Travis Allbee is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at JPMorgan Securities LLC and Scottrade investment management. Outside of his advisory work, he has a minority ownership interest in a wheat farm in Odessa, WA. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services guided by investment policy statements and modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Laura Robert is a Wealth Management Advisor and Vice President at Merrill Lynch Wealth Management, where she has been serving clients since 2009. She holds the CERTIFIED FINANCIAL PLANNER® (CFP) designation as well as the Personal Investment Advisor (PIA) credential. Laura works with individuals, women, couples, families, retirees, business owners, and entrepreneurs to develop customized wealth management strategies tailored to their financial goals and values. Her approach begins with understanding each client’s unique situation to provide investment guidance that aligns with both short- and long-term objectives. Laura and the RGR Wealth Management Group emphasize a disciplined, goals-based planning process with a focus on sustainable and responsible investing that reflects clients' values. Through Merrill Lynch, she has access to extensive resources including planning expertise, investment insights, and banking solutions through Bank of America. Her client focus areas include college education planning, family wealth management, LGBT wealth planning, retirement income, socially responsible and ESG investing, tax minimization, and women and wealth. She earned her bachelor's degree from Central Washington University. Outside of her professional work, Laura enjoys boating, gardening, and swimming.

Adam Sabala is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and experience in the United States Army and Army Reserves. He also co-founded Pod Vault LLC, an entrepreneurial venture active for three 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 utilizes research from Wells Fargo Investment Institute alongside third-party sources to guide investment strategies.

Jenita Pheth is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2011 and Wells Fargo Clearing since 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process 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.

David Rice is a financial advisor at Edward Jones in Seattle, WA with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, he serves as a Board Member At Large for the Greater Queen Anne Chamber of Commerce and as President of the Queen Anne Scouting Youth Association. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Alan Osaki is a financial advisor with Primerica Advisors in Seattle, WA, holding Series 63 and Series 65 designations and possessing 32 years of industry experience. He has been with Primerica Advisors since 1993 and with Primerica Financial Services since 1992. Outside of advisory work, he is involved in sales of investment-related products and also participates in referrals for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a wrap-fee structure, focusing on retail clients rather than institutional or pension plan management.

Jeroen Van Der Sanden is a financial advisor at Morgan Stanley with Series 66 credentials and five years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2020. Prior to his financial services career, he was employed at Saint-Gobain from 2013 to 2019. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering financial planning and investment services supported by firm-approved tools and a broad range of retail and institutional offerings.

Tyler Schroeder is a financial advisor with Charles Schwab in Seattle, WA, holding a Series 66 designation and three years of industry experience. His work history includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, FareStart, and positions in food service and delivery companies. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance, utilizing multi-asset model portfolios and due diligence on alternative investments, supported by its integrated operational structure.

Michael O'Brien II is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 66 credentials. His work history includes roles at RBC Capital Markets Corporation, City National Bank, and currently Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and firm-approved tools, and it offers both retail and institutional investment solutions alongside specialized activities such as principal trading and private fund relationships.

Peter Phung is a CFP®-credentialed financial advisor with five years of industry experience, currently with Edward Jones since 2021. His prior roles include positions at Back Office Connection Inc and Envestnet Tamarac. Based in Seattle, WA, he holds the Series 66 license. 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 discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated mutual funds through a nationwide network of more than 23,700 financial advisors.

Carolina Jimenez is a financial advisor at Fidelity with Series 63 and Series 66 licenses and two years of industry experience. She has worked at Fidelity Investments since 2023 and has prior experience at the University of Washington Bothell and Northwest Hospital and Medical Center. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to retail and institutional clients, including discretionary portfolio management and fund advisory. The firm utilizes proprietary fundamental research combined with quantitative analysis and algorithmic portfolio construction, serving a broad range of clients through systematic methodologies and oversight controls.

Glen Wright III is a CFP® and Series 66-registered advisor with Robert W. Baird & Co., where he has worked since 2020. He has nine years of industry experience, including three years at Edward Jones prior to joining Baird. He is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm provides a range of financial planning and portfolio management services, combining manager-traded and model-traded strategies with tax-management and direct-indexing capabilities.

Nisrine Westberry is a financial advisor with Wells Fargo Clearing in Seattle, WA. She holds Series 63 and Series 65 licenses and has seven years of industry experience. Westberry has worked with Wells Fargo Clearing Services LLC since 2018 and Wells Fargo Bank NA since 2015. 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 incorporates modern portfolio theory, with a broad range of financial product offerings including insurance-related vehicles and bank deposit sweep options.

Daniel Sullivan is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 credential and has worked at Wedbush Morgan Securities Inc. and JPMorgan Chase prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting supported by in-house research and third-party subadvisors.

Joshua Gregory is a financial advisor with Ameriprise in Belfair, WA, holding a Series 66 designation and 25 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Directors for Tualatin Youth Baseball as Head of Field Maintenance. Ameriprise offers retirement-income planning services geared toward clients nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to create tailored recommendation reports. As a large institutional firm, Ameriprise also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Lawson Funke is a Financial Consultant at Fidelity Investments, a position he has held since 2023. In this role, he works closely with clients and their families to understand their unique personal and financial goals and partners with them to create tailored financial plans aimed at helping achieve those goals. Prior to his current role, Lawson served as a Workplace Planning Consultant at Fidelity Investments from 2021 to 2023. His professional experience centers on financial consulting and planning within the Fidelity Investments organization. Lawson emphasizes building relationships based on honesty and integrity and aims to empower clients throughout their financial journey.

James Hoy is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses with 14 years of industry experience. Prior to joining Edward Jones in 2024, he worked at Russell Investments from 2010 to 2024. He is also a member of Professional Networking Association Northwest, a networking group based in Shoreline, WA. Edward Jones is a wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Marcus Cullen is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and having one year of industry experience. Prior to joining Edward Jones, he worked at Mirabella for 16 years and had a brief period of unemployment. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households and organizations. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment products under a fiduciary standard.

Daniel Carroll is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with six years of industry experience. His prior roles include positions at Salesforce, Seattle Mariners, and Capital One. He also has a background in teaching at the University of Washington and Seattle Pacific University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.