David Levine is a financial advisor with Ameriprise in Mountlake Terrace, WA, holding a Series 66 designation and 16 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2013. Levine serves as president of the Lake City Soccer Club Board. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement who meet specific asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and a range of advisory, brokerage, and insurance solutions.

Jesse Bunich is a CFP® with 24 years of industry experience. He currently works at RBC Capital Markets, having joined in 2022, and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he manages rental properties jointly owned with his spouse in Seattle, WA, and Indio, CA. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual and institutional investors. The firm offers a range of advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers.

Corey Cox is a CFP® with 27 years of industry experience, currently serving at Thrivent Investment Management in Seattle, WA. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2002. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a broad range of financial topics. The firm combines planning with managed-account options under a consolidated billing structure while maintaining separate services.

Carol Lockhart is a financial advisor with Merrill based in Seattle, WA, holding Series 63 and Series 66 licenses and possessing 11 years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2017 and was previously involved with Becky Gray Creating Lifestyles. Outside of her advisory work, she is an independent consultant for Arbonne, a health and wellness multi-level marketing company. 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 strategies for a wide range of individual and institutional clients.

Brian Davis is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 credential with three years of industry experience. His prior work includes roles at Fidelity Investments and Equitable Advisors, as well as experience outside finance at DoorDash and multiple positions in retail and education. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and delivers services both directly and through corporate financial planning agreements.

William Foster is a financial advisor with RBC Capital Markets. He holds a Series 66 designation and has experience working at Valor Equity Partners and Starbucks Coffee Company. He is based in Bainbridge Island, WA. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile.

Brady Flynn is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds a Series 66 designation and has been with UBS since 2003. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary capital market assumptions and research to tailor investment plans to clients’ goals and risk tolerances.

Emma Caile is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Her prior work includes roles at Strange Realty and serving private families for eight years. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, relying on a systematic investment process that incorporates fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its regulatory registrations, advisory roles to multiple registered investment companies, and use of advanced technologies such as AI and large language models in its research.

Wing Yan Yuen is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds the Series 65 and Series 63 designations and has worked at several firms including JPMorgan Chase Bank, J.P. Morgan Securities, and Raymond James Financial. Edelman Financial Engines provides technology-enabled investment advisory and financial planning services to individual investors, retirement-plan participants, and institutional clients. The firm uses a committee-driven proprietary modeling process combined with planner delivery and online tools, offering both discretionary management and non-discretionary online advice across a diverse range of investment options.

Eric Pedack is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. He previously worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA between 2016 and 2022, and also held a position at The Cleaning Authority from 2017 to 2018. 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 individuals, high-net-worth clients, and institutions.

Timothy Hachfeld is a financial advisor with Edward Jones in Poulsbo, WA. He holds a Series 66 designation and has experience working in the health solutions and pharmaceutical sectors prior to joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Huong Jenny Do is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 66 licenses and having four years of industry experience. She has worked at JPMorgan Chase Bank, N.A. since 2004, with her current role at J.P. Morgan Securities beginning in 2021. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, delivering asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program. The firm’s process integrates quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its recommendations.

Fortunato Vega is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s financial planning process involves structured discovery and firm-approved tools, supporting a range of investment and planning services without providing individual security recommendations as part of the standalone planning program.

Rogelio Gonzalez is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, The Prudential Insurance Company of America, and various First Command entities. He served in the U.S. Navy for ten years before transitioning into the financial services industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform that combines advisory programs with the sale of financial products, supported by LPL’s research, model portfolios, and third-party strategists.

Jon Schuette is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Frank Russell Company, Cetera, and LPL Financial. He is also an associate at Ross Financial Inc. in Silverdale, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individual, institutional, and high-net-worth clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a municipal advisor affiliation.

Enric Sifa is a financial advisor at Cetera with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Ameriprise, NYLIFE Securities LLC, New York Life Insurance Company, and Axa Advisors, LLC. Outside of his advisory work, he is the owner of MetroAfro LLC and works as a music producer. Cetera Investment Advisers LLC serves a broad clientele including individuals, retirement plans, corporations, charities, and institutional accounts, offering a range of portfolio management and financial planning services through a large network of independent advisors. The firm provides multiple program structures and access to third-party managers, managing over $256 billion in assets.

Cooper Hartman is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Todd Reese is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Prudential/LPL, Homesight Washington, Radian Group Inc, US Bank, and Mr Cooper/Nationstar Mortgage LLC. Outside his advisory work, he has been involved with non-variable insurance activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Lucy Sun is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 63 designation and 20 years of industry experience. She previously worked at Morgan Stanley for 16 years before joining Wells Fargo Clearing in 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment menu.

Robert Decker is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and previously worked at Chase Bank for four years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.