Alexander Lopez is a financial advisor at UBS Financial Services in Seattle, WA, holding the Series 66 designation with seven years at UBS and three years prior experience at PHH Mortgage. He has a total of five years in the industry. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Anthony Rugnetta is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, 49 Wealth Management, and Compass. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Mercedes Rodrigues is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has worked at Wells Fargo Investments, LLC from 2006 to 2011 and has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm uses research and analytics from Wells Fargo Investment Institute and third-party sources, offering both brokerage and advisory solutions across a broad asset base.

Brien Houston is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at PitchBook Data for three years and has held roles in various other companies. Outside of finance, he volunteers as an assistant coach for youth soccer and wrestling programs and serves as CEO of the MBA Student Association at the University of Washington Bothell. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

Marko Tubic is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 credentials and having 27 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, he serves as Vice President of the Fremont Chamber of Commerce and is an assistant coach for the girls' soccer team at McClure Middle School in Seattle. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and is notable for its extensive retail advisor network, affiliated investment capabilities, and fiduciary standard of care.

Henry Martin is a Financial Advisor with Merrill Lynch Wealth Management, providing comprehensive financial strategies tailored to the unique needs of his clients. He partners with individuals to define their goals and develop portfolio strategies designed to help them navigate complex financial challenges. Henry offers ongoing advice and adapts financial plans as clients’ situations evolve, supporting priorities such as retirement, education planning, legacy planning, tax minimization, and managing new wealth. With experience working with clients at every life stage, Henry helps optimize employer compensation for professionals in industries like technology and assists in planning the timing of retirement. His approach focuses on delivering clear, actionable advice to simplify the financial decision-making process, allowing clients to concentrate on what matters most while feeling confident they are on track to achieve their goals. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations and earned a bachelor's degree from Washington State University. Outside of his professional work, Henry’s personal interests include cooking, fishing, football, golfing, hunting, pickleball, running marathons, scuba diving, skiing, and traveling. His philosophy centers on helping clients uncover what matters to them and their families to create strategies that pursue their financial objectives.

Emma Moreno Rincon is a financial advisor with Merrill, holding a Series 66 designation and beginning her advisory career in 2026. She previously worked at Bank of America from 2015 to 2026 and Marymoor Park for 11 years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and various institutional investors.

Alexander Moore is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 15 years of industry experience. He has worked at Raymond James since 2018 and was previously with Wells Fargo Clearing from 2016 to 2018. Moore is a partner in Salmon Bay Capital Advisors LLC, a business entity used to manage work-related expenses jointly with a colleague. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting tailored through risk profiling and software-driven analyses.

Olive Siau New Goh is a CFA® charterholder and holds a Series 66 license with 17 years of experience in the financial industry. She has worked at J.P. Morgan Securities since 2023 and previously spent nine years at Citigroup Global Markets and six years at HSBC Securities (USA) Inc. She is based in Seattle, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program that delivers written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority. The firm’s advisory process integrates quantitative and qualitative research, incorporates ESG considerations, and includes broader derivatives and commodities capabilities.

Monty Long Jr. is a Series 66 licensed financial advisor at J.P. Morgan Securities with 12 years of industry experience. His prior roles include positions at Bank of America and Merrill Lynch Pierce Fenner & Smith. Outside of his advisory work, Monty is involved in the entertainment industry as an actor and model. J.P. Morgan Securities provides institutional consulting services focusing on asset allocation advice, investment manager searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm's advisory process combines quantitative and qualitative research to support its recommendations, which clients implement with final decision-making authority.

Elizabeth Hawley is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. She has been with RBC Capital Markets since 2008. Outside of her advisory role, she actively manages a rental property business. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers various advisory programs with tailored investment strategies, utilizing both in-house and third-party managers and providing comprehensive financial planning, portfolio management, and brokerage services.

Daniel Slattery is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets solutions.

Robert Black is a financial advisor with Merrill, holding a Series 66 designation and 11 years of industry experience. He has been affiliated with Merrill since 2006 and Bank of America since 2015. Outside of advising, he serves as an officer for the Bainbridge Ballet Performance Group, a local nonprofit supporting ballet performances and managing board operations. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Brien Mc Hugh is a Series 66-credentialed financial advisor with Morgan Stanley in Seattle, WA, where he has worked for nine years. His tenure includes roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and utilizes structured discovery processes and planning tools to develop client plans.

Deborah Tanner is a Series 66 licensed financial advisor with Edward Jones, based in Kingston, WA. She has 14 years of industry experience and has been with Edward Jones since 2011. Deborah is also a co-owner and property manager of a rental property in Butte, MT. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Joseph Songvilay is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Financial Engines Advisors L.L.C., E.K. Riley Investments, LLC, and Moss Adams Wealth Advisors LLC. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm combines proprietary modeling with planner delivery and online tools, offering diversified portfolios, periodic rebalancing, and both discretionary and non-discretionary advice across a large client base.

Elysia Bui is a financial advisor at UBS Financial Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Arrow Homes and served on the Edmonds City Council. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to a range of investment products. The firm combines institutional trading capabilities with wealth management services to deliver tailored financial solutions.

Tom Elliott is a CFP® professional with 11 years of industry experience, currently affiliated with RBC Capital Markets and City National Bank. He has worked at RBC Capital Markets, LLC since 2016 and City National Bank since 2019. Outside of his advisory role, Elliott is the sole proprietor of Island Woods Retreat, a short-term rental property on Bainbridge Island, WA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual, institutional, and nonprofit clients. The firm offers various wrap fee advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

Ethan Waterman is a financial advisor at Robert W. Baird & Co. with 11 years of industry experience. He holds a Series 66 designation and has been with Robert W. Baird & Co. since 2015. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pension plans, corporations, charitable organizations, and institutional clients. The firm offers customized financial planning and portfolio management services, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Giselle Fitzgerald is a financial advisor at Charles Schwab with a Series 66 designation and one year of industry experience. Prior to her advisory role, she held various positions in retail and hospitality, including at Aldo Shoes and Buckley's Pubs. Charles Schwab serves a large client base 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 combines non-discretionary advisory models with access to affiliated discretionary separately managed accounts, offering multi-asset model portfolios and alternative investment options.