Stephen Morse is a financial advisor with Robert W. Baird & Co. in Bellevue, WA, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at New York Life Insurance Co., NYLIFE Securities LLC, PHP Agency, Paladin Services, and Sunrise Identity. Outside of his advisory work, he is active in community service as a volunteer with the Rotary Club of Seattle, a board member of We Heart Seattle, and a teacher at North Seattle College. Baird’s DDK Group, part of the firm’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax management and direct indexing.

Eric Brewe is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 66 credentials and bringing 42 years of industry experience. He has been with RBC Capital Markets since 2008 and previously worked at City National Bank starting in 2018. Outside of his advisory role, he is involved in advising on property activities through BREWMANN LLC. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers tailored to clients’ risk profiles.

William Brooking is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets starting in 2003. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Regan Mueller is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Mueller was also involved in forming Mueller Capital Seattle, a private investment entity. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning solutions without providing individual security recommendations within standalone planning programs.

Peter Dierks is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and TIAA. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Anne Tipple is a financial advisor at Morgan Stanley in Seattle, WA, with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Trevor Alger is a financial advisor with Equitable Advisors in Kirkland, WA, holding a Series 66 designation and one year of industry experience. He previously worked for Crump Life Insurance for ten years. Outside of finance, he is co-owner of Belle Maria Salon, a hair salon in Kirkland. 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 managers. The firm uses a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Tracy Forsythe is a financial advisor at LPL Financial with 28 years of industry experience and a Series 66 credential. Prior to joining LPL Financial in 2024, Forsythe worked at Arbor Point Advisors, Securities America Advisors, Securities America, and KMS Financial Services. Outside of advisory work, Forsythe is co-owner of Highlander Capital LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, retirement plan consulting, and model portfolio management.

Cory Shepard is a financial advisor with Raymond James Financial in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for 17 years. Shepard is also president of Haller and Shepard Capital Group, a business support company, and serves as CEO of Calmont Properties LLC, a property holding venture focused on owning and operating a building that houses their business and rental apartments. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adam Hutchison is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Clearing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Dylan Miyasaki is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2018 and previously worked at Apex Systems. Outside of his advisory role, he strings tennis racquets for friends for a small fee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning geared toward dependable income sources and tax-aware withdrawal strategies. Their retirement income service combines proprietary research and third-party tools to produce recommendation reports implemented through client collaboration.

Alisoune Lee is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining RBC Capital Markets in 2025, Lee held roles at Coldstream Wealth Management, EP Wealth Advisors, Bank of America, Merrill, and Oiselle. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Edward Balfour is a financial advisor at Equitable Advisors with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Equitable Advisors since 2017. Prior to that, he was with VOYA Financial Advisors and Axa Advisors, LLC. 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 uses a hybrid referral and implementation model that combines advisory and brokerage/insurance channels to implement client recommendations.

James Hedden is a financial advisor at Morgan Stanley in Seattle, WA, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2014. Outside of his advisory role, Hedden is the owner of HL Partners LLC, a translation and localization business. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, offering advisory services without individual security recommendations in standalone plans.

Scott Stanley is a CFP®-credentialed financial advisor with 14 years of industry experience, currently affiliated with LPL Financial since 2012. He operates under the Pharos Wealth Management name, which serves as a DBA for his LPL business. 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 wide range of advisory programs and financial planning services supported by research and various portfolio management options.

Nick Pascoe is the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on empowering Fidelity associates by providing them with the skills, confidence, and support necessary to reach their full potential. He has held several positions at Fidelity Investments, including Vice President, Regional Planning Consultant from 2022 to 2026, Vice President, Financial Consultant from 2020 to 2022, Financial Consultant from 2017 to 2020, and Investment Consultant from 2015 to 2017. Prior to joining Fidelity, Nick was a Financial Representative at Northwestern Mutual from 2013 to 2015.

Rasmita Panigrahi is a Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she helps clients understand their financial situations and develop comprehensive plans tailored to their priorities and needs. Her approach involves working collaboratively with clients to create strategies aimed at achieving their financial goals. Before joining Fidelity Investments, Rasmita served as a Premier Banker at Wells Fargo from 2020 to 2021 and as a Wealth Advisor Associate at Morgan Stanley from 2018 to 2020. She holds a California Insurance License, which supports her work in financial planning and advising. Outside of her professional career, Rasmita enjoys cooking and baking, gardening, parenthood, and traveling.

Bryan Haigood is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 1984. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Galbraith is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 24 years of industry experience. He has been with UBS since 2001. Outside of his advisory role, he serves as First Vice President and officer on the board of the United States Tennis Association and is the Treasurer for the Goat Rocks Community Association in Washington. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets offerings through its platform.

Nelson Ngako Kameni is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Equitable Advisors, and several businesses in the hospitality and retail sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.