Irena Romanyuk is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2011 and holds Series 63 and Series 66 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs that include tailored financial planning and access to various investment strategies. The firm employs a structured planning process that utilizes proprietary tools and models to assist clients in financial decision-making.

Joseph Phillips is a CFP® with 20 years of industry experience, currently serving at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2018. He is based in Woodinville, WA. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brian Rayfield is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and with 24 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support tailored financial strategies.

Hoa (Sandra) Truong is a financial advisor at OSAIC with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at KMS Financial Services, Inc., Securities America Advisors, Inc., and Securities America, Inc. Prior to joining OSAIC in 2024, she accumulated extensive experience in financial services. Outside of advising, she is involved in insurance sales, offering fixed annuities and term life products through her contracted agency, 88 Prosperity Wealth Management. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services utilizing a range of asset-allocation tools and third-party solutions to construct portfolios across various asset classes.

Matthew Truscott is a financial advisor with Ameriprise in Redmond, WA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he is involved in real estate ownership. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Roma Malhotra is a financial advisor at Merrill with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Bank of America and JP Morgan. Outside of her advisory role, she assists with a family-owned gas station and convenience store in Seattle. 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 individual and institutional clients.

Osman Demir is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Fidelity Investments, JPMorgan Chase, and Amazon. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and modeling techniques.

Christopher Minaker is a financial professional with four years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and also serves as an assistant baseball coach at Edmonds-Woodway High School. His career includes roles at several firms, including Greenlight Investors, LLC, and Carl Zeiss Meditec USA, Inc. Cetera Investment Advisers LLC is an SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform featuring both affiliated and third-party model portfolios.

Nick Negi is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2025. He began his career at Fidelity in 2020, progressing through roles including Financial Consultant, Investment Consultant, and Relationship Manager. Prior to joining Fidelity, Nick worked as a Relationship Manager at First Tech Credit Union and Addison Avenue Investments from 2018 to 2020, and as a Financial Advisor at Edward Jones in 2018. Nick focuses on partnering with clients to understand their financial situations and priorities, creating and executing tailored financial plans. He emphasizes providing excellent customer service and fostering long-term relationships between clients and Fidelity. Outside of his professional work, Nick enjoys playing badminton and watching movies.

Congying Li is a financial advisor with Edward Jones, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, Li worked at Amerisave Mortgage Corporation and held roles at Intuit and Haidilao Hot Pot Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of advisors and branch offices.

John Zemlin is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Stephen Morse is a financial advisor with Robert W. Baird & Co. in Bellevue, WA, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at New York Life Insurance Co., NYLIFE Securities LLC, PHP Agency, Paladin Services, and Sunrise Identity. Outside of his advisory work, he is active in community service as a volunteer with the Rotary Club of Seattle, a board member of We Heart Seattle, and a teacher at North Seattle College. Baird’s DDK Group, part of the firm’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax management and direct indexing.

Eric Brewe is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank starting in 2018. Outside of his advisory role, he is involved in advising on property activities through BREWMANN LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.

William Brooking is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets starting in 2003. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Trevor Alger is a financial advisor with Equitable Advisors in Kirkland, WA, holding a Series 66 designation and one year of industry experience. He previously worked for Crump Life Insurance for ten years. Outside of finance, he is co-owner of Belle Maria Salon, a hair salon in Kirkland. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Tracy Forsythe is a financial advisor at LPL Financial with 28 years of industry experience and a Series 66 credential. Prior to joining LPL Financial in 2024, Forsythe worked at Arbor Point Advisors, Securities America Advisors, Securities America, and KMS Financial Services. Outside of advisory work, Forsythe is co-owner of Highlander Capital LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, retirement plan consulting, and model portfolio management.

Cory Shepard is a financial advisor with Raymond James Financial in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for 17 years. Shepard is also president of Haller and Shepard Capital Group, a business support company, and serves as CEO of Calmont Properties LLC, a property holding venture focused on owning and operating a building that houses their business and rental apartments. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adam Hutchison is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Clearing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Dylan Miyasaki is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2018 and previously worked at Apex Systems. Outside of his advisory role, he strings tennis racquets for friends for a small fee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning geared toward dependable income sources and tax-aware withdrawal strategies. Their retirement income service combines proprietary research and third-party tools to produce recommendation reports implemented through client collaboration.

Edward Balfour is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Equitable Advisors since 2017. Prior to that, he was with VOYA Financial Advisors and Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm uses a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to implement client recommendations.