Aubrey Wilkinson IV is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds the Series 66 designation and previously operated Wilkinson Financial Group, LLC as a sole proprietor. His background includes various roles in finance and hospitality prior to joining Valic Financial Advisors. Valic Financial Advisors, Inc. serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides optional tax-aware and impact/ESG overlay services.

Thomas Jaffe is a financial advisor with HSBC Securities (USA) Inc. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at HSBC Securities since 2012 and HSBC Bank USA, N.A. since 2016, and previously spent five years at Citigroup Global Markets. Jaffe also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm’s investment process incorporates multiple risk profiles and collaborates with HSBC Global Asset Management and other affiliated providers for asset allocation and fund selection.

James Ragan is a CFA® charterholder with 34 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2013. He holds the Series 63 license. Outside of his advisory role, he is a partner in an investment-related family trust. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Noah Schwartz is an investment advisor at Private Advisor Group, LLC with a Series 65 credential and two years of industry experience. Before joining Private Advisor Group in 2024, he held various roles including positions in food service and at Azenta Life Sciences. He operates under the business name Stonebridge Wealth Management within Private Advisor Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model, utilizing technology platforms and a range of investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Robert Haynie is a CFP® with 27 years of industry experience. He has worked at Oppenheimer since 2008, following periods at Merrill and Ernst & Young Investment Advisers LLP. Oppenheimer is a registered investment adviser and broker-dealer serving a wide range of clients, including high net worth individuals, corporations, and charitable organizations. The firm offers diverse programs and advisory services across equity, balanced, and fixed-income portfolios, utilizing both strategic and tactical asset allocation approaches.

Valerie Laroque is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Ameritas since 2010 across multiple affiliated entities and previously at Merrill. Additionally, she serves as trustee for the Griffiths Family Trust and is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm utilizes a range of investment vehicles and platforms, combining model portfolios, mutual funds, ETFs, and individual securities, and offers both discretionary and non-discretionary management programs.

Dhanise Pagulayan is a CFP® professional with four years of industry experience, currently advising at Creative Planning. Prior to joining Creative Planning in 2022, she worked at Allworth Financial and has background experience outside the financial industry, including roles at Starbucks. Creative Planning serves a diverse client base, including individuals, corporations, foundations, and retirement plans, providing investment advisory and financial planning services. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

Matthew Burklund is a financial advisor with Brookstone Capital Management LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Union Central Life Insurance since 2008 and Cornerstone Financial Services LLC since 2007, and he is also involved with Burklund Inc. Outside of his advisory role, he is a partner at Basin Insurance Associates, focusing on property and casualty insurance, and at CoveredNow.com, which provides health insurance services. Brookstone Capital Management offers fee-based asset management and financial planning to a diverse clientele, including individuals, retirement plans, corporations, and trusts. The firm employs strategic and dynamic asset-allocation models and utilizes a range of investment vehicles alongside proprietary funds and sub-advisors to implement client portfolios.

Megan Mora is a Series 66-registered advisor at Guardian Life with one year of industry experience. Prior to joining Guardian Life and its subsidiary Park Avenue Securities, she worked at Jane Street Capital and held various roles across several industries, including political campaigns and hospitality. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a combination of proprietary and third-party platforms.

Kevin Mccandlish is a financial advisor at Corient with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bristlecone Advisors for 10 years. He has been with Corient since 2025. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Johnathan Greene is a Series 66 licensed financial advisor with 13 years of industry experience, currently with D.A. Davidson & Co. since 2017. Prior to joining D.A. Davidson, he worked at Capital One Advisors, LLC from 2012 to 2016. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and provides specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Paige Romney is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2017. Prior to that, she worked at UCSD from 2013 to 2017. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm emphasizes fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Mitchell Williams is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and one year of industry experience. His prior roles include a year at Equitable Advisors, LLC, and experience in automotive retail and education. Key Investment Services LLC is an SEC-registered investment adviser providing portfolio management and model-based advisory products to individuals, trusts, estates, small businesses, and institutional clients through a network of financial professionals. The firm employs a multi-provider model for portfolio implementation and offers various wrap programs integrated with KeyCorp affiliates.

Jon Vinge is a financial advisor with Kestra Advisory Services, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has previously worked at Intervest International Equities Corp and Centara Capital, among other firms. Outside of his advisory work, he participates in an indoor cycling and fitness studio project in Seattle, which is managed by his wife. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms and third-party solutions.

Ligaya Choo is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 63 and Series 66 designations. Choo has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, following a 29-year tenure at JPMorgan Chase Bank, N.A. from 1992 to 2021. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory program focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, supported by centralized due diligence and an ESG eligibility framework.

Clayton Larsen is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and five years of industry experience. He has worked at Wells Fargo Clearing since 2019 and has been with Wells Fargo Bank, N.A. since 2004. 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 offers both brokerage and advisory solutions.

Richard North is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Thrivent Financial For Lutherans and Thrivent Investment Management since 2007. Outside of his advisory role, North co-manages two office buildings and oversees an inherited dry land wheat farm in Eastern Washington. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without portfolio management or institutional mandates. The firm offers planning engagements either as one-time or ongoing relationships, emphasizing written recommendations across a broad range of financial topics.

Jack Fisher is a financial advisor at RBC Capital Markets with four years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates, Albertsons, Redfin, Kelly Services Inc, and Conduent. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with tailored portfolio management, financial planning, and brokerage services, leveraging both in-house and third-party investment resources.

Chad Reibman is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015 respectively. Outside of finance, he owns and performs magical entertainment through his business G.G. GREEN MAGIC LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s market outlooks.

Todd Kelly is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Morgan Stanley and Citigroup Global Markets. Outside of his advisory role, he serves as a board member for the Queen Anne Little League, overseeing the teen umpire program, and volunteers monthly with Banchero Disability Partners, a charitable organization supporting adults with developmental disabilities. 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 serves a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.