Melissa Larson is a financial advisor with OSAIC in Kirkland, WA, holding CFP® and ChFC® designations and more than 28 years of industry experience. She has been with OSAIC since 2020 and concurrently serves clients through Pacific Capital Resource Group, Inc., where she has worked since 2001. Larson provides comprehensive planning support in life, disability, long-term care, and medical insurance in addition to financial planning. OSAIC Wealth serves a broad range of retail and institutional clients, offering brokerage and advisory services through a multi-advisor platform that includes comprehensive financial planning, managed portfolios, Unified Managed Accounts, and retirement plan consulting. The firm employs a model-based investment process supported by various risk and portfolio optimization tools and is notable for its scale, complex affiliate network, and private-equity ownership.

Clarence Pickles is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at UBS Financial Services since 2009. UBS Financial Services 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 provides a broad range of capital markets and research resources to support client strategies.

Sheehan Trippel is a financial advisor at Equitable Advisors with two years of industry experience and holds the Series 66 designation. Prior to joining Equitable Advisors, Trippel worked as a freelance writer and spent several years involved in academic roles at the University of Washington and Pierce College. Outside of advising, Trippel is active as a freelance writer and serves as co-executor of a family estate, and participates in the Eastside Action Rotary Club. Equitable Advisors serves individual clients across wealth levels, as well as institutional clients, providing financial planning, retirement consulting, and asset management programs primarily through a network of Investment Adviser Representatives and third-party asset managers. The firm’s approach includes assessing client risk tolerance and matching clients to advisory models or discretionary managers, with offerings that cover mutual funds, ETFs, separately managed accounts, and select alternative investments.

Joshua Post is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding a Series 66 license and 21 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2005. Outside of his advisory role, he serves as a board member of Railroad Creek Renewable Energy, a nonprofit project developing hydroelectric clean energy, and participates on the board of Immanuel Community Services, which provides services to homeless and poor individuals in Seattle. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based planning across various financial topics without providing portfolio management or discretionary trading authority.

Mark Peterson is a financial advisor with Thrivent Investment Management in Bellevue, WA. He holds Series 63 and Series 66 licenses and has 24 years of industry experience, all with Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of his advisory role, he is a partner in a fishing guide company, Kenai Kingpin Outfitters LLC. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a broad network of advisors. The firm focuses on holistic, goal-based planning covering areas such as retirement, income tax, and estate planning, with planning services offered separately from managed-account programs.

Christy Gatien is a CFP® professional with 28 years of industry experience, currently with Robert W. Baird & Co. since 2026. Prior to joining Baird, she spent 21 years at D.A. Davidson & Co. She is also a sole proprietor of a rental property business in Chelan, WA. She works within The DDK Group at Robert W. Baird & Co., which serves individuals, corporate clients, pensions, and charitable organizations through a range of financial planning and portfolio management services. The firm combines manager-traded and model-traded strategies with ongoing manager selection and research, including the use of artificial intelligence, and manages approximately $394 billion in assets.

Aaron Marshall Spitzbart is a Financial Advisor with Merrill Lynch Wealth Management. He focuses on understanding clients' individual priorities to develop strategies aimed at achieving their short-, mid-, and long-term financial goals. His services include general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Aaron holds professional designations as an Accredited Asset Management Specialist (AAMS) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Seattle University. His approach emphasizes ongoing advice and guidance tailored to clients’ evolving financial needs.

Katherine Maher is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Thrivent Investment Management and Thrivent Financial. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Axel Isackson is a Financial Advisor with Merrill Lynch Wealth Management, operating in the greater Seattle area. He specializes in family wealth management strategies, personal retirement planning, and portfolio management services. Axel takes a client-centered approach by understanding what matters most to each individual and helping them develop clear financial strategies aligned with their goals. Axel holds degrees in Managerial Economics and Business Finance from Central Washington University, where he also played football for five years. He brings the discipline and competitive mindset from his athletic experience into his work. Axel is a Personal Investment Advisor (PIA) and maintains an active interest in financial markets and investing. Outside of his professional role, Axel enjoys a variety of outdoor and sporting activities, including baseball, boating, fishing, football, golfing, ice hockey, skiing, surfing, and spending time with his family. He focuses on building trust and confidence with clients as their financial situations and goals evolve.

Austin Glenn is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has prior work experience including roles at the University of Utah David Eccles School of Business and Village Life. Outside of advising, he operates Austin Glenn Photography. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through a written Recommendation Report and ongoing advice, utilizing proprietary research and third-party data within a defined investment framework.

Bryant Griffiths is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Blair Pehanich is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and 17 years of industry experience. He previously worked for Merrill Lynch from 2007 to 2021 before joining Morgan Stanley in 2021. Outside of his advisory role, he is involved in property management as the sole owner of real estate businesses in Kirkland. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Devon Johnson is a Financial Consultant at Fidelity Investments, where he has been working since 2020. In his current role, he focuses on providing clients with detailed needs-based financial planning and guidance to help secure their financial futures. Devon has extensive experience in the financial sector, having held several positions at Fidelity Investments since 2015. His previous roles include Investment Consultant, Investment Solutions Representative, and High Net Worth Representative. Outside of his professional work, Devon enjoys activities such as fitness, hiking, outdoor adventures, skiing, tennis, and traveling.

Laura Simons is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2017. Prior to that, she was a Sales Coordinator for The Juice Plus Company, a nutritional product business, from 2011 to 2017. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Daniel Dullum is a financial advisor at UBS Financial Services with 11 years of industry experience. He has previously worked at US Bank and U.S. Bancorp Investments, Inc. Outside of his advisory role, he serves on the board of Lighthouse Cooperative, a charity providing cooperative learning for elementary school children, where he assists with bookkeeping and reporting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory approach utilizes proprietary capital market assumptions, model-based asset allocations, and research from UBS Global Research to tailor plans according to clients’ goals and risk tolerances.

Clark Small is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in several business activities in Sun Valley, Idaho, including working on race competition setup and owning a property management oversight company. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Linda Vuong is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with Morgan Stanley Private Bank since 2020 and has been with Morgan Stanley Smith Barney since 2009, as well as having experience with Citigroup Global Markets dating back to 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Travis Rus is a financial advisor at Raymond James Financial in Bellevue, WA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Inc. since 2000. Rus is also the owner of Eastside Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public finance work through a unique municipal advisor affiliation.

Evan Harlan is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Outside of his advisory role, he is involved with an estate investment activity in Redmond, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Cyrus Asasy is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Axa Advisors, Cetera Advisor Networks, and Brian Torgerson, CFP. Equitable Advisors serves individuals across wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives, relying primarily on third-party and affiliated program sponsors to implement advisory models.