Bradley Posten is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in working with individuals, families, and small businesses to achieve their financial goals through personalized planning and investment strategies. Brad's approach emphasizes clear communication, transparency, and risk management to help clients navigate complex financial decisions. Before joining Merrill Lynch in 2017, Brad worked in Corporate Partnerships for the Seattle Seahawks, where he was part of the organization during their Super Bowl XLVIII victory. He holds several 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). Additionally, he holds FINRA Series 7 and 66 registrations and Washington State life, disability, and long-term care insurance licenses. Brad earned a Bachelor of Science degree in Business Management from the University of Arizona, where he also participated as a walk-on wide receiver and earned All Pac-12 academic honors. He is involved with the Make A Wish Foundation, Salvation Army, and United Way. Outside of work, Brad enjoys spending time with his wife, friends, family, and pets in Magnolia, exploring the outdoors, attending sporting events, and participating in various hobbies such as football, golf, billiards, and music.

Jeffrey Mc Intosh is a financial advisor at Equitable Advisors with five years of industry experience. He holds Series 65 and Series 63 licenses. Prior to joining Equitable Advisors, he worked in several tea-related businesses and held roles at the United States Census Bureau and Patreon. Equitable Advisors serves a diverse client base including individuals, high-net-worth investors, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating as both an SEC-registered investment adviser and broker-dealer.

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, 63, and 66 credentials and bringing 22 years of industry experience. His background includes roles at Charles Schwab Bank, Allegiance Gold, and operating Valle Capital Management, LLC. He also teaches a course on stock option strategies for UCLA Extension. Charles Schwab & Co., Inc. serves a large client base of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a mix of non-discretionary and discretionary investment management supported by centralized supervision, custody, and integrated operational 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 Series 66-credentialed financial advisor at Fidelity with five years of industry experience. His prior work includes roles at Edward Jones and Bank of America. He is affiliated with Strategic Advisers LLC, a Fidelity Investments company that provides investment management and advisory services to retail and institutional clients. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios and fund advisory services.

Kristopher Kirby is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and seven years of industry experience. His career includes roles at UBS Financial Services and service in the U.S. Navy from 2011 to 2018. J.P. Morgan Securities LLC 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.

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 financial advisor with LPL Financial based in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked with Financial Advocates Investment Management since 2017 and previously held positions at Waddell and Reed, Inc. and various insurance carriers. Outside his primary advisory role, he is engaged in tax preparation and planning and owns a business called GIN Society LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Colby Ellis is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Atlassian Inc. for six years and Oracle Corporation for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Roeller is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with LPL Financial and Financial Advocates Investment Management, having worked at LPL since 2010 and at Financial Advocates since 2014. Roeller is based in Seattle, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.

Duane Covey is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 credentials with 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a limited partner and director of Covey Corporation, a family holdings entity based in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Christie Davenport is a Series 66-licensed financial advisor with Morgan Stanley in Seattle, WA, where she has worked since 2016. She has 11 years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including financial planning that employs structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Daniel Gonzales is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at PeaceHealth St. Joseph Medical Center and held various other positions in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kristopher Borjal is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and six years of industry experience. He has a work history that includes roles at Snohomish County PUD No. 1 and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates with a large network of advisors and significant assets under management.