Christopher Mullen is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013. Mullen serves as a board member of the Tacoma Executives Association, a local professional networking group. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm employs a structured financial planning process and provides access to comprehensive investment resources, managing approximately $2.74 trillion in client assets.

Ashlynn Helm is a financial advisor at Mass Mutual Investors Services with two years of industry experience. She holds the Series 65 and Series 63 designations and has worked at MassMutual Life Insurance Company since 2017. Prior to her financial career, she held various roles including positions at Platos Closet and AMC Movie Theaters. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs, using firm-approved software to provide goal-based recommendations.

David Powell is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has held various roles within Morgan Stanley and its affiliates since 2010, including the Private Bank and Smith Barney divisions, and previously worked at RBC Capital Markets. Morgan Stanley Wealth Management serves individuals and institutional clients with a variety of advisory programs and financial planning services. The firm’s approach includes structured discovery processes and planning tools, offering both direct and corporate financial planning solutions while managing approximately $2.74 trillion in client assets.

Victor Escobedo Garcia is a financial advisor with Wells Fargo Clearing in Seattle, WA. He holds Series 63 and Series 65 licenses and has been with Wells Fargo Clearing since 2026. Prior to this, he held positions at Wells Fargo Bank, US Bank, and Keybank, among other roles. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Clayton Perkins is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Merrill since 2009 and previously worked at Banc of America Investment Services, Inc. from 2000 to 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal teams and third-party managers, with tailored portfolio implementation and tax-aware options.

Curtis Geathers Jr. is a Series 66-licensed financial advisor with Merrill in Bellevue, WA, holding three years of industry experience. His prior work includes roles at Bank of America, Girard Wood Products, The Wave Car Wash, Domino’s Pizza, and the University of Puget Sound. 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. The firm serves individual, high-net-worth, pension, corporate, and charitable clients with model-based and discretionary investment strategies developed by internal and third-party managers.

Christian Sailer is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney and is the sole proprietor of Christian Sailer LLC, a consulting and recreation business focused on firearms. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process supported by approved tools and resources.

Lise Minthe is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets LLC for seven years before joining Wells Fargo in 2023. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Vincent Esposito is a financial advisor at Fidelity with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked within various Fidelity entities since 2004, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including an IRS-qualified Charitable Gift Fund and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs, and it serves as a registered commodity pool operator and formal advisor to multiple registered investment companies.

Ena Dominique Villarete is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has been with Ameriprise and Ameriprise Financial since 2016. Outside of her advisory role, she is co-owner of VH Enterprise LLC, a real estate business. Ameriprise provides a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Kirsten Kinnan is a CFP®-designated financial advisor with 27 years of industry experience, currently serving clients at Morgan Stanley in Seattle, WA. She has been with Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018 and previously worked at J.P. Morgan Institutional Investments and J.P. Morgan Investment Holdings. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutions, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with capabilities including private funds, commodity pool operations, and principal trading.

Jeffrey Mushen is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves as an advisor on the Board of Directors for the University Sunrise Rotary Foundation and manages Cascadia Operations LLC, a business supporting his financial planning practice. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with specific asset criteria, providing detailed recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

David Burnett is a financial advisor with LPL Financial in Seattle, WA, holding Series 65 and Series 63 designations and bringing 19 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2006 to 2026, including wealth management and investment management positions. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, combining model portfolios, third-party subadvisors, and customized strategies supported by advanced research and operational tools.

Bradford Richardson is a Financial Consultant at Fidelity Investments, where he has been working since 2018. In this role, he collaborates individually with a select group of clients and their families to assist them in working toward their financial security by providing a range of financial products and services tailored to their unique situations and goals. Prior to his current position, Bradford gained experience as an Investment Consultant at TD Ameritrade from 2015 to 2018, and as a Wealth Manager at USAA from 2011 to 2015. He has held Certified Financial Planner roles at several firms including Chase Investments, CUSO Financial Services, Raymond James & Associates, and Charles Schwab, spanning from 1995 to 2011. Outside of his professional work, Bradford has interests in football and kayaking.

Callahan Wales is a financial advisor at Ameriprise with five years of industry experience and holds a Series 66 designation. His work history includes roles at Ameriprise since 2020, as well as brief tenure at Gravity Winery, Newport Properties, and Gratzi. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that features written recommendation reports and ongoing tax-aware withdrawal strategies.

Bobson Lee is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. He has been with Wells Fargo Clearing since 2024 and was previously employed at Wells Fargo Bank, N.A. from 2019 to 2024. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Jack Doney is a financial advisor at UBS Financial Services with five years of industry experience. He has held positions at J.P. Morgan Securities, JPMorgan Chase Bank, MassMutual Life Insurance Company, and Northwestern Mutual. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as fee-based financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Jeffrey Roberts is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. Prior to joining Baird in 2021, he worked at StockShield LLC and spent over two decades at ADP. He is part of The DDK Group within Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

Rick Larson is a financial advisor with Morgan Stanley in Gig Harbor, WA, holding a Series 66 designation and 29 years of industry experience. His career includes roles at Morgan Stanley Private Bank, N.A. since 2015, Morgan Stanley since 2009, and Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management serves individual 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 utilizes structured planning tools and modeling techniques as part of its advisory process.

Joseph Allen is Vice President and Financial Consultant at Fidelity Investments. In this role, he provides clients and their families with access to Fidelity's extensive resources, offering personalized and dedicated relationships through collaborative and customized strategic financial planning and investment strategy development and implementation. His approach includes tracking progress towards financial goals to help clients remain confident regardless of economic conditions. Joseph has held various positions in the financial services industry, including Senior Financial Consultant at TD AMERITRADE, Vice President and Financial Advisor at Merrill Lynch, Financial Advisor at Morgan Stanley Smith Barney and Citigroup Global Markets, Client Associate roles at Morgan Stanley, and Manager at Charles Schwab. His extensive experience encompasses in-depth planning and investment strategy development. Outside of his professional work, Joseph's interests include the beach, family activities, fitness, football, music, and traveling.