Alan Lubner is a Private Wealth Advisor with Merrill Private Wealth Management, headquartered in Bellevue, Washington. He serves a select group of individuals and families, focusing on unifying multiple aspects of their financial lives. Alan's clients include senior executives, entrepreneurs, and business owners, and he provides close analysis, precise execution, and strategic direction tailored to significant wealth management needs. His expertise encompasses areas such as college education planning, executive compensation, family wealth management strategies, legacy planning, philanthropic planning, and socially responsible investing, among others. Alan holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA), and he earned a Bachelor's Degree from the University of Witwatersrand. Outside of his advisory role, Alan is active in the sailing community and participates in offshore races. He serves on the board of an artist residency program, Willapa Bay AiR, and is involved with area food banks and organizations aiding the homeless. Family is important to him; he and his wife have been married for over 35 years and have adult twin sons.

Marisa Dilorenzo Davidson is a financial advisor at Equitable Advisors with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2009, including its predecessor Axa Advisors. Outside of her advisory role, she serves as Board Treasurer for The Redemption Church and is a board member of the Renton Little League. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, charitable organizations, and other institutional clients. The firm employs a range of advisory models implemented through third-party managers and LPL-sponsored programs, offering a variety of investment options including mutual funds, ETFs, separately managed accounts, and select alternatives.

Alyssandra Smith is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation. She has been in the industry since 2025 with experience at Northwestern Mutual Investment Services LLC and PitchBook. Outside of finance, she has operated a cafe for several years. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a wide range of investment programs and technology tools, managing over $819 billion in discretionary assets through a large network of advisors.

Stacey Polevoy is a financial advisor at Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials. She has been with Wells Fargo Bank and Wells Fargo Clearing since 2023 and 2026, respectively, and previously operated Stopwatch Espresso, Inc. from 2018 to 2023. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Walter Hunt is a financial advisor at Charles Schwab with two years of industry experience and holds the Series 66 designation. Prior to his advisory role, he has worked in education and has been involved in the restaurant industry as a food runner and busser at Angelo's of Burien. Charles Schwab & Co., Inc. 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. Schwab offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by centralized custody and operational structures.

Heather Krause is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 credential and 16 years of industry experience. She has worked at RBC Capital Markets since 2009 and at City National Bank since 2019. She has served on the board of the Edmonds Senior Center, a nonprofit organization focused on improving the well-being of seniors, and participates on a committee for the Franklin Alumni Association and Foundation. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile, utilizing both in-house and third-party investment managers.

Schanice Staples is a financial advisor with Cetera and holds Series 63 and Series 66 credentials. She has 11 years of industry experience and previously worked at Northwestern Mutual and Foresters Financial Services. Outside of advising, she is the professional development co-chair for the Urban League Metropolitan Seattle Young Professionals and has developed a mobile application not yet live. Cetera Investment Advisers LLC is a nationwide independent advisory network serving individuals, employer-sponsored retirement plans, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers across various program structures.

Anthony Nakata is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and 33 years of industry experience. His prior roles include positions at Wells Fargo Investments, LLC and A.G. Edwards & Sons, Inc. He also serves as co-trustee for a family trust. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, employing research and analytics to guide investment decisions.

Raquel Pederson is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and six years of industry experience. She has worked at Morgan Stanley since 2017 and previously spent over two decades at St Joseph Regional Medical Center. 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 uses structured planning tools combined with market analysis to support its financial advisory process.

Brady Redington is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 10 years of industry experience. His career includes positions at LPL Financial, Wells Fargo Clearing Services, and Mainspring Wealth Advisors before joining Raymond James in 2020. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, charities, and institutional investors. The firm employs tailored, non-discretionary planning supported by analytical tools to illustrate potential outcomes and maintains unique affiliations and advisory programs in municipal finance and SIMPLE IRA employer services.

Eva Sofia is a financial advisor at Morgan Stanley with a Series 66 designation and three years of industry experience. She has worked at Morgan Stanley Private Bank, N.A. since 2023 and Morgan Stanley Smith Barney LLC since 2022. Outside of her advisory role, she is the sole proprietor of Gaia Med PLLC, a healthcare-related business in Seattle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured approach to financial planning using firm-approved tools and scenario modeling.

Steven Bennett is a financial advisor with Edward Jones, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1989. 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, managing approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices.

Emily Scates is an advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials. She has one year of industry experience and has previously worked in the hospitality sector, including roles at San Juan Island Brewery and Mount Bakery Cafe. 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.

Kimberly Stirling is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 66 designations and eight years of industry experience. Prior to joining LPL Financial in 2023, she worked at Edward Jones from 2019 to 2023 and has held various roles in financial services and education. She also serves as a consultant outside of her advisory practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Lu Song is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley. Outside of his advisory role, he owns and manages residential rental properties through his real estate businesses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements using firm-approved tools and also conducts educational seminars.

Jake Sasaki is a financial advisor at UBS Financial Services in Seattle, WA, holding a Series 66 designation with two years of industry experience. His prior background includes positions at UBS and academic roles at the University of Washington and local schools. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor financial plans. The firm combines institutional trading capabilities with wealth management services, operating also as a futures commission merchant and providing a broad range of capital markets and advisory solutions.

Stephen Takemura is a financial advisor at RBC Capital Markets in Seattle, WA, with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RBC Capital Markets since 2008 and City National Bank since 2018. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers various advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s extensive capital-markets platform.

William Wilson II is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 designation and 17 years of industry experience. He has been with UBS Financial Services since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management solutions tailored using proprietary research and model-based asset allocations.

Jessica Liu is the Vice President and Executive Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she works closely with clients to understand their personal financial goals and develop plans aimed at pursuing financial wellness. Jessica focuses on helping clients create roadmaps that enable them to concentrate on the most important aspects of their lives. Jessica has extensive experience in the financial services industry, with roles spanning over a decade at Fidelity Investments, including positions as Workplace Planning and Guidance Consultant, Financial Consultant, Investment Consultant, and Relationship Manager. Prior to her current role, she was Vice President and Financial Consultant at Charles Schwab from 2016 to 2021. She holds a California Insurance License and brings a comprehensive background in financial consulting to her work. No additional information about her education or personal interests has been provided.

Kaki Chung is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank and JPMorgan Securities LLC. Chung is based in Bellevue, WA. Wells Fargo Clearing provides retirement plan consulting services for qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.