Shay Casady is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining J.P. Morgan, Shay was involved with Urquhart and Casady Investments LLC, 4753 18th Avenue LLC, and Lake Washington Milfoil LLC. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to inform its recommendations.

Sergio Garza is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at PNC Investments and Cuna Brokerage Services, among others. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a wide network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management alongside research and model portfolios from multiple sources.

Ross Snyer is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial in Seattle, WA, where he has worked since 2002. He holds the Series 66 designation and operates under the One Oak Wealth Management name as a DBA for his LPL practice. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

James Gillingham is a financial advisor at LPL Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2020, previously serving at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2020. Outside of advisory work, he has business activities in mortgage and real estate services as well as a handyman service based in Seattle. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisors. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

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.

Andrew Kim is a financial advisor with Edward Jones in Kent, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2020, he worked at Century 21 Aspire Group, Sprint Corporation, Northeast Wisconsin Technical College, and Securitas. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Anne Bell is a financial advisor at Ameriprise with 15 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Ameriprise and its affiliates since 2013. Outside of her advisory role, she serves as an operations manager, bookkeeper, and payroll specialist for Pacific Restoration & Painting. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset thresholds. The firm offers a range of advisory, brokerage, and insurance solutions, delivering tailored, research-driven retirement recommendations through a centralized consulting team.

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.

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.

Benjamin Murphy is a Series 66-credentialed advisor at Robert Baird & Co. in Seattle, WA, with two years of industry experience. His prior work includes positions at Albany Beck and The Partners Group, as well as periods focused on education at Trinity College Dublin and the University of Portland. He is part of The DDK Group within Baird’s Private Wealth Management department, which serves individual, corporate, pension, and charitable clients. The firm offers a range of financial planning and portfolio management services, utilizing a mix of separately managed account strategies, tax management, and internal research support.

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.

Beau Nguyen is a financial advisor at Fidelity with a Series 66 designation. He has been with Fidelity Investments since 2025 and has prior experience at Financial Insights Wealth Management and various educational institutions. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio construction using proprietary research and algorithmic methods.

David Thead is a financial advisor at Edward Jones with a Series 66 credential and three years of industry experience. His prior roles include positions at Financial Advocates Investment Management, First Financial Northwest Bank, and LPL Financial LLC. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient investment solutions.

Russell Schmidtke is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets since 2001. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and financial planning services that utilize firm-approved tools and methodologies to support tailored client strategies.

Sean Smith is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at City National Bank and Wells Fargo, where he worked from 2011 to 2022. RBC Wealth Management serves individual, institutional, and corporate clients with a range of advisory programs, offering tailored portfolio management, financial planning, custody, and brokerage services. The firm combines internal and third-party investment managers and provides options for tax management, responsible investing, and alternative investments.

Vrutiben Naria is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Naria worked at Bank of America, N.A. and has a diverse background including roles in education and real estate. 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 a range of clients including individuals, high-net-worth clients, and institutional accounts.

Kingsy Devadass is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 66 designations and has held roles at JPMorgan Chase Bank, N.A., US Bank, M&T Bank, and has experience in tutoring. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Laura Bennett is a financial advisor with LPL Enterprise in Mercer Island, WA, holding a Series 66 credential and two years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and PRUCO Securities, LLC. Outside of her advisory work, she has worked as a delivery driver for UberEats. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management through an integrated platform that combines advisory programs with brokerage and insurance products.