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.

Taylor Sporcic is a Series 66 licensed financial advisor with Edward Jones, based in Issaquah, WA. He has four years of industry experience and has worked at Edward Jones since 2018, following prior roles at Auburn License Agency and Gosney Motor Parts Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets with a large nationwide network of financial advisors and branch offices.

Brandon Roberts is a financial advisor with Mass Mutual Investors Services in Snoqualmie, WA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2001. Outside of his advisory role, he is also a licensed agent involved in life, health, disability income, and long-term care insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational services, utilizing firm-approved analytical tools to develop collaborative, written financial recommendations.

Man Chung Chau is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with Linsco/Private Ledger Corp., now part of LPL Financial, since 2005. Outside of his advisory role, he is a partner in raw land ventures, including Rainbow Partners and Prosperity Partners. 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, utilizing model portfolios and research from multiple sources alongside various technology-driven investment solutions.

Patrick Galbraith is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he serves as First Vice President and officer on the board of the United States Tennis Association and is the Treasurer for the Goat Rocks Community Association in Washington. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets offerings through its platform.

Nelson Ngako Kameni is a financial advisor with Merrill in Seattle, WA, holding a Series 66 license and one year of industry experience. His professional background includes roles at Bank of America, Equitable Advisors, and various positions in hospitality and retail sectors. Merrill provides managed account services for Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, and other fiduciaries.

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, holding a Series 66 designation and 13 years of industry experience. He previously worked at Bank of America and Merrill for ten years. Tran has ownership interests in a restaurant and bar in Seattle and a Tennessee football venture. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process is grounded in modern portfolio theory and includes a broader range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

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.

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 13 years of industry experience. His prior experience includes a decade at CUSO Financial Services, LP. He also provides investment products and services through Salal Investment Services, a trade name used by LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Dwayne Dilley is a financial advisor with Cambridge Investment Research Advisors in Bellevue, WA. He holds Series 63 and Series 65 credentials and has 39 years of industry experience. He has been with Cambridge Investment Research Advisors and its affiliate since 2015. Outside of his advisory role, he works as an independent insurance agent and is involved with Puget Sound Retirement Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals, utilizing various portfolio management and model-based strategies tailored to client objectives.

Jeffrey Ratti is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at TD Ameritrade, Avenue Properties, Keller Williams Real Estate, and Calton & Associates, Inc. He has been with Charles Schwab and Charles Schwab Bank since 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary managed account services. The firm provides integrated brokerage, advisory, custody, and cash management services supported by multi-asset model portfolios and centralized operational processes.

Nathan Huveldt is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets dating back to 2003. Outside of his advisory work, Huveldt is involved in Best Life Medical Weight Loss, LLC, where he handles administrative and accounting roles. Morgan Stanley Wealth Management serves both individual and institutional clients with customized financial planning and investment advisory services, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools but generally does not provide individual security recommendations within standalone plans.

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 six years of industry experience. Prior to joining Morgan Stanley, he worked at Deloitte Tax for three years. He holds a Series 66 designation and is based in Bellevue, WA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

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. His client base primarily consists of senior executives, entrepreneurs, and business owners, many of whom he has advised for decades. Alan's practice emphasizes deep analysis, precise execution, and strategic direction tailored to the significant wealth and unique challenges his clients face. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Alan earned his Bachelor's Degree from the University of Witwatersrand. In recognition of his work, Forbes named him one of the Best-in-State Wealth Advisors in 2020 and 2021. Beyond his advisory role, Alan participates actively in his community. He serves on the board of an artist residency program, Willapa Bay AiR, and volunteers with local food banks and organizations aiding the homeless. Personal interests include sailing, where he competes in offshore races such as the Tranpac and Pacific Cup, car collecting, and spending time with his family.

Marisa Dilorenzo Davidson is a financial advisor at Equitable Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2009, previously associated with Axa Advisors, LLC. She serves as Board Treasurer for The Redemption Church and is a board member of the Renton Little League, participating in community activities without compensation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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.