Vickie Kozuck is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has previously worked at A. G. Edwards & Sons, Inc. for ten years before joining Wells Fargo Clearing in 2016. Outside of her advisory role, Kozuck serves on the finance committee for St. Mary Magdalen and has held leadership positions with the Lynnwood Rotary Communication Foundation's investment committees. 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 supported by research from Wells Fargo Investment Institute and third-party data.

Sosna Biniam is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan, Biniam held various roles at Yale University and participated in community outreach through Empowering Youth and Families Outreach. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, and endowments. The firm’s advisory process integrates quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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.

Timothy Howell is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and accumulating eight years of industry experience. He has worked with JPMorgan Chase Bank and its affiliates since 2004, with a continuous tenure at J.P. Morgan Securities since 2018. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting. The program utilizes centralized due diligence combining quantitative and qualitative research and may incorporate an ESG framework in its recommendations.

Michael Smith is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, as well as experience in the technology sector with Apollo Robotic Technologies, Inc. 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 a combination of quantitative and qualitative research.

Belinda Brill is a financial advisor at RBC Capital Markets with 13 years of industry experience. She holds Series 63 and Series 66 registrations and has worked at RBC Capital Markets since 2018, following a 17-year tenure at Cosse International Securities, Inc. 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 multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client’s risk profile.

Tristan Fujita is a financial advisor with LPL Financial in Federal Way, WA, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones, Multicare, Tuality Healthcare, Orthopedic and Fracture Specialists, and George Fox University, where he continues slight employment on a part-time basis. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and a broad array of financial products and tools.

Renee Walden is a Series 66-licensed financial advisor with Edward Jones in Seattle, Washington, and has 11 years of industry experience. She has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Lance Rieland is a financial advisor at Edward Jones in Tacoma, WA, holding a Series 66 designation with six years of industry experience. Before joining Edward Jones in 2020, he worked in construction and participated in roles at Montana State University and Younglife's Malibu Club. Outside of his advisory work, he serves as Worship Director at Sufficient Grace Church in Graham, WA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large nationwide network of advisors and branches.

Jacob Mcbride is a financial advisor at Wells Fargo Clearing with a Series 66 designation and three years of industry experience. He has been with Wells Fargo Clearing since 2022 and has worked at Wells Fargo Bank, N.A. since 2017. Prior to his financial services career, he was involved with Eastridge Church for five years. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. Its advisory process 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.

Yuki Igarashi is a CFP®-credentialed financial advisor with Edward Jones, located in Seattle, WA, and has 11 years of industry experience, all with Edward Jones since 2015. He holds a Series 66 license and serves clients through one of the largest full-service wealth management firms in the industry. Edward Jones serves more than four million individual and institutional clients, offering a range of investment strategies including discretionary and non-discretionary managed solutions, separately managed accounts, and proprietary mutual funds, all under a fiduciary standard.

Taylor Cox is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Wells Fargo Bank since 2010 and with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics from its Investment Institute and third-party sources to guide its investment approach.

Nianfei Shen is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Wells Fargo Clearing, Shen worked at Wells Fargo Bank and has experience in the retail and restaurant sectors. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, retirement plan consulting, and brokerage solutions to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors.

Steven Rapp is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2003 and holds Series 63 and Series 66 licenses. Outside of advising, he owns and operates an executive recruiting business, which he manages on a limited basis. 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 and investment solutions, supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Fiqri Dine is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He has worked at several J.P. Morgan entities since 2014, including J.P. Morgan Investment Management Inc. and J.P. Morgan Institutional Investments Inc. His current roles include positions at J.P. Morgan Securities LLC and J.P. Morgan Chase Bank NA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process incorporates centralized due diligence and uses both quantitative and qualitative research methods to build model asset allocations, with an emphasis on eligible strategies and an ESG eligibility framework.

Katelyn Smith is a CFP® professional with 13 years of industry experience, currently advising clients at Stifel since 2019. Her prior roles include positions at City National Bank and RBC Capital Markets, LLC. She serves on the board of trustees for the Tacoma Museum of Glass. Stifel provides a broad range of brokerage and investment advisory services to individual and institutional clients, utilizing a proprietary investment methodology developed by its Investment Strategy Group to support client decision-making.

Terrance Zaragoza is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has an extended tenure at Wells Fargo Bank beginning in 2007. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and employs over 14,000 financial advisors, offering both brokerage and advisory solutions.

Raymond Schmidtke is a financial advisor at Morgan Stanley Wealth Management with 42 years of industry experience. He previously worked at UBS Financial Services for 14 years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves as a board member of the Tacoma Golf and Country Club. Morgan Stanley Wealth Management offers advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm emphasizes structured financial planning supported by its Global Investment Committee's research and provides a broad range of investment and advisory services.