Paula Guinasso is a financial advisor at RBC Capital Markets with 35 years of industry experience. She holds Series 63 and Series 66 designations and has been with RBC Capital Markets since 2008. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers a variety of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services tailored to each client's risk profile.

David Moskovitz is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 28 years of industry experience. He has been with RBC Capital Markets since 2008 and also has experience at City National Bank starting in 2021. Outside of his advisory role, he has ownership interests in LLCs related to photorocket and biofuels investments as well as boarding horses. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients by providing a range of advisory programs that include portfolio management, financial planning, custody, and brokerage services. The firm utilizes a blend of in-house and third-party managers and offers customizable strategies aligned with clients’ Advisory Risk Profiles.

John Scott is a CFA® charterholder and holds Series 63, 65, and 66 licenses with 17 years of industry experience. He is currently a financial advisor at Morgan Stanley in Seattle, where he has been since 2020. Prior to joining Morgan Stanley, he worked at Amazon and T-Mobile. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of advisory programs. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by the Global Investment Committee’s return estimates and scenario modeling.

Jalen Lund is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he partners with individuals, families, and business owners to provide personalized financial guidance and strategic planning. He focuses on helping clients navigate complex financial goals, build long-term wealth, and maintain a clear financial future. Jalen specializes in areas such as executive compensation, personal retirement planning, and small business strategies. Many of his clients are successful professionals seeking clarity and confidence in their financial decisions. He emphasizes understanding each client's priorities to support their lifestyles, families, and legacy planning. Jalen holds a Bachelor's Degree from Seattle University and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys basketball, fishing, spending time with his family, traveling, and writing.

Stephen Bowzer is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in providing personalized, comprehensive planning and portfolio management services tailored to the unique challenges and opportunities faced by high net worth individuals and families. His expertise includes education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, sports and entertainment, tax minimization, and retirement income. Stephen holds a Bachelor's Degree from the University of Montana and has earned professional designations including Certified Private Wealth Advisor (CPWA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He and his team use a disciplined approach to wealth management, combining a deep understanding of financial markets with time-tested strategies to help clients build wealth, plan for retirement, preserve assets, and support the next generation. Outside of his professional work, Stephen's personal interests include fishing, golfing, hunting, and skiing.

John Jacobs is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009 and has prior experience with Citigroup Global Markets dating back to 1993. Jacobs serves as a board member of the Rainier Golf & Country Club in Seattle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including customized 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 financial planning process utilizing firm-approved tools and scenario modeling.

Carl Bailey is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He previously worked at Axa Advisors, LLC for nine years before joining Ameriprise Financial Services, Inc. and subsequently Ameriprise. Outside of his advisory role, he owns CLBJ Impact Strategies, LLC, a consulting business, and serves as the immediate past chair on the board of Leadership Tomorrow Seattle. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Brian Richardson is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Alex Minard is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works one-on-one with clients to define their financial goals and develop strategies to pursue these goals across short-, mid-, and long-term time horizons. He provides guidance on a range of topics including general investing, retirement planning, and managing financial priorities such as home buying and eldercare. Alex holds professional designations including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Washington. He collaborates with clients to adapt their portfolio strategies as their financial situations evolve, offering ongoing advice and support.

David Johnson is a CFP® and ChFC® with 25 years of industry experience. He has been with Edward Jones in Bellevue, WA since 2000. Outside of his advisory role, he co-owns a commercial rental property in Bellevue. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, managing approximately $1.01 trillion in assets through a national network of more than 23,000 advisors.

Douglas Legg is a financial advisor with Edward Jones in Federal Way, WA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he owns and manages rental properties. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Courtney Jones is a Financial Consultant at Fidelity Investments, a role she has held since 2025. She began her career at Fidelity Investments in 2023 as a Financial Representative, then served as an Investment Consultant from 2024 to 2025 before advancing to her current position. In her work, Courtney focuses on understanding each client's unique background and goals to identify the opportunities that wealth can provide. She collaborates with clients to analyze strengths and vulnerabilities within their financial plans to help build a future with careful consideration. Outside of her professional role, Courtney has interests in camping, cooking and baking, hiking, parenthood, swimming, and yoga.

Dawn Williams is a financial advisor at Ameriprise with 37 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliates since 2009. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to generate personalized Recommendation Reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Rodney Tameno is a financial advisor with Wells Fargo Advisors in Issaquah, WA, holding a Series 66 designation and six years of industry experience. His career includes roles at Wells Fargo Clearing and National Securities Corporation, with nearly a decade at VFinance Investments. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options tailored to clients meeting a net-worth threshold. The firm utilizes proprietary research and planning tools to deliver customized recommendations, integrating advisory services with other financial products and referral channels.

Douglas Webb is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated Private Bank since 2013. Morgan Stanley Wealth Management provides a range of advisory services to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process incorporates structured discovery and firm‑approved tools but generally does not provide individual security recommendations within standalone planning programs.

John Coeuille is a financial advisor with Edward Jones in Bellevue, WA, holding Series 63, Series 65, and Series 66 licenses and 22 years of industry experience. He has worked at Edward Jones since 2017, with prior roles at CUSO Financial Services and Prudential Investment Management Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Stephen Williamson is a Series 66-licensed financial advisor with Edward Jones in Federal Way, WA. He has nine years of industry experience and has been with Edward Jones since 2016. 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 under management and offers a broad range of advisory programs and investment strategies with a nationwide network of financial advisors and branch offices.

Bill Congdon is a Planning Consultant at Fidelity Investments as of 2024. In this role, he partners with clients and their Wealth Management Team to craft financial plans that align with their personal situations and investment preferences. His approach involves learning about clients and their families to provide clarity and confidence in pursuing their financial goals through a personalized planning experience. Prior to his current position, Bill worked as an Investment Consultant at Fidelity Investments from 2022 to 2024. Before joining Fidelity, he held roles as a Financial Professional at Equitable Advisors from 2020 to 2022 and at AXA Advisors from 2019 to 2020.

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.

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.