Phillip Banta is a financial advisor at Robert Baird & Co. with 15 years of industry experience. He holds a Series 66 designation and has been with Robert Baird since 2014. Outside of his advisory role, he serves on the board of directors for Cinch Design. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with tailored financial planning and portfolio management services. The group offers a range of investment strategies and overlays, including discretionary and non-discretionary management, using both in-house and third-party managers.

Shay Casady is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 63 credentials and bringing eight years of industry experience. His work history includes roles at JPMorgan Chase Bank, N.A., Pro Unlimited (Blackrock), and entrepreneurial experience with Urquhart and Casady Investments LLC. 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 and fund searches, and customized performance reporting through a non-discretionary program.

Sergio Garza is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 credentials and over 25 years of industry experience. His career includes roles at CUNA Mutual Group, TD Ameritrade, PNC Investments, and most recently BECU. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by research and technology tools.

Ross Snyer is a CFP® professional with 23 years of industry experience, currently serving at LPL Financial since 2002. He is based in Seattle, WA. His outside activities include involvement with One Oak Wealth Management, an entity related to his work at LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services through a large network of investment adviser representatives.

James Gillingham is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Morgan Stanley, Morgan Stanley Private Bank, and UBS Financial Services. Outside of his advisory role, he operates a handyman business and is involved in mortgage and real estate services. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser offering financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm supports its network of over 22,800 advisors with a range of advisory platforms, institutional solutions, and non-advisory financial services.

Matthew Newman is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank and Morgan Stanley. 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 uses research and analytics to support its investment approach and offers both brokerage and advisory solutions across a broad range of financial products.

Anne Bell is a financial advisor at Ameriprise with 16 years of industry experience. She has held positions at Ameriprise Financial Services, LLC and Ameriprise Financial Services, Inc., and previously worked at PRUCO Securities, LLC. Outside of her advisory role, she is an operations manager, bookkeeper, and payroll specialist at Pacific Restoration & Painting. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies.

Andrea Singleton is a CFP®-certified financial advisor at Ameriprise with 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she is a director of STM Enterprises Inc., a business she manages in Seattle. Ameriprise specializes in retirement-income planning for clients with substantial investable assets, offering tailored, algorithm-supported recommendations through a centralized consulting team. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Rodney Seifert is a financial advisor at Edward Jones with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Edward Jones for multiple periods totaling six years, including his current tenure since 2021 in Edmonds, 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 and offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Elliott is a financial advisor with RBC Capital Markets in Bainbridge Island, WA, holding Series 63 and Series 65 credentials and possessing 39 years of industry experience. He has been with RBC Capital Markets since 2008 and concurrently with City National Bank since 2016. Outside of advising, Elliott has involvement in building development and property management related to family real estate holdings. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with discretionary and non-discretionary portfolio management, employing a tailored investment approach using both in-house and third-party managers.

Cynthia Ranzau is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with RBC Capital Markets since 2013. Outside of her advisory role, she operates a small copy editing business serving self-published authors and runs a home-based baked goods venture. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies, combining in-house and third-party managers to meet clients’ risk profiles and preferences.

Aubrey Deigh is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. Prior to this role, Aubrey has been associated with Wells Fargo Bank, NA since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, retirement plan consulting, and operates at a large scale with both brokerage and advisory solutions.

Andrew Rothman is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendations, with a focus on assets held in Ameriprise-managed accounts.

James Patton is a financial advisor with Edward Jones in Kingston, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at O'Reilly Auto Parts from 2015 to 2021. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, managing approximately $1.01 trillion in assets through a network of over 23,700 financial advisors and 15,100 branch offices nationwide. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Daniel Casperson is a financial advisor at Merrill with Series 66, Series 65, and Series 63 licenses. He has recently begun his career in the financial industry and has held roles at several firms including Wells Fargo, JPMorgan Chase Bank, and H&R Block. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Russell Schmidtke is a financial advisor at Morgan Stanley with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through their Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Sean Smith is a financial advisor at RBC Capital Markets with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at City National Bank, Wells Fargo Clearing, Wells Fargo Investments, and Wamu Investments. 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 variety of advisory programs that provide tailored portfolio management and financial planning services through a combination of in-house and third-party investment managers.

Kingsy Devadass is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses with three years of industry experience. Their work history includes roles at JPMorgan Chase Bank, N.A., US Bank, and other firms. 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 and fund searches, and customized performance reporting within a non-discretionary advisory framework.

Andrea Paradise is a CFP®-certified financial advisor with 17 years of industry experience. She is currently with Robert W. Baird & Co., where she has worked since 2023, following prior roles at Morgan Stanley and Wells Fargo Bank N.A. Paradise is a non-active member of U Post, LLC, a commercial property rental business. She is part of The DDK Group at Robert W. Baird & Co., which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients through tailored financial planning and portfolio management services. The group employs a range of investment strategies including traditional and non-traditional allocations, offering both discretionary and non-discretionary management options.

Katelyn Gatzke is a Series 66-licensed financial advisor with J.P. Morgan Securities in Seattle, WA, and has three years of industry experience. Her background includes roles at SalesForce and the University of Oregon, among others. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm employs a centralized due diligence process combining quantitative and qualitative analysis to support its recommendations.