Anthony Soh is a CFP® and ChFC® with 19 years of industry experience. He currently works with Royal Alliance and has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. for extended periods. He is involved in advisor education through Advisory Resource Group, LLC, focusing on life insurance and annuity products. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors. The firm offers integrated brokerage and advisory services with a range of investment options and utilizes various tools and third-party platforms to construct and manage portfolios.

Steven Aichinger is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 11 years before joining Wells Fargo Clearing in 2020. Outside of his advisory role, he owns Meadowbrook Oil Corp, which holds mineral right oil royalties. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Daniel Grigg is a financial advisor at Ameriprise in Seattle, WA, with seven years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Ameriprise since 2022. His prior experience includes roles at Definitive Signings LLC and Definitive Paint LLC, where he remains active. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement planning advice focused on dependable income and tax-aware withdrawal strategies.

Adair Hawkins is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Edward Jones, he worked for 14 years at Redmond Signature Dentistry. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets with a large network of financial advisors and offers a range of advisory programs, investment strategies, and affiliated financial services.

Ezra Altaras is a CFP® with 20 years of experience in the financial services industry. He has worked at Raymond James Financial Services Advisors, Inc. since 2020 and previously spent 12 years at Wells Fargo Advisors. He is the owner and managing director of Altaras Financial Group LLC, an independent financial services firm affiliated with Raymond James Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional entities. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and investment consulting to client goals and supports a broad advisor network with specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Brad Moore is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2012, progressing through roles including Financial Representative, Investment Consultant, and Financial Consultant. His professional experience spans over a decade within the firm. Brad focuses on developing meaningful relationships with his clients, emphasizing trust and confidence in the financial planning process. He aims to make financial decisions straightforward and comfortable for those he works with. Outside of his professional role, Brad enjoys attending concerts, participating in family activities, watching football, playing golf, engaging in outdoor adventures, and traveling.

Michael Foody is a financial advisor at Robert W. Baird & Co. with 43 years of industry experience. He has held previous roles at City National Bank, RBC Capital Markets, and Wells Fargo in various capacities. He serves on the advisory board of Treehouse, a nonprofit organization supporting youth in foster care. The DDK Group, part of Baird’s Private Wealth Management department, provides financial planning, portfolio management, and consulting services to individuals, corporate clients, pensions, and charitable organizations. The firm employs a range of strategies including separately managed accounts and overlays, supported by internal research and model-driven management, with approximately $394 billion in regulatory assets under management as of December 31, 2025.

Juliana Gunawan Lee is a financial advisor at RBC Capital Markets with 26 years of industry experience. She has been with RBC Capital Markets LLC since 2008 and holds Series 63 and Series 65 licenses. 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 a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of in-house and third-party investment managers.

Matthew Zylstra is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Raymond James Financial Services Advisors, Inc. since 2016. Outside of his advisory work, he serves on the finance and investment committee of Monroe Christian School, assisting with financial recommendations for the school’s operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Cara Saunto is a financial advisor at Morgan Stanley with nine years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and emphasizes a structured financial planning process supported by firm-approved tools.

Douglas Mc Clure is a financial advisor at Raymond James Financial with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Advisors for 10 years. He is also a co-owner and advisor at Legacy Wealth Partners. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports a broad network of advisors with specialized programs in municipal finance and retirement plan consulting.

Boris Zrnic is a financial advisor with Equitable Advisors in Tukwila, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior roles include positions at Merrill, Fidelity Investments, Edward Jones, JPMorgan Chase, and Bank of America. Outside of finance, he is the owner of Boka Fragrance LLC, a perfume business based in Port Orchard, WA. 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 that includes advisory and brokerage channels, tailoring services based on clients’ goals, risk tolerance, and time horizon.

Trevor Williams is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Forney Financial/LPL Financial. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Stephanie Mochan is a financial advisor at Equitable Advisors with five years of industry experience. She holds the Series 66 designation and has worked at Equitable Advisors since 2020. Prior to that, she was associated with Richard Stewart for a total of 15 years. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage services tailored to client goals, risk tolerance, and time horizon.

Alexander Gust is a financial advisor at Ameriprise with 16 years of industry experience. He holds the Series 66 designation and previously worked at Baird Private Wealth Management and the United States Postal Service. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers these services through a centralized consulting team and integrates algorithmic automation alongside expert oversight in its planning process.

James Navone is a financial advisor with Ameriprise in Seattle, WA, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Ameriprise and its predecessor entity since 2005. Outside of his advisory role, he has ownership in Elliott Suites LLC, a business related to real estate leasing. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored planning and recommendations focused on dependable income and tax-aware withdrawal strategies for clients nearing or in retirement.

Patrick Burns is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and third-party subadvisors.

Stephen Webb is a financial advisor with Equitable Advisors in Issaquah, WA, holding a Series 66 designation and 16 years of industry experience. He has been with Equitable Advisors since 2009, including time when the firm operated as Axa Advisors, LLC. Webb is also involved with Cascade Wealth Strategies, LLC. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by 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 channels to implement client recommendations.

Christopher Weber is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2013. 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 broker-dealer and investment adviser registrations, delivering advisory services alongside affiliated brokerage and investment management capabilities.

Jennifer Talbot is a CFP® and holds a Series 66 license with 11 years of experience in the financial advisory industry. She has been with Edward Jones since 2015, working out of the Redmond, WA office. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across various wealth levels, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.