Darrell Douglas is a financial advisor with Ameriprise in Renton, WA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice, primarily for clients with assets managed within Ameriprise accounts.

Trent Sanden is a financial advisor with UBS Financial Services in North Bend, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Bret Edensword is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has previously worked at Edward Jones before joining LPL Financial and the Boeing Employee Credit Union in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by proprietary and third-party research.

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.

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.

Alisoune Lee is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining RBC Capital Markets in 2025, Lee held roles at Coldstream Wealth Management, EP Wealth Advisors, Bank of America, Merrill, and Oiselle. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

James Hedden is a financial advisor at Morgan Stanley in Seattle, WA, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2014. Outside of his advisory role, Hedden is the owner of HL Partners LLC, a translation and localization business. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, offering advisory services without individual security recommendations in standalone plans.

Scott Stanley is a CFP®-credentialed financial advisor with 14 years of industry experience, currently affiliated with LPL Financial since 2012. He operates under the Pharos Wealth Management name, which serves as a DBA for his LPL business. 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 wide range of advisory programs and financial planning services supported by research and various portfolio management options.

Angela Mathews is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked for eight years at Evergreen HomeCare Services. Outside of her advisory role, she is the author and publisher of a self-published children's book sold primarily online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

Rasmita Panigrahi is a Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she helps clients understand their financial situations and develop comprehensive plans tailored to their priorities and needs. Her approach involves working collaboratively with clients to create strategies aimed at achieving their financial goals. Before joining Fidelity Investments, Rasmita served as a Premier Banker at Wells Fargo from 2020 to 2021 and as a Wealth Advisor Associate at Morgan Stanley from 2018 to 2020. She holds a California Insurance License, which supports her work in financial planning and advising. Outside of her professional career, Rasmita enjoys cooking and baking, gardening, parenthood, and traveling.

Bryan Haigood is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 1984. 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 individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Nelson Ngako Kameni is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Equitable Advisors, and several businesses in the hospitality and retail sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colin Huber is a financial advisor with MassMutual Investors Services who holds a Series 66 credential and has four years of industry experience. He previously worked at The Smith Richards Group and has been associated with MassMutual Life Insurance Company since 2020. 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, using firm-approved tools to analyze client goals and deliver written recommendations.

Timothy Nausin is a Series 66-credentialed financial advisor with 20 years of industry experience, currently practicing at LPL Financial since 2021. His prior experience includes 13 years at Waddell & Reed Inc and various insurance carriers associated with W & R Insurance Agencies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Heather Rock is a financial advisor at Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she serves as a trustee for the French American School of Puget Sound and acts as an advisor and mentor for Waterlilly Caregiving Inc. She is also a director and owner of Treen Corporation, a private company. Heather is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services using a combination of in-house and third-party managers and provides both traditional and complex investment strategies.

Matthew Seto is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with Wells Fargo entities since 2012, including Wells Fargo Bank and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary 3(38) plan-level investment management options, with a notable inclusion of insurance-related vehicles and bank deposit sweep products in its investment menus.

David St Martin is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Fortun Azose is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. He is based in Seattle, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Ruan Esterhuysen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wells Fargo Clearing, Esterhuysen worked at Western Governor's University and has been associated with Wells Fargo Bank since 2013. Outside of his advisory role, he serves as Treasurer for Mt Baker Bibleway Camp and as a board member for Bible Believers of Washington. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Kenneth Lubkowski is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and with 25 years of industry experience. He has been with LPL Financial and its predecessor since 2000. Outside of his advisory role, he is involved in non-variable insurance activities through a DBA called Financial Advocates and serves as an insurance agent part-time. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of financial planning and advisory programs alongside brokerage services, with access to model portfolios, third-party research, and various investment management options.