Anthony Nguyen is a financial advisor at J.P. Morgan Securities based in Seattle, WA, with eight years of industry experience. He holds a Series 66 designation and previously worked at Bank of America, N.A. and Merrill from 2016 to 2024 before joining J.P. Morgan Securities in 2024. 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 is supported by centralized due diligence that combines quantitative and qualitative research, with capabilities in derivatives and commodities reflecting its broader regulatory registrations.

Tanner Isaacs is a financial advisor with J.P. Morgan Securities based in Seattle, WA, holding a Series 66 credential and two years of industry experience. Prior to joining J.P. Morgan and JPMorgan Chase Bank, N.A., Tanner has held various roles in finance, business education, and retail. Outside of his advisory role, he is involved in residential real estate through ownership in JETT Property Ventures LLC. 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 and fund searches, and customized performance reporting. The firm’s advisory program incorporates centralized due diligence, quantitative and qualitative research, and an ESG eligibility framework in its recommendations.

Katie Sleipness is a financial advisor at Morgan Stanley in Seattle, WA, with 17 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Wedbush Securities and Osaic (Advisor Group). Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning through structured discovery and firm-approved planning tools. 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.

Shanna Garbooshian is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Wolfe Young is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he focuses on providing personalized service to clients and their families within Private Wealth Management. His role centers on serving as a trusted, primary point of contact for Fidelity's affluent clients and fostering strong client relationships. Wolfe has extensive experience in the financial services industry, having held various positions since 2000. His previous roles include Financial Consultant at Wells Fargo Advisors, Associate Market Supervision Manager at Merrill Lynch, and Senior Registered Client Associate at Morgan Stanley, among others. This breadth of experience spans wealth management, client advisory, and market supervision. Outside of his professional work, Wolfe's personal interests include the beach, concerts, museums, music, reading, and theater.

Daniel Halos is a Chartered Financial Consultant (ChFC®) with 20 years of experience in the financial services industry. He has been with Equitable Advisors since 2006 and previously worked at Axa Advisors, LLC from 2006 to 2020. Outside of his advisory role, he is involved with Bestow Agency LLC, a general agency specializing in term and universal life insurance. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations by providing financial planning, retirement plan consulting, and a variety of asset management programs. The firm emphasizes matching clients to appropriate advisory models and discretionary managers through a network of Investment Adviser Representatives and offers a broad range of investment solutions including mutual funds, ETFs, and alternative investments.

Tiffany Gough is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in antique sales and is an author with books available through Amazon and Lulu. She also serves as a Chapter Success Coach for a networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jack Oconnor is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with UBS since 2016 and has been affiliated with Portland State University since 2009. Outside of his advisory work, Oconnor serves on the board of Long Live The Kings, a charity focused on science-based salmon population preservation, where he acts as treasurer and participates in finance and audit committees. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Patrick Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA, holding Series 63, 65, and 66 licenses and bringing 35 years of industry experience. He has been with RBC Capital Markets and its predecessor since 2008. Outside of his advisory role, he serves as a committee member at Marysville Foursquare Church, assisting with budgeting and cash flow management. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored portfolio management strategies implemented through a combination of in-house and third-party investment managers.

Ashwin Prasad is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Securities LLC and Coastal Community Bank. Outside of finance, he was involved with Harmony Animal Wellness Center. 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 informed by research and diversification principles.

Alicia Guagliardo is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2015. Outside of her advisory work, she is involved with Conquest Overland, LLC, a recreation consulting business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of investment advisory programs. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.

Bryan Hendrickson is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. His prior roles include positions at Merrill, Waddell & Reed Inc., and running his own firm, Bryan L. Hendrickson, Inc. He has also been involved with the Everett Public Schools Foundation. LPL Financial is a national broker-dealer and registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing both proprietary research and third-party strategies across a broad platform.

Susanna Sackett is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 65 and Series 63 designations and bringing 18 years of industry experience. She has been with Robert Baird & Co. since 2014 and previously worked at McAdams Wright Ragen, Inc. from 2012 to 2014. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and custody and brokerage services, employing both manager-traded and model-traded strategies supported by internal research and technology.

Holly Harvey is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with RBC Capital Markets Corp since 2008 and has operated Colour Creations since 2002. Outside of her advisory role, she serves as treasurer for the Kitsap Lady Trail Riders, a horseback trail riding group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Hannah Cookson is a financial advisor at Fidelity with 13 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Fidelity Investments since 2013, including roles at Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction. The firm manages a diverse range of portfolios and serves as an advisor to multiple registered investment companies, incorporating systematic methodologies and technology-driven processes in its approach.

Mohammad Hedayati Dezfouli is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank, N.A., and Travelex Currency Services, and is a 50% owner of Elegant Harmony Building Material LLC, a building materials business. 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 supported by extensive research and analytics.

Diana Meyers is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with RBC Capital Markets and previously worked at UBS Financial Services Inc. and Charles Schwab. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides tailored strategies based on client risk profiles.