Mykael Glass is a financial advisor at Merrill with Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, before joining Merrill in 2022. 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 strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Mary Burton is a CFP® and holds a Series 66 license with 15 years of experience in the financial industry, all at Edward Jones since 2011. She is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Richard Laxson is a financial advisor with Charles Schwab, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2021, following 15 years at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 both non-discretionary and discretionary investment advisory solutions, combining centralized custody and order-routing with access to alternative investments and multi-asset model portfolios.

Peter Smart is a CFP® and holds a Series 66 license with Edward Jones in Everett, WA. He has eight years of industry experience, having been with Edward Jones since 2018 and previously working at Azusa Pacific University for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment solutions supported by a large network of financial advisors and branch offices nationwide.

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.

Erin Parker is a financial advisor with Edward Jones in Bainbridge Island, WA. She holds the Series 66 designation and has one year of experience at Edward Jones. Prior to joining the firm, Erin spent four years at Valley Nursery and sixteen years at Parfitt Way Management. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated financial services.

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.

Yunlong Fu is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. 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 serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Rahwa Desta is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked at various Charles Schwab entities since 2024. Prior to her advisory role, she held positions at WholeFoods Market and served as a teaching assistant and peer advocate at CU Denver. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary investment guidance with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

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.

Isabelle Lannertone is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Lululemon and has a background that includes diverse roles ranging from culinary arts to consulting and sports instruction. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory strategies and investment options, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Sasha Fuse is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Charles Schwab, she worked at Fidelity Investments and has held various roles outside the financial industry. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and provides a multi-asset model portfolio approach supported by in-house research.

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.