Vicky Labuguen is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. She has been with Robert W. Baird since 2016. Outside of her advisory role, she manages a rental property. Robert W. Baird & Co.’s DDK Group, where she is based, serves individuals, corporate and business clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm employs a combination of manager-traded and model-traded strategies, tax-management, and direct-indexing, supported by ongoing manager selection and internal research.

Marc Steingrebe is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Scottrade, Inc. and TD Ameritrade. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related investment options alongside traditional products.

Deborah Clyne Oishi is a financial advisor with Ameriprise in Bremerton, WA, holding a Series 66 designation and 24 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored Recommendation Reports through a centralized consulting team.

Barney Daniel is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked continuously with both LPL Financial and Boeing Employee Credit Union since 2004. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Farin Cohen is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and five years of industry experience. Prior to joining RBC in 2018, Cohen worked at Ameriprise Financial and Mass Mutual. Outside of advising, Cohen is involved in a music-related hobby that is not income-generating. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a variety of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Chenlin Xiao is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and four years of industry experience. Prior to joining Wells Fargo, Xiao worked at Yranela & Associates, PLLC, and has been affiliated with Wells Fargo Bank, N.A. since 2013. Xiao was also involved with the Pacific Northwest Basketball Officials Association for seven years. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm utilizes research from Wells Fargo Investment Institute and third-party sources, employing diversification principles and modern portfolio theory in its investment evaluations.

James Le Roy is a CFP® and holds a Series 66 license with five years of industry experience. He has been with Edward Jones since 2021 and previously worked at Seattle Children’s from 2010 to 2020. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and corporate clients. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and tax-efficient services.

Paula Guinasso is a financial advisor at RBC Capital Markets with 35 years of industry experience. She holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

David Moskovitz is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 28 years of industry experience. He has been with RBC Capital Markets since 2008 and also has experience at City National Bank starting in 2021. Outside of his advisory role, he has ownership interests in LLCs related to photorocket and biofuels investments as well as boarding horses. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients by providing a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm utilizes a blend of in-house and third-party managers and offers customizable strategies aligned with clients’ Advisory Risk Profiles.

John Scott is a CFA® charterholder and holds Series 63, 65, and 66 licenses with 17 years of industry experience. He is currently a financial advisor at Morgan Stanley in Seattle, where he has been since 2020. Prior to joining Morgan Stanley, he worked at Amazon and T-Mobile. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by the Global Investment Committee’s return estimates and scenario modeling.

John Jacobs is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has prior experience with Citigroup Global Markets dating back to 1993. Jacobs serves as a board member of the Rainier Golf & Country Club in Seattle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including customized financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and scenario modeling.

Hari Gonzalez is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding the Series 66 designation and seven years of industry experience. His prior roles include positions at Bank of America, Merrill, Wells Fargo Clearing, and Wells Fargo Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Patricia Perez is a Series 66-registered financial advisor with Edward Jones in Bainbridge Island, Washington, and has 12 years of industry experience. She has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Carl Bailey is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Axa Advisors, LLC for nine years before joining Ameriprise Financial Services, Inc. and subsequently Ameriprise. Outside of his advisory role, he owns CLBJ Impact Strategies, LLC, a consulting business, and serves as the immediate past chair on the board of Leadership Tomorrow Seattle. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brian Richardson is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. 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 solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Erin Little is a CFP® with four years of industry experience, currently affiliated with Cetera. She has held roles at Lafayette Square Financial Advisors and Cetera Wealth Services LLC, with additional experience outside the financial industry at companies including b8ta and Henge Docks. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with access to discretionary and non-discretionary portfolio management, third-party managers, and various program options tailored to client needs.

Kristine Booth is a financial advisor with Ameriprise in Poulsbo, WA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Ameriprise since 2022 and previously was employed at Carters Osh Kosh from 2019 to 2023. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement with significant 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, non-discretionary advice through a centralized consulting team.

Douglas Webb is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2013. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm‑approved tools but generally does not provide individual security recommendations within standalone planning programs.

Allison Merritt is a financial advisor with Wells Fargo Clearing in Edmonds, WA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Wells Fargo, she worked at ClickBank and FiGPiN. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by extensive research and analytics.

Bill Congdon is a Planning Consultant at Fidelity Investments as of 2024. In this role, he partners with clients and their Wealth Management Team to craft financial plans that align with their personal situations and investment preferences. His approach involves learning about clients and their families to provide clarity and confidence in pursuing their financial goals through a personalized planning experience. Prior to his current position, Bill worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, he held roles as a Financial Professional at Equitable Advisors from 2020 to 2022 and at AXA Advisors from 2019 to 2020.