Daniela Swesey is a financial advisor at RBC Capital Markets with one year of industry experience. She holds a Series 66 designation. Prior to joining RBC Capital Markets, her work history includes roles at ByteDance, Zulily, Car Toys, Eddie Bauer, and Dell. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supporting discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Christopher Stacey is a financial advisor with Ameriprise in Renton, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory work, he serves on the board of directors for Eastport Shores Condos and coaches pole vaulting for a local high school track team. Ameriprise offers retirement-income planning services targeted at clients approaching or in retirement, combining research-driven recommendations with a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Morgan Elzey is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2024. Prior to joining Raymond James, he gained experience at USI Insurance Services and has a diverse background including roles in photography and the restaurant industry. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth families, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized programs for municipal and public finance clients as well as employer-sponsored retirement plans.

Jay Lakhani is an Investment Consultant who is dedicated to helping clients feel confident in their financial decisions. He focuses on simplifying complex financial topics to ensure clear understanding and guidance. Jay prioritizes understanding each client's individual goals to provide tailored support aimed at achieving their long-term financial objectives. Outside of his professional work, Jay has interests in cars, social events with friends, and music.

Paul Shirley is Vice President and Branch Leader at Fidelity Investments, a role he has held since 2024. In this capacity, he focuses on building relationships of trust with clients, understanding their unique situations and goals, and assisting them in working towards those goals. Prior to his current position, Paul served as Branch Manager at Charles Schwab from 2021 to 2024, and before that, as Branch Manager at TD Ameritrade from 2016 to 2021. His professional experience centers on branch leadership and client relationship management within the financial services industry. Outside of his professional responsibilities, Paul enjoys attending concerts, participating in family activities, fitness, football, outdoor adventures, and traveling.

James Zwickert is a Series 66 licensed financial advisor with LPL Financial in Seattle, WA. He has 23 years of industry experience, including 17 years with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research and model portfolios from LPL Research and third-party subadvisors.

Timothy Ganahl is a financial advisor with Robert W. Baird & Co. in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Robert W. Baird since 2016. The DDK Group, where Ganahl works, is part of Robert W. Baird’s Private Wealth Management department and provides services to individuals, corporate and business clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management solutions, supported by internal research and specialized strategies including tax management and direct indexing.

Zhi Wen Su is a financial advisor with J.P. Morgan Securities in Kirkland, WA, holding Series 63 and Series 66 designations and seven years of industry experience. He has been affiliated with J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. since 2017. Outside of his advisory role, Su is a partial owner involved in managing several real estate investment entities. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence. The firm’s services focus on non-discretionary advice, incorporating an ESG eligibility framework and access to a broad range of investment products through its affiliations.

Tue Tran is a financial advisor at Edelman Financial Engines with a Series 65 credential and one year of industry experience. Prior to joining Edelman Financial Engines, he worked at Express Credit Union and the British Council. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios and serves a large client base through advisor-led and online platforms.

Avery Haug is a financial advisor at Fidelity with Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Fidelity, Haug worked in various roles including multiple positions at Texas Tech University and retail positions at Lowe’s Home Improvement Store and Barnes & Noble College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Jeffrey Lazcano is a financial advisor at Wells Fargo Clearing with a Series 66 designation and two years of industry experience. Prior to joining Wells Fargo Clearing Services LLC, he worked at Uber and JC Penney. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering services that include investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Dawn Guzman is a Senior Financial Advisor with Merrill Lynch Wealth Management. She began her career in financial services in 1987. Dawn focuses on delivering a holistic approach to managing wealth by listening to her clients' needs and ensuring each strategy is based on a clear understanding of their goals. She leverages the capabilities of Merrill Lynch Wealth Management and the banking services of Bank of America to address various aspects of her clients' financial lives. Dawn holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. She earned a High School Diploma from Bremerton High School. Her client focus areas include managing new wealth, personal retirement planning, and women and wealth. Having recently relocated to Arizona, Dawn enjoys golfing, boating, and spending time with her family. She is involved with the community through her work with First Tee of Seattle.

Brandon Curneen is a CFP® with 18 years of industry experience, currently serving at Wells Fargo Clearing since 2020. He previously worked at D.A. Davidson & Co. from 2013 to 2020. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s 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.

Todd Baek is a financial advisor with LPL Financial in Bothell, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Since 2016, he has also been associated with Boeing Employee Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, 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.

Alexandra Armour is a Series 66-licensed financial advisor at Edward Jones with four years of industry experience. She previously worked at Bridge Industrial, Hines, and Russell Investments. Alexandra serves as Junior Development Chair for the Mercer Island Preschool Association, where she participates in board meetings and manages fundraising activities. Edward Jones is a full-service wealth management firm with more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of approximately 23,701 advisors.

Spencer Gering is a financial advisor with Cetera holding a Series 66 designation and has been in the industry since 2025. Prior to joining Cetera Investment Advisors LLC and Cetera Wealth Services, LLC, he worked at Century 2, Inc. for eight years. Outside of advising, he held a role at Ferdinand's Ice Cream Shoppe in 2024. Cetera Investment Advisors LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party investment managers.

Justin Sinnott is a financial advisor with Charles Schwab in Seattle, WA, holding the CFP® and ChFC® designations along with a Series 66 license. He has 25 years of industry experience, including over two decades with Charles Schwab Bank, SSB, and Charles Schwab & Co., Inc. There are no notable outside business activities reported. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and centralized custody and supervisory arrangements.

Jason Valliant is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. His prior work includes roles at Whole Foods Market Pacific Northwest and involvement with the US Sailing Center of Martin County. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, working extensively through program sponsors and third-party managers to deliver advisory and brokerage solutions.

Tammy Winterfeld is a CFP®-designated financial advisor with Raymond James Financial in Bellevue, WA, and has 23 years of industry experience. She has worked at Raymond James Financial since 2009 and is also associated with Investment Associates, where she serves as Operations Manager. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a broad client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with specialized capabilities in municipal and public finance advisory services.

Robert Mace is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Symetra Life Insurance Company and Symetra Securities, Inc. He is also affiliated with Washington State Employees Credit Union through WSECU Investment Services. 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 advisory programs and financial planning services supported by LPL Research and third-party subadvisors.