Charlotte Quillian is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and five years of industry experience. She 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. 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 financial planning and investment management services delivered through a large network of advisors using various portfolio strategies and technology tools.

Sterling Gurney is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Snohomish, WA. He has 16 years of industry experience, including 17 years with Edward Jones. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maria Colon is a financial advisor with Edward Jones in Seattle, WA, holding a PFS™ designation and Series 63 license. She has 14 years of industry experience, including four years at UBS Financial Services Inc. before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of advisory programs and investment options supported by a large nationwide network of advisors and offices. The firm provides discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Kassidy Reisinger is a financial advisor at Merrill with eight years of industry experience and holds a Series 66 designation. She has worked at Merrill since 2015, with a one-year gap in employment before returning to the firm in 2026. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Veena Rao is a financial advisor at Merrill in Sammamish, WA, holding a Series 66 designation with five years of industry experience. Her prior roles include positions at Bank of America, N.A. and H & R Block. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Emma Fritton is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and three years of industry experience. Prior to her current role, she worked in various positions within the restaurant industry. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs supported by firm-approved planning tools and investment strategies.

Ryan Maxwell is a financial advisor at Edward Jones with 14 years of industry experience and holds the Series 66 designation. His prior experience includes roles at Lord, Abbett & Co. LLC, United Capital Financial Advisers LLC, Avalara, and Paycor. 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 strategies, supported by a large nationwide network of financial advisors and branch offices.

Myla Causing is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and 25 years of industry experience. She has worked at LPL Financial since 2021 and has operated The Causing Group LLC since 2016. Prior to that, she spent 20 years with Waddell & Reed Inc and various insurance carriers. 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 advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, with a focus on combining technology and scale across advisory and financial product offerings.

Collin Campbell is an Investment Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Financial Representative at the same company from 2022 to 2023. In his professional capacity, Collin emphasizes the importance of developing personalized financial plans tailored to each client's meaningful goals. He focuses on understanding clients beyond their financial situations to create strategies that align with their values and address potential concerns. Collin's approach involves partnering closely with clients to ensure their financial strategies support what they aim to achieve. Outside of his professional work, he has interests in baseball, cars, fitness, football, golf, and music.

Kevin Riggs is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Securities America Advisors, KMS Financial Services, and Bellevue Healthcare. He has also operated Riggs Wealth Management. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive technology and a broad network of investment adviser representatives.

Krystal Schultz is a financial advisor at Raymond James Financial with eight years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and New Day Community Counseling, LLC. Outside of her advisory role, she is the owner of Schultz Financial Partners, LLC, where she manages business licenses and excise tax responsibilities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs analytical tools and risk profiling to tailor planning and investment recommendations and supports specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Henry Kruse is a financial advisor at Stifel with Series 63 and Series 65 credentials and 45 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2017 and was previously with Oppenheimer Asset Management Inc. and CIBC World Markets Corp. He is a 30% owner of a horse racing partnership named Round Table Racing. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

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.

Steven Becher is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held positions at Merrill, Chase Investment Services, and Wamu Investments. Outside of his advisory role, he coaches wrestling for the Lake Washington School District. 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 uses research and analytics to guide investment decisions and offers a range of brokerage and advisory solutions supported by a large network of financial advisors.

Travis Venable is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He has held roles at multiple firms, including LPL Financial, Financial Advocates Investment Management, and currently serves as part owner of Ronin Wealth Management and owner of Venable Financial PLLC. In addition to his advisory work, he is licensed as an insurance agent selling fixed insurance products such as life and disability insurance. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through more than 10,000 advisors nationwide and manages over $256 billion in assets.

Diane Manterola is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She previously worked at Citigroup Global Markets from 2007 to 2009. Diane also serves as a power of attorney for an individual client. Wells Fargo Advisors is a national securities firm providing 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 a range of brokerage and advisory solutions supported by research and analytics.

Kim Lafferty is a financial advisor at Merrill with 12 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill in two separate periods, totaling 37 years, with a brief tenure at Emerald Advisors LLC. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to fiduciary clients of Bank of America. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jordan Klein is a Series 66 licensed advisor with Fidelity, based in Lynnwood, WA, and has eight years of industry experience. Prior to joining Fidelity Investments in 2025, he worked at Fidelity Brokerage Services LLC since 2018 and spent eight years at Fifth Avenue Law Group PLLC. He is part of Strategic Advisers LLC, a Fidelity Investments company that offers investment management and advisory services to retail and institutional clients. The firm integrates proprietary research, quantitative analysis, and algorithmic portfolio construction to manage a diverse range of portfolios, including registered investment companies and model portfolios for intermediary platforms.

Stephen Scharosch III is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2018. Prior to his career in finance, he was employed by Walmart and briefly worked for Mr. Delivery. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s program is non-discretionary, focusing on asset allocation advice, investment manager searches, and customized performance reporting, supported by centralized due diligence and incorporating an ESG eligibility framework.

Sai Puli is a financial advisor with J.P. Morgan Securities in Bellevue, WA, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to joining J.P. Morgan Securities in 2018, he worked at Amerisal Financial Inc and was involved with Barsony Holsters & Belts LLC. 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 firm’s advisory process combines quantitative and qualitative research supported by centralized due diligence and incorporates an ESG eligibility framework.