Ella Apalisok is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and 20 years of industry experience. She has been with UBS Financial Services Inc. since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services to offer a broad range of financial solutions.

Mekenzie Jones is a Financial Consultant currently working at Fidelity Investments. In this role, she partners with clients to develop and implement financial plans aimed at helping them achieve their financial goals. Mekenzie joined Fidelity Investments in 2022 as a Planning Consultant and was promoted to Financial Consultant in 2023. Prior to that, she worked as a Financial Advisor at Edward Jones from 2019 to 2022. Her professional experience spans several years in financial advisory roles, focusing on client-centered financial planning and consultation. Mekenzie's approach involves collaborating closely with clients to support their financial objectives. Outside of her professional career, Mekenzie enjoys family activities, fitness, outdoor adventures, and parenthood.

Nathan Day is Vice President and Financial Consultant at Fidelity Investments, a role he has held since 2018. He has been with Fidelity Investments since 2007, progressing through various positions including Financial Consultant, Investments Representative, Private Client Specialist, Financial Representative, and Retirement Services Specialist. Nathan partners with his clients to create and implement financial plans aimed at building and maintaining their wealth with confidence. He holds an Arkansas Insurance License. Outside of his professional responsibilities, Nathan enjoys boating, family activities, fitness, motorcycles, movies, and snowboarding.

Lauree Harrison is a CFP® with 14 years of industry experience, currently affiliated with Cetera. She has worked at Cetera Wealth Services, LLC since 2013 and is also the owner of Cascade Guided Wealth LLC, a financial services business. Outside of financial advising, she contracts as a marketing assistant for a real estate agent in Seattle. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes affiliated and third-party managers, supporting a range of program structures and custodial relationships.

James Smalley is a financial advisor with Morgan Stanley in Silverdale, WA, holding a Series 63 designation and 35 years of industry experience. He has worked with Morgan Stanley Private Bank, National Association since 2015 and previously with Morgan Stanley Smith Barney starting in 2009. Outside of his advisory role, he owns an automotive and transportation-related business in Washington. Morgan Stanley Wealth Management provides investment advisory and broker-dealer services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets through a structured discovery process and firm-approved planning tools.

Lars Thorne Thomsen is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 credential. He has one year of industry experience, including roles at JPMorgan Chase Bank, N.A. Prior to his current position, he was involved with several soccer camps and associations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Roger Boberg is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 23 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 2010. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates firm-approved tools and modeling techniques.

Ross Miller is a financial advisor at Wells Fargo Clearing with eight years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and West Monroe Partners. Outside of his advisory role, Miller serves on the Board of Trustees for Woodinville Montessori School in Bothell, WA. 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 incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Sarah Smith is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and five years of industry experience. She previously worked at Fidelity Investments and has a diverse background that includes roles in both the financial and retail sectors. Morgan Stanley Wealth Management serves individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and investment models. The firm manages approximately $2.74 trillion in client assets and provides services under both direct and corporate financial planning arrangements.

Tenzing Tsognyi is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. He holds the Series 66 designation and has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s advisory process is based on investment policy statements and modern portfolio theory, with an emphasis on tailored services and inclusion of insurance-related investment options.

Thomas Witte is a financial advisor with Merrill based in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has worked at Merrill since 2010 and has also been with Bank of America, N.A. since 2016. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services primarily to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Austin Neufeld is a financial advisor with Morgan Stanley Wealth Management in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Northwestern Mutual, as well as positions at Uber and Turo. Morgan Stanley Wealth Management is an SEC-registered investment adviser serving both individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and investment models to support its services.

Amanda Wiener is a financial advisor at Merrill in Seattle, WA, holding a Series 66 credential with one year of industry experience. Her background includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated/Bank of America since 2019, as well as positions at the University of Washington Tacoma and Tacoma Art Museum. Merrill, alongside 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 a range of clients, including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Barbara Mitchell Briner is a financial advisor at Merrill with 10 years of industry experience. She holds the Series 63 and Series 66 designations. Prior to joining Merrill in 2020, she worked at JPMorgan Securities LLC and Jpmorgan Chase Bank NA. 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 plans, corporations, and charitable organizations.

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 with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Merrill since 2009 and concurrently at Bank of America, NA since 2010. 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 investment strategies for individuals, high‑net‑worth clients, and institutional investors.

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.