Tiffany Kocher is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 63 and Series 66 designations. Her prior experience includes roles at Valic Financial Advisors and Agia, where she worked for a combined total of 11 years before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and affiliated services, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Sarah Fitch is a Series 66-licensed financial advisor at UBS Financial Services with 21 years of industry experience. She has been with UBS since 1999. Outside of her advisory role, she serves as treasurer for the Tudor Manor Home Owners Association. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm emphasizes tailored financial planning and portfolio management supported by proprietary research and a broad range of capital markets services.

Adrian John is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Raymond James Financial in Seattle, WA. He previously worked at Edward Jones for 12 years and has operated his own financial services firm since 2022. Outside of his advisory work, he owns a rental property for which he hires management and handles mortgage payments. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary consulting and supports a large network of advisors with specialized programs, including municipal advisory and SIMPLE IRA employer consulting services.

Shane Buller is a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He focuses on understanding his clients' priorities to develop strategies aligned with their short-, mid-, and long-term financial goals. His services cover areas including general investing, retirement planning, and saving for unforeseen expenses. He also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Shane works closely with clients to discuss their goals, concerns, and questions, providing ongoing advice and guidance as their needs evolve. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Additionally, he earned a Bachelor's Degree from the University of Washington. He approaches his role with a focus on uncovering what matters most to clients and their families to help create effective financial strategies.

Matthew Charbonneau is a financial advisor at Edward Jones in Seattle, WA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Danielle Boone is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as Citigroup Global Markets prior to that. Based in Seattle, WA, Boone’s career spans both wealth management and private banking services. Morgan Stanley Wealth Management provides 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 offers services that include both direct client plans and corporate financial planning agreements.

Paul Miller is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he spent eleven years with IAM&AW District 160. Miller serves as a finance council member for Our Lady Star of the Sea in Bremerton and is a board member of the Manette Business Association. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of more than 23,700 advisors, offering a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Antwan Nguyen is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at Bank of America and Movement Mortgage. Outside of his advisory role, he works as an Uber driver in Bellevue, WA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions grounded in modern portfolio theory. The firm’s approach includes a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Conner Gehring is a financial advisor with LPL Financial in Seattle, WA, holding the CFP® and ChFC® designations and possessing 16 years of industry experience. Prior to joining LPL Financial in 2023, he spent 16 years at Northwestern Mutual in various roles including wealth management and investment management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, employing a variety of investment strategies and operational tools across a large network of advisors.

Gregory Tognan is a financial advisor at Merrill with 10 years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America, N.A. during multiple periods between 2015 and the present. Merrill, together with its affiliate Managed Account Advisors LLC, offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm provides model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional accounts.

Ginger Wasylik is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her prior roles include positions at Morgan Stanley, Charles Schwab, Russell Investments, and HomeStreet Bank. Outside of advisory work, she owns GlimmerStick Creations, LLC, where she facilitates SoulCollage® and Laughter Yoga events, and she also works part-time at a natural wine retailer in Seattle. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that focuses on dependable income sources and tax-aware withdrawal strategies through a structured Recommendation Report and ongoing advice.

Reyna Parcells is a financial advisor at RBC Capital Markets in Seattle, WA, with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Robert W Baird, and Morgan Stanley, among other firms. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutional clients, and charitable organizations. The firm offers a variety of advisory programs that provide portfolio management, financial planning, custody, and brokerage services, tailoring strategies to clients’ risk profiles and utilizing both in-house and third-party investment managers.

Kathryn Pagh is a Series 66-licensed financial advisor with LPL Financial, based in Seattle, WA, with 12 years of industry experience. She has previously worked at Knight Wealth Management, LLC, Cetera Advisors LLC, and Newaukum Wealth Management. 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 investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jeffrey Serell is a financial advisor with Merrill in Seattle, WA, holding a Series 66 credential and bringing 11 years of industry experience. He has worked at Merrill since 2011 and concurrently with Bank of America, N.A. since 2019. Outside of his advisory role, he is involved with the Chill Foundation as an interim program coordinator and serves as a committee member for the Burton Chill charitable organization. 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.

Rita Acosta is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, she worked for Hemlock Printers for 21 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Tanner Mendenhall is a financial advisor with LPL Financial, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to joining LPL Financial in 2024, he worked at Mercer and Insight Enterprises, among other roles. He operates under the One Oak Wealth Management DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, using a variety of investment strategies supported by proprietary research and technology.

Liam Tonner is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses with six years of industry experience. His prior roles include positions at Caliber Home Loans and Wells Fargo Bank. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets through more than 14,000 advisors and employs research and analytics to support investment decisions.

Daniel Coonrod is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Wells Fargo in various capacities since 2011. 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 brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Brandon Dove is a financial advisor with Charles Schwab based in Seattle, WA. He holds a Series 66 designation and has seven years of industry experience, including prior roles at TD Ameritrade and Charles Schwab Bank. His background also includes work outside finance in hospitality and service positions. Charles Schwab & Co., Inc. serves a large client base of 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 offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized custody and order-routing systems.

Tomislav Kuzman is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63, 65, and 66 licenses and with 17 years of industry experience. He has worked in various roles at Wells Fargo Clearing and Wells Fargo Investments since 2003, with a brief tenure at BKCO Mortgage. Outside of his advisory work, he serves as co-guardian for his son and co-trustee for a family trust. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm employs a research-driven approach relying on diversification principles and modern portfolio theory, and operates at large scale with assets under management of approximately $671 billion.