Bret Edensword is a Series 66 licensed financial advisor with LPL Financial, based in Tukwila, WA. He has 13 years of industry experience, including roles at Boeing Employee Credit Union since 2018 and Edward Jones from 2013 to 2018. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing both proprietary and third-party strategies across advisory and brokerage platforms.

Tracy Forsythe is a financial advisor at LPL Financial with 28 years of industry experience. She holds the Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. Outside of her advisory role, she is a co-owner of Highlander Capital LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms.

Dylan Miyasaki is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2018 and previously worked at Apex Systems. Outside of his advisory role, he strings tennis racquets for friends for a small fee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning geared toward dependable income sources and tax-aware withdrawal strategies. Their retirement income service combines proprietary research and third-party tools to produce recommendation reports implemented through client collaboration.

Alisoune Lee is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining RBC Capital Markets in 2025, Lee held roles at Coldstream Wealth Management, EP Wealth Advisors, Bank of America, Merrill, and Oiselle. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Edward Balfour is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Axa Advisors, with multiple tenures at Equitable Advisors dating back to 2000. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach integrates personal and plan information with risk assessments to match clients with various advisory models, utilizing both proprietary and third-party investment solutions.

James Hedden is a financial advisor at Morgan Stanley in Seattle, WA, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2014. Outside of his advisory role, Hedden is the owner of HL Partners LLC, a translation and localization business. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, offering advisory services without individual security recommendations in standalone plans.

Scott Stanley is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial since 2012. He operates under the Pharos Wealth Management name as a DBA for his LPL business, providing general wealth management services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Angela Mathews is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Edward Jones, she worked for eight years at Evergreen HomeCare Services. Outside of her advisory role, she is the author and publisher of a self-published children's book sold primarily online. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and affiliated services. The firm manages over $1 trillion in assets through a large network of advisors and branch offices nationwide.

John Skeith is a financial advisor at Cetera with 44 years of industry experience. He holds the CFP® designation and has worked at Cetera Advisors LLC since 2013. In addition to his advisory role, he owns businesses specializing in tax preparation and tax reporting for securities, and he serves as secretary and treasurer for a local ministry organization. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individual investors, retirement plans, and institutional accounts. The firm offers a range of portfolio management and planning services through a multi-manager platform that features both affiliated and third-party managers and various program structures.

Rasmita Panigrahi is a Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she helps clients understand their financial situations and develop comprehensive plans tailored to their priorities and needs. Her approach involves working collaboratively with clients to create strategies aimed at achieving their financial goals. Before joining Fidelity Investments, Rasmita served as a Premier Banker at Wells Fargo from 2020 to 2021 and as a Wealth Advisor Associate at Morgan Stanley from 2018 to 2020. She holds a California Insurance License, which supports her work in financial planning and advising. Outside of her professional career, Rasmita enjoys cooking and baking, gardening, parenthood, and traveling.

Man Chung Chau is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Merrill for five years and has been with Linsco/Private Ledger Corp. since 2005. Outside of his advisory role, he is a partner in raw land ventures through Rainbow Partners and Prosperity Partners. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Bryan Haigood is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 1984. 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, pension plans, corporations, and charitable organizations.

Patrick Galbraith is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 credential and 25 years of industry experience, all with UBS since 2001. He serves as First Vice President on the board of the United States Tennis Association and acts as Treasurer for the Goat Rocks Community Association in Washington. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and global research to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Michel Smith is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. His career includes roles at VOYA Financial Advisors and various entities he owns or operates, including Plannetics, LLC, an expense management firm. Smith also works as an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures.

Kevin Barringer is a financial advisor with Thrivent Investment Management based in Federal Way, WA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Thrivent in 2021, he spent 14 years working with Calvary Community Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients. The firm offers holistic, goal-based analyses across various planning topics, with the option to combine planning with managed-account programs under a consolidated billing system called “WealthPlan.”

Hung Tran is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of advising, he is a participant in Shelter Lounge Greenlake LLC and holds ownership in Tennessee Football Ventures, both unrelated to investment activities. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Colin Huber is a financial advisor with MassMutual Investors Services who holds a Series 66 credential and has four years of industry experience. He previously worked at The Smith Richards Group and has been associated with MassMutual Life Insurance Company since 2020. 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 firm-approved tools to analyze client goals and deliver written recommendations.

Timothy Nausin is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 credential and 20 years of industry experience. His prior roles include 13 years at Waddell & Reed Inc. and various insurance carriers, as well as two years at Kms Financial Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, leveraging both discretionary and non-discretionary strategies supported by technology and research tools.

Heather Rock is a financial advisor at Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses with 40 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she serves as a trustee for the French American School of Puget Sound and acts as an advisor and mentor for Waterlilly Caregiving Inc. She is also a director and owner of Treen Corporation, a private company. Heather is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including high-net-worth individuals, families, pensions, corporations, and charitable organizations. The group offers customized consulting and portfolio management services using a combination of in-house and third-party managers and provides both traditional and complex investment strategies.

Matthew Seto is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with Wells Fargo entities since 2012, including Wells Fargo Bank and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary 3(38) plan-level investment management options, with a notable inclusion of insurance-related vehicles and bank deposit sweep products in its investment menus.