Luke Konarski is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 1998, progressing through roles including Financial Planning Consultant and positions focused on investments and proactive client service. With 27 years of experience working with Fidelity's high net worth clients and their families, Luke assists clients in developing, implementing, and maintaining financial plans across various market cycles. He provides one-on-one guidance utilizing Fidelity's resources to address clients' unique financial goals. Luke holds a California Insurance License. Outside of his professional work, he has personal interests in biking, cars, food, and skiing.

Alma Baker is a Series 66-licensed financial advisor with Wells Fargo Clearing and has 19 years of industry experience. She has worked with Wells Fargo since 2006, including 10 years at Wells Fargo Clearing. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Olivia Jones is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. She worked at Merrill for seven years before joining RBC Capital Markets in 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs and tailors investment strategies based on clients’ risk profiles, using a combination of in-house and third-party managers and providing both discretionary and non-discretionary portfolio management.

Mariel Glez is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with four years of industry experience. Her previous roles include positions at Raymond James & Associates, Miura Capital LLC, and City National Bank of Florida. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning using structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and supports a range of investment and planning services without providing individual security recommendations in its standalone planning programs.

Bradley Posten is a Senior Financial Advisor at Merrill Lynch Wealth Management. He works with individuals, families, and small businesses to help them achieve their financial goals through a goals-based approach, emphasizing transparency and risk management. His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, and investment strategies tailored for both individuals and corporate clients. Bradley also specializes in serving clients in the sports and entertainment sectors. Before becoming a Financial Advisor, Bradley spent six seasons with the Seattle Seahawks front office, including being part of the organization during the Super Bowl XLVIII victory. He joined Merrill Lynch Wealth Management in 2017 after working in corporate partnerships for the Seahawks. Bradley holds multiple professional designations, including the Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA) designation, CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He also holds FINRA Series 7 and 66 registrations and life, disability, and long-term care insurance licenses in Washington state. Bradley earned a Bachelor of Science degree in Business Management from the University of Arizona, where he also participated as a walk-on wide receiver for the Wildcats football team and received All Pac-12 academic honors. He is involved with the Salvation Army, Make a Wish Foundation, and United Way. He resides in Magnolia with his wife Christina and enjoys activities such as adventure sports, football, golf, billiards, music, and spending time with his family.

Jeffrey Mc Intosh is a financial advisor with Equitable Advisors, holding Series 65 and Series 63 licenses and five years of industry experience. Prior to joining Equitable Advisors, he was involved in several entrepreneurial ventures related to the tea industry, including roles at Big Cartel Tea, Denong Tea Inc, Teabook, and McIntosh Tea, LLC. He also worked at the United States Census Bureau and Patreon during 2020 to 2023. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, offering a range of investment options through both proprietary and third-party solutions.

David Townliand is a financial advisor at Edward Jones in Edmonds, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones in 2022, he served in the US Army from 2015 to 2020 and held positions at Hiring Our Heroes and Ekso Bionics. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of over 23,700 financial advisors and more than 15,000 branch offices.

David Salas is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Wells Fargo Clearing and Wells Fargo Bank, NA since 2025. Prior to that, he was with Key Investment Services and KeyBank from 2023 to 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving plan sponsors with tailored investment options and acting as an ERISA fiduciary when providing investment advice.

Taeya Lauer is a financial advisor at Wells Fargo Advisors with 32 years of industry experience. She previously worked at LPL Financial, LLC and E.K. Riley Investments, LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including niche areas such as business-owner transition and special-needs planning. Advisors use Wells Fargo research and planning tools to deliver tailored recommendations through meetings and written summaries.

Rebecca Mc Kay is a financial advisor with Robert W. Baird & Co. in Seattle, WA, holding a Series 66 designation and eight years of industry experience. She has been with Robert W. Baird since 2017. Prior to joining Baird, she worked at Chasers Bar and Grille and has experience from the University of Wisconsin Madison. Robert W. Baird & Co.’s DDK Group operates within the Private Wealth Management department, serving individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, discretionary and non-discretionary portfolio management, and separately managed account programs, supported by internal research and ongoing manager monitoring.

Patrick Valle is a financial advisor with Charles Schwab in Seattle, WA, holding Series 65, Series 63, and Series 66 licenses and possessing 22 years of industry experience. His career includes roles at Allegiance Gold, Online Trading Academy, Valle Capital Management, LLC, Chase Investment Services Corp., and Wamu Investments, Inc. He also teaches a course on stock option strategies for UCLA Extension’s Accounting & Finance Department. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. Schwab combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers a multi-asset model portfolio approach supported by centralized operational and custody services.

Shannon Smith is a Senior Vice President, Wealth Management Advisor, and Portfolio Manager at Merrill Lynch Wealth Management. She specializes in providing clients with comprehensive financial services focused on balancing risk management with potential rewards. Her approach involves assessing clients' total financial picture and developing wealth management strategies tailored to their individual goals. She manages personalized or defined investment strategies, which may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. Shannon obtained her Bachelor of Arts degree in Psychology and Sociology from Pepperdine University. She holds several professional designations, including CERTIFIED FINANCIAL PLANNER® (CFP), Certified 401(k) Professional (CKP), Chartered Retirement Plans Specialist™ (CRPS), Chartered Retirement Planning Counselor™ (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her areas of concentration include corporate retirement plans, individual retirement and wealth management strategies, cash flow, and liability management. Born and raised in the Seattle area, Shannon currently resides in Mercer Island with her husband and three children. She participates in community activities, including volunteering with the Mercer Island Preschool Association. Her personal interests encompass boating, football, golfing, hiking, running, skiing, spending time with family, and tennis.

Hannah Herin is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 credential and having one year of industry experience. Her prior work includes several roles at Gonzaga University and other varied positions before joining Morgan Stanley. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to assist clients in developing tailored financial plans.

Sean Connors is a financial advisor at Fidelity with five years of industry experience and holds a Series 66 designation. His prior experience includes roles at Edward Jones and Bank of America. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver diversified model portfolios. The firm also has a notable presence as a commodity pool operator registered with the CFTC and serves in advisory roles for multiple registered investment companies.

Kristopher Kirby is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds a Series 66 designation and has worked at UBS Financial Services and JPMorgan Chase Bank, NA. Prior to his financial services career, he served seven years in the U.S. Navy. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients. The firm’s advisory process combines quantitative screens and qualitative research to deliver written asset allocation advice, manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Jens Pascucci is a Wealth Management Advisor at Merrill Lynch Wealth Management. He serves clients with a range of wealth management needs, providing investment advice and strategies tailored to individual priorities and circumstances. Jens emphasizes a thoughtful and thorough approach to portfolio management and financial planning. He has a background in business and international political economy, holding a bachelor's degree from the University of Puget Sound. Jens holds several professional designations including Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER (CFP), Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Jens is engaged in his community through volunteer work with organizations such as the Arthritis Foundation, United Way, and the Washington Athletic Club. He enjoys a variety of personal interests including basketball, billiards, camping, chess, football, golfing, scuba diving, spending time with his family, table tennis, and tennis.

Gene Shook is a Series 66-licensed financial advisor with LPL Financial, based in Seattle, WA, and brings 17 years of industry experience. His career includes roles at LPL Financial since 2017, Financial Advocates Investment Management, and Waddell and Reed, Inc. Outside of his advisory work, he is a business owner of Gin Society LLC and is involved in tax preparation and planning as a senior tax advisor. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing various advisory models and tools, and supports a large network of advisors across the country.

Colby Ellis is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining J.P. Morgan, he worked at Atlassian Inc and Oracle Corporation. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research supported by centralized due diligence.

John Roeller is a CFP® with 25 years of experience in the financial services industry. He is currently with LPL Financial in Seattle, where he has worked since 2010, and previously spent 11 years at Financial Advocates Investment Management. 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 advisory and brokerage services, including financial planning and access to model portfolios, third-party asset managers, and institutional platforms.

Karen Davis is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she owns Davis Miller Design, a design company focused on interior and exterior gardens. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.