor at Fidelity with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo in various roles from 2015 to 2021. Outside of his advisory work, he is the owner of a residential cleaning business based in Lynnwood, Washington. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, utilizing proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction to manage model portfolios across mutual funds, ETFs, and ETPs.