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 with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation. He has recent experience at institutions including JPMorgan Chase Bank, Prudential/LPL, and Homesight Washington. Outside of advisory work, he has been involved with Homesight Washington, a community-focused organization. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, and endowments through a select group of wealth advisors. The firm offers non-discretionary, written asset allocation advice and manager searches supported by centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

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.

Ross Johnson is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at Charles Schwab Bank, Schwab & Co., Wells Fargo Clearing, JPMorgan Chase Bank, and other financial institutions. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment management, utilizing multi-asset model portfolios and centralized custody and order-routing arrangements.

Tokusan Svenson is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2011 and has also been with Bank of America, N.A. since 2023. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ryan Clay is a CFP® professional with 12 years of experience in the financial industry, all with Edward Jones since 2014. He holds a Series 66 license and is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Lubeck is a CFP® and holds a Series 66 license, with 10 years of experience in the financial services industry. He has been with Wells Fargo Clearing since 2016 and also has experience at Wells Fargo Bank, nA starting in 2015. He is based in Seattle, WA. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm provides a range of investment advisory services, financial planning, and retirement plan consulting, using research and analytics to evaluate managers and options based on diversification principles and modern portfolio theory.

Teresa Savage is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 1999 and focuses on customizing wealth management strategies tailored to her clients' immediate and long-term financial goals. Teresa works closely with clients to develop personalized financial plans aimed at pursuing their long-term objectives, emphasizing areas such as college education planning, legacy planning, family wealth management, and socially responsible investing. Teresa holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). She attended Highline College without degree completion and holds a High School Diploma from Seattle Christian School. Additionally, she is involved with organizations such as Seattle Christian School and St. Anne Hospital Foundation. Outside of her professional role, Teresa participates in community activities aligned with these organizations. Her personal interests include playing pickleball, running, and spending time with her family.

Alexander Ginnerty is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 registrations and eight years of industry experience. He is involved with the Love Quilt Project, a nonprofit focused on educational and mental health support for children in South Africa, where he serves on the finance committee assisting with accounting and reporting. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process integrates quantitative and qualitative research with a forward-looking capital market approach and includes an ESG eligibility framework.

Chi Hye Guerrero is a CFP® and Series 66 registered financial advisor with LPL Financial in Seattle, WA, with seven years of industry experience. She has held roles at several firms, including HeimLantz, Avantax Investment Services, and Cetera. Outside of advising, Guerrero is involved with the Transformational Advisory Group, a DBA related to her LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides advisory and brokerage services through a large network of investment adviser representatives, offering financial planning, model portfolios, third-party asset management, and institutional platforms.

Matthew Van Beek is a Wealth Management Advisor with Merrill Lynch Wealth Management and a third-generation partner of The MCNW Group. Since joining Merrill Lynch in 2007, he has advised a diverse clientele including business owners, senior executives, entrepreneurs, and investors. Matthew and his team focus on helping clients achieve both financial goals and broader life aspirations through strategic planning in areas such as executive compensation, family wealth management, legacy planning, and retirement planning. Matthew holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a Bachelor's degree from Washington State University. As a member of The MCNW Group, Matthew and his team have received national recognition including Forbes Best-in-State Wealth Management Teams (2023), Barron's Top 1,200 Financial Advisors (2023), and Financial Planning’s Top 40 Brokers Under 40 (2023). He is also involved with the Downtown Seattle Association. Matthew emphasizes purposeful client conversations that connect personal values, professional goals, and relationships to develop sound wealth strategies. He leads a culture aimed at operational excellence to support clients in making measurable progress toward significant objectives.

Brian Stuckey is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. He has been with Wells Fargo Clearing since 2022 and previously worked at Wells Fargo Bank, N.A. for nine years. Outside of his advisory work, he operates a sole proprietorship selling hobby items such as toys and collectibles and manages the resale of unused NHL season tickets. 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 sources.

Adam Handaly is a financial advisor at J.P. Morgan Securities with 24 years of industry experience. He holds the Series 66 designation and has worked at firms including Oppenheimer Asset Management and CIBC World Markets Corp. since 2002. He is also an employee of JPMorgan Bank, where he can offer deposit and credit products alongside his advisory services. J.P. Morgan Securities provides institutional consulting to plan sponsors, corporations, and endowments, delivering non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a range of affiliated portfolio services.

Emily Bascom is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Oppenheimer & Co. Inc. from 2023 to 2025. Outside of finance, she has involvement with local businesses including SWeL Restaurant. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Christian Gweth is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent two years at Russell Investments. Outside of his advisory role, he coaches a youth basketball team and is the owner of Uptown Select Basketball Academy LLC in Newcastle, Washington. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools but does not offer individual security recommendations through standalone planning services.

Renee Brisbois is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2010. Outside of her advisory role, she is the owner of Minori LLC, an investment business focused on commercial real estate. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients with a focus on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, includes ESG criteria, and is supported by affiliated investment-management entities.

Tsung Kuo is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with various Morgan Stanley entities since 2007, including the Private Bank and Smith Barney divisions. He is based in Seattle, WA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that use structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Gregory Foos is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Wells Fargo Clearing in 2025, he worked at J.P. Morgan Securities from 2014 to 2025. 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.

Craig Yoshino is a financial advisor with Primerica Advisors in Burien, WA, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked with PFS Investments Inc. since 2015 and Primerica Financial Services since 2014. Outside of advisory services, he is also involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors is a large firm managing approximately $15.5 billion in assets across nearly 3,700 advisors and 1,800 offices. The firm primarily serves individual investors, including both non-HNW and high-net-worth clients, using model-based portfolio recommendations and an overlay manager for trade execution and custody.

Heather Leach is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she manages HCL Management LLC, a business entity handling employee payroll and benefits. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that delivers personalized retirement planning and income strategies based on proprietary research and third-party data.