Serena Manfre is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at The Vanguard Group, Inc. for 15 years before joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Steven Vertrees is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with LPL Financial since 2002. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual clients, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms.

Michael Sullivan is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 66 and Series 63 credentials. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025, he worked at US Bank for eleven years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative screening and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.

Jayden Patterson is a financial advisor at Wells Fargo Advisors with two years of industry experience and a Series 66 designation. Prior to joining Wells Fargo Advisors in 2026, Patterson worked at First Command Advisory Services, Fidelity Investments, and held various positions outside the financial industry, including roles at Planet Fitness and Washington State University. Wells Fargo Advisors is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special-needs, and divorce, using proprietary research and tools to develop tailored client recommendations.

Eric Eversole is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools overseen by specialized committees to support its planning process.

Alejandro Aquino is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory work, he is a partial owner of an inherited rental property through a family LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and market modeling.

Sharon Morganti is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Merrill since 2013 and previously held positions at Morgan Stanley and Citigroup Global Markets. Additionally, she has been involved with Pier 1 Imports since 2013. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alena Kurlovich is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at UBS since 2017, following roles at Wells Fargo Clearing and Wells Fargo Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management. The firm uses proprietary capital market assumptions and model-based asset allocations to tailor financial plans according to client goals and risk tolerances.

Trevor Lubereski is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Prior to joining LPL Financial in 2023, he worked at Bank of America and Merrill from 2018 to 2023. He also operates Trevor S Lubereski CPA PLLC, a tax preparation and accounting practice. 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 range of advisory services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing assets with both discretionary and non-discretionary strategies.

Timothy Cusack is a financial advisor with RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and has nine years of industry experience, including four years at the University of Montana prior to joining RBC in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm provides a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored to client risk profiles and executed through in-house and third-party investment managers.

Jeffrey Walls is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Prior to this, he worked at Bank of America, N.A. from 2011 to 2018. Outside of his advisory role, he holds a 50% ownership interest in ON THE HIYU, a Seattle-based company that hosts public, private, and corporate events on the water. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Larry Dime is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. Outside of his advisory role, he co-owns a family rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven investment process includes both discretionary and non-discretionary services, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Gwendolyn Pooley is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2016. Outside of her advisory role, she works part-time in the clothing department at Costco. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Janine Farah is a Series 66-licensed advisor with J.P. Morgan Securities in Seattle, WA, and has five years of industry experience. Her prior roles include positions at Vanderbilt Securities, LLC, and 3 Dimensional Wealth. She is employed by both J.P. Morgan Securities and JPMorgan Bank, enabling her to offer a range of banking products and services alongside investment advice. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a non-discretionary advisory program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s process combines quantitative screening and qualitative research, incorporating ESG considerations and broader derivatives capabilities.

Scott Beusch is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2014. Based in Covington, WA, he serves clients through the firm's institutional platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of more than 23,700 advisors and 15,100 branch offices, with approximately $1.01 trillion in assets under management.

Ze Wen is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, Wen worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Chempoint, and Expeditors International. Outside of finance, Wen is involved in the restaurant industry as an employee at Dough Zone USA Inc., a restaurant and bar establishment in Lynnwood, Washington. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s investment approach includes structured financial planning tools and utilizes Global Investment Committee forecasts and Monte Carlo simulations to model client outcomes.

Alycia Zuanich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank for a combined eight years. 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 both brokerage and advisory solutions.

Shu Hui Hou is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies.

Aaron Standberry is a Financial Consultant at Fidelity Investments, where he focuses on preparing clients for their immediate and future financial planning needs. He works closely with clients to understand their individual circumstances, mitigate risk, discuss tax-efficient investing, and help them choose appropriate strategies to achieve their financial goals. Prior to his current role, Aaron served as a Stock Plan Consultant at Fidelity Investments from 2022 to 2023. He has experience in areas including financial planning, risk management, and investment strategy selection. Outside of his professional duties, Aaron enjoys activities such as art, attending concerts, exploring food, hiking, parenthood, and volunteering.

Bryan Hattan is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009, concurrently associated with Bank of America since 2002. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.