Michael De Stefano is a CFP® with over 32 years of industry experience, currently serving at Edward Jones since 1993. He holds Series 63 and Series 66 licenses and is based in Redmond, WA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies alongside affiliated mutual funds and a proprietary money market fund.

Donald O Donnell is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with Equitable Advisors and its predecessor, AXA Advisors, LLC, since 1999. Equitable Advisors serves individuals—including both non-high-net-worth and high-net-worth clients—as well as pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients. The firm offers financial planning, retirement plan consulting, and various asset-management programs through a network of Investment Adviser Representatives, utilizing both proprietary and third-party advisory models.

Aaron Findley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with the firm since 2002 and brings more than 25 years of experience in financial and wealth management advice and services. Aaron’s professional focus includes managing equity and fixed income portfolios, as well as evaluating hedge fund and private equity placements. He specializes in client areas such as education planning, executive compensation, and family wealth management strategies. Aaron holds a Bachelor's Degree from the University of California, Santa Barbara, and is a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is proficient in both English and German. Outside of his professional responsibilities, Aaron is involved with the Seattle Metropolitan Aquatic Club and enjoys cooking, genealogy, hiking, running, spending time with his family, and traveling. He resides in Seattle, Washington, with his wife and dog Lucy.

Kathy Pierce is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Citigroup Global Markets from 2007 to 2008 before joining Wells Fargo Clearing in 2016. 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, utilizing research and analytics to support investment decisions.

Matthew Ratto is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works with successful, motivated individuals and families to simplify complex financial decisions and create strategies aligned with their goals. He provides guidance on topics including executive compensation, equity compensation services, legacy planning, personal retirement planning, tax minimization, and retirement income. Matthew holds a Bachelor's Degree from Gonzaga University and has earned professional designations including Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He takes a personalized approach by getting to know clients and understanding their priorities to develop strategies that address their short-, mid-, and long-term objectives. Outside of his professional work, Matthew enjoys baseball, basketball, cooking, football, golfing, spending time with his family, and watching movies.

Daniel Thompson is a financial advisor at Ameriprise in Bellevue, WA, holding a Series 66 designation with one year of industry experience. His prior work experience includes roles at NYLIFE Securities LLC, New York Life Insurance Company, Coastal Community Bank, and Washington State University. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Robert Radecki is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2019. Prior to his financial advisory career, he was employed at Smartsheet from 2016 to 2019. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning supported by structured discovery and firm-approved tools.

Josiah Brensdal is a financial advisor with Morgan Stanley, holding a Series 66 designation and eight years of industry experience. He previously worked at Ameriprise Financial Services from 2016 to 2022 before joining Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques to support its financial planning process.

Thomas Holl is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 designations and 25 years of industry experience. His prior roles include positions at Merrill and RBC Capital Markets Corporation, where he worked for seven and nine years, respectively. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary capital market research with tailored financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, providing a broad range of offerings including custody, underwriting, and securities-backed lending.

Marina Tai is a Wealth Management Planning Consultant at Fidelity Investments, a role she has held since 2025. She began her tenure at Fidelity in 2022 as a Relationship Manager and advanced to Planning Consultant before her current position. Prior to joining Fidelity, Marina worked as a Client Relationship Specialist at Charles Schwab and TD Ameritrade from 2018 to 2022, and as a Personal Banker at KeyBank from 2016 to 2018. Since moving to the United States in 2016, Marina has focused on helping clients and families navigate their financial goals. Her international experience includes living and working in Taiwan, Canada, and the U.S., which informs her approach to understanding each client's unique background and objectives. She emphasizes building trusted relationships and delivering personalized service. Outside of her professional work, Marina enjoys gardening, puzzles, and traveling.

Megon Miller is a financial advisor at Morgan Stanley with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2020. Prior to this, she was employed at Mutual of America Securities Corporation and Mutual of America Life Insurance Company from 2008 to 2017. 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 through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning processes supported by firm-approved tools and models.

Nicole Dern is a financial advisor at RBC Capital Markets in Kirkland, WA, with 20 years of industry experience. She has held her position at RBC Capital Markets since 2008 and holds Series 63 and Series 66 designations. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment managers.

Alan Larson is a financial advisor with Morgan Stanley in Kirkland, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Morgan Stanley Private Bank, N.A. since 2021 and Morgan Stanley Smith Barney LLC since 2020, following four years at Wells Fargo Clearing. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery conversations and approved tools, focusing on advisory services without individual security recommendations in standalone plans.

Renee Thomas is a Senior Financial Advisor with Merrill Lynch Wealth Management. She follows a disciplined process that begins with taking the time to understand each client's financial situation and personal priorities. Renee is dedicated to delivering service tailored to what matters most to her clients and their families. Her areas of expertise include college education planning, family wealth management strategies, employee financial health, legacy and estate planning, LGBT wealth planning, managing new wealth, personal retirement planning, portfolio management, women and wealth, and retirement income. Renee holds the Accredited Asset Management Specialist (AAMS), Chartered Retirement Planning Counselor (CRPC), and Personal Investment Advisor (PIA) designations. She earned her bachelor's degree from Miami University of Ohio. Outside of her professional work, Renee enjoys gardening, hiking, photography, running, tennis, yoga, traveling, watching movies, and spending time with her family.

Monica Lorimor is a financial advisor at Raymond James Financial with 27 years of industry experience. She holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing. Outside of finance, she is the owner of Scott's Cutting Edge Lawn Care, Inc., a business she has operated since 1995. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, and institutions. The firm uses analytical tools and risk profiling to tailor non-discretionary planning and supports clients through advisory programs and institutional consulting.

John Salisbury Jr. is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He is based in Kirkland, WA. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by extensive research and a range of portfolio management styles.

Riley Williams is a financial advisor at Cambridge Investment Research Advisors with one year of industry experience. He holds the Series 66 designation and previously worked for PorchLight for five years. Outside of his advisory role, he is involved in civic support activities through PorchLight and serves as a referral source for AP Tax LLC. Cambridge Investment Research Advisors, Inc. serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm manages a multi-billion dollar asset base and provides access to multiple platforms, third-party advisers, and proprietary model strategies.

Patrick Chin is a financial advisor with Merrill in Bellevue, WA, holding a Series 66 designation and 20 years of industry experience. He has been with Merrill since 2018. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations, offering both model-based and discretionary investment strategies managed by internal and third-party teams.

Donna Kim is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Wells Fargo Clearing since 2017 and previously at J.P. Morgan Securities from 2013 to 2017. 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.

Kathryn Henningsen is a CFP® professional with 29 years of industry experience, currently serving with OSAIC since 2024. She previously worked at Securities America Advisors, KMS Financial Services, Avier Wealth Advisors, and Retirement Asset Management. In addition to her advisory role, Henningsen founded KSH Advisors, a boutique financial services firm focused on financial planning and investment management, and volunteers annually with Soulumination’s holiday fundraiser. OSAIC Wealth serves a diverse client base including retail investors, retirement plans, charities, and corporations, offering brokerage and advisory services through multiple programs. The firm’s investment approach emphasizes model-based asset allocation and portfolio optimization, supported by a range of tools and strategies, with significant scale and a complex affiliate network.