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.

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.

Refael Tucker is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior work experience with Amazon, DAS Consultants, and the University of Washington. Outside of his advisory role, he is also licensed as an insurance broker, selling life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs through annual, collaborative engagements using firm-approved software and generally recommends investment categories and strategies without discretionary management.

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 with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has been associated with Wells Fargo Bank NA since 2005. 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 provides a range of brokerage and advisory solutions supported by research, analytics, and diversified investment principles.

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.

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.

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 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.

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.

Kelli Walsh is a financial advisor at Merrill with a Series 66 designation and five years of industry experience. She has worked at Merrill since 2019 and previously spent nine years with Securities Compliance Management, Inc. and two years at Bank of America, N.A. 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 investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations, supported by strategic asset allocation and tax-aware options.

Michelle Czech is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, delivering advisory programs without individual security recommendations as part of standalone plans.

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.

Alexander Plumb is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 credential with three years of industry experience. His prior work includes roles at Kaizen Financial Advisors and PitchBook Data. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services directly as well as through corporate agreements.

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.

Matthew Vetsch is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jeff Thomsen is a financial advisor with Ameriprise in Gig Harbor, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, algorithm-supported advice through a centralized consulting team.

Brian Wineke is a Series 66 licensed financial advisor with 24 years of industry experience. He has been with Merrill since 2009 and is also associated with Bank of America, N.A. outside of Merrill. Wineke serves as a trustee of the Seattle Art Museum and is involved in several real estate ownership activities. Merrill, together with its affiliate Managed Account Advisors LLC (MAA), provides managed account services primarily for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for a range of individual and institutional clients.

Ryan Bradley is a financial advisor at Ameriprise with six years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2019, following a decade at AT&T. Ameriprise offers a retirement-income planning service designed for individuals with significant investable assets, providing comprehensive recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary advice through a centralized consulting team.