Rogelio Gonzalez is a financial advisor with LPL Enterprise holding a Series 66 designation and five years of industry experience. His prior roles include positions at Merrill Lynch, The Prudential Insurance Company of America, and various First Command entities. He served in the U.S. Navy for ten years before transitioning into the financial services industry. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes an integrated platform that combines advisory programs with the sale of financial products, supported by LPL’s research, model portfolios, and third-party strategists.

Jon Schuette is a financial advisor with Raymond James Financial, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Frank Russell Company, Cetera, and LPL Financial. He is also an associate at Ross Financial Inc. in Silverdale, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a varied client base that includes individual, institutional, and high-net-worth clients. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through a municipal advisor affiliation.

Cooper Hartman is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with 11 years of industry experience. He has been with Morgan Stanley and its affiliated entities since 2013. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both direct client relationships and Corporate Financial Planning agreements.

Todd Reese is a financial advisor at J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation and with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., Prudential/LPL, Homesight Washington, Radian Group Inc, US Bank, and Mr Cooper/Nationstar Mortgage LLC. Outside his advisory work, he has been involved with non-variable insurance activities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm’s advisory services are delivered on a non-discretionary basis by a select group of Wealth Advisors.

Lucy Sun is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 63 designation and 20 years of industry experience. She previously worked at Morgan Stanley for 16 years before joining Wells Fargo Clearing in 2025. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA 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 menu.

Robert Decker is a financial advisor at Wells Fargo Clearing with three years of industry experience. He holds the Series 66 designation and previously worked at Chase Bank for four years. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Tokusan Svenson is a financial advisor at Merrill with 17 years of industry experience and holds the Series 66 designation. He has worked at Merrill since 2011 and has also been with Bank of America, N.A. since 2023. 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.

Ryan Clay is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Edward Jones since 2014. He holds the Series 66 designation and is based in Seattle, WA. 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 and investment solutions under a fiduciary standard.

Brian Lubeck is a CFP® with 10 years of industry experience, currently working at Wells Fargo Clearing since 2016. He has also been associated with Wells Fargo Bank, NA since 2015 and worked briefly at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Teresa Savage is a Wealth Management Advisor at Merrill Lynch Wealth Management. She joined the firm in 1999 and focuses on customizing wealth management strategies tailored to her clients' immediate and long-term financial goals. Teresa works closely with clients to develop personalized financial plans aimed at pursuing their long-term objectives, emphasizing areas such as college education planning, legacy planning, family wealth management, and socially responsible investing. Teresa holds several professional designations, including Chartered Financial Consultant (ChFC), Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment (SE). She attended Highline College without degree completion and holds a High School Diploma from Seattle Christian School. Additionally, she is involved with organizations such as Seattle Christian School and St. Anne Hospital Foundation. Outside of her professional role, Teresa participates in community activities aligned with these organizations. Her personal interests include playing pickleball, running, and spending time with her family.

Kelly Larkin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 28 years of industry experience. Prior to joining LPL Financial in 2025, Kelly worked at Lincoln Investment Planning for 16 years and Shelgren Financial Services for 25 years. Kelly is also involved with Larkin Financial, LLC, an entity used for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

Alexander Ginnerty is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He also serves on the finance committee of the Love Quilt Project, a nonprofit focused on educational and mental health support for children in South Africa. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Chi Hye Guerrero is a CFP® professional with seven years of industry experience, currently with LPL Financial in Seattle, WA. Prior to joining LPL, she worked at Cetera, HeimLantz, and Avantax among other firms. She is also involved with the Transformational Advisory Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and model portfolios.

Matthew Van Beek is a Wealth Management Advisor with Merrill Lynch Wealth Management and a third-generation partner of The MCNW Group. Since joining Merrill Lynch in 2007, he has advised a diverse clientele including business owners, senior executives, entrepreneurs, and investors. Matthew and his team focus on helping clients achieve both financial goals and broader life aspirations through strategic planning in areas such as executive compensation, family wealth management, legacy planning, and retirement planning. Matthew holds several professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a Bachelor's degree from Washington State University. As a member of The MCNW Group, Matthew and his team have received national recognition including Forbes Best-in-State Wealth Management Teams (2023), Barron's Top 1,200 Financial Advisors (2023), and Financial Planning’s Top 40 Brokers Under 40 (2023). He is also involved with the Downtown Seattle Association. Matthew emphasizes purposeful client conversations that connect personal values, professional goals, and relationships to develop sound wealth strategies. He leads a culture aimed at operational excellence to support clients in making measurable progress toward significant objectives.

Jeffrey Blumenthal is a financial advisor with Charles Schwab in Mercer Island, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Charles Schwab since 2004. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering a combination of non-discretionary and discretionary investment management along with brokerage, custody, and financial planning services. The firm is notable for its integrated structure, scale, and use of multi-asset model portfolios with access to alternative investments.

Brian Stuckey is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and four years of industry experience. He has been with Wells Fargo Clearing since 2022 and previously worked at Wells Fargo Bank, N.A. for nine years. Outside of his advisory work, he operates a sole proprietorship selling hobby items such as toys and collectibles and manages the resale of unused NHL season tickets. 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.

Adam Handaly is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Bellevue, WA, and has 23 years of industry experience. He has been with J.P. Morgan Securities since 2008 and also serves as an employee of JPMorgan Chase Bank, N.A. since 2010. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Emily Bascom is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Morgan Stanley in 2026, she worked at Oppenheimer & Co. Inc. from 2023 to 2025. Outside of finance, she has involvement with local businesses including SWeL Restaurant. Morgan Stanley Wealth Management serves both individuals and institutional clients, offering a range of advisory programs and tailored financial planning services supported by firm-approved tools and research.

Christian Gweth is a financial advisor at Morgan Stanley with 10 years of industry experience. He has worked at Morgan Stanley since 2017 and previously spent two years at Russell Investments. Outside of his advisory role, he coaches a youth basketball team and is the owner of Uptown Select Basketball Academy LLC in Newcastle, Washington. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, including tailored financial planning, managing approximately $2.74 trillion in client assets. Their planning process involves structured discovery and firm-approved tools but does not offer individual security recommendations through standalone planning services.

Renee Brisbois is a financial advisor at J.P. Morgan Securities with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2010. Outside of her advisory role, she is the owner of Minori LLC, an investment entity focused on commercial real estate. 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. The firm combines institutional advisory operations with broker-dealer and investment adviser registrations, delivering recommendations on a non-discretionary basis while clients retain final decision authority.