Bradley Pratt is a financial advisor at UBS Financial Services in Seattle, WA, with 33 years of industry experience. He has been with UBS since 1995 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as Treasurer for the Beta Omega Association, a college fraternity at the University of Washington, where he approves housing repair and maintenance projects. UBS Financial Services provides brokerage and advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

Ann Boberg is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. She worked at Merrill from 1996 to 2017 before joining Morgan Stanley, where she has been since 2017. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery conversations and firm-developed tools. The firm manages approximately $2.74 trillion in client assets and provides services through its Financial Advisors and Estate Planning Strategies Group.

Binh Huynh is a financial advisor with Merrill, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Merrill and Bank of America, N.A. for 12 years. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Patrick Shook is a Series 66 licensed financial advisor with Morgan Stanley in Seattle, WA, and has 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning supported by firm-approved tools and analysis methods. The firm manages approximately $2.74 trillion in assets and provides advisory services through its Financial Advisors and Estate Planning Strategies Group.

James Clarke is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and with 30 years of industry experience. His career includes roles at A. G. Edwards & Sons, Inc., D.A. Davidson & Co., and Financial Advocates Investment Management. He is also involved with Olympic Investment Group, a DBA related to his LPL business operations. 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 financial planning, model portfolios, third-party asset management, and institutional platforms, supporting its network of over 22,800 advisors with both advisory and non-advisory financial services.

Loren Mcewan is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and with 22 years of industry experience. His prior roles include positions at RBC Capital Markets Corp and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

John Moroney is a financial advisor at Edward Jones in Silverdale, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and fiduciary services supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Kevin O'Keefe is a financial advisor with Ameriprise, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, he is a co-owner of Maxmo Rentals LLC, a real estate business in Snoqualmie, WA. Ameriprise provides retirement-income planning services focused on clients approaching or in retirement, typically serving those with at least $1 million in net investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Bradley Blind is a financial advisor with RBC Capital Markets, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked at RBC Capital Markets since 2008 and previously at City National Bank from 2018 to 2025. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to each client’s risk profile through a combination of in-house and third-party investment managers.

Darren Horejsi is a financial advisor with LPL Financial in Tukwila, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has worked at LPL Financial and Boeing Employee Credit Union since 2014 and spent 11 years with U.S. Bancorp Advisors, LLC prior to that. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a wide range of advisory and brokerage services, using various portfolio strategies and investment tools, supported by a large network of advisors and significant assets under management.

Laryn Vella is a financial advisor with Merrill based in Bainbridge Island, WA, holding a Series 66 designation and 16 years of industry experience. He has worked at Merrill Lynch since 2009 and continues with Merrill following its integration into Bank of America. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program to a range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm employs both model-based and discretionary investment strategies developed by internal and third-party managers, offering tactical asset allocation and tax-aware options.

Michael Faris is a Financial Consultant currently working at Fidelity Investments since 2025. He has over a decade of experience in finance, focusing on collaborating with high-net-worth clients to design, implement, and monitor financial strategies that balance retirement, legacy, and charitable goals. Michael is a CERTIFIED FINANCIAL PLANNER® practitioner. Prior to his current role, Michael worked as an Investment Consultant at Fidelity Investments from 2024 to 2025. He also held various positions at JPMorgan Chase Bank, National Association, including Private Client Banker (2020-2024), Branch Manager (2018-2020), Branch Manager Trainee (2017), Relationship Banker (2014-2017), and Personal Banker (2013-2014). Outside of his professional work, Michael has interests in baseball, cooking and baking, museums, music, pets, and traveling.

David Coulter is a financial advisor with LPL Financial in Bremerton, WA, holding Series 63 and Series 65 designations and 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Merrill, and other firms. He is also involved in selling fixed annuities and various insurance products. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Andrew Brewer is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at several firms including D.A. Davidson & Co. and Wells Fargo Investments. Brewer is also involved with Financial Advocates Investment Management, an independent advisory firm, through which he provides investment advisory services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by advanced research and operational tools.

Michael Phillips is a financial advisor with Equitable Advisors in Seattle, WA, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Equitable Advisors since 2012 and previously worked at Axa Advisors, LLC. He serves as a board member of the LeMay Americas Car Museum. Equitable Advisors provides financial planning, retirement plan consulting, and asset-management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers a range of advisory programs through a network of Investment Adviser Representatives, utilizing both firm-offered and third-party solutions.

Jerry Medved is a financial advisor at Morgan Stanley with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Prior to that, he was with Citigroup Global Markets from 2001 to 2009. He serves as an advisory board member for the University of Idaho College of Business & Economics. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individual and institutional clients. The firm offers tailored financial planning supported by structured discovery conversations and firm-approved planning tools, managing approximately $2.74 trillion in client assets.

Wendy Thomas is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. She has been with RBC Capital Markets Corporation since 2008. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to each client’s risk profile.

Kiana Kashanian is a Planning Consultant currently working at Fidelity Investments, where she collaborates with clients to develop financial plans aimed at helping them achieve their financial goals. She has been in this role since 2023. Kiana's experience centers on workplace planning, providing her with insights into financial strategies and client engagement within the investment sector. Outside of her professional work, Kiana has interests in art, cars, social events with friends, hiking, museums, and spending time with pets.

Dylan Mingo is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 license with one year of industry experience. His prior work background includes roles at JPMorgan Chase Bank, Cornerstone Capital, and Apple. J.P. Morgan Securities provides institutional consulting services focused on written asset allocation advice, investment manager and fund searches, and customized performance reporting for plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process integrates quantitative and qualitative research with a forward-looking capital market approach and includes capabilities in derivatives and commodities.

John Stinson is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 66 designation and three years of industry experience. His career includes multiple roles within Wells Fargo entities dating back to 2014. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary when providing investment advice and including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.