Ava Glapinski is a financial advisor at Robert W. Baird & Co. in Seattle, WA, with two years of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual. Her professional background also includes roles outside finance, such as work with Colectivo Coffee and Whelan's Coffee and Ice Cream. She is part of The DDK Group, a team within Baird’s Private Wealth Management department that serves individuals, corporate and business clients, pensions, profit-sharing plans, and charitable organizations. The firm utilizes a range of portfolio management strategies and emphasizes ongoing manager selection and monitoring supported by internal research and technology.

Aireen Kline is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 designations and one year of industry experience. She has been with Wells Fargo Bank, N.A. since 2019 and previously worked at Fred Meyer. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Michaela O'Connell is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 licenses and six years of industry experience. She has previously worked at Sanford C. Bernstein & Co., LLC, The Vanguard Group, Inc., and held roles outside finance including at Sakari Salon and Susquehanna University Career Center. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining proprietary research and model-based asset allocations to tailor financial plans. The firm operates with a broad platform that includes institutional trading capabilities alongside wealth management services.

John Fry is a financial advisor at Wells Fargo Clearing with seven years of industry experience. He holds a Series 66 designation and has worked previously at JP Morgan Securities, JP Morgan Chase Bank, Raymond James and Associates, Polytech Fibers, and Joynus. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers investment advisory services, financial planning, and retirement plan consulting, combining brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and external sources.

David Eskenazi is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and 42 years of industry experience. His career includes positions at Securities America Advisors, Inc., KMS Financial Services, Inc., and Allied Asset Management, Inc. He is active in community and historical organizations, serving on the boards of the Rainier Valley Historical Society and HistoryLink, where he contributes to financial and fundraising efforts. OSAIC Wealth serves a diverse client base including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services across multiple investment programs. The firm’s investment approach relies on model-based asset allocation and portfolio optimization, supported by advanced risk assessment and rebalancing tools.

Wendy Connors is a Series 66 licensed financial advisor with 17 years of industry experience, currently practicing at LPL Financial in Seattle, WA. She previously worked at Financial Advocates Advisory Services from 2018 to 2021 and briefly at Kms Financial Services, Inc. in 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Todd Bonime is a financial advisor at Morgan Stanley with 43 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets from 1991 to 2009. Todd holds Series 63 and Series 65 licenses. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and analysis from the Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers services through both direct individual engagement and corporate financial planning agreements.

George Shaw is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 65 credentials and has been with Primerica Advisors since 2018. In addition to his advisory role, Shaw is involved in non-investment business activities including ownership of real estate management entities in Lexington, KY, and Las Vegas, NV. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm uses third-party asset managers and offers a wrap-fee solution with a tiered percentage-based fee structure.

Alana Frederick is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses and 10 years of industry experience. She previously worked at Fidelity Investments and Fidelity Brokerage Services LLC for a combined 12 years. Morgan Stanley Wealth Management serves individual and institutional clients with a broad range of advisory programs, offering tailored financial planning and utilizing structured planning tools to support client goals.

Christopher Owens is a financial advisor at Wells Fargo Clearing with 8 years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo since 2010, including roles at Wells Fargo Home Mortgage prior to his current position. Based in Seattle, WA, Owens has focused his career within the Wells Fargo organization. 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.

Joseph Kochera is a CFP® with eight years of experience in financial advising at Edward Jones, where he has worked since 2017. Prior to his current role, he served 30 years in the United States Navy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various types of households, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and branch offices, offering a range of advisory strategies under a fiduciary standard.

Stephanie Cumming is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 18 years of industry experience. She has been with Edward Jones since 2007. Outside of her advisory role, Stephanie is an author of the book *Go Fund You* and participates as an assistant instructor in avalanche safety. 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 approximately 23,701 advisors and 15,121 branch offices.

Justin Schuessler is a CFP®-designated financial advisor with Edward Jones, based in Seattle, WA. He has 18 years of industry experience and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Stacey Sturgess is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. She has worked at Bank of America, N.A. and Merrill since 2016. 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.

Kirk Balin is a ChFC®-credentialed financial advisor with 23 years of industry experience, currently serving clients through LPL Financial in Seattle, WA. His career includes roles at Gateway Wealth Partners, LLC, Householder Group, and Collier. Since 2025, he has also provided advisory services through Gateway Wealth Partners, an independent registered investment adviser. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and retirement services to individuals, institutions, and plan participants. The firm supports a broad network of advisors who use a mix of proprietary models, third-party subadvisors, and customized strategies.

Julia Bordeaux is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and two years of industry experience. Her prior experience includes roles at Shore Capital Partners and Slalom Consulting, as well as four years at the University of Notre Dame. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. The firm focuses on written asset allocation advice, investment manager and fund searches, and customized performance reporting, with centralized due diligence supporting its advisory process.

Harald Kohl is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors.

Julie Evans is a financial advisor at Raymond James & Associates with 18 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank NA, and RBC Capital Markets. She is based in Bainbridge Island, WA. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, and municipal entities, offering tailored financial planning and consulting services with a focus on non-discretionary implementation.

Laura Shifflette is a financial professional with 18 years of industry experience, currently affiliated with Cetera. She holds Series 63 and Series 65 designations and has worked with firms including First Allied Advisory Services and Passage Wealth Advisors, LLC. In addition to her advisory role, Shifflette serves as board secretary for the Seattle Yacht Club and is president (Bailli) of the nonprofit Chaine des Rotisseurs. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and planning services through a multi-manager platform with access to affiliated and third-party managers.

Juliana Van Buskirk is a financial advisor with Edward Jones in Edmonds, WA, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory strategies and affiliated investment products, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.