Toraj Nowkhasteh is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. Outside of his advisory role, he works part-time as a food delivery driver for Uber Eats. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services based on an IPS-driven approach grounded in modern portfolio theory.

Amy Kerr is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS since 2010 and holds the Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored financial planning and portfolio management.

Mason Lawrence is a financial advisor at UBS Financial Services with four years of industry experience. He holds the Series 66 designation and has worked at firms including D.A. Davidson & Co., Pacific Capital Resource Group, and E.K. Riley Investments. His career also includes several years dedicated to full-time education between 2011 and 2021. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions, model-based asset allocations, and global research to tailor plans to clients’ goals and risk tolerances.

James Toepel is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in a variety of client focus areas including college education planning, institutional investment consulting, services for endowments, foundations, and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, individual and corporate investment strategy, and retirement income. James holds a Bachelor's Degree from the University of Washington and has earned the Personal Investment Advisor (PIA) designation. Outside of his professional work, he has interests in basketball, tennis, and traveling.

Daniel Tam is a financial advisor with LPL Financial, holding Series 63 and Series 65 registrations and bringing 31 years of industry experience. His prior roles include positions at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is the owner of TAMFAM LLC, a business unrelated to investments. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research, model portfolios, and various technology-driven solutions.

James Rice is a financial advisor at Morgan Stanley in Bellevue, WA, holding Series 63 and Series 66 designations with 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning services.

John Thackray is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 66 and Series 63 licenses and five years of industry experience. He has been with Equitable Advisors since 2020. Outside of his advisory role, he is also involved with Amazon Flex. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, utilizing LPL-sponsored programs and third-party managers to deliver its advisory and brokerage solutions.

John Schork is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at Merrill, Bank of America, and First Republic Investment Management. Outside of finance, he owns a family-run commercial writing business focused on novel writing. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, integrating quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Lori Wiegand is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. She has worked at Merrill since 2009 and has been with Bank of America, N.A. since 2011. Outside of her advisory role, she serves as a board member for the Fairview Condo Association Homeowners' Association in Mukilteo, Washington. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm offers model-based and discretionary investment strategies integrated into Bank of America’s corporate platform.

Amber Trader is a financial advisor at Edward Jones with seven years of industry experience and holds the CFP® and Series 66 designations. Prior to joining Edward Jones in 2018, she worked for Vashon Natural Medicine PLLC for eleven years. She is involved in managing a family land business in Texas related to oil. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of advisors.

Lawrence Rude is a financial advisor with Edward Jones in Bellevue, WA, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he teaches emergency management courses for the Department of Homeland Security and serves on the Board of Trustees for Valley Medical Center. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options, operating under a fiduciary standard with over $1 trillion in assets under management.

Arris Magtibay is a financial advisor at Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Ameriprise, Arris worked at Wells Fargo Clearing and Wells Fargo Bank, NA, and has experience in the hospitality and service industries with Cafe Bento and The Emirates Group. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported retirement income plans through a centralized consulting team.

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.

Richard Lawrence is a financial advisor with LPL Financial in Mercer Island, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously spent 15 years at EK Riley Investments, LLC before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to proprietary and third-party research and model portfolios.

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.

Zachary Tuss is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he has been involved with EL1 Sports as a baseball coach and worked with the City of Bellevue Parks Department. He also has an ongoing affiliation with Carroll University. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on clients’ goals, risk tolerance, and time horizon.

Grace Cambra is a financial advisor with Edward Jones, holding Series 65 and Series 66 credentials and six years of industry experience. She previously worked at Brooks, Hughes & Jones and Russell Investments. Outside of her advisory role, she is involved in managing industrial scale consulting and owns several rental properties in Washington state. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 financial advisors.

Ha Nguyen is a CFP®-designated financial advisor with 13 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL, Ha worked at Cadaret, Grant & Co., Inc., Rockefeller Financial LLC, Moser Wealth Advisors, and Columbia Pacific Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm provides a range of advisory programs and consulting services supported by proprietary and third-party research and employs both discretionary and non-discretionary investment management strategies.

Grant Ostrom is a financial advisor with OSAIC based in Bellevue, WA, holding a Series 66 designation and bringing 24 years of industry experience. His career includes 18 years with Penn Mutual Life Insurance Company and Hornor Townsend and D Kent, Inc., followed by six years at Royal Alliance. In addition to his advisory work, he operates an insurance brokerage offering life, health, disability, long-term care, and annuity products. OSAIC serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services leveraging asset-allocation tools, risk-tolerance assessments, and multiple investment platforms to manage portfolios with various asset classes on discretionary or non-discretionary bases.

Eranious Murray II is a financial advisor at Edelman Financial Engines with four years of industry experience. He holds the Series 65 and Series 63 designations. His prior work experience includes roles at JPMorgan Chase Bank, J.P. Morgan Securities, and LSG Sky Chefs. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary and non-discretionary investment options with an emphasis on diversified model portfolios and long-term investment approaches.