Linda Larner is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America N.A., where she has worked since 1978. Merrill, in conjunction 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Bruce Brundige is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at LPL Financial since 2000 and previously operated Financial Advocates Advisory Services, an independent registered investment advisory firm. Brundige also provides fixed insurance services through his role at Financial Advocates Agency. 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 advisory services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Trong Pham is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing comprehensive financial services to executives, physicians, and business owners. He employs a methodical and analytical approach to financial planning, focusing on complex cases and delivering customized advice in areas such as cash management, lending services, asset allocation, and portfolio management. Trong holds a Bachelor's Degree from Washington State University and a Master's Degree from City University of Seattle. He is a Personal Investment Advisor (PIA) and has a background as a corporate executive and engineer. His expertise encompasses college education planning, family wealth management strategies, retirement planning, socially responsible investing, and small business strategies. Committed to community involvement, Trong serves as the President of the Greater Seattle Vietnamese Chamber of Commerce and co-founded the Ethnic Chambers of Commerce Coalition. He has also held board positions with organizations including SEAFAIR. His community activities extend to participating in film production, food bank services, and various community events.

Sean Collins is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2010, including a concurrent role at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

James Zervas is a financial advisor with Mass Mutual Investors Services in Seattle, WA. He holds the Series 66 designation and has five years of industry experience, including prior roles at Equitable Advisors and Mass Mutual Insurance Company. Outside of his advisory work, he is also engaged as an insurance broker specializing in life, fixed annuities, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative approach that emphasizes client goals and generally recommends investment categories rather than specific products.

Brian Rayfield is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and with 24 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support tailored financial strategies.

Anthony Hauenstein is a financial advisor with Raymond James Financial Services Advisors, Inc. who holds a Series 66 designation and has 14 years of industry experience. He also works as an independent contractor at Bush, Polen and Associates, Inc., and is a musician performing at various venues since 1994. Additionally, he is the CEO of T To L Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Yelena Alhadeff is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan in various capacities since 2009. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative research to offer written asset allocation advice, investment manager and fund searches, and customized performance reporting, with clients retaining final decision-making authority.

Michael Kernan is a financial advisor with Raymond James Financial in Bellevue, WA, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1992 and is also the owner of an agricultural business, BK Orchards, located in Woodinville, WA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning supported by analytical tools and has specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Mark Ramey is a financial advisor at Edward Jones with three years of industry experience. He holds Series 63, 65, and 66 licenses and has worked in various roles prior to joining Edward Jones, including self-employment and positions at Multiple firms. Outside of finance, he is the owner and Chief Business Development Officer of Mint Building Services LLC, a company focused on office cleaning business development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a nationwide network of advisors and branches.

Kate Becherer is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her work history includes roles at Bank of America, Merrill, and Northwestern Mutual. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Franklin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Franklin is also involved in a non-variable insurance business sponsored by Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

Kara Brown is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2014, including eight years concurrently at Bank of America. 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 offers a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Cody Laing is a financial advisor at Ameriprise in Renton, WA, holding a Series 66 designation. He has less than one year of industry experience and has previously worked at AGP Wealth Advisors and held various roles related to California Polytechnic State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Regan Mueller is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Mueller was also involved in forming Mueller Capital Seattle, a private investment entity. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning solutions without providing individual security recommendations within standalone planning programs.

Peter Dierks is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and TIAA. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Anne Tipple is a financial advisor at Morgan Stanley in Seattle, WA, with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Darrell Douglas is a financial advisor at Ameriprise with 35 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. 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 retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Trent Sanden is a financial advisor with UBS Financial Services in North Bend, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Bret Edensword is a Series 66 licensed financial advisor with LPL Financial, based in Tukwila, WA. He has 13 years of industry experience, including roles at Boeing Employee Credit Union since 2018 and Edward Jones from 2013 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.