Thomas Strawn III is a Series 66-licensed financial advisor at Morgan Stanley in Seattle, WA, with eight years of industry experience. He has been with Morgan Stanley since 2017 and was self-employed from 2015 to 2017. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, providing financial planning through structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include tailored financial plans without individual security recommendations as part of standalone planning.

Andrew Vernon is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Sovereign Asset Management and John Hancock Advisors. He is also the managing partner of Live Your Ideal Life, LLC, a financial planning firm affiliated with Ameriprise. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of large institutional firms.

Anthony Fuertes is a financial advisor with RBC Capital Markets based in Seattle, WA. He holds a Series 66 designation and has 19 years of industry experience, including 17 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment management with customizable portfolio features.

Alexandra Stanyon is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Royal Alliance Associates and Charles Anderson Co, where she is also a co-owner involved in tax preparation. Outside of advising, she owns Ikina Inc, a fine art business. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice. The firm integrates internal research and third-party data in its non-discretionary approach and uses restrictive enrollment criteria tied to investable assets and assets held at Ameriprise.

George Andrade is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward Jones since 2000 and holds Series 63 and Series 65 designations. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Amanda Kagarabi serves as a Client Experience Advisor at Merrill Lynch Wealth Management. In this role, she works directly with Merrill clients to understand their current financial situations and to introduce them to various solutions available through Merrill and Bank of America. Amanda's focus is on empowering clients with the tools and knowledge necessary to manage their financial lives and select platforms that align with their needs. Amanda holds the designation of Personal Investment Advisor (PIA) and earned her Bachelor's Degree from the University of Washington. She emphasizes helping clients identify what matters most to them and their families to develop strategies aimed at pursuing their financial goals.

Marvel Rotness is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at J.P. Morgan Securities for 11 years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven, incorporates modern portfolio theory, and includes both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Charity Atkinson is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses with five years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2021, she worked at US Bank, Nordstrom, and Starbucks. She is also an owner and partner of Hammer and Saw Local Carpentry, LLC, a carpentry business serving homeowners in the greater Seattle area, where she handles administrative and marketing duties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory program uses centralized due diligence with a combination of quantitative and qualitative research and incorporates ESG criteria and derivatives capabilities.

Sabrina Breda is Vice President Private Wealth Management Advisor at Fidelity Investments, where she has worked since 2007 in various roles including Wealth Management Advisor, Financial Consultant, Investment Consultant, and Client Service Specialist. She specializes in working with high net worth clients, focusing on comprehensive financial planning and facilitating family conversations to develop personalized financial plans. Her approach involves simplifying complex financial concepts to help clients organize their finances around understandable and tailored strategies. Sabrina believes that a well-structured financial plan is key to achieving financial goals and alleviating financial anxieties. Outside of her professional work, Sabrina enjoys hiking, parenthood, reading, and running.

Andrew Heimdahl is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Key Investment Services, KeyBank, and Washington State University. 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 manages approximately $671 billion in assets and provides solutions supported by research and analytics, offering both brokerage and advisory options.

Andrew Sargent is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has been with Fidelity Investments since 2022 and holds prior work experience outside the financial sector, including roles at the YMCA and as a student. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Frederick Gibbs is a financial advisor with Ameriprise in Federal Way, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he has interests in real estate ownership unrelated to his investment work. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients with Ameriprise-managed accounts.

Steven Judd is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Prior to joining LPL in 2025, he was with Grove Point Advisors and Grove Point Investments from 2021 to 2025 and worked at H. Beck, Inc. for nine years. He is also the owner of TrainingConnections LLC, a business related to investment services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services supported by extensive technology platforms and a large network of investment adviser representatives.

Inn Hsuan Foo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Dylan Villegas is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 license with approximately one year of industry experience. Prior to joining Morgan Stanley, he worked at WaFd Bank and operated a small business, Dylan's Innovations LLC, for two years. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and processes.

Daniel Jones is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Jones has been with Wells Fargo Clearing Services LLC since 2016 and has worked with Wells Fargo Bank NA since 2015. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics.

Nicole Vankirk is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has been with Merrill and Bank of America since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations with model-based and discretionary investment strategies developed by internal and third-party managers.

Lanette Cottnair is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

Anthony Abas is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 credential with one year of industry experience. His prior experience includes 20 years of service in the U.S. Army and a brief period at Northwestern University. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Steven Landau is a CFP®-credentialed financial advisor at Cetera with 20 years of industry experience. His prior roles include positions at Avantax Advisory Services and Avantax Insurance Agency. He is also the owner and sole proprietor of two tax preparation and accounting businesses in Seattle. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a range of portfolio management and financial planning services through a large nationwide network of advisors.