Barbara Mitchell Briner is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at JPMorgan Securities LLC and JPMorgan Chase Bank NA. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Charlotte Quillian is a financial advisor at LPL Financial with five years of industry experience. She holds the Series 66 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., and ACM Wyoming. Outside of advising, she is a co-owner of Highlander Capital LLC in Seattle. 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 financial planning and advisory programs, including retirement plan consulting and brokerage services, supported by various model portfolios and research resources.

Jonathan Ellis is a financial advisor at Merrill with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Merrill since 2009 and Bank of America, NA since 2010. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a wide range of products and services beyond traditional investment management.

Christina Chou is a financial advisor at Morgan Stanley with 28 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2011. Chou holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize structured discovery processes and firm-approved tools to help clients model potential outcomes.

Darrell Clayton is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with J.P. Morgan Securities since 2003 and has been with JPMorgan Chase Bank, N.A. since 2017. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Maria Colon is a financial advisor at Edward Jones with 13 years of industry experience. She holds the PFS™ and Series 63 designations and has worked at UBS Financial Services and Edward Jones since 2014 and 2018, respectively. 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, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of more than 23,700 financial advisors.

Calen Walcker is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley in 2023, he worked at Bank of America Merrill Lynch and several other firms. Morgan Stanley Wealth Management provides advisory services and financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets and utilizing firm-approved planning tools and investment research as part of its structured financial planning process.

Tyson Smith is a financial advisor at Wells Fargo Clearing with 19 years of industry experience and holds a Series 66 designation. He has been with Wells Fargo Clearing since 2016. 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 and analytics from Wells Fargo Investment Institute and third-party sources.

Refael Tucker is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at Amazon, DAS Consultants, and the University of Washington. In addition to his advisory role, he also works as an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers clients structured, collaborative financial planning engagements supported by firm-approved analytical tools.

James Kent is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning, utilizing both in-house and third-party investment managers.

Todd Smith is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory services.

Evan Crump is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC and over two decades at Wells Fargo Bank NA. 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 advisory process is IPS-driven and based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nicolas Quintero is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Outside of his advisory role, he works as a delivery driver for Amazon Flex. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of financial products through its bank and insurance affiliates.

Paul Carr is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior year at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Maxwell is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has previously worked at United Capital Financial Advisers LLC, Paycor, Avalara, and Trutina Financial. Maxwell is based in Seattle, WA. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Christopher Rogers is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at RBC Capital Markets since 2008 and is currently also affiliated with City National Bank. Outside of his advisory role, he volunteers with Social Venture Partners-Seattle, providing strategic planning, finance, marketing, and fundraising advice, and serves on the finance committee for Family Law CASA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management, financial planning, and brokerage services through various advisory programs using in-house and third-party investment managers.

Myla Causing is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. Her prior experience includes roles at Waddell & Reed Inc. and various insurance carriers from 2001 to 2021. She also operates The Causing Group LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Floribelle Furuc is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and corporate financial planning agreements.

Corina Davis is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management based in Seattle, Washington. She is the founder of The Davis Group and has built her team to provide wealth management services to business owners, corporate executives, and multigenerational families. Corina's approach centers on understanding client situations and aspirations to deliver personalized wealth management that addresses complex needs. With over two decades of experience, Corina's expertise includes corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, tax minimization, and retirement income strategies. She holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Corina began her career in financial services in 2000 and joined Merrill Lynch in 2003. A graduate of the University of Washington with a bachelor's degree, Corina is involved with community organizations such as Girls Inc. PNW and serves on their board. Outside of work, she enjoys gardening, hiking, tennis, and spending time with her family in north Seattle.

Kelli Walsh is a financial advisor with Merrill, holding a Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and previously spent nine years at Securities Compliance Management, Inc. Her career also includes experience with Bank of America, N.A. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a range of investment products and services.