Blair Pehanich is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and 17 years of industry experience. He previously worked for Merrill Lynch from 2007 to 2021 before joining Morgan Stanley in 2021. Outside of his advisory role, he is involved in property management as the sole owner of real estate businesses in Kirkland. Morgan Stanley Wealth Management provides advisory services to individuals and institutional clients, offering tailored financial planning and a range of investment programs. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models as part of its financial planning process.

Devon Johnson is a Financial Consultant at Fidelity Investments, where he has been working since 2020. In his current role, he focuses on providing clients with detailed needs-based financial planning and guidance to help secure their financial futures. Devon has extensive experience in the financial sector, having held several positions at Fidelity Investments since 2015. His previous roles include Investment Consultant, Investment Solutions Representative, and High Net Worth Representative. Outside of his professional work, Devon enjoys activities such as fitness, hiking, outdoor adventures, skiing, tennis, and traveling.

Laura Simons is a financial advisor at Merrill with 15 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2017. Prior to that, she was a Sales Coordinator for The Juice Plus Company, a nutritional product business, from 2011 to 2017. 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies.

Daniel Dullum is a financial advisor at UBS Financial Services with 11 years of industry experience. He has previously worked at US Bank and U.S. Bancorp Investments, Inc. Outside of his advisory role, he serves on the board of Lighthouse Cooperative, a charity providing cooperative learning for elementary school children, where he assists with bookkeeping and reporting. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm’s advisory approach utilizes proprietary capital market assumptions, model-based asset allocations, and research from UBS Global Research to tailor plans according to clients’ goals and risk tolerances.

Clark Small is a financial advisor at Merrill with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2010 and Bank of America, N.A. since 2011. Outside of his advisory role, he is involved in several business activities in Sun Valley, Idaho, including working on race competition setup and owning a property management oversight company. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Linda Vuong is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked with Morgan Stanley Private Bank since 2020 and has been with Morgan Stanley Smith Barney since 2009, as well as having experience with Citigroup Global Markets dating back to 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Travis Rus is a financial advisor at Raymond James Financial in Bellevue, WA, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James Financial Services Inc. since 2000. Rus is also the owner of Eastside Advisors, a non-investment-related support company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and it supports municipal and public finance work through a unique municipal advisor affiliation.

Evan Harlan is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley since 2016. Outside of his advisory role, he is involved with an estate investment activity in Redmond, Washington. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets.

Cyrus Asasy is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and eight years of industry experience. His prior work includes roles at Axa Advisors, Cetera Advisor Networks, and Brian Torgerson, CFP. Equitable Advisors serves individuals across wealth levels, as well as pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and diverse asset-management programs through a network of Investment Adviser Representatives, relying primarily on third-party and affiliated program sponsors to implement advisory models.

Tari Sheffer is a financial advisor with Raymond James Financial in Issaquah, WA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. Prior to joining Raymond James in 2023, Sheffer worked at Wells Fargo Clearing for seven years. Outside of advisory work, Sheffer is employed as a client service associate at Hall & Dornan Capital Partners. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, and institutional investors. The firm provides tailored, non-discretionary planning and uses analytical tools to support client goals, while also maintaining unique offerings such as municipal advisory services and SIMPLE IRA employer consulting.

Michael Keever is a financial advisor at Raymond James Financial Services Advisors, Inc. with 44 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years before joining Raymond James in 2023. Keever is also the owner and CEO of Keever Capital LLC and a partner at Small Haven LLC. 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, pension plans, corporations, and institutions. The firm provides tailored non-discretionary planning and consulting using risk profiling and analytical modeling, and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory programs.

Robert Hamilton is a financial advisor with LPL Financial in Sammamish, WA, holding Series 63 and Series 65 credentials and over 43 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Voya Financial Advisors, Voya Financial Partners, and Cetera Wealth Services. He serves as a trustee and co-trustee for several family trusts. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions to individuals, retirement plan participants, banks, trust companies, and other institutions.

Calvin Bright is a Series 66 licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at CBRE, Inc. for nine years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Hilary Doherty is a CFP® professional affiliated with RBC Capital Markets in Kirkland, WA, with 16 years of industry experience. She has been with RBC Capital Markets since 2010 and concurrently with City National Bank since 2017. Outside of her advisory role, Doherty serves on the Seafair Board of Directors and is a committee member supporting programs for the Issaquah School District through the Issaquah Schools Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, and charitable organizations, offering a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Alec Schuldt is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2022 and was previously associated with the Seattle Golf Club from 2015 to 2022. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines a non-discretionary client relationship model with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by centralized custody and trading operations.

Yvonne Hall is a CFP®-certified financial advisor with 33 years of industry experience. She is currently with Raymond James Financial Services Advisors, Inc. and has prior experience at Wells Fargo Clearing and Prudential Equity Group, LLC. Outside of her advisory role, she owns Yondi's Yoga, through which she occasionally teaches yoga via Zoom. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, and institutional clients. The firm uses customized planning and analytical tools to support client goals and offers both advisory programs and institutional consulting.

Jamie Franceschina is a financial advisor at Merrill with 14 years of industry experience. She holds the Series 66 designation and has worked at Merrill since 2016. Her prior experience includes four years at Morgan Stanley. 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 model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Carrie Anderson is a financial advisor at Cetera with 14 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at Ameriprise, Becu Boeing Employee Credit Union, and LPL Financial. Anderson is also a registered professional with Pacific Rim Financial Group dba McKay Wealth Management, where she is involved in operations and administrative duties. Cetera Investment Advisers LLC is an SEC-registered adviser serving a diverse client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a variety of portfolio management, financial planning, and retirement services, managing over $256 billion in assets through a network of more than 10,000 advisors.

Chelsea Walters is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at Morgan Stanley, Nationwide Mutual Insurance Company, Merrill, Bank of America, and Wells Fargo. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research to support its recommendations and offers broader derivatives and commodities capabilities.

Daryn Debelak is a financial advisor at Edward Jones in Redmond, WA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior experience at Pfizer, Silverback Therapeutics, and AGC Biologics. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets with a large network of advisors and offers a range of discretionary and non-discretionary investment strategies, complemented by affiliated mutual funds, a trust company, and securities-based lending options.