Refael Tucker is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at Amazon, DAS Consultants, and the University of Washington. In addition to his advisory role, he also works as an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers clients structured, collaborative financial planning engagements supported by firm-approved analytical tools.

James Kent is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at UBS Financial Services Inc for 10 years before joining RBC in 2024. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customized portfolio management and financial planning, utilizing both in-house and third-party investment managers.

Todd Smith is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and having 34 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 2009. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its advisory services.

Evan Crump is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Clearing since 2016, following three years at Wells Fargo Advisors LLC and over two decades at Wells Fargo Bank NA. 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 based on modern portfolio theory, incorporating a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Nicolas Quintero is a financial advisor at Wells Fargo Clearing with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities LLC. Outside of his advisory role, he works as a delivery driver for Amazon Flex. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and combines research-driven investment strategies with a broad range of financial products through its bank and insurance affiliates.

Paul Carr is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior year at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Ryan Maxwell is a financial advisor at Edward Jones with 13 years of industry experience. He holds a Series 66 designation and has previously worked at United Capital Financial Advisers LLC, Paycor, Avalara, and Trutina Financial. Maxwell is based in Seattle, WA. 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 under management and offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated investment products through a nationwide network of financial advisors and branch offices.

Christopher Rogers is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at RBC Capital Markets since 2008 and is currently also affiliated with City National Bank. Outside of his advisory role, he volunteers with Social Venture Partners-Seattle, providing strategic planning, finance, marketing, and fundraising advice, and serves on the finance committee for Family Law CASA. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management, financial planning, and brokerage services through various advisory programs using in-house and third-party investment managers.

Myla Causing is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 24 years of industry experience. Her prior experience includes roles at Waddell & Reed Inc. and various insurance carriers from 2001 to 2021. She also operates The Causing Group LLC, a business entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, and institutions. The firm offers a variety of advisory programs and financial planning services, utilizing model portfolios and research from internal and third-party sources.

Susan Giannini is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and other institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines adviser programs with active sales of financial products.

Floribelle Furuc is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for seven years before joining Morgan Stanley in 2017. Morgan Stanley Wealth Management offers a wide range of advisory programs to both individual and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services that include both direct client plans and corporate financial planning agreements.

Ian Meagher is a financial advisor at LPL Financial with four years of industry experience. He holds the Series 66 designation and previously worked at T. Hasegawa. Meagher is also associated with Meagher Financial Group, LLC, which operates as a dba for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Corina Davis is a Wealth Management Advisor and Managing Director at Merrill Lynch Wealth Management based in Seattle, Washington. She is the founder of The Davis Group and has built her team to provide wealth management services to business owners, corporate executives, and multigenerational families. Corina's approach centers on understanding client situations and aspirations to deliver personalized wealth management that addresses complex needs. With over two decades of experience, Corina's expertise includes corporate executive services, family wealth management strategies, legacy planning, personal retirement planning, philanthropic planning, tax minimization, and retirement income strategies. She holds multiple professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Corina began her career in financial services in 2000 and joined Merrill Lynch in 2003. A graduate of the University of Washington with a bachelor's degree, Corina is involved with community organizations such as Girls Inc. PNW and serves on their board. Outside of work, she enjoys gardening, hiking, tennis, and spending time with her family in north Seattle.

Kelli Walsh is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Merrill since 2021 and has prior experience at Bank of America, N.A. and Securities Compliance Management, Inc. 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 and profit-sharing plans, corporations, and charitable organizations.

Michelle Czech is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, delivering advisory programs without individual security recommendations as part of standalone plans.

Travis Venable is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. He has held roles at multiple firms, including LPL Financial, Financial Advocates Investment Management, and currently serves as part owner of Ronin Wealth Management and owner of Venable Financial PLLC. In addition to his advisory work, he is licensed as an insurance agent selling fixed insurance products such as life and disability insurance. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through more than 10,000 advisors nationwide and manages over $256 billion in assets.

Alexander Plumb is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 credential with three years of industry experience. His prior work includes roles at Kaizen Financial Advisors and PitchBook Data. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers planning services directly as well as through corporate agreements.

Stephen Scharosch III is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and seven years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016, with prior experience at Walmart and Mr. Delivery. 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. As a subsidiary of J.P. Morgan, the firm combines advisory services with affiliated brokerage, distribution, and investment management capabilities.

Matthew Vetsch is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Wells Fargo Clearing since 2018 and has been with Wells Fargo Bank, N.A. since 2016. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jeff Thomsen is a financial advisor with Ameriprise in Gig Harbor, WA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 22 years before joining Ameriprise in 2019. Ameriprise offers a retirement-income planning service focused on clients nearing or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, algorithm-supported advice through a centralized consulting team.