Cindy Moore is a financial advisor at Morgan Stanley in Tacoma, WA, with 16 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Brendan Smith is a financial advisor at RBC Capital Markets with 8 years of industry experience. He holds a Series 66 designation and has worked at firms including Woodbury Financial Services, Hornor Townsend & Kent, and Penn Mutual Insurance. Outside of his advisory role, Smith serves on the Board of Directors for the Corinthians Yacht Club of Tacoma, acts as the mascot for the Seattle Thunderbirds junior hockey team, and is president of a local BNI Business Networking International chapter. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base ranging from individual investors to institutions, offering wrap fee advisory programs with discretionary and non-discretionary portfolio management and various financial services. The firm employs tailored strategies using in-house and third-party investment managers and provides access to alternative investments and integrated financial solutions.

Mark Burns is a financial advisor with LPL Financial based in Kent, WA, holding a Series 66 designation and 19 years of industry experience. His professional background includes roles at Waddell & Reed Inc and operating his own firm, Mark J Burns PLLC. Outside of advisory work, he has experience in real estate investment and managing rental properties. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Joshua Sienkiewich is a Financial Advisor with Merrill Lynch Wealth Management. He works with professionals, retirees, business owners, and multigenerational families to build, preserve, and transfer wealth through personalized financial planning and investment guidance. He focuses on family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, tax minimization, and retirement income. Since joining Merrill Lynch in 2018, Joshua has helped clients navigate retirement, major life transitions such as loss of a loved one, divorce, or inheritance, and wealth transfer strategies. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Joshua is currently pursuing a Bachelor of Science in Finance from Western Governors University. Born and raised in the Pacific Northwest, Joshua is proud to serve the community he has called home his entire life. Outside of his professional role, he enjoys adventure sports, baseball, camping, fishing, football, hiking, horseback riding, music, spending time with his family, and traveling.

Carin Perkins is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 credentials and having 31 years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 1995. Outside of advisory services, she is involved in the sale of investment-related products and also receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors and employs a model-driven investment approach with custodial support from Pershing and overlay management by BNY Mellon Advisors.

Norman Thomson is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Financial Engines Advisors L.L.C. since 2016, following a two-year tenure at Tmfs Advisors, Llc. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online offerings.

Marilyn Milne is a financial advisor with Edward Jones in Renton, WA, holding a Series 66 designation and 16 years of industry experience. She has worked at Edward Jones since 2019, following prior roles at Milne Financial Group and HD Vest-related firms. Milne serves as a finance committee member and board member of the Renton Regional Community Foundation. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

David Kim is a financial advisor at Edward Jones in Auburn, WA, holding a Series 66 designation with nine years of industry experience. He has been with Edward Jones since 2016. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Christina Cooling is a financial advisor with Cetera, holding a Series 66 designation and bringing 23 years of industry experience. Her career includes roles at First Allied Securities, Investors Capital Corp., and Summit Brokerage Services. Cetera Investment Advisers LLC is an SEC-registered firm offering services through a large nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm provides various portfolio management and financial planning services through a multi-manager platform with considerable scale and diverse program options.

Scott Chaffee is a financial advisor with Raymond James Financial, holding a Series 66 designation and 19 years of industry experience. He has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. since 2019, following a three-year tenure at BancWest Investment Services. Outside of his advisory role, he is also associated with Chaffee and Associates, where he is involved in investment management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses analytical tools such as risk profiling and probability modeling to tailor non-discretionary planning and consulting to client goals and supports various advisory programs and institutional portfolio management.

Warren Child is a financial advisor at UBS Financial Services with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2011. Outside of his advisory role, he serves as Treasurer for Catalysts for Kids, a Washington State nonprofit organization. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

James Ohlinger is a financial advisor with Primerica Advisors in Puyallup, WA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he works as a real estate agent with Coldwell Banker Bain. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a percentage-based tiered wrap fee structure.

Sam Lantow is a Wealth Management Advisor with Merrill Lynch Wealth Management based in Olympia, Washington. He joined Merrill Lynch in 2001, initially working in the Bellevue branch before transferring to Olympia in 2005. Sam serves clients throughout Western Washington as well as across the United States, focusing on developing customized wealth management strategies to meet each client’s unique goals. Sam offers a broad range of financial services including retirement planning, college planning, portfolio development, estate planning, and tax minimization. He works closely with clients and their professional advisors to address estate planning needs and to build long-term relationships. His client expertise includes corporate executive services, family wealth management, socially responsible investing, and retirement income strategies. Sam earned a Bachelor of Science degree in Education from Southern Illinois University. He holds the CFP® (Certified Financial Planner) certification, the Chartered Retirement Planning Counselor™ (CRPC) designation, and other professional credentials including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He maintains FINRA Series 7 and 63 registrations, along with licenses in life and disability insurance. Sam is a member of the Shriners organization.

Alyssa Morley is a financial advisor with Morgan Stanley in Tacoma, WA, holding CFP® and Series 66 credentials and with 11 years of industry experience. Her prior work includes positions at Bank of America and Merrill. Outside of advising, she is involved in estate administration through a power of attorney role. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering tailored financial planning and access to a broad range of advisory programs. The firm utilizes structured planning tools and provides services through its Financial Advisors and Estate Planning Strategies Group.

Rene Yoshino is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to joining Primerica, Yoshino worked at the 2020 Census Bureau. He is also the owner of Financial Freedom for Families LLC, an investment-related business based in Issaquah, WA. Primerica Advisors sponsors a wrap-fee asset management program that primarily serves individual, corporate, and charitable clients. The firm uses model-driven strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody services.

Robert Van Allen is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Voya Investment Management and Bank of the West. He serves as a chapter board member of the CAIA Association, participating in committee meetings and organizing events. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through multiple program platforms and models, managing over $256 billion in assets across more than 10,000 advisors.

Roberto Delgado is the Vice President and Branch Leader at Fidelity Investments, where he has been serving since 2022. In this role, he leads branch operations and strategy within the firm. Prior to his current position, Roberto was a Team Leader at Fidelity Investments from 2009 to 2022, gaining extensive experience in financial services and team management. His professional focus includes connecting with financial professionals in the Seattle market to inspire belief in what is possible.

Jennifer Bahr is a Series 66-credentialed financial advisor with 12 years of industry experience. She has worked at Thrivent Financial and Thrivent Investment Management since 2017, following prior roles at United Planners Financial Services and Investors Portfolio Services LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial plans across a wide range of topics without managing client portfolios directly.

Gerard Gray is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 31 years of industry experience. His work history includes roles at Voya Financial Advisors, M Holdings Securities, and Kibble & Prentice. He is also the owner of Gray Retirement and Insurance Solutions, which provides financial services including the sale of insurance and investment products. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform with various program structures and custodial relationships.

Stephanie Hawes is a Series 66–designated financial advisor with Edward Jones, based in Auburn, WA, and has six years of industry experience. She previously worked for Rodan + Fields from 2017 to 2023 and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.