Andrew Juntilla is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Raymond James, he worked at the University of Washington and Sequim High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.

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.

Saul Tufino Escalante is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Bank and Wells Fargo Clearing. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations, incorporating an ESG eligibility framework and utilizing broader derivatives and commodities capabilities.

Desiree Hajek is a financial advisor at Edward Jones with 8 years of industry experience. She holds a Series 66 designation and previously worked at H&R Block from 2011 to 2017. Outside of her advisory role, Hajek is connected to a residential painting business owned by a family member. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of managed strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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.

Alex Masaki is a Planning Consultant at Fidelity Investments, a role held since 2025. Prior to this, Alex worked as a Relationship Manager at Fidelity Investments during 2025 and served as a Marketing Specialist focused on Prospect Management and Operations at Heritage Wealth Advisors from 2023 to 2025. Alex's professional approach centers on developing personalized financial plans that consider clients' priorities and long-term visions, adapting these plans as circumstances change to provide clarity and confidence throughout the financial planning process. Outside of work, Alex is engaged in family activities, fitness, golf, outdoor adventures, parenthood, and traveling.

Ryan Gleeson is a CFP® and holds a Series 66 license, serving as a financial advisor with Edward Jones in Shoreline, WA. He has 10 years of industry experience, all 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 and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

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.

Robert Valdez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 15 years of industry experience. He previously worked at Merrill and VOYA Financial Advisors, Inc. Valdez is also the owner of RCF Ventures, where he manages rental properties. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting through a non-discretionary program supported by centralized due diligence.

Taylor May is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Guy Carpenter, Symetra, Armancas Financial - Equitable Advisors, Liberty Mutual, and the University of Washington. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides retirement income planning advice focused on dependable 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.

Jordan Prince is a financial advisor with Ameriprise in Poulsbo, WA, holding a Series 66 designation and 14 years of industry experience. He has worked at Ameriprise and its affiliated financial services firms since 2015. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm delivers these services through a centralized consulting team and employs algorithmic automation alongside oversight committees to generate tailored retirement income recommendations.

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.

Maksim Prigodich is a financial advisor at Charles Schwab in Seattle, WA, with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing, Charles Schwab Bank, and other firms. Outside of finance, he has been involved with businesses such as Smoother Moves and Hauling and The Office Butlers. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of investment options supported by centralized custody and operational infrastructure.

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.

Judith Salas is a financial advisor at Merrill with seven years of industry experience. She holds a Series 66 designation and has worked at both Merrill and Bank of America since 2014. Merrill provides managed account services through its Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers model-based and discretionary investment strategies developed by internal and third-party managers, supported by account administration and custody services.