Gregory Knott is a financial advisor at Edward Jones in Snohomish, WA, with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Thrivent Financial and COUNTRY FINANCIAL. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, discretionary and non-discretionary investment strategies, and affiliated financial products. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

David Van Deusen is a financial advisor with Thrivent Investment Management in Kirkland, WA. He holds a Series 66 designation and has 11 years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2016. Outside of his advisory role, he is involved in buying and selling sports and music memorabilia. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses without portfolio management for institutional clients. The firm offers these planning services through a network of financial advisors and allows clients to combine planning with managed accounts under a consolidated billing option.

Alexander Ward is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds a Series 66 designation and has worked with firms including Addison Avenue Investment Services and First Tech Federal Credit Union. Outside of his advisory role, he is also an associate at Addison Avenue Investment Services, providing investment advice to members. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions, using tailored, non-discretionary approaches supported by analytical and risk-profiling tools.

Lawrence Mcausland is a financial advisor at LPL Financial with 34 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Cetera Advisors LLC and First Allied Advisory Services. He serves as a trustee for the Lawrence Calvert Trust. 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 plan consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Russell Paris is a financial advisor with J.P. Morgan Securities LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked within various divisions of J.P. Morgan since 2015, including JP Morgan Securities LLC and JPMorgan Chase 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. As a subsidiary of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Ian Wang is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career background includes positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as prior roles at Bank of America and Merrill. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs and financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process supported by proprietary tools and serves clients through both direct and corporate financial planning arrangements.

Benjamin Goodman is a financial advisor with LPL Financial in Everett, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Linsco/Private Ledger since 2001. Goodman serves as the appointed successor trustee for the Ben M. & Shirley G. Goodman Estate Trust. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, using various investment strategies supported by in-house and third-party research.

Nini Wu is a financial advisor at Morgan Stanley with 10 years of industry experience. She holds a Series 66 credential and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Cetera, among other firms. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Anthony Quail is a financial advisor at Charles Schwab with a Series 66 credential and one year of industry experience. His prior work includes roles at Charles Schwab Bank SSB and Charles Schwab & Co., Inc. before entering the financial services industry. 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. The firm combines non-discretionary advisory relationships with access to discretionary separately managed accounts and uses multi-asset model portfolios supported by in-house research and due diligence on alternative investments.

Steven Muckley is a financial advisor at Raymond James Financial with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2010. In addition to his advisory role, he operates a CPA practice as a sole proprietor. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, and institutions, using tailored non-discretionary planning and analytical tools.

David Fournier is a financial advisor with Equitable Advisors in Edmonds, WA, holding a Series 66 designation and 24 years of industry experience. He has been with Equitable Advisors since 2003, including its predecessor, Axa Advisors, LLC. Equitable Advisors serves individual investors, retirement plan sponsors and participants, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and various third-party asset managers. The firm uses a client intake process to tailor services and operates a hybrid referral and implementation model that emphasizes both advisory and brokerage/insurance channels.

Raiatea Convery is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2022, Raiatea worked at Fern Expo / Triumph Expo and CORT Party Rental. She serves as the vice president and fundraising committee chairperson on the board of the Frank Wagner Elementary PTO in Monroe, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services.

Kaimanu Chin Hidano is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and seven years of industry experience. He has worked at WSECU and its investment management division since 2016 and 2020 respectively, and with LPL Financial since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research from multiple sources.

Nanda Kishore is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with J.P. Morgan Securities since 2012, also serving at JPMorgan Chase Bank since 2011. Outside of his advisory role, he is a co-owner and landlord of a rental property. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations through a non-discretionary program where clients retain final decision-making authority.

Denise Tanaka is a financial advisor with Raymond James & Associates in Kirkland, WA, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2017, she worked at Morgan Stanley Smith Barney for eight years. Outside of advising, she teaches piano to children ages 5 to 15. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Forrest Vicars is a Series 66-licensed financial advisor with Merrill, based in Woodinville, WA, and has two years of industry experience. His prior work includes roles at Edward Jones and Bank of America. He has worked in diverse sectors, including manufacturing and technology, with eight years at Mount Baker Mining and Metals and three years at Glowforge. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies supported by internal and third-party managers.

Brandon Honcoop is a financial advisor with RBC Capital Markets in Kirkland, WA, holding a Series 66 designation and over 22 years of industry experience. He has been with RBC Capital Markets since 2008 and also works with City National Bank. Outside of finance, he owns and operates a wine production business, DVH Wines, LLC dba Ambiance Cellars, and teaches children’s ski school at Summit at Snoqualmie. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations, offering tailored investment strategies and a range of advisory programs that integrate discretionary portfolio management and financial planning.

Jessica Pavish is a financial advisor with Edward Jones in Everett, WA, holding Series 63 and Series 65 credentials and 40 years of industry experience. She has been with Edward Jones for 22 years since 2004. Outside of her advisory role, she serves on the boards of the Bainbridge Island Museum of Art and the Port Townsend Film Festival, contributing to the governance and programming of these organizations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

David Keller is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Keller serves on the investment committee of the Fulcrum Foundation, a charitable organization based in Seattle. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, to support its financial planning process.

Calen Johnson is a CFP® and ChFC® affiliated with Raymond James Financial Services Advisors, Inc., with 12 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2025. Johnson is the CEO of two support companies, Haven Financial LLC and Calen Johnson LLC, which are not investment-related. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.