Matthew Seto is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with Wells Fargo entities since 2012, including Wells Fargo Bank and Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes discretionary 3(38) plan-level investment management options, with a notable inclusion of insurance-related vehicles and bank deposit sweep products in its investment menus.

Blake Mc Allister is a financial advisor at UBS Financial Services with two years of industry experience. He holds a Series 66 designation. His prior work experience includes roles at Techtronic Industries and The Golf Club at Newcastle. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment plans.

Fortun Azose is a financial advisor at Morgan Stanley with 30 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. He is based in Seattle, WA. 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. The firm offers tailored financial planning services and manages approximately $2.74 trillion in client assets.

Ruan Esterhuysen is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining Wells Fargo Clearing, Esterhuysen worked at Western Governor's University and has been associated with Wells Fargo Bank since 2013. Outside of his advisory role, he serves as Treasurer for Mt Baker Bibleway Camp and as a board member for Bible Believers of Washington. 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 services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Adrian Hedwig is a financial advisor at LPL Financial with 14 years of industry experience. He holds the Series 66 designation and previously worked at CUSO Financial Services, LP for ten years before joining LPL Financial and SALAL Credit Union. 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 advisory programs, financial planning, and brokerage services, supported by research and model portfolios from LPL Research and third-party subadvisors.

Jeffrey Ratti is a financial advisor with Charles Schwab in Bellevue, WA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at TD Ameritrade, Avenue Properties, Keller Williams Real Estate, and Calton & Associates, Inc. He has been with Charles Schwab and Charles Schwab Bank since 2020. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary managed account services. The firm provides integrated brokerage, advisory, custody, and cash management services supported by multi-asset model portfolios and centralized operational processes.

Nathan Huveldt is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 27 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015, with prior experience at Citigroup Global Markets dating back to 2003. Outside of his advisory work, Huveldt is involved in Best Life Medical Weight Loss, LLC, where he handles administrative and accounting roles. Morgan Stanley Wealth Management serves both individual and institutional clients with customized financial planning and investment advisory services, managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and modeling tools but generally does not provide individual security recommendations within standalone plans.

Mark Sullivan is a financial advisor at Wells Fargo Clearing with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Outside of his advisory role, he operates a family-owned purebred cattle business, Black Hills Herefords, in Olympia, 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 advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Jake Prather is a financial advisor with Ameriprise Financial Services LLC in Bellevue, WA. He holds the Series 66 designation and has one year of experience at Ameriprise, following prior roles in various industries including the United States Coast Guard and corporate positions. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Danielle Moeller is a financial advisor with Wells Fargo Clearing in Seattle, WA. She holds Series 63 and Series 65 licenses and has three years of industry experience. Her work history includes roles at Wells Fargo Bank, Pennsylvania State University, and various other organizations. 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 research from Wells Fargo Investment Institute and third-party sources.

Connor Stoeser is a financial advisor at Morgan Stanley with six years of industry experience. Prior to joining Morgan Stanley, he worked at Deloitte Tax for three years. He holds a Series 66 designation and is based in Bellevue, WA. Morgan Stanley Wealth Management provides a wide range of advisory programs to individual and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets.

Elliott Doran is a financial advisor at RBC Capital Markets with a Series 66 credential and less than one year of industry experience. His background includes roles in media at Scripps News/KTVH and involvement with Gonzaga University New Student & Family Programs. He has also worked at Big Dipper Ice Cream. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a range of advisory programs that include portfolio management, financial planning, and brokerage services. The firm customizes investment strategies based on client risk profiles, utilizing both in-house and third-party managers.

Rod Greenshields is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a variety of advisory programs, including customized financial planning supported by firm-approved tools and outcome modeling. The firm manages approximately $2.74 trillion in client assets and offers services through Financial Advisors and its Estate Planning Strategies Group.

Timothy Brown is a Series 66-credentialed financial advisor with 17 years of experience, currently with Morgan Stanley in Seattle, WA. He has been with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved as a partner in a publishing business, Beth Brown Books LLC, and serves as an independent distributor for health and energy products through AdvoCare. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers services that encompass broad retail and institutional offerings.

Kristian Maya is a financial advisor at Charles Schwab with a Series 66 designation and two years of industry experience. Prior to joining Schwab, Maya worked at QuadCap Wealth Management and spent several years in full-time education. Maya is based in Bellevue, WA. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 a combination of non-discretionary and discretionary investment solutions, leveraging multi-asset model portfolios and due diligence on alternative investments within an integrated operational structure.

Mark Peterson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Ameriprise in Seattle, WA. He has been with Ameriprise and its affiliates since 2005. Outside of his advisory role, he serves on the Board of Directors for BSA Troop 1804 and 1564 and participates as a committee member. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering specialized retirement income planning that includes written recommendation reports and ongoing annual advice focused on income stability and tax-aware withdrawal strategies.

Luke Lundberg is a financial advisor at Morgan Stanley in Seattle, WA, with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple financial firms, including J.P. Morgan Securities and Sandpiper Strategies LLC. Outside of finance, he has been involved in entrepreneurial ventures such as M Culinary Concepts LLC and College Movers LLC. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a wide range of investment and wealth management solutions.

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. His client base primarily consists of senior executives, entrepreneurs, and business owners, many of whom he has advised for decades. Alan's practice emphasizes deep analysis, precise execution, and strategic direction tailored to the significant wealth and unique challenges his clients face. He holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Certified Investment Management Analyst (CIMA), and Personal Investment Advisor (PIA). Alan earned his Bachelor's Degree from the University of Witwatersrand. In recognition of his work, Forbes named him one of the Best-in-State Wealth Advisors in 2020 and 2021. Beyond his advisory role, Alan participates actively in his community. He serves on the board of an artist residency program, Willapa Bay AiR, and volunteers with local food banks and organizations aiding the homeless. Personal interests include sailing, where he competes in offshore races such as the Tranpac and Pacific Cup, car collecting, and spending time with his family.

Marisa Dilorenzo Davidson is a financial advisor at Equitable Advisors with 18 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Equitable Advisors since 2009, previously associated with Axa Advisors, LLC. She serves as Board Treasurer for The Redemption Church and is a board member of the Renton Little League, participating in community activities without compensation. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, offering both advisory and brokerage/insurance services tailored to client goals and risk tolerance.

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.