Johnathan Greene is a financial advisor with D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has worked at D.A. Davidson & Co. since 2017 and previously was employed by Ing Direct Investing, Inc. from 2012 to 2016. Greene also owns rental property in Seattle, which he manages outside of business hours. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors including high-net-worth clients, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers a range of services including ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning.

Dylan Mc Kee is a financial advisor with Commonwealth Financial Network in Seattle, WA, holding a Series 66 designation. He began his advisory career in 2026 after previous work experience that includes five years at Grand Central Bakery and a year at Rosauers Supermarkets. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Lisa Graham is a CFP® and Series 66-licensed financial advisor at Wealthspire Advisors with seven years of industry experience. She previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she is involved in leasing farm land in Montana. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach, utilizing mutual funds, ETFs, private investments, and separate account managers, supported by centralized due diligence and investment-committee oversight.

Quentin Hubbard is a financial advisor at Corient with two years of industry experience. He holds a Series 65 designation and has worked at firms including Russell Investments and Columbia Pacific Wealth Management. Prior to his advisory roles, he held positions at the University of Puget Sound and Nordstrom. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and uses risk management tools to align portfolios with client objectives.

Yug Milinic is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, Bank of America, and Merrill. Milinic is based in Seattle, WA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, serving clients often connected through TIAA-administered employer retirement plans.

Jon Vinge is a financial advisor with Kestra Advisory in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes sixteen years at Intervest International Equities Corp and ongoing roles at Centara Capital Management Group and Centara Capital. Outside of finance, he participates in The Cycle Sanctuary, an indoor cycling and fitness studio founded by his wife. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as plan design, fiduciary consulting, and advisor-managed accounts. The firm serves a broad client base including large institutional investors and sovereign wealth funds, managing approximately $79.8 billion in assets.

Clayton Larsen is a financial advisor with Wells Fargo Clearing in Redmond, WA, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo in various capacities since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jack Fisher is a financial advisor at RBC Capital Markets in Seattle, WA, with three years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Albertsons, Redfin, Kelly Services Inc, and Conduent. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Chad Reibman is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015 respectively. Outside of finance, he owns and performs magical entertainment through his business G.G. GREEN MAGIC LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s market outlooks.

Christopher Mullen is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013. Mullen serves as a board member of the Tacoma Executives Association, a local professional networking group. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm employs a structured financial planning process and provides access to comprehensive investment resources, managing approximately $2.74 trillion in client assets.

Ashlynn Helm is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to her current role, she worked at MassMutual Life Insurance Company and has experience in retail and service industries including Platos Closet and AMC Movie Theaters. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning to deliver written recommendations, focusing on investment categories and strategies.

David Powell is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held various roles within Morgan Stanley and its affiliates since 2010, including the Private Bank and Smith Barney divisions, and previously worked at RBC Capital Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs and financial planning services. The firm’s approach includes structured discovery processes and planning tools, offering both direct and corporate financial planning solutions while managing approximately $2.74 trillion in client assets.

Victor Escobedo Garcia is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2026. Prior to this, he held positions at Wells Fargo Bank, US Bank, and Keybank, among other roles. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

John Baggett is a financial advisor at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2018 and previously held roles at JPMorgan Chase Bank and JPMorgan Securities LLC. Outside of his advisory work, he rents a room in his secondary residence to a friend. 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 programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Clayton Perkins is a financial advisor at Merrill with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Merrill since 2009. The firm provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Timothy French is a financial advisor with J.P. Morgan Securities and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including roles at JPMorgan Chase Bank, N.A. and key Investment Services, LLC. He is based in Seattle, WA. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering customized asset-allocation advice and performance reporting through its Institutional Consulting Services program. The firm combines quantitative modeling with centralized due diligence and incorporates an ESG eligibility framework in its investment recommendations.

Christian Sailer is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney and is the sole proprietor of Christian Sailer LLC, a consulting and recreation business focused on firearms. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by approved tools and resources.

Lise Minthe is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets LLC for seven years before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kenneth Horwitz is a financial advisor with UBS Financial Services in Bremerton, WA, holding Series 63 and Series 65 licenses and with 39 years of industry experience. He has been with UBS since 1986. Outside of his advisory work, Horwitz owns and operates Olde Thyme Aviation, Inc., an engineering company that maintains vintage airplanes and offers flights at the Museum of Flight. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and provides research-driven, tailored investment strategies.

Vincent Esposito is a financial advisor with Fidelity, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked across several Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage model portfolios using mutual funds, ETFs, and ETPs.