Glenn Sadang is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 licenses and five years of industry experience. He has worked at Bank of America, N.A. since 2024 and has been with Merrill since 2004. 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.

Nicholas Slater is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and having 21 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, profit-sharing plans, corporations, charitable organizations, and institutional clients. The group offers a range of consulting and portfolio services tailored to client goals, utilizing both in-house and third-party managers across traditional and complex investment strategies.

Mc Kenna Wall is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and six years of industry experience. Prior to joining Morgan Stanley in 2018, Wall worked at Athleta and was employed by the Seattle Seahawks from 2016 to 2018. Wall also has experience at the University of Washington from 2015 to 2019. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through corporate financial planning agreements.

Steven Leigh is a financial advisor at Merrill in Seattle, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Bank of America and a brief period at the Seattle Music Foundation. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Kevin Kent is a financial advisor with Cetera based in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long-term roles with Northwestern Mutual and partnerships in his own financial services firm, Anderson, Foe, Kent, Madsen & Associates, LLC. Outside his advisory work, he serves as treasurer for a homeowners association and provides notary services as needed. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, corporate, charitable, retirement plan, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to affiliated and third-party investment managers.

Stephen Hirjak is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He previously worked for the City of Seattle for over 30 years and has been involved with MassMutual Life Insurance Company since 2024. Outside of his financial advisory role, he owns Western Experts LLC, through which he provides public safety consulting and serves as an expert witness in policing-related court cases. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved technology to deliver collaborative and goal-driven recommendations.

Daniel Walker is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 66 and Series 63 credentials and 21 years of industry experience. His work history includes roles at Fidelity Investments, Silicon Valley Bank Private Bank, and Parcion Private Wealth LLC. 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 other data sources.

Sarah Cecil is a CFP® and holds a Series 66 license with 15 years of industry experience, all at Edward Jones since 2011. She is based in Seattle, WA. Outside of her financial advisory role, she owns several rental properties in the Seattle and Issaquah areas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Rachel Seely is a CFP® professional with six years of experience in financial advising, currently with UBS Financial Services in Seattle. She has been with UBS since 2017, including her time as a student at the University of Washington. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor financial plans and portfolio management strategies. The firm combines institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

Stephanie Schnieder is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has worked with RBC Capital Markets Corporation since 2008. 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 variety of advisory programs and portfolio management services tailored to clients’ risk profiles, leveraging both in-house and third-party investment managers and emphasizing customizable investment solutions.

Christopher Perrault is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC and Wells Fargo Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering IPS-driven investment advice and both discretionary and non-discretionary services tailored to plan objectives and risk tolerances. The firm includes insurance-related vehicles and bank deposit sweep options within its investment menus, distinguishing it from many large institutional advisers.

Zachary Daniel is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and no prior industry experience. His background includes roles at MassMutual Life Insurance Company, Goldman Sachs & Co. LLC, Morgan Stanley, and Uber Technologies. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and emphasizes event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.

Christian Cobb is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2017, following prior roles at Umpqua Investments and Umpqua Bank. Outside of his advisory work, he is a managing member of a hazelnut farm LLC and serves as trustee for 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Alexander Saliba is a financial advisor at Merrill with 24 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Merrill since 2010. He is based in Seattle, WA. Merrill, along with its affiliate Managed Account Advisors LLC, offers managed account services through the Select Portfolio Solutions Program to Bank of America fiduciary clients. The firm provides model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

David Moss is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 registrations and bringing 29 years of industry experience. He has been with Merrill since 2009 and is also affiliated with Bank of America, N.A., where he has worked since 1991. Merrill, along 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, and various institutional investors.

Tiffany Shifflette is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2018. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools alongside its Financial Advisors and Estate Planning Strategies Group.

Antoine Toussaint is a CFP®-certified financial advisor at Morgan Stanley with 18 years of industry experience. He previously worked at LPL Financial and Northwestern Mutual in various wealth management and investment roles. Toussaint also serves as an officer of HEAT LLC, a real estate investment entity based in Seattle. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering tailored financial planning supported by structured processes and advanced modeling tools.

Chase Endreson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. He has worked at Wells Fargo Clearing since 2024 and has been involved with In Aisle Eight LLC and Wells Fargo Bank, N.A. since 2017. Prior to his financial industry roles, he worked at Costco and Boston's Pizza and Sports Bar. 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, serving clients with tailored investment strategies and acting as an ERISA fiduciary when providing investment advice.

Braden Young is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining UBS, he worked in various roles including positions at UberEats and DoorDash. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, utilizing proprietary capital market research and model-based allocations to tailor client plans. The firm operates both as a registered broker-dealer and investment adviser, offering a wide range of investment products and capital markets services.

Richard Grunder is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has been with JPMorgan Chase and J.P. Morgan Securities since 2010 and owns a single-family vacation rental property through Four Arkoudes, LLC. 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 an ESG eligibility framework to guide investment recommendations.