Christopher Dack is a CFA® charterholder with 16 years of industry experience. He is currently with Wells Fargo Clearing, having joined in 2025 after 12 years at Goldman Sachs & Co. He serves as treasurer for the Seattle Children's Museum. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by extensive research and analytics.

Ngocha Nguyen is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 13 years of industry experience. Her career includes positions at Merrill, Morgan Stanley, Wells Fargo Clearing, and TD Ameritrade. She has been with Merrill and Bank of America 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, pensions, corporations, and charitable organizations.

Cliff Loh is a financial advisor with Merrill in Bellevue, WA, holding Series 66 and Series 63 licenses and has 12 years of industry experience. He previously worked at Equitable Advisors before joining Bank of America and Merrill in 2015. Outside of his advisory role, he is involved in the restaurant business as a server at Regent Bakery and Cafe in Redmond, Washington. 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.

Piper Laak is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 credential and has prior experience as a full-time student at the University of Washington and brief roles at McCollum Crowley P.A., Eastview High School, and Agua Verde Paddle Club. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing roughly $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting through various programs and a range of portfolio management styles.

Jonathan Gratz is a financial advisor with Equitable Advisors in Bellevue, WA. He holds a Series 66 designation and has 11 years of industry experience. His prior experience includes roles at Axa Advisors and Edward Jones. 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 various asset-management programs. The firm uses a network of Investment Adviser Representatives and offers multiple advisory models through in-house and third-party solutions.

Daniel Duke is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill since 2010 and is also affiliated with Bank of America. Outside of his advisory role, he serves as an advisory board member for American Friends of SMUS, a nonprofit fundraising organization supporting St. Michaels University School in Victoria, Canada, where he is an alumnus. 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 and profit-sharing plans, corporations, and charitable organizations.

Zachary Martinson is a CFP® and holds a Series 66 license, with nine years of experience in the financial advisory industry. He has been with Equitable Advisors since 2017, having previously worked with Axa Equitable and Axa Advisors LLC. Prior to his advisory career, he was employed by the Seattle Sounders and Pacific Lutheran University. Equitable Advisors serves individual and institutional clients, providing financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives. The firm uses client information and risk assessments to match clients with suitable investment models and discretionary managers, often implementing these through third-party sponsors and proprietary programs.

Joshua Elder is a financial advisor at Morgan Stanley with Series 65 and Series 63 licenses and four years of industry experience. His prior work includes a year at Thornburg Investment Management and various roles outside finance. He is based in Kirkland, WA. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, delivering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and models.

Robert Schmidt Jr. is a financial advisor with Stifel in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He worked at Oppenheimer & Co., Inc. for 20 years before joining Stifel in 2017. He serves as co-trustee and beneficial interest holder in several irrevocable family trusts. Stifel serves a broad client base including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Robert Grella is a financial advisor with LPL Financial in Kirkland, WA, holding Series 63 and Series 65 credentials and possessing 28 years of industry experience. He has worked at LPL Financial since 2009 and also operates Westmark Financial Services Inc., where he is an active owner and insurance agent. 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 variety of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Qinglian Gao is a financial advisor with Morgan Stanley in Kirkland, WA, holding a Series 66 designation and five years of industry experience. Gao previously worked at SECO Development Inc (Overseas Branch) for seven years before joining Morgan Stanley, where they have been since 2019. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and a structured planning process. The firm manages approximately $2.74 trillion in client assets and combines common large-firm services with specialized activities such as private fund relationships and principal trading.

Scott Dale is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and previously worked at JP Morgan Securities LLC for seven years before joining UBS in 2020. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor plans aligned with clients’ goals and risk tolerances.

Elizabeth Carbajal is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones in 2024, she worked at Teksystems Global Service and Zulily LLC. 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 supported by a large network of advisors and branch offices across the country.

William Bredice is a financial advisor with RBC Capital Markets in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with RBC Capital Markets since 2008. Outside of his advisory role, he serves as an officer for Crescent Ridge HOA, where he reviews expenditures and handles community concerns. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and integrates a variety of in-house and third-party investment resources.

Michelle Scoggins is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. She worked at Merrill Lynch from 2006 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process using firm-approved tools and modeling techniques.

Michael Rogers is a financial advisor at Thrivent Investment Management in Bellevue, WA, holding a Series 66 designation with one year of industry experience. Prior to his current role, he worked at Thrivent Financial and has experience with Friends of the Children Seattle and Bohunt School Wokingham. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors, offering holistic, goal-based financial planning without discretionary portfolio management.

Yan Yan Dong is a Series 66 designated financial advisor with nine years of industry experience, currently at UBS Financial Services in Kirkland, WA. Yan Yan has been with UBS since 2014, initially at UBS Securities LLC and transitioning to UBS Financial Services in 2021. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets services.

Robert Fritton is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Morgan Stanley since 2009 and has worked with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and incorporates structured planning tools and market modeling in its service offerings.

Sujatha Shankar Shenai is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with five years of industry experience. Her prior experience includes roles at Raymond James Financial and Mainspring Wealth Advisors, as well as a year with the Bellevue School District. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. Their planning process uses structured discovery and firm-approved tools, focusing on advisory services without offering individual security recommendations as part of standalone plans.

Steven Tomalin is a financial advisor at J.P. Morgan Securities with 20 years of industry experience and holds the Series 66 designation. His career includes roles at Merrill, Banc of America Investment Services, and Thrivent Investment Management. He is based in Snohomish, WA. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research, incorporating ESG considerations and broader derivatives and commodities capabilities.