Shanna Garbooshian is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Wolfe Young is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he focuses on providing personalized service to clients and their families within Private Wealth Management. His role centers on serving as a trusted, primary point of contact for Fidelity's affluent clients and fostering strong client relationships. Wolfe has extensive experience in the financial services industry, having held various positions since 2000. His previous roles include Financial Consultant at Wells Fargo Advisors, Associate Market Supervision Manager at Merrill Lynch, and Senior Registered Client Associate at Morgan Stanley, among others. This breadth of experience spans wealth management, client advisory, and market supervision. Outside of his professional work, Wolfe's personal interests include the beach, concerts, museums, music, reading, and theater.

Daniel Halos is a financial advisor with Equitable Advisors in Seattle, WA, holding the ChFC® designation and Series 66 license, with 20 years of industry experience. He has been with Equitable Advisors since 2006, including time at Axa Advisors, LLC prior to its rebranding. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Tiffany Gough is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in antique sales and is an author with books available through Amazon and Lulu. She also serves as a Chapter Success Coach for a networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, 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 large nationwide network of financial advisors and branch offices.

Jack Oconnor is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with UBS since 2016 and has been affiliated with Portland State University since 2009. Outside of his advisory work, Oconnor serves on the board of Long Live The Kings, a charity focused on science-based salmon population preservation, where he acts as treasurer and participates in finance and audit committees. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Ashwin Prasad is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Securities LLC and Coastal Community Bank. Outside of finance, he was involved with Harmony Animal Wellness Center. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions informed by research and diversification principles.

Alicia Guagliardo is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2015. Outside of her advisory work, she is involved with Conquest Overland, LLC, a recreation consulting business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of investment advisory programs. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Susanna Sackett is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 65 and Series 63 credentials and 18 years of industry experience. She has been with Robert Baird & Co. since 2014. The DDK Group, where Sackett works, is part of Robert W. Baird & Co.’s Private Wealth Management department and serves a broad client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager oversight.

Holly Harvey is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with RBC Capital Markets Corp since 2008 and has operated Colour Creations since 2002. Outside of her advisory role, she serves as treasurer for the Kitsap Lady Trail Riders, a horseback trail riding group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Hannah Cookson is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Mohammad Hedayati Dezfouli is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. He has worked at Wells Fargo Bank, N.A. and Travelex Currency Services. Outside of finance, he is a 50% owner of Elegant Harmony Building Material, a business involved in selling building materials. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Diana Meyers is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with RBC Capital Markets and previously worked at UBS Financial Services Inc. and Charles Schwab. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides tailored strategies based on client risk profiles.

Neil Mohaghegh is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2014, he has provided financial advice and guidance to individuals, families, and private business owners. He focuses on client-specific factors such as risk tolerance, time horizon, liquidity, and investment objectives to develop personalized wealth management strategies. Neil has been in the financial services industry since 2008. He utilizes the investment resources of Merrill and banking services from Bank of America to address clients’ financial needs, including investment selection, retirement planning, tax minimization, credit, and savings strategies. His areas of expertise include college education planning, family wealth management, legacy planning, liquidity management, and small business strategies. Neil holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Washington State University. Outside of his professional work, Neil participates in community volunteer activities following Merrill’s tradition of engagement. His personal interests include baseball, basketball, football, golfing, music, soccer, spending time with family, swimming, tennis, and traveling.

Jennifer Carrillo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase bank since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary program, combining large institutional advisory capabilities with brokerage and investment management functions.

Samuel Stephens is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has prior experience at Lyft and Wells Fargo Bank, N.A. located in Seattle, WA. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

Kelsey Curtis is Vice President, Wealth Planner at Fidelity Investments, where she provides clients with personalized financial advice and guidance. In this role, she works collaboratively to help clients align their financial resources with their priorities and goals. Kelsey has experience in financial planning and consulting, having served as a Financial Consultant at Fidelity Investments from 2022 to 2026 and as a Financial Advisor at Ameriprise Financial from 2020 to 2022. Her professional background includes guiding clients through financial decisions with clarity and care. Outside of her professional work, Kelsey engages in family activities, fitness, outdoor adventures, and volunteering.

Julie Wong is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Michael Wallblom is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previous work experience with Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2024. 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 investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Adam Walters is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member at Sand Point Country Club in Seattle, participating in governance activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management, supported by proprietary research and a wide range of capital markets services.

Brad Weiner is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2004. Outside of his advisory role, he is a partner in a real estate property partnership inherited from his family. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.