Christopher Delaney is a financial advisor with MassMutual Investors Services in Seattle, WA, holding Series 63, Series 65, and Series 66 credentials. He has 17 years of industry experience, serving at MML Investors Services Inc and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he owns a residential rental property business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, software-driven planning methods and offers various programs, including educational seminars and specialized event-driven planning services.

Mohammad Zuberi is a CFP®-designated financial advisor with Edward Jones in Seattle, WA, and has 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he serves as a governor for Friends of Ferdinand Festival Street LLC, a volunteer organization focused on creating and maintaining a public gathering space in his neighborhood. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,000 advisors.

Cory Jantaworn is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 66 designation and previously worked at E*Trade Securities and Morgan Stanley. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional entities, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Jared O'neal is a financial advisor with Morgan Stanley in Tacoma, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Morgan Stanley and its Private Bank division since 2009. Outside of his advisory role, he is a 50% owner of Pendell Ranch in Grand Coulee, WA, where he is involved in pasture cattle operations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools supported by a broad range of retail and institutional offerings.

Brennan Hartley is a financial advisor at Cetera with a Series 66 designation and four years of industry experience. He has worked at Cetera Advisors since 2022 and founded Hartley Financial LLC, where he manages office expenses. Prior to his advisory career, he was employed at NanoString Technologies Inc. for four years. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes affiliated and third-party model portfolios, with over $256 billion in assets under management.

Patrick Mcdevitt is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His career includes roles at First Allied Securities and Advisory Services before joining Cetera in 2020. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers a multi-manager platform with various program options, including discretionary and non-discretionary portfolio management and access to third-party money managers.

Christopher Bell is a financial advisor with LPL Financial in Federal Way, Washington, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Washington State Employee Credit Union, Edward Jones, Bank of America, and Merrill. Outside of his advisory work, he owns and operates a home-based battery refurbishing business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various managed account options.

Ronald Cuellar Jr. is a financial advisor at Wells Fargo Clearing with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank. Outside of his advisory role, he is involved in managing a rental property in Tacoma, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven investment approach incorporates modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options.

Bryan Gormley is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2003. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by in-house and third-party research.

Theresa King is a financial advisor with Mass Mutual Investors Services in Gig Harbor, WA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. She has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1998. Outside of her advisory role, she is involved in group health sales and acts as a real estate agent representing her family’s interests. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs, emphasizing collaborative, annual planning engagements tailored to client goals.

Joseph Curiel is a financial advisor with Raymond James Financial in Tacoma, WA, holding a Series 63 designation and having 47 years of industry experience. He has been with Raymond James Financial since 2003, currently serving in his role for over 17 years. Outside of his advisory work, he is an associate employee at The Commerce Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors with specialized services such as municipal advisory and SIMPLE IRA employer consulting programs.

Gregory George is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers proprietary research and a broad range of capital markets services.

Emily Grandon is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at Thornapple River Capital, LPL Financial, Cetera Advisors, and in personal financial planning roles. Her earlier career includes positions at the Community Health Association of Spokane and Eastern Washington University. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

Brock Bennion is a financial advisor with LPL Financial based in Tacoma, WA, holding a Series 66 designation and five years of industry experience. He has worked at Financial Advocates Investment Management since 2020 and at LPL Financial since 2020, with additional experience at Kimball Creek Partners and Washington University School of Medicine. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches supported by internal and third-party research.

Aidah Larsen is a financial advisor at Wells Fargo Clearing with eight years of industry experience. She holds Series 65 and Series 63 credentials and has previously worked at Fidelity Investments, TD Ameritrade, and Morgan Stanley. Wells Fargo Advisors serves individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets through a nationwide network of over 14,000 financial advisors.

Rebecca Olson is a financial advisor at Wells Fargo Clearing with a Series 66 designation and four years of industry experience. She has been with Wells Fargo Clearing since 2019 and has worked at Wells Fargo Bank, N.A. since 2012. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

Sosna Biniam is a financial advisor with J.P. Morgan Securities in Seattle, WA. Holding a Series 66 designation, they began their industry career in 2026 and have experience at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Prior to entering the financial sector, Biniam was involved with Yale University in various capacities, including roles at the Economics Department and the Office for Educational Opportunity. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, utilizing quantitative asset-allocation modeling and a manager-solutions team to deliver customized advice.

Joseph Diller is a financial advisor with Wells Fargo Clearing in Tacoma, WA, holding Series 63 and Series 65 credentials and 36 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 10 years before joining Wells Fargo Clearing in 2019. Outside of his advisory role, he serves as an executor for a friend’s estate, which involves managing investment-related responsibilities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Robert Nelson is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 credential and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Nelson is also the sole proprietor of Paralis LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Secular Return Estimates and Monte Carlo simulations.

Pamela Malcolm is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, she worked at Early Bird Retirement from 2020 to 2023 and spent 24 years at The Boeing Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large nationwide network of financial advisors and branch offices.