Danielle Boone is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009, currently also serving at Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured planning process with firm-approved tools and serves clients through both direct 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.

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 at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at several firms including Morgan Stanley and Charles Schwab. Outside of her advisory role, she owns GlimmerStick Creations, LLC, where she facilitates SoulCollage® and Laughter Yoga events, and also works part-time in retail at Sebastiano's Natural Wine. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that focus on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income advice is supported by proprietary research and algorithmic tools and features enrollment criteria tied to investable assets and affiliated investment options.

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 financial advisor at LPL Financial with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Knight Wealth Management, Cetera Advisors LLC, Investors Capital Corporation, and Newaukum Wealth Management. Kathryn is also involved with Knight Wealth Management, LLC as a separate business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, utilizing model portfolios, third-party research, and advanced technologies to support diversified investment 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 at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously 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 and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tanner Mendenhall is a financial advisor with LPL Financial based in Seattle, WA, holding Series 65 and Series 63 licenses. He has two years of industry experience, including prior roles at Mercer and Insight Enterprises. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, combining discretionary and non-discretionary management with research and model portfolios from multiple sources.

Liam Tonner is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 65 and Series 63 licenses and having six years of industry experience. His prior roles include positions at Wells Fargo Bank, Caliber Home Loans, and other Wells Fargo entities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and combines research from internal and third-party sources with diversification principles and modern portfolio theory in its investment approach.

Daniel Coonrod is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2011 and has been with Wells Fargo Clearing since 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory options. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

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 Anacortes, WA, holding Series 63, 65, and 66 licenses and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016, with prior experience at BKCO Mortgage. Outside of his advisory work, he serves as a co-guardian for his son and a co-trustee for a family trust. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Ryan Santosuosso is a financial advisor at UBS Financial Services with three years of industry experience. He holds a Series 66 designation and has worked at UBS since 2022. Prior to joining UBS, Ryan spent time at the University of Washington and was involved in operating a car wash business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.

Melina Winters is a financial advisor at Fidelity with Series 63 and Series 66 credentials and two years of industry experience. Her prior work includes roles at the University of Oregon and McNaul Ebel Nawrot & Helgren PLLC. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, combining proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to deliver model portfolios across multiple platforms.

Morgan O'keefe is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation. O'keefe has worked at Ameriprise since 2022 and has prior experience at Emporium and Washington State University. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

Megan Karl is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has worked with Morgan Stanley Private Bank, N.A. since 2020, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2004. She is also involved as a partner in a real estate investment venture. Morgan Stanley Wealth Management serves individual and institutional clients, providing a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

James Harkins is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 designations and possessing 24 years of industry experience. He has been with Robert Baird & Co. since 2014. The DDK Group, part of Robert W. Baird & Co.’s Private Wealth Management department, serves individual, corporate, pension, profit-sharing, and charitable clients, offering a variety of financial planning and portfolio management services. The firm manages approximately $394 billion in regulatory assets as of December 31, 2025, and employs a combination of manager-traded and model-traded strategies alongside tax-management and direct-indexing capabilities.

Christopher Black is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding a Series 63 designation and bringing 36 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of his advisory role, he co-owns Sockeye Marine LLC and works as a ski instructor at Ski Masters-Snoqualmie Pass. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary solutions. The firm’s IPS-driven approach is grounded in modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.