Ryan Griffith is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor Axa Advisors, LLC. In addition to his advisory role, he is the managing partner of Integrity Financial Wealth Management, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a large network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory models.

Randy Busch is a Series 66-licensed financial advisor at Edward Jones with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he serves as a board member for the Northshore Senior Center in Bothell, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Patrick Kuo is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.

Braden Johnson is a financial advisor with Ameriprise in Bainbridge Island, WA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He previously worked at JP Morgan Securities LLC from 2013 to 2019 before joining Ameriprise. Johnson serves on the Board of Directors for the Evelyn H. Fuldner Foundation. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to offer tailored, non-discretionary recommendations delivered by a centralized consulting team.

Norman Nakamura is a financial advisor at RBC Capital Markets with 30 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is a co-owner with decision-making responsibilities in real estate ventures. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers tailored investment programs and portfolio management through a combination of in-house and third-party managers, with features such as tax management and responsible investing screens.

Cathleen Ackley is a Wealth Management Advisor with Merrill Lynch Wealth Management. She focuses on assisting clients in developing personalized financial plans that align with their unique goals and values. Her approach prioritizes understanding clients' life priorities, aspirations, and legacies to create comprehensive strategies that address areas such as college education planning, legacy planning, liquidity management, philanthropic planning, special needs planning, and wealth management for women. Cathleen holds professional designations including Chartered Financial Consultant (ChFC), Chartered Special Needs Consultant (ChSNC), and Personal Investment Advisor (PIA). She earned her bachelor's degree from Northern Illinois University. In addition to her professional activities, she is involved with organizations such as the Disability Action Network (DAN) and Merrill Women's Exchange, and contributes to community initiatives including DECA, the Washington CMV Project, and Special Olympics. Raised in the Chicagoland area and a Northwest resident since 2005, Cathleen has personal interests in nature and the arts. She enjoys traveling, wine tasting, exploring culinary experiences, and spending time outdoors in the Pacific Northwest. Her hobbies include baseball, cooking, dancing, drawing, ice hockey, music, painting, photography, and quality time with her family.

Jasmine Foreman is a financial advisor with Robert Baird & Co. in Seattle, WA. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Baird, she worked in logistics and held roles at Seattle University, Chartwells, Famous Footwear, Firehouse Subs, and in education. Robert Baird & Co.’s DDK Group provides wealth management services to individuals, families, pensions, corporations, and charitable organizations. The team offers customized financial planning and portfolio management, utilizing a range of strategies from traditional allocations to more complex approaches, along with municipal advisory and public finance services.

Alan Blinn is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2006. Outside of his advisory work, he is involved in independent insurance brokering focused on long-term care. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver tailored retirement-income advice through a centralized consulting team.

Alan Leung is a financial advisor with Raymond James & Associates in Kirkland, WA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, he worked at Zillow Group from 2017 to 2022 and Addioz from 2016 to 2017. 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 charitable organizations, offering financial planning, investment consulting, and specialized municipal advisory services.

Jeremy Barrette is a Series 66-licensed financial advisor with LPL Financial, based in Snohomish, WA. He has one year of industry experience and has held prior roles at Wells Fargo and BECU. His background includes service in the United States Army and involvement with the Skagit YMCA. 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 other institutions. The firm offers a range of financial planning and management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

John Stoeser is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers services through its Financial Advisors and Estate Planning Strategies Group.

Juman Sung is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Juman held various roles related to education and seasonal work, including positions at Vanderbilt University and Camp Twin Creeks. 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 and profit-sharing plans, corporations, and charitable organizations.

Amani Rahman is a Series 66-licensed financial advisor with Edward Jones in Redmond, WA, bringing six years of industry experience. Prior to joining Edward Jones in 2020, Rahman worked at the Kelley School of Business, Indiana University, and at the World Bank. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a 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 and operates a nationwide network of financial advisors and branch offices.

Jeff Jones is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. He has held various roles within Fidelity Investments since 2016, including Investment Consultant, Relationship Manager, Workplace Planning Consultant II, Investment Solutions Representative, and High Net Worth Service Associate. Prior to joining Fidelity, he worked as a Financial Associate at Thrivent Financial from 2015 to 2016. In his role, Jeff focuses on understanding his clients' goals and concerns to collaboratively design, execute, and monitor financial plans that help them work toward their objectives. His experience spans multiple aspects of financial consulting and investment solutions. Outside of his professional responsibilities, Jeff enjoys camping, hiking, traveling, exploring food, parenthood, and spending time with his pets.

Amit Trivedi is a financial advisor at UBS Financial Services with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Eric Kinyon is the Vice President and Branch Leader at Fidelity Investments, a position he has held since 2019. In this role, he leads and coaches a team of advisors in the Greater Seattle area, focusing on creating an environment that fosters excellent client experiences. Eric's career at Fidelity spans 19 years, during which he has worked with thousands of clients and their families across all stages of their financial lives. Prior to his current role, Eric served in various positions at Fidelity Investments, including VP Branch Office Manager, VP Regional Planning Consultant, VP Senior Account Executive, Financial Planning Consultant, and Financial Representative. In 2019, he also held the position of Lead Financial Advisor at Empirical Wealth Management. Eric's extensive experience encompasses leadership, financial planning, and client relationship management. Outside of his professional work, Eric enjoys boating, family activities, golf, skiing, and traveling.

Lorraine Brown is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and four years of industry experience. Prior to joining Ameriprise in 2021, she worked at the University of Nevada, Las Vegas, and spent 17 years at Caesars Entertainment. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Paula Fedirchuk is a financial advisor at Edward Jones with 17 years of industry experience. She holds the CFP® and Series 66 credentials and has been with Edward Jones since 2008. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jeffrey Miller is a financial advisor at UBS Financial Services with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. He serves on the investment sub-committee for the Hamlin Robinson School in Seattle. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client solutions.

Katie Rubio is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2014. Outside of her advisory work, she owns and operates a small online shop that sells crafted and homemade goods as well as resells antiques. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery and firm-approved tools.