Christopher Johnson is a CFP® professional at Equitable Advisors with four years of industry experience. He has worked at Equitable Advisors since 2021 and has also been involved with Seattle Public Schools during the same period. Prior to his current roles, he spent seven years with FirePro LLC and two years at Oregon State University. Equitable Advisors serves a diverse client base including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Clement Chiang is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His career includes long tenures at MetLife Securities and Metropolitan Life Insurance Company before joining Ameriprise in 2017. Outside of his advisory role, he manages family-related real estate investment entities. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement, combining research, modeling, and tax-efficient strategies to provide written, non-discretionary recommendations typically for individuals with significant investable assets. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Franklin Newton is a CFP® with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked for the Federal Emergency Management Agency for one year. 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 services, including discretionary wrap fee strategies, separately managed accounts, and proprietary mutual funds, supported by a nationwide network of financial advisors and branch offices.

Aidan Smith is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he has worked at Quality Food Center since 2019. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by offering financial planning, retirement-plan support, and access to asset management through various third-party programs. The firm utilizes a hybrid referral and implementation model and provides both advisory and brokerage/insurance channels to implement client recommendations.

Shea Sullivan is a financial advisor at Morgan Stanley in Kirkland, WA, with three years of industry experience. He holds a Series 66 designation and has previously worked at Eaton Vance Distributors, Inc. and Parametric Portfolio Associates. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, providing tailored financial planning supported by structured discovery processes and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and corporate agreements.

Kyle Theodorescu is a financial advisor at Morgan Stanley in Kirkland, WA, with eight years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley since 2019, following prior roles at J.P. Morgan Securities, Pacific Capital Resource Group, and Penn Mutual Life Insurance Company. His background also includes positions outside finance, such as at Uber and Lyft. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm’s planning process uses structured tools and modeling techniques, with an emphasis on advisory rather than fiduciary responsibility unless separately agreed.

Jordan Karlous is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America NA, Merrill Lynch, and Fisher Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, 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 across the United States.

Parker Gordon is the Vice President Private Wealth Management Advisor at Fidelity Investments, a position he has held since 2024. In this role, he works with clients and their families to prioritize objectives, identify potential unintended consequences, and implement ongoing financial plans that adapt to an ever-changing financial landscape. Parker has been with Fidelity Investments since 2013, holding various roles including Vice President Regional Planning Consultant, Vice President Wealth Planner, Financial Consultant, and Investment Consultant. Prior to joining Fidelity, he gained experience as a Sales Manager at Capital One and held several positions at E*TRADE Financial, including Branch Manager and Assistant Branch Manager. He began his career as a Customer Service Representative at Banc of America Investment Services in 2005. Throughout his career, Parker has focused on comprehensive financial planning that extends beyond investment strategy to encompass broader client goals and planning considerations.

Samuel Aldrich is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 15 years of industry experience. His work history includes roles at Waddell & Reed Inc and various insurance carriers with W & R Insurance Agencies. Outside of his advisory role, Aldrich has been involved in insurance sales as an agent since 2011. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and nonprofits. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, with access to model portfolios and research from multiple sources.

Tokiko Uchiyama is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. She has worked at Equitable Advisors since 2009 and previously at AXA Advisors, LLC. Equitable Advisors serves a broad range of clients including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and a broker-dealer.

Caleb Hasslinger is a financial advisor at Charles Schwab with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Schwab, he worked at Country Financial and has held various roles in education and retail. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separate managed accounts and a centralized operational structure.

Robin Robert is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has worked at Equitable Advisors since 1999 and previously at Axa Advisors. Outside of his advisory role, he volunteers with the Welfare for Animal Guild, assisting rescued animals in his community. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth investors, retirement plans, and institutions. The firm provides financial planning, brokerage, insurance, and access to third-party asset management programs, operating through a dual registration as both an SEC-registered investment adviser and a broker-dealer.

Mallory Barnum is a financial advisor at Fidelity with nine years of industry experience and holds a Series 66 designation. She previously worked at UBS Financial Services from 2016 to 2018 before joining Fidelity Brokerage Services LLC and Fidelity Investments. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and is noted for its use of AI and systematic methodologies in managing model portfolios.

Daniel Matthews is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Specialty Finishes/Vigor in 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Edward Agoglia is a financial advisor with Merrill, holding a Series 66 designation and two years of industry experience. His professional background includes roles at Bank of America, J.P. Morgan Chase, and Equitable Advisors, among others. 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. The firm offers a variety of model-based and discretionary investment strategies supported by internal and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Alejandro Aquino is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory work, he is a partial owner of an inherited rental property through a family LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and market modeling.

Marianne Hepper is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Delta Marine Industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Allen is a financial advisor at LPL Financial in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining LPL Financial in 2022, he worked as a self-employed advisor and spent nine years at the Seattle Times. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Jordan Vicent is an Investment Consultant currently working at Fidelity Investments. In this role, Jordan focuses on collaborating with clients to build financial plans that address both short-term and long-term goals, aiming to instill greater confidence and understanding in their financial future. Jordan's professional experience includes positions at Fidelity Investments as a Financial Representative from 2023 to 2024 and as a Relationship Manager from 2024 to 2025. Prior to joining Fidelity Investments, Jordan worked as an Agent at New York Life in 2022. Outside of work, Jordan has personal interests that include movies and pets.

Hannah Smith is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior work experience in caregiving and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.