Thomas Grava is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he is part of a three-advisor team supported by two associates. He grew up in Washington State and currently resides in Lake Forest Park. With over 80 years of combined team experience at Merrill Lynch, Thomas focuses on guiding clients through complex financial environments with an emphasis on education and personalized wealth management strategies. His expertise covers a wide range of client needs, including family wealth management, services for endowments, foundations, and non-profits, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, socially responsible and ESG investing, and retirement income strategies. Thomas works closely with clients to develop tailored financial plans that reflect their long-term goals and values. He holds several professional designations, including Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Thomas earned a Bachelor's Degree from Washington State University. Outside of his professional role, he is involved in community volunteer activities and enjoys boating, cooking, gardening, reading, swimming, and spending time with his family.

Shawn Contento is a financial advisor at OSAIC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Woodbury Financial Services for 23 years. Outside of his advisory role, he participates in fundraising activities as a member of ESA/Omicron, a club supporting St. Jude’s Hospital, multiple sclerosis causes, and military families during the holiday season. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, utilizing tools like asset-allocation models and automated rebalancing to manage portfolios across a range of investment types.

Benjamin Mclaughlin is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has worked at RBC Capital Markets since 2008 and at City National Bank since 2021. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies through a combination of in-house and third-party managers, supported by RBC’s integrated capital markets and asset management capabilities.

Cherise Briggs Hand is a financial advisor at Equitable Advisors with a Series 66 credential and less than one year of industry experience. Before joining Equitable Advisors in 2025, she held various roles primarily outside the financial sector, including positions in hospitality and as a yoga instructor. She continues to work as a yoga instructor at multiple locations, including YogaSix Mercer Island and YogaSix West Seattle. Equitable Advisors serves a wide range of clients, including individuals, high-net-worth clients, retirement plans, corporations, charities, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a delivery model that emphasizes LPL-sponsored solutions and endorsed third-party managers.

Rachel Knight is a financial advisor with LPL Financial, holding a Series 66 designation and over 26 years of industry experience. Her prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as involvement with the Evergreenhealth Foundation and Residence XII Foundation. She serves as Secretary on the board of the Sundance Glen HOA, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, including financial planning and retirement plan consulting, with discretionary and non-discretionary management supported by various research and investment strategies.

Jason Formo is a financial advisor with Ameriprise in Shoreline, WA, holding a Series 66 designation and 19 years of industry experience. He previously worked at RBC Capital Markets Corporation for 11 years before joining Ameriprise in 2019. Ameriprise provides a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities, with an emphasis on managed accounts and algorithmic support in its retirement planning approach.

Aileen Krohn is a financial advisor with LPL Financial based in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She previously worked at Kms Financial Services, Inc. for 29 years and has been affiliated with Macaulay & Associates LLC for six years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Steven Harlow is a financial advisor at Merrill based in Seattle, WA, with 16 years of industry experience. He holds the Series 66 designation and has been with Merrill Lynch, Pierce, Fenner & Smith, Incorporated and Bank of America, N.A. since 2009. Outside of his advisory role, he manages a residential rental property through a personal LLC. Merrill provides managed account services to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies supported by internal Chief Investment Office teams and third-party managers. The firm serves individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Valerie Rivas is a financial advisor at J.P. Morgan Securities with nine years of industry experience. She holds Series 63 and Series 66 licenses and has worked in multiple roles within J.P. Morgan entities since 2017. Prior to her financial services career, she was involved with Cactus Catering Company LLC for four years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm operates on a non-discretionary basis, combining institutional advisory expertise with brokerage and investment management capabilities.

Karin Blakley is a financial advisor at LPL Financial with 21 years of industry experience. She holds the Series 66 designation and has worked with firms including Waddell & Reed and various insurance carriers. Blakley serves as a Newcastle City Council member and is involved with Calliope Holdings LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by in-house and third-party research.

Eileen Days is a Wealth Management Advisor and co-founder of Chan Days Wealth Management, a mother-daughter team based in Bellevue, Washington. She works closely with executives, medical professionals, and privately-held business owners to provide tailored financial strategies, in-depth advice and guidance, and dedicated service. Within her team, Eileen leads business management and focuses on advancing an optimal client experience. She has expertise in investment evaluation, insurance selection, client relationship management, and connecting clients to resources and specialists across the Bank of America enterprise. Eileen has been a Wealth Management Advisor with Merrill Lynch Wealth Management since 2008 and began her career with Bank of America in 2002. She has held leadership roles including Sales Manager of the Merrill Evergreen Market and Resident Director of the Federal Way Merrill Lynch Wealth Management office. She holds a Bachelor's Degree from Bastyr University and the Chartered Financial Consultant (ChFC) designation. As a qualified Portfolio Manager, she can build and manage personalized or defined investment strategies for clients. In addition to her professional responsibilities, Eileen is active in the community, serving on the boards of the Bellevue Boys & Girls Club and South Seattle College Foundation. She also volunteers with Bank of America’s local Community Volunteer Group and participates in the bank’s employee networks. Outside of work, she enjoys spending time with her family, engaging in arts and crafts, playing games, and coordinating extracurricular activities for her three children.

Chad Garr is a financial advisor at Wells Fargo Clearing with 21 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he holds a 50% ownership in KIOKE LLC, a company involved with farmland leased for grazing and farming. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 offerings.

Matthew Klippert is a financial advisor with Thrivent Investment Management in Mill Creek, WA. He holds Series 65 and Series 63 licenses and has four years of industry experience. His work history includes positions at Thrivent Financial and Fidelity Investments, as well as involvement with nonprofit and educational organizations such as Trevecca Nazarene University and Anthem Coffee. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers services both as one-time and ongoing engagements and integrates planning with managed-account programs under a consolidated billing system called WealthPlan.

Beau Voutour is a financial advisor at Ameriprise with a Series 66 designation and one year of industry experience. Prior to joining Ameriprise in 2024, he worked at QBSI-Xerox for eleven years. Ameriprise provides a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Anthony Rugnetta is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, 49 Wealth Management, and Compass. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers a range of consulting and portfolio management services, tailoring strategies to client goals and risk tolerances using both in-house and third-party managers.

Claire Horton is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously held roles at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Outside of her advisory work, she volunteers as a host for the YMCA of Seattle's Homes Program, providing housing support to young people seeking long-term accommodation. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary services tailored to plan objectives, demographics, and risk tolerances.

Shuzhen Xu is a financial advisor at Morgan Stanley in Kirkland, WA, holding a Series 66 designation. Xu has over eight years of experience in banking and financial services, with prior roles at Cathay Bank, ICBC USA, N.A., and East West Bank. 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 tailored financial planning supported by structured discovery conversations and firm-approved planning tools.

Brien Houston is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at PitchBook Data for three years and has held roles in various other companies. Outside of finance, he volunteers as an assistant coach for youth soccer and wrestling programs and serves as CEO of the MBA Student Association at the University of Washington Bothell. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a nationwide network of financial advisors and branch offices.

David Rockey is a financial advisor with Cetera who holds Series 63 and Series 66 registrations and has 34 years of industry experience. He has worked with Cetera and its affiliates since 2018, including roles at First Allied Advisory Services and First Allied Securities. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Marko Tubic is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory work, Tubic serves as Vice President of the Fremont Chamber of Commerce and coaches girls' soccer at McClure Middle School in Seattle. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets and is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.