David Keller is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and bringing 19 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Keller serves on the investment committee of the Fulcrum Foundation, a charitable organization based in Seattle. Morgan Stanley Wealth Management offers a range of advisory programs to individual and institutional clients, providing tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools, including Monte Carlo simulations, to support its financial planning process.

Calen Johnson is a CFP® and ChFC® affiliated with Raymond James Financial Services Advisors, Inc., with 12 years of industry experience. He previously worked at Edward Jones for 11 years before joining Raymond James in 2025. Johnson is the CEO of two support companies, Haven Financial LLC and Calen Johnson LLC, which are not investment-related. 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, corporations, and institutional clients. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

Sonia Golchha is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Her work history includes roles at Merrill and Bank of America from 2022 to the present, as well as earlier positions at Parnia and A K Dugar and associates. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Wesley Nelson is a financial advisor with Charles Schwab, holding a Series 66 designation and 21 years of industry experience. He has worked at Charles Schwab in various roles since 2011 and previously was with Bank of America and Merrill from 2017 to 2021. 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 offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and supports centralized supervisory, custody, and order-routing functions.

Stephanie Moreno is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 credentials and 21 years of industry experience. She has worked at RBC Capital Markets since 2016 and previously spent nine years at Merrill. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with customizable strategies implemented through in-house and third-party managers, supported by RBC’s capital markets capabilities and a range of investment options.

Jonathan Edmonds is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 credentials and bringing 34 years of industry experience. He has worked at Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Edmonds serves as a board member of the Good Samaritan Foundation, participating in meetings and fundraising activities. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based analyses and planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option while keeping the services separate.

Trenton Morton is a CFP®-certified financial advisor with Raymond James & Associates, based in Kirkland, WA. He has 29 years of industry experience, including 12 years at Raymond James. Morton is also a partner at PC Investors LLC, where he serves as an investment advisor. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research.

Ronald Kukes is a Certified Financial Planner (CFP®) and holds a Series 66 license with 16 years of industry experience. He has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Robert Ahrendt is a financial advisor with LPL Financial based in Redmond, WA, holding a Series 66 designation and 19 years of industry experience. His career includes roles at MassMutual, MetLife Securities, and Edward Jones. 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.

Thomas Shannon III is a CFP® professional with 27 years of experience at Edward Jones. He holds Series 63 and 66 licenses and is based in Bothell, WA. In addition to his advisory role, he teaches continuing education classes part-time at Cascadia Community College and conducts budgeting classes at the University of Washington Bothell. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs and investment strategies, supported by a large national network of financial advisors and branch offices.

Jaime Suarez is a financial advisor with LPL Financial in Everett, WA, holding a Series 66 designation and 24 years of industry experience. He has worked at LPL Financial since 2005 and previously with Ameriprise from 2002 to 2005. Suarez is also affiliated with Boeing Employee Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, with advice delivered through a large network of investment adviser representatives using a range of strategies.

Dennis Burlingame is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been affiliated with Morgan Stanley and its predecessor firms since 2007. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs, including tailored financial planning supported by structured processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through various client engagement models.

Jared Johnson is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Quest Factor and multiple positions at the University of Washington. He is also involved with River Run Wealth Advisors as a separate business activity. Equitable Advisors serves individual investors, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and various asset-management programs. The firm uses a range of third-party and firm-offered advisory solutions, including mutual funds, ETFs, separately managed accounts, and selected alternative investments.

Esrom Woldeghebriel is a Financial Consultant at Fidelity Investments, a role he has held since 2025. Prior to this, he served as an Investment Consultant at Fidelity Investments from 2024 to 2025 and as a Financial Representative from 2023 to 2024. He specializes in transforming financial complexity into clear, actionable strategies to help clients build and preserve wealth and create legacies that reflect their values and aspirations. His mission is to provide guidance that empowers clients to make confident decisions and achieve lasting impact. Outside of his professional work, Esrom enjoys bowling, participating in family activities, and traveling.

Chris Wille is a financial advisor with Ameriprise in Snohomish, WA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Wille serves as Vice President of Finances on the Snohomish Little League Board of Directors and holds operational and management roles with Mill Bay Marine & Storage LLC and NMK LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports in partnership with advisors. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Sydney Henny is a financial advisor with Charles Schwab in Redmond, WA, holding the Series 63 and Series 65 designations and having eight years of industry experience. Prior to joining Schwab, Henny worked at TD Ameritrade Inc. for one year. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering a combination of non-discretionary and discretionary investment management services supported by centralized custody and operational infrastructure.

Virginia Brannan is a financial advisor with Ameriprise in Edmonds, Washington, holding a Series 66 designation and 28 years of industry experience. She has been with Ameriprise and its predecessor firm since 1998. Brannan is also involved in managing Cascadia Operations LLC, which supports the financial planning operations of her team practice. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written Recommendation Reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Samuel Manjarrez is a financial advisor with LPL Financial and holds the Series 66 designation. He has been with LPL Financial since 2026 and has prior experience in real estate and consulting roles. His background also includes positions in education and the hospitality industry. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services supported by advanced operational tools and oversees over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Anjali Singh is a financial advisor with Fidelity and holds a Series 66 designation. She has one year of industry experience, including roles at Banner Bank and Yes Bank Limited. Singh is currently based in Redmond, WA. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary research with quantitative analysis and systematic portfolio construction, employing algorithmic methods and serving multiple registered investment companies.

Nick Johnson is a Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity since 2011, progressing through roles including Investment Consultant, Relationship Manager, and Financial Representative. His experience spans various aspects of financial advising and wealth management, working with individuals and families to manage their financial resources. Nick emphasizes partnering his experience and education with Fidelity's reputation, resources, and integrity to support his clients. Specific details about his education, credentials, personal interests, or community involvement have not been provided.