Linda Larner is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and 18 years of industry experience. She has been with Merrill since 2009 and is also associated with Bank of America N.A., where she has worked since 1978. Merrill, in conjunction 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 and profit-sharing plans, corporations, and charitable organizations.

Trong Pham is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in providing comprehensive financial services to executives, physicians, and business owners. He employs a methodical and analytical approach to financial planning, focusing on complex cases and delivering customized advice in areas such as cash management, lending services, asset allocation, and portfolio management. Trong holds a Bachelor's Degree from Washington State University and a Master's Degree from City University of Seattle. He is a Personal Investment Advisor (PIA) and has a background as a corporate executive and engineer. His expertise encompasses college education planning, family wealth management strategies, retirement planning, socially responsible investing, and small business strategies. Committed to community involvement, Trong serves as the President of the Greater Seattle Vietnamese Chamber of Commerce and co-founded the Ethnic Chambers of Commerce Coalition. He has also held board positions with organizations including SEAFAIR. His community activities extend to participating in film production, food bank services, and various community events.

Sean Collins is a financial advisor at RBC Capital Markets with 14 years of industry experience. He holds a Series 66 designation and has worked at RBC Capital Markets since 2010, including a concurrent role at City National Bank since 2022. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs and customizes investment strategies based on clients’ Advisory Risk Profiles, utilizing both in-house and third-party managers.

James Zervas is a financial advisor with Mass Mutual Investors Services in Seattle, WA. He holds the Series 66 designation and has five years of industry experience, including prior roles at Equitable Advisors and Mass Mutual Insurance Company. Outside of his advisory work, he is also engaged as an insurance broker specializing in life, fixed annuities, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative approach that emphasizes client goals and generally recommends investment categories rather than specific products.

Brian Rayfield is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and with 24 years of industry experience. He has been with Morgan Stanley Private Bank since 2015 and with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs and financial planning services to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to support tailored financial strategies.

Matthew Truscott is a financial advisor with Ameriprise in Redmond, WA, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Merrill and Bank of America. Outside of his advisory work, he is involved in real estate ownership. Ameriprise provides a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Anthony Hauenstein is a financial advisor with Raymond James Financial Services Advisors, Inc. who holds a Series 66 designation and has 14 years of industry experience. He also works as an independent contractor at Bush, Polen and Associates, Inc., and is a musician performing at various venues since 1994. Additionally, he is the CEO of T To L Inc. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, corporations, pension plans, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports its clients through various advisory programs and institutional consulting services.

Yelena Alhadeff is a financial advisor with J.P. Morgan Securities in Mercer Island, WA, holding Series 63 and Series 66 credentials and 17 years of industry experience. She has been with J.P. Morgan Securities since 2012 and Jpmorgan Chase since 2009. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework in its investment recommendations.

Mark Ramey is a financial advisor at Edward Jones with two years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining Edward Jones, his work history includes roles at Whitman Global, Multi-M Contracting, and Fujitec Elevator. Outside of finance, he is the owner and Chief Business Development Officer of Mint Building Services LLC, a company focused on office cleaning business development. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a wide range of advisory and investment services under a fiduciary standard.

Kate Becherer is a financial advisor with Merrill in Bellevue, WA, holding Series 63 and Series 65 licenses and having 11 years of industry experience. Her work history includes roles at Bank of America, Merrill, and Northwestern Mutual. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Jason Franklin is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. Franklin is also involved in a non-variable insurance business sponsored by Prudential. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and corporate entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers and insurance products through affiliated entities.

John Zemlin is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and 12 years of industry experience. He has been with Ameriprise and its affiliated entities since 2010. Ameriprise offers a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations. The firm serves clients through a range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Kara Brown is a financial advisor at Merrill with 11 years of industry experience. She holds a Series 66 designation and has worked at Merrill since 2014, including eight years concurrently at Bank of America. 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 supported by internal Chief Investment Office teams and third-party managers, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Stephen Morse is a financial advisor with Robert W. Baird & Co. in Bellevue, WA, holding Series 65 and Series 63 credentials and four years of industry experience. His prior roles include positions at New York Life Insurance Co., NYLIFE Securities LLC, PHP Agency, Paladin Services, and Sunrise Identity. Outside of his advisory work, he is active in community service as a volunteer with the Rotary Club of Seattle, a board member of We Heart Seattle, and a teacher at North Seattle College. Baird’s DDK Group, part of the firm’s Private Wealth Management department, serves individuals, corporate clients, pension and profit-sharing plans, and charitable organizations. The firm offers a variety of financial planning and portfolio management services, utilizing both manager-traded and model-traded strategies alongside tax management and direct indexing.

Cody Laing is a financial advisor at Ameriprise in Renton, WA, holding a Series 66 designation. He has less than one year of industry experience and has previously worked at AGP Wealth Advisors and held various roles related to California Polytechnic State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which combines research, third-party data, and algorithmic tools to provide written recommendations and ongoing advice.

Regan Mueller is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Mueller was also involved in forming Mueller Capital Seattle, a private investment entity. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs and financial planning services supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers various investment and planning solutions without providing individual security recommendations within standalone planning programs.

Peter Dierks is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and TIAA. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Anne Tipple is a financial advisor at Morgan Stanley in Seattle, WA, with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Darrell Douglas is a financial advisor with Ameriprise in Renton, WA, holding a Series 63 designation and 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals with at least $1 million in net investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, algorithm-supported advice, primarily for clients with assets managed within Ameriprise accounts.

Trent Sanden is a financial advisor with UBS Financial Services in North Bend, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.