Ariel Goh is a financial advisor at Robert Baird & Co. with a Series 66 credential and recent industry experience beginning in 2024. Prior to joining Baird, Ariel worked at Syncopation Foundation, Stratacore, Eastside Stomp, and Taxman & Associates. Outside of finance, Ariel is involved in dance instruction and choreography, teaching swing dance classes and coaching a performance team. Robert Baird & Co. serves a diverse client base including individuals, families, pensions, corporations, and charitable organizations, offering tailored financial planning and portfolio management services through a combination of in-house and third-party managers.

Brendan Foor is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, and Northwestern Mutual Life Insurance Company. He has been with LPL Financial and Emerald Wealth Management since 2026. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both in-house and third-party sources.

Brenda Huber is a CFP® professional affiliated with LPL Financial in Tukwila, WA, with 19 years of industry experience. She has worked at LPL Financial and the Boeing Employee Credit Union since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Lauren Mallory is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with two years of industry experience. She has been with UBS since 2018, with prior experience at Paper Source and the University of Washington. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and supports its advisors with proprietary research and model-based asset allocations.

Armando Cruz is a financial advisor at Robert Baird & Co. with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include positions at RBC Capital Markets and previous tenure at Robert Baird & Co. Outside of his advisory work, he operates as an independent contractor for package delivery through Amazon Flex. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and management approaches.

Camilo Hincapie is a financial advisor with Charles Schwab, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank. He is also the owner of 100% Clean LLC, where he manages payroll and business planning. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through a combination of non-discretionary advisory services and access to affiliated discretionary managed accounts, leveraging a multi-asset investment approach and an integrated operational structure.

Artemiy Thayer is a financial advisor with UBS Financial Services in Seattle, WA. He holds the Series 66 designation and has less than one year of industry experience. His previous roles include positions at the University of Washington School of Medicine, NGP Financial Planning LLC, and several educational institutions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings supported by proprietary research and model-based asset allocations.

Kendra Sims is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses with six years of industry experience. Her previous roles include positions at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., and RBC Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Kelly Aversa is a financial advisor at LPL Financial with nine years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2017, including time at related entities such as KMS Financial Services. Aversa also operated her own advisory business from 2010 to 2018. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing discretionary and non-discretionary management along with research and model portfolios from various sources.

Michael Davis is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked at the Montana Department of Revenue for six years and held a position at Domino’s for five years. 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 and investment strategies, supported by a nationwide network of approximately 23,701 financial advisors.

Alan Macias is a Series 66 licensed financial advisor with Wells Fargo Clearing in Seattle, WA, with six years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2014 and joined Wells Fargo Clearing in 2020. He serves as a finance committee member for Skagit Habitat for Humanity, where he participates in reviewing financial statements and advising on financial goals. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Riley Rock is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior experience at Russell Investments and the University of Washington. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pension plans, and charitable organizations through financial planning, discretionary and non-discretionary portfolio management, and various separately managed account programs. The firm utilizes manager selection, internal research including artificial intelligence tools, and offers services such as municipal advisory and unified fee arrangements.

Devon Becker is a CFA® charterholder and registered financial advisor with 11 years of industry experience, currently practicing at J.P. Morgan Securities in Seattle, WA. He has been with J.P. Morgan in various capacities since 2015. Becker serves on the finance committee of Camp Solomon Schechter, a nonprofit religious summer camp. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

David Dellinger III is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Merrill since 1997 and has also been with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Anthony Nguyen is a financial advisor at J.P. Morgan Securities in Seattle, WA, with 8 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through a quantitative and ESG-informed investment process.

Tanner Isaacs is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Northern Trust Corporation, and Silversword Asset Management. Outside of finance, Isaacs is involved in residential real estate through ownership of JETT Property Ventures LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Katie Sleipness is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Wedbush Securities and Osaic (Advisor Group). Her background includes a brief period focused on homemaking in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced planning tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

William Conroy III is a financial advisor at Raymond James Financial Services Advisors, Inc. in Seattle, WA, with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Greenberg & Rapp, M Holdings Securities, Inc., and the Lyman Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports both wrap-fee advisory programs and institutional consulting across a large advisor network.

James Sypher is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with MML Investors Services, LLC and MassMutual Life Insurance Co since 2004. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars. The firm’s planning engagements are structured as collaborative annual relationships that incorporate firm-approved analytical tools and focus on recommending investment categories and strategies rather than specific products.

Sissi Sondgroth is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex and non-traditional investments.