Xiuzhen Chen is a financial advisor at Morgan Stanley with nine years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Bank of America and Merrill. Chen has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and employer-sponsored financial planning agreements.

Christopher Austin is a financial advisor at Raymond James Financial Services Advisors, Inc. with one year of industry experience. Prior to his financial services career, he worked at North Coast Electric Company for eight years and at Mill Creek Country Club for five years. He is also involved with Freise Financial, Inc. as a registered investment advisor. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, and it maintains specialized programs for municipal advisory and SIMPLE IRA employer consulting.

Jacob Sandberg is a financial advisor with LPL Financial in Edmonds, WA, holding a Series 66 designation and 12 years of industry experience. He has been associated with LPL Financial since 2014 and has worked with Financial Advocates Investment Management and Householder Group Estate & Retirement Specialists. Outside of his advisory role, he provides administrative support to Financial Advocates Investment Management, an independent registered investment advisory firm. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, research, and various management approaches.

Scott Gilbert is a financial advisor with Morgan Stanley in Kirkland, Washington, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017 and previously worked at LoCorr Distributors. Outside of advising, he serves as president of the board for a recreational club in Mercer Island, Washington. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutions, managing approximately $2.74 trillion in client assets. The firm emphasizes a structured planning process using firm-approved tools and offers a broad range of retail and institutional investment options.

Paul Dellino is a CFP® professional with 13 years of industry experience. He has worked at Edward Jones since 2014 and has served in the United States Coast Guard since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, operating under a fiduciary standard.

Smaly Khong is a Series 66-registered financial advisor with Morgan Stanley in Kirkland, WA, where he has worked since 2015. He has eight years of industry experience. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside research from its Global Investment Committee.

Janet Lee is a financial advisor with Raymond James & Associates in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has worked at Raymond James & Associates since 2018, following positions at Wells Fargo Clearing and Wells Fargo Advisors. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary services with a generally non-discretionary approach.

Paul Carlson is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. He has worked at LPL Financial since 2020 and previously held roles at Securities America Advisors and Princor Financial Services Corporation. Carlson is also a licensed agent for term life, fixed and indexed universal life, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Denise Brandon is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She previously worked with Waddell & Reed, INC. and various insurance carriers before founding Brandon Wealth Advisors LLC. Her background includes non-variable insurance sales through Jackson National and Brighthouse Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning and diverse advisory programs, utilizing model portfolios, third-party subadvisors, and advanced technologies across discretionary and non-discretionary management strategies.

Daniel Goldman is a CFA® charterholder with 16 years of industry experience. He is currently with Raymond James & Associates, having joined in 2025. His prior roles include positions at Cetera Advisors LLC, Olson Investment Advisors, LLC, and First Allied Securities, Inc. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Jeffrey Crosby is a financial advisor with Ameriprise in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Ameriprise and its affiliated entities since 1994. Outside of advising, Crosby is involved in several business ventures, including providing leadership for a boat rental and storage company and owning a multisport racing business. Ameriprise serves clients primarily through retirement-income planning services designed for individuals with significant investable assets, utilizing a combination of research, modeling, and tax-efficient strategies. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Christopher Johnson is a financial advisor with Edward Jones in Seattle, WA, holding the Series 66 designation. He has one year of industry experience, having joined Edward Jones in 2025. Prior to this, Johnson worked at Amazon for seven years and served 14 years in the United States Marine Corps. Outside of his advisory role, he coaches CrossFit and fitness classes at local gyms. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors, offering a range of advisory strategies and affiliated investment products.

Derrik Sankey is a financial advisor at Edward Jones with 10 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2016. 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 strategies supported by a large network of financial advisors and branch offices nationwide.

Brandon Miller is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Washington State Employees Credit Union and Quality Food Centers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations, through a national network of investment adviser representatives. The firm offers comprehensive financial planning and advisory programs with both discretionary and non-discretionary management supported by extensive research and diverse investment strategies.

Lisa Parke is a financial advisor at Edelman Financial Engines with one year of experience. She holds a Series 65 designation and has worked in the financial industry since 2012, including roles at Viridian Investments and Appropriate Balance Financial Services. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large participant base through both advisor-led and online platforms.

Steven Fleck is a financial professional with two years of industry experience, currently affiliated with Cetera. He holds the Series 66 designation and has prior experience at Edward Jones and several companies outside the financial sector. He is also involved with Cascaded Guided Wealth, where he works with clients to manage and grow their assets. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management, financial planning, and retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Curtis Baker is a financial advisor at Charles Schwab with a Series 66 designation and three years of industry experience. His prior work includes roles at Keyston Bros Seattle and Charles Schwab Bank SSB. Charles Schwab serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts.

John Hoffman is a Financial Consultant currently working at Fidelity Investments. He has been in the financial services industry since 2009, holding various roles including Financial Advisor and Senior Portfolio Specialist at Fidelity Investments, as well as Financial Consultant at Charles Schwab. His approach with clients emphasizes the importance of starting with a detailed financial plan to work towards their goals. Throughout his career, John has gained experience in portfolio management and financial consulting across multiple organizations. He holds a California Insurance License. Outside of his professional work, John enjoys hiking and spending time with his pets.

George Pierce is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and bringing 43 years of industry experience. He previously worked at Coldstream Capital Management Inc. from 2016 to 2021. Pierce serves as a director, trustee, and treasurer on the board of the William E Wockner Foundation, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Laura Namavong is a financial advisor with Ameriprise in Bellevue, WA, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2019 and previously held roles at AXA Advisors LLC, AXA Equitable, Uber, and NightSky IT. Ameriprise provides retirement-income planning services targeting individuals with at least $1,000,000 in net investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in a largely algorithm-driven process overseen by a Retirement Income Oversight Committee.