Gregory Anthis is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent five years with Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a trustee for his daughter's trusts. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a diverse range of financial products, including insurance-related vehicles and bank deposit sweep options.

Juman Sung is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Juman held various roles related to education and seasonal work, including positions at Vanderbilt University and Camp Twin Creeks. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Jamie Pickard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Wells Fargo Clearing since 2016 and also maintains a role at The Melting Pot. Additionally, he has been associated with Wells Fargo Bank since 2015. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Lorraine Brown is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked at the University of Nevada, Las Vegas, and spent 17 years at Caesars Entertainment. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Paula Fedirchuk is a financial advisor at Edward Jones with 17 years of industry experience. She holds the CFP® and Series 66 credentials and has been with Edward Jones since 2008. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Katie Rubio is a financial advisor at Morgan Stanley with 10 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014 and holds a Series 66 designation. Outside of her advisory role, she operates a small online shop offering crafted and homemade goods as well as reselling antiques. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes a structured financial planning process supported by firm-approved tools and modeling techniques.

Hong Ying Chan is a financial advisor with Wells Fargo Clearing in Mercer Island, WA, holding a Series 66 credential and 21 years of industry experience. She has worked at Wells Fargo in various capacities since 2005, including roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of her advisory work, she is involved in managing several rental property businesses jointly owned with her spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a range of financial products such as insurance-related vehicles and bank deposit sweep options.

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 with Ameriprise in Seattle, WA, holding Series 65 and Series 63 credentials and with nine years of industry experience. Prior to joining Ameriprise in 2022, she worked at Royal Alliance Associates for five years and co-owns Charles Anderson Co, a tax preparation business. She is also the owner of Ikina Inc, a fine art business based in Bainbridge Island, WA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Michael Farnham is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on areas including Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Personal Retirement Planning, Individual and Corporate Investment Strategy, and Retirement Income. As a member of the Farnham, Dols & Radziwanowicz advisory team, Michael brings a collaborative approach to delivering investment advice and customized wealth management strategies that align with clients’ financial and family legacy goals. Michael holds a Bachelor's Degree from Stephen F. Austin State University and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his team work closely with clients’ tax and legal advisors to assist in tax minimization and estate planning strategies, serving high net-worth individuals, families, and retirees. Outside of his professional work, Michael is active in the USA Triathlon community and participates in triathlons, hiking, climbing, swimming, running (including marathons), biking, skiing, and other outdoor activities. He is married with two sons and enjoys spending time with his family and traveling.

Amanda Kagarabi is a financial advisor at Merrill based in Seattle, WA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Bank of America, N.A. and Jennifer Vickers, along with four years at the University of Washington. 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, pension plans, corporations, and charitable organizations.

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 with five years of industry experience. She holds Series 63 and Series 66 registrations. Outside of her advisory role, she is a co-owner and administrative partner of Hammer and Saw Local Carpentry, a carpentry business serving homeowners in the Seattle area. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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.