Michelle Czech is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers planning services both directly and through Corporate Financial Planning agreements.

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 with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, with prior experience at Walmart and Mr. Delivery. 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. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

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 financial advisor at Merrill with 24 years of industry experience. He holds the Series 66 designation and has been with Merrill since 2009. Wineke also serves as a trustee of the Seattle Art Museum. 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.

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.

Molly Apparis is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and has held various roles in retail and service industries prior to her advisory career. Outside of her advisory role, she is employed part-time with LAZ Parking in Seattle. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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, with access to diversified investment strategies and research.

Michael Frantz is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has been with UBS since 2011. Outside of his advisory work, he serves on the board of directors and the finance and audit committee for the King County Library System Foundation and acts as Treasurer and board member for the CleanTech Alliance. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to a broad range of financial products. The firm combines institutional trading capabilities with wealth management services and employs proprietary research and model-based asset allocations to tailor solutions for clients.

Michael Stevenson is a financial advisor at LPL Financial with seven years of industry experience. Prior to joining LPL Financial in 2026, he worked at D.A. Davidson & Co. for eight years and was involved with Head Rush Technologies for two years. He serves on the Board of Directors and Finance Committee of the Bainbridge Island Museum of Art and participates on the Investment Sub-Committee of the Islandwood Foundation, in addition to holding a leadership role with the Seattle Bond Club. 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 representatives. The firm offers a broad range of advisory programs and financial planning services, utilizing proprietary and third-party research to support discretionary and non-discretionary management strategies.

John Smith is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. In this role, he leads a team of financial professionals dedicated to partnering with clients to understand their short- and long-term financial goals and to develop customized financial plans that meet their unique needs. He emphasizes building strong relationships with clients and their families to maintain trust, reliability, and competency. John has extensive experience in the financial services industry, having worked as a Director and Market Leader at Merrill Lynch from 2013 to 2023. Prior to that, he served as a Financial Advisor at Morgan Stanley (2010-2013), Wells Fargo Advisors (2008-2010), and UBS (2001-2008). His career reflects a consistent focus on financial advising and leadership roles. Outside of his professional work, John enjoys baseball, camping, family activities, outdoor adventures, parenthood, and reading.

Sara Asatiani is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and having 25 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety 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 using firm-approved tools and modeling techniques.

Shawn Whatley is a financial advisor at LPL Financial with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise and Financial Advocates Investment Management. Outside of his advisory role, he owns Tallus Financial Inc., a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Michael Dunn is a financial advisor at Charles Schwab with 14 years of industry experience. He has been with Charles Schwab & Co., Inc. since 2016 and previously worked at Kaplan, Inc. from 2015 to 2016. He holds Series 63 and Series 66 licenses. Charles Schwab & Co., Inc. serves 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 non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset investment approach supported by centralized custody, supervisory services, and due diligence on alternative investments.

Peter Harvey is a CFP® professional with 23 years of industry experience, currently serving as a financial advisor at Raymond James Financial Services Advisors, Inc. He previously worked at Wells Fargo Clearing and has been a member of the U.S. Coast Guard Auxiliary since 2014. Outside of finance, he owns several small businesses including Edmonds Food Tours and produces online culinary and cocktail classes. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm focuses on non-discretionary financial planning and investment consulting, offering tailored recommendations supported by firm research and a broad affiliate network.

Marisa Walker is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Robert Baird & Co. since 2014. She is based in Seattle, WA, and holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a trustee for the Seattle Repertory Theatre. Marisa is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored financial planning and portfolio management services using a combination of in-house and third-party managers, encompassing a range of traditional and non-traditional investment strategies.

Joel Regalado is a Planning Consultant at Fidelity Investments, where he has been serving clients since 2020. In this role, he focuses on helping clients develop financial plans tailored to their individual needs and retirement goals, utilizing Fidelity's resources to create clear and simple planning processes. Joel's professional experience includes positions as a Relationship Manager and Financial Representative at Fidelity Investments, spanning from 2016 to 2020. Prior to joining Fidelity, he worked as a Financial Professional at AXA Advisors, LLC in 2016. Outside of his professional work, Joel enjoys baseball and camping.

Kevin Kralman is a financial advisor at Merrill with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 2009, also maintaining a long tenure at Bank of America. Outside of finance, he is a paid vocalist for occasional recording sessions and serves as a section leader and singing member of Seattle Pro Musica, a nonprofit choral organization. Additionally, he is a member of the finance committee at the Seattle Tennis Club. 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 designed for individuals, high-net-worth clients, and various institutional investors.

Rong Lu is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds the Series 66 designation and has worked at several major financial institutions, including Bank of America, Merrill, HSBC, and JPMorgan Chase. 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, distribution, and investment management capabilities.