Maegan Dornan is a CFP® professional with 10 years of experience currently affiliated with Raymond James Financial in Issaquah, WA. She has worked at Wells Fargo Clearing for seven years before joining Raymond James and co-manages Hall & Dornan Capital Partners. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals while offering specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting.

Ross Gooding is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with LPL Financial since 2006 and previously worked at Wells Fargo Clearing for five years. Outside of his advisory role, Gooding is the founder and president of Resilient Leader and is involved with Next Level Academy, a basketball training camp. 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 portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various technological tools.

Charlotte Riviera is a financial advisor at LPL Financial with 43 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Linsco Private Ledger for 20 years and KeyBanc Capital Markets Inc. for 7 years. 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, supported by a large network of investment adviser representatives.

Richard Radecki is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he serves as president of the MREHA, a homeowners association. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using tools such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

David Hirota is a financial advisor with Ameriprise in Renton, WA, holding a Series 66 designation and five years of industry experience. He has been with Ameriprise since 2019 and previously held positions at NobleRush, Sunset Ford, and Poulsbo RV. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities, supported by centralized teams and algorithmic tools for retirement income planning.

Scott Settle is a financial advisor with Raymond James & Associates in Kirkland, WA, holding a Series 66 designation and 26 years of industry experience. His prior roles include positions at Woodbury Financial Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Timothy Vediz is a CFA® charterholder and holds Series 65 and Series 63 licenses, with 15 years of industry experience. He is currently with Morgan Stanley in Kirkland, WA, where he has worked since 2017 across the Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. His prior experience includes roles at Bank of America, Merrill, and D.A. Davidson & Co. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm uses structured planning tools, including Monte Carlo simulations and Secular Return Estimates, while generally acting in an advisory capacity for client financial plans.

Lynn Thompson is a financial advisor with Ameriprise in Issaquah, WA, holding a Series 66 designation and nine years of industry experience. Prior to joining Ameriprise in 2017, Thompson worked at Weldon Barber from 2012 to 2017. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, providing written recommendations on income sources, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, algorithm-assisted recommendations through a centralized consulting team.

Brad Junker is a financial advisor with Charles Schwab in Bellevue, WA, holding Series 63, 65, and 66 licenses and 28 years of industry experience. His career includes 12 years at TD Ameritrade and ongoing roles at Charles Schwab and Charles Schwab Bank. Outside of advising, he is involved in managing a rental property through a property management company. Charles Schwab primarily serves high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program, offering both non-discretionary and discretionary investment solutions supported by multi-asset model portfolios and centralized operational services.

Mark Allison is a financial advisor at LPL Financial with 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Citigroup Global Markets. He holds Series 63 and Series 65 designations. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing proprietary research, third-party subadvisors, and advanced advisor tools.

Eric Justis is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 credential with 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, Justis serves on the finance committee of the Lewiston Civic Theatre and is involved in local business development and property management ventures. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning. The firm’s approach incorporates structured planning tools and market modeling techniques to support client financial goals.

Ariana Singleton is a financial advisor with Equitable Advisors in Bellevue, WA, holding a Series 66 credential and one year of industry experience. She has worked at Equitable Advisors since 2023 and is also involved in a family restaurant and catering business, Branks BBQ & Catering, where she has served as a waitress, hostess, and caterer since 2019. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset-management programs through a network of Investment Adviser Representatives and third-party managers.

Jackson Madden is a Planning Consultant at Fidelity Investments, a position he has held since 2025. He has been with Fidelity Investments since 2023, progressing from Financial Representative to Relationship Manager before assuming his current role. Jackson's work focuses on partnering with clients and their advisors to help pursue financial goals. No additional information about his education, credentials, personal interests, or community involvement has been provided.

Guannan He is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has worked with firms including HSBC Securities and Citibank prior to his current role. Outside of finance, he teaches jazz dance classes at a hip-hop/jazz studio serving Chinese students in Seattle. J.P. Morgan Securities offers institutional consulting services to plan sponsors, corporations, and endowments, focusing on non-discretionary asset allocation advice, investment manager searches, and customized performance reporting supported by centralized due diligence and a combination of quantitative and qualitative research.

Daniel Ortiz Rivas is a financial advisor at Fidelity with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Robinhood Financial and several other firms. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional investors, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is notable for its use of systematic methodologies, AI-driven research, and its role as an advisor to multiple registered investment companies and model portfolio provider for Fidelity Institutional Wealth Adviser.

Phillip Ussery is a CFP® professional with 18 years of industry experience currently advising clients at Edward Jones since 2017. His career includes prior roles at Symetra Securities, Symetra Investment Services, Chase Investment Services, and Banc of America Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various asset levels. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jeffrey Lynn is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 10 years of industry experience. He has worked at Merrill since 2015 and is also affiliated with Bank of America. Outside of his advisory role, he serves as co-trustee of a family trust. 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.

Edward Lee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2016 after more than 15 years of experience in lending, wealth management, and commercial banking, enabling him to provide high-net-worth families and business owners with personalized financial advice. Within Merrill, Ed is a qualified Portfolio Manager who constructs client portfolios using discretionary, passive, and third-party managers, and develops comprehensive financial plans tailored to clients’ goals. Ed holds a B.S. degree in Chemistry from the University of Washington and graduated with honors from the Pacific Coast Banking School. He is a Chartered Financial Analyst® (CFA®) charterholder and has earned the Certified Private Wealth Advisor® (CPWA®) designation. He also holds Series 7, 63, and 65 FINRA registrations. Ed primarily works with business owners, technology executives, and their families to manage executive compensation, family wealth strategies, and small business financial planning. Outside of his professional responsibilities, Ed serves as the Board Chair for HealthPoint, a nonprofit community health center. He lives with his family on Mercer Island and enjoys music, reading, and spending time with his family.

Muhammad Merchant is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and five years of industry experience. His prior experience includes roles at Bank of America and Merrill, as well as entrepreneurial work with Momac Mex Inc and Momac Inc, which operates Subway franchises. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary advisory program focused on written asset allocation advice, investment manager searches, and customized performance reporting. The firm supports its advisory process with centralized due diligence and combines quantitative and qualitative research to build model asset allocations, incorporating ESG eligibility frameworks where applicable.

Samantha Bergland is a financial advisor at Edward Jones in Bellevue, WA, holding a Series 66 designation. She has prior experience at WaFd Bank, PWCC Marketplace, Chicago Title, and Avvo. Bergland has worked in the financial industry since 2023. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.