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.

Schanice Staples is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. She has 11 years of industry experience and previously worked at Northwestern Mutual and Foresters Financial Services. Outside of advising, she is the professional development co-chair for the Urban League Metropolitan Seattle Young Professionals and has developed a mobile application not yet live. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Benjamen Fagerlind is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and bringing 20 years of industry experience. His prior work includes roles at J.P. Morgan Securities and Bank of America. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Anthony Nakata is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior roles include positions at Wells Fargo Investments, LLC and A.G. Edwards & Sons, Inc. He also serves as co-trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, employing research and analytics to guide investment decisions.

Raquel Pederson is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent over two decades at St Joseph Regional Medical Center. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with market analysis to support its financial advisory process.

Brady Redington is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His career includes positions at LPL Financial, Wells Fargo Clearing Services, and Mainspring Wealth Advisors before joining Raymond James in 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charities, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical tools to illustrate potential outcomes and maintains unique affiliations and advisory programs in municipal finance and SIMPLE IRA employer services.

Steven Bennett is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Lu Song is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of his advisory role, he owns and manages residential rental properties through his real estate businesses. Mass Mutual Investors Services, LLC 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 offers collaborative, goal-oriented planning engagements using firm-approved tools and also conducts educational seminars.

William Wilson II is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored using proprietary research and model-based asset allocations.

John Oman 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 and its affiliated entities since 2018, and previously worked at Northwestern Mutual and Stubblefields. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and tailored financial planning supported by firm-approved tools and investment research.

Marcus Sarzalejo is Vice President and Financial Consultant at Fidelity Investments, where he has worked since 2007 in various roles of increasing responsibility. In his current position since 2022, he advises clients and their families on financial matters by integrating investment planning, retirement planning, tax-efficient investing, and legacy considerations into individualized wealth strategies. Marcus leverages Fidelity's resources to provide clients with coordinated financial planning across generations. His professional experience includes roles such as Financial Consultant, Investments Consultant, Financial Representative, Retirement Relationship Manager, and Investment Solutions Representative within Fidelity Investments, spanning from 2007 to the present. Prior to joining Fidelity, he served as Client Service Supervisor at National Benefits Partner from 2003 to 2007. Outside of his professional work, Marcus has interests in fitness, movies, parenthood, reading, skiing, and snowboarding.

Aidan Collins is a financial advisor at Equitable Advisors with a Series 66 designation and less than one year of industry experience. His prior work history includes roles at Paccar, Inc. and McCaffery, Nolte & Associates, as well as lengthy employment with the Snoqualmie Valley School District. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and asset management through a network of Investment Adviser Representatives and third-party program sponsors.

Alexandra Nelson is a financial advisor with Mass Mutual Investors Services in Bellevue, WA. She holds a Series 66 designation and has seven years of industry experience. Her work history includes roles at MML Investors Services, MassMutual Life Insurance, and Greystar, as well as experience at Washington State University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative client relationships to develop tailored recommendations.