Gene Shook is a financial advisor with LPL Financial based in Seattle, WA, holding a Series 66 designation and 17 years of industry experience. He has worked with Financial Advocates Investment Management since 2017 and previously held positions at Waddell and Reed, Inc. and various insurance carriers. Outside his primary advisory role, he is engaged in tax preparation and planning and owns a business called GIN Society LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Colby Ellis is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A., he worked at Atlassian Inc. for six years and Oracle Corporation for two years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

John Roeller is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with LPL Financial and Financial Advocates Investment Management, having worked at LPL since 2010 and at Financial Advocates since 2014. Roeller is based in Seattle, WA. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

Karen Davis is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she owns Davis Miller Design, a design company focused on interior and exterior gardens. She is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers tailored financial planning and portfolio management services, utilizing a mix of in-house and third-party managers across traditional and non-traditional investment strategies.

Duane Covey is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 credentials with 33 years of industry experience. He has been with Edward Jones since 1993. Outside of his advisory role, he is a limited partner and director of Covey Corporation, a family holdings entity based in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branches, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Christie Davenport is a Series 66-licensed financial advisor with Morgan Stanley in Seattle, WA, where she has worked since 2016. She has 11 years of industry experience. 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 financial planning that employs structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Daniel Gonzales is a financial advisor at Edward Jones with a Series 66 credential and one year of industry experience. Prior to joining Edward Jones, he worked at PeaceHealth St. Joseph Medical Center and held various other positions in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Kristopher Borjal is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and six years of industry experience. He has a work history that includes roles at Snohomish County PUD No. 1 and Primerica Financial Services. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates with a large network of advisors and significant assets under management.

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.

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.

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.

Kayla Dumler is a financial advisor at Fidelity with Series 66 registration and one year of industry experience. Her prior work history includes multiple roles at Fidelity Investments and a position at Art Gamblin Motors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering model portfolios built from mutual funds, ETFs, and ETPs through systematic methodologies and oversight controls.

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.