Vrutiben Naria is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America in 2025, Vrutiben held roles at R Rock Solid Reality Pvt, Ltd. and completed studies at Amravati University. 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, and institutional accounts.

Laura Bennett is a financial advisor with LPL Enterprise, holding a Series 66 designation and two years of industry experience. Her prior work history includes roles at The Prudential Insurance Company of America, PRUCO Securities, LLC, and GM Financial. Outside of financial services, she has worked as a rideshare and food delivery driver. LPL Enterprise, LLC provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a network of investment adviser representatives. The firm typically uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Sam Hibbert is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, Thrivent Financial, and Cetera Investors. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes capabilities in derivatives and commodities.

Paul Elder is a financial advisor at Merrill with 36 years of industry experience. He has held his current position at Merrill since 2009. He holds Series 63 and Series 65 credentials and is based in Bellevue, WA. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Moran is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Cetera and Columbia Bank prior to joining Raymond James. Moran is also associated with Columbia Wealth Advisors, a firm affiliated with Umpqua Bank. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, and institutions. The firm provides customized non-discretionary planning and consulting, employing advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Travis Mann is a financial advisor with MassMutual Investors Services in Mercer Island, WA, holding Series 65 and Series 66 licenses and with 19 years of industry experience. He has been affiliated with MassMutual Life Insurance Company since 2006. Outside of his advisory role, he is the owner of an LLC established for legal and tax purposes. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Liam Settle is a financial advisor at Raymond James & Associates with two years of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A., among other roles. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Keith Pareti is a financial advisor at Morgan Stanley with 17 years of industry experience. He has previously worked at Janus Henderson and WisdomTree Asset Management. He holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and modeling techniques.

Connor Loveall is a financial advisor at Edward Jones in Issaquah, WA, holding a Series 66 designation with one year of industry experience. Before rejoining Edward Jones, he worked in the fitness industry with companies including The Bay Club Company and Sammamish Fitness LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory and investment options, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,000 financial advisors and 15,000 branch offices.

Robert Wright is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His prior firms include Cetera Advisors LLC and First Allied Advisory Services, among others. He is also involved in Wright Capital Management LLC, a business entity established for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services delivered through a broad network of advisors utilizing diverse strategies and technology tools.

Miles Spahr is a financial advisor at Equitable Advisors in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Equitable Advisors, he worked briefly at Ladenburg Thalmann and participated in the University of Oregon’s Business Accelerator Program. He also has experience as a student-athlete with the University of Oregon Football team. Equitable Advisors serves individuals across wealth levels, as well as pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset-management programs. The firm’s advisory services utilize a range of third-party managers and emphasize matching clients to suitable investment models and discretionary management solutions.

Karen Witt is a financial advisor at Morgan Stanley with 28 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Prior to that, she was with Citigroup Global Markets from 2001 to 2009. Morgan Stanley Wealth Management serves individuals and institutional clients by offering a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Jared Vanwagoner is a Vice President and Financial Consultant at Fidelity Investments. He has held this position since 2013, following several roles within the company including Branch Service Manager, Private Client Specialist, Investor Center Financial Representative, Stock Plan Services Representative, and Financial Representative Phones, reflecting over a decade of experience at Fidelity. Jared focuses on serving high net-worth clients, working closely with families to educate and plan according to their individual financial goals. He emphasizes a personalized planning process that aligns with each client's unique needs and preferences. He holds insurance licenses in Arkansas and California. Outside of his professional role, Jared has interests in fitness, golf, and parenthood.

Brenda Campbell is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked with Bank of America, Merrill, and Morgan Stanley Smith Barney. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kevin Corder is a financial advisor with Ameriprise in Bellevue, WA. He holds the Series 66 designation and began his advisory career in 2025. Prior to joining Ameriprise, his background includes roles in education and hospitality. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gary Peterson is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Wells Fargo Clearing since 2016. 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 operates on a large scale, offering brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Tyler Mc Cullough is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Wedbush Securities for nine years before joining Raymond James in 2023. Outside of his advisory role, he has engaged in rental real estate by managing a former personal residence as a rental property. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base, including individuals, institutions, and municipal entities, providing financial planning and non-discretionary investment consulting through various advisory programs.

Harrison White is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. Prior to joining Fidelity, he worked at Mid Oregon Federal Credit Union and held roles at several other firms including United Parcel Service Inc and Hoopsource Basketball. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and advisory solutions.

Khafayat Mabayoje is a financial advisor with J.P. Morgan Securities in Kent, WA, holding Series 63 and Series 66 designations and five years of industry experience. Their work history includes roles at JPMorgan Chase Bank and United Ways of King County. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, offering non-discretionary asset allocation advice and customized reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Alexander Assaf is a financial advisor with Raymond James Financial Services Advisors, Inc. in Kirkland, WA, holding a Series 66 designation and 15 years of industry experience. He has worked with several firms, including Curian Capital, LLC and Waddell & Reed, before joining Raymond James in 2016. He also works with Addison Avenue Investment Services, providing sales support to financial advisors. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to align investment strategies with client goals and supports specialized offerings such as municipal advising and SIMPLE IRA employer consulting.