Robert Zorich Jr. is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Heidi Buck is a financial advisor at Raymond James & Associates with 24 years of industry experience. She previously worked at D.A. Davidson & Co. for nine years and spent fifteen years as a homemaker. Outside of her advisory role, she is an independent distributor for Airborne International LLC, focusing on personal care, nutrition, and wellness products. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and government entities. The firm provides wealth advisory planning and investment consulting, emphasizing non-discretionary financial advice supported by research and a wide affiliate network.

Abigail Peterson is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. She has worked within various roles at Morgan Stanley since 2019, including Morgan Stanley Private Bank, N.A. from 2023 onward. Her prior experience includes positions at Gateway Industrial Properties, Chapman University, Harvey & Company, LLC, Symetra Financial, and DYLN Inspired. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and broad investment offerings.

Jeffery Mallula is a financial advisor at Raymond James & Associates with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James for 10 years. Outside of his advisory role, he owns and rents a single-family home in Sammamish, Washington. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a broad client base, including individuals, institutions, and government entities, delivering wealth advisory planning and investment consulting through a non-discretionary approach.

Hunter Moreira is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and eight years of industry experience. His work history includes roles at Charles Schwab and Charles Schwab Bank since 2017 and 2018, respectively, as well as earlier positions outside finance at The Views Golf Course and Starbucks. 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 offers a mix of non-discretionary and discretionary investment management using multi-asset model portfolios and centralized operational structures.

Jere Meyer is a financial advisor with Cetera based in Redmond, WA, holding Series 63 and Series 65 credentials and having 28 years of industry experience. His prior experience includes roles at Parker, Smith & Feek, FSIC, and Professional Benefit Services. He serves on the board of a nonprofit organization, Bridge Ministries. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party investment options.

John Lopez is a financial advisor at Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at Wells Fargo Bank, Wells Fargo Clearing, First Security Bank of WA, and First Tech Credit Union. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets. The firm employs structured discovery conversations and proprietary planning tools, utilizing methodologies such as Monte Carlo simulations to model financial outcomes.

Eric Weider is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at UBS Financial Services, Inc. for 12 years before joining Morgan Stanley Smith Barney LLC in 2024. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through Financial Advisors and its Estate Planning Strategies Group.

Carter Black is a financial advisor at Morgan Stanley in Bellevue, WA. He holds a Series 66 designation and joined Morgan Stanley in 2026. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that incorporates firm-approved tools and outcome modeling techniques.

Ryan Griffith is a financial advisor with Equitable Advisors in Kenmore, WA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. He has been with Equitable Advisors since 2014 and previously worked at Axa Advisors. Griffith is also the managing partner of Integrity Financial Wealth Management, LLC. 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 employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Patrick Kuo is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. 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 conversations and advanced modeling tools.

Margaret Haslach is a financial advisor at Cambridge Investment Research Advisors with 13 years of industry experience. She has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Haslach is involved in community and professional organizations, serving on the financial subcommittee and as treasurer for GENPRIDE, and she is active in public speaking and networking groups such as Females & Finance. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, and charitable organizations by providing financial planning, investment management, and retirement advisory services through a network of independent financial professionals. The firm offers multiple investment platforms and strategies, including proprietary and third-party models, with flexible discretionary or non-discretionary management tailored to client objectives.

Norman Nakamura is a financial advisor at RBC Capital Markets with 30 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is a co-owner with decision-making responsibilities in real estate ventures. 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 tailored investment programs and portfolio management through a combination of in-house and third-party managers, with features such as tax management and responsible investing screens.

Cathleen Ackley is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on assisting clients in developing personalized financial plans that align with their unique goals and values. Her approach prioritizes understanding clients' life priorities, aspirations, and legacies to create comprehensive strategies that address areas such as college education planning, legacy planning, liquidity management, philanthropic planning, special needs planning, and wealth management for women. Cathleen holds professional designations including Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from Northern Illinois University. In addition to her professional activities, she is involved with organizations such as the Disability Action Network (DAN) and Merrill Women's Exchange, and contributes to community initiatives including DECA, the Washington CMV Project, and Special Olympics. Raised in the Chicagoland area and a Northwest resident since 2005, Cathleen has personal interests in nature and the arts. She enjoys traveling, wine tasting, exploring culinary experiences, and spending time outdoors in the Pacific Northwest. Her hobbies include baseball, cooking, dancing, drawing, ice hockey, music, painting, photography, and quality time with her family.

Alan Blinn is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory work, he is involved in independent insurance brokering focused on long-term care. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored retirement-income advice through a centralized consulting team.

Alan Leung is a financial advisor at Raymond James & Associates based in Kirkland, WA, holding a Series 66 designation with one year of industry experience. Prior to entering the financial industry, he worked for Zillow Group from 2017 to 2022. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis and offers a range of firm-sponsored wrap fee programs and institutional consulting services.

John Stoeser is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Amani Rahman is a Series 66-licensed financial advisor with Edward Jones in Redmond, WA, bringing six years of industry experience. Prior to joining Edward Jones in 2020, Rahman worked at the Kelley School of Business, Indiana University, and at the World Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Nicholas Jordan is a financial advisor at Ameriprise with 21 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2004. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Jeff Jones is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity Investments since 2016, including Investment Consultant, Relationship Manager, Workplace Planning Consultant II, Investment Solutions Representative, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Financial Associate at Thrivent Financial from 2015 to 2016. In his role, Jeff focuses on understanding his clients' goals and concerns to collaboratively design, execute, and monitor financial plans that help them work toward their objectives. His experience spans multiple aspects of financial consulting and investment solutions. Outside of his professional responsibilities, Jeff enjoys camping, hiking, traveling, exploring food, parenthood, and spending time with his pets.