Serena Manfre is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at The Vanguard Group, Inc. for 15 years before joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Daniel Matthews is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation with eight years of industry experience. He has been with Morgan Stanley since 2017 and previously worked at Specialty Finishes/Vigor in 2016. 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 tailored financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

Edward Agoglia is a Series 66-licensed financial advisor at Merrill with two years of industry experience. His prior work includes roles at Bank of America, J.P. Morgan Chase, Equitable Advisors, and Amazon. 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, pension and profit-sharing plans, corporations, and charitable organizations.

Alejandro Aquino is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory work, he is a partial owner of an inherited rental property through a family LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and market modeling.

Sharon Morganti is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Merrill since 2013 and previously held positions at Morgan Stanley and Citigroup Global Markets. Additionally, she has been involved with Pier 1 Imports since 2013. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alena Kurlovich is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 66 designations and has worked at UBS since 2017, following roles at Wells Fargo Clearing and Wells Fargo Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities and wealth management. The firm uses proprietary capital market assumptions and model-based asset allocations to tailor financial plans according to client goals and risk tolerances.

Marianne Hepper is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and eight years of industry experience. She has been with Edward Jones since 2017 and previously worked at Delta Marine Industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a range of high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Allen is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and four years of industry experience. Prior to joining LPL Financial in 2022, he was self-employed for three years and worked at the Seattle Times for nine years. 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 portfolios, third-party asset management, and institutional platforms, supported by extensive technology and operational tools.

Jordan Vicent is an Investment Consultant currently working at Fidelity Investments. In this role, Jordan focuses on collaborating with clients to build financial plans that address both short-term and long-term goals, aiming to instill greater confidence and understanding in their financial future. Jordan's professional experience includes positions at Fidelity Investments as a Financial Representative from 2023 to 2024 and as a Relationship Manager from 2024 to 2025. Prior to joining Fidelity Investments, Jordan worked as an Agent at New York Life in 2022. Outside of work, Jordan has personal interests that include movies and pets.

Timothy Cusack is a financial advisor with RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and has nine years of industry experience, including four years at the University of Montana prior to joining RBC in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm provides a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored to client risk profiles and executed through in-house and third-party investment managers.

Hannah Smith is a financial advisor at Ameriprise with three years of industry experience. She holds a Series 66 designation and has prior work experience in caregiving and retail. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies.

Frank Busichio is a financial advisor with Osaic Wealth, holding the CFP® designation and Series 63 and 65 licenses, with 12 years of industry experience. His prior work includes roles at Royal Alliance Associates, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Pacific Capital Resource Group. He is involved in his wife’s clothing and closet cleanout business, assisting with its administration. Osaic Wealth serves retail and institutional clients through a multi-advisor platform offering brokerage and advisory services, including financial planning, wrap portfolios, Unified Managed Accounts, and retirement plan consulting. The firm emphasizes model-based asset allocation and portfolio optimization supported by various analytical tools and offers access to alternative investments via third-party platforms.

Larry Dime is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. Outside of his advisory role, he co-owns a family rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven investment process includes both discretionary and non-discretionary services, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Gwendolyn Pooley is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2016. Outside of her advisory role, she works part-time in the clothing department at Costco. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Ze Wen is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, Wen worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Chempoint, and Expeditors International. Outside of finance, Wen is involved in the restaurant industry as an employee at Dough Zone USA Inc., a restaurant and bar establishment in Lynnwood, Washington. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s investment approach includes structured financial planning tools and utilizes Global Investment Committee forecasts and Monte Carlo simulations to model client outcomes.

Jamie Lynn Ambrose is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Before joining Edward Jones, she was involved in entrepreneurial and business roles including managing FIT4MOM Eastside and working as a business broker and insurance agency associate. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Shu Hui Hou is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies.

Aaron Standberry is a Financial Consultant at Fidelity Investments, where he focuses on preparing clients for their immediate and future financial planning needs. He works closely with clients to understand their individual circumstances, mitigate risk, discuss tax-efficient investing, and help them choose appropriate strategies to achieve their financial goals. Prior to his current role, Aaron served as a Stock Plan Consultant at Fidelity Investments from 2022 to 2023. He has experience in areas including financial planning, risk management, and investment strategy selection. Outside of his professional duties, Aaron enjoys activities such as art, attending concerts, exploring food, hiking, parenthood, and volunteering.

Bryan Hattan is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009, concurrently associated with Bank of America since 2002. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Gina Humphries is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and bringing four years of industry experience. She previously worked at Edward Jones for five years and has diverse professional experience including roles at Molen Orthodontics and Fleet Feet Sports Bonney Lake. Outside of her advisory work, she has a minor involvement as an affiliate in a multi-level marketing vitamin company. Ameriprise Financial Services is a large advisory firm that serves both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach integrates proprietary investment research and algorithmic tools to provide personalized, tax-aware retirement recommendations.