William Brooking is a financial advisor at Morgan Stanley with 22 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been with Morgan Stanley Smith Barney since 2009. Prior to that, he spent six years at Citigroup Global Markets. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individuals and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and proprietary market analysis as part of its advisory process.

Trevor Alger is a financial advisor with Equitable Advisors in Kirkland, WA, holding a Series 66 designation and two years of industry experience. He previously worked at Crump Life Insurance for ten years before joining Equitable Advisors in 2023. Outside of advising, he is a co-owner of Belle Maria Salon, a hair salon in Kirkland. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party advisory programs, focusing on matching clients to models or discretionary managers while providing ERISA fiduciary services to qualified plans.

Adam Hutchison is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2018, and previously held positions at Wells Fargo Clearing and Wells Fargo Bank. Outside of his advisory role, he is a co-owner and landlord of rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

Edward Balfour is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Axa Advisors, with multiple tenures at Equitable Advisors dating back to 2000. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach integrates personal and plan information with risk assessments to match clients with various advisory models, utilizing both proprietary and third-party investment solutions.

Danny Edwards is a financial advisor with Edward Jones in Duvall, WA, holding the ChFC® designation along with Series 63 and 66 licenses. He has 29 years of industry experience, all with Edward Jones since 1997. Outside of his advisory role, Edwards serves on the Riverview School District Board of Directors and has held leadership positions with the Washington State School Directors Association, including President and Past President. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Patrick Galbraith is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 credential and 25 years of industry experience, all with UBS since 2001. He serves as First Vice President on the board of the United States Tennis Association and acts as Treasurer for the Goat Rocks Community Association in Washington. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and global research to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Keith Whitten is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation. He joined the firm in 2026 and has a prior background primarily in the hospitality and winery industries, including roles at Billesboro Winery and Lolawine LLC, which he operates as Lola Wine Lounge. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Michel Smith is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. His career includes roles at VOYA Financial Advisors and various entities he owns or operates, including Plannetics, LLC, an expense management firm. Smith also works as an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures.

Hung Tran is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of advising, he is a participant in Shelter Lounge Greenlake LLC and holds ownership in Tennessee Football Ventures, both unrelated to investment activities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Blake Mc Allister is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Techtronic Industries and The Golf Club at Newcastle. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Adrian Hedwig is a financial advisor with LPL Financial in Bellevue, WA, holding a Series 66 designation and 14 years of industry experience. His career includes roles at SALAL Credit Union, LPL Financial, and Cuso Financial Services, LP. 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 financial planning and investment management services, supporting a large network of advisors with model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Dwayne Dilley is a financial advisor with Cambridge Investment Research Advisors holding Series 63 and Series 65 credentials and 39 years of industry experience. His prior work includes roles at Raymond James Financial Services, Cetera Wealth Services, and Senior Financial Advisors. He also operates as an independent insurance agent. Cambridge Investment Research Advisors serves a broad mix of individual and institutional clients, including pension and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm manages a multi-billion dollar asset base and offers account implementation across multiple platforms and custodians.

Jeffrey Ratti is a Series 66-registered financial advisor with Charles Schwab in Bellevue, WA, and has 16 years of industry experience. His prior work includes roles at TD Ameritrade, Avenue Properties, Keller Williams Real Estate, Calton & Associates, Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed accounts and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios, alternative investment due diligence, and integrated brokerage, custody, and advisory services.

Nathan Huveldt is a financial advisor at Morgan Stanley with 27 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley in various capacities since 2000, following six years at Citigroup Global Markets. Outside of his advisory role, he is involved with Best Life Medical Weight Loss, LLC, focused on healthcare and medical weight loss services. Morgan Stanley Wealth Management serves individual and institutional clients by offering a range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and models to support clients’ financial goals.

Jake Prather is a financial advisor with Ameriprise Financial Services LLC in Bellevue, WA. He holds the Series 66 designation and has one year of experience at Ameriprise, following prior roles in various industries including the United States Coast Guard and corporate positions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Connor Stoeser is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and previously worked at Deloitte Tax before joining Morgan Stanley in 2016. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning supported by structured discovery processes and firm-approved tools.

Alan Lubner is a Private Wealth Advisor with Merrill Private Wealth Management, headquartered in Bellevue, Washington. He serves a select group of individuals and families, focusing on unifying multiple aspects of their financial lives. Alan's clients include senior executives, entrepreneurs, and business owners, and he provides close analysis, precise execution, and strategic direction tailored to significant wealth management needs. His expertise encompasses areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and socially responsible investing, among others. Alan holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA), and he earned a Bachelor's Degree from the University of Witwatersrand. Outside of his advisory role, Alan is active in the sailing community and participates in offshore races. He serves on the board of an artist residency program, Willapa Bay AiR, and is involved with area food banks and organizations aiding the homeless. Family is important to him; he and his wife have been married for over 35 years and have adult twin sons.

Marisa Dilorenzo Davidson is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2009, including its predecessor Axa Advisors. Outside of her advisory role, she serves as Board Treasurer for The Redemption Church and is a board member of the Renton Little League. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models implemented through third-party managers and LPL-sponsored programs, offering a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Tammy Staub is a financial advisor at RBC Capital Markets with over 43 years of industry experience. She has been with RBC since 2019 and previously worked at D.A. Davidson & Co. for 21 years. Outside of her advisory role, she serves as an independent consultant for Arbonne International, a skin care and nutritional products company. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations, offering tailored investment strategies and portfolio management through a combination of in-house and third-party managers.

Walter Hunt is a financial advisor at Charles Schwab with two years of industry experience and holds the Series 66 designation. Prior to his advisory role, he has worked in education and has been involved in the restaurant industry as a food runner and busser at Angelo's of Burien. 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. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational structures.