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 at Morgan Stanley Private Bank, N.A. since 2020, as well as Morgan Stanley Smith Barney since 2009. Prior to joining Morgan Stanley, she was with Citigroup Global Markets and LPL Financial. Morgan Stanley Wealth Management offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored financial plans.

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 37 years of industry experience. His prior work includes stints at Merrill and A. G. Edwards & Sons, Inc. Outside of his advisory role, he has ownership in a marine business and works as a ski instructor at Snoqualmie Pass. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers a broad range of investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics alongside diversification principles and modern portfolio theory.

September Cifra is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 designations and 16 years of industry experience. She has been with UBS since 2007. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and advisory services, including financial planning, portfolio management, and distribution of 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 strategies to clients' goals and risk tolerances.

Teresa Bryant is a financial advisor with Edward Jones in Port Orchard, WA, holding CFP® and Series 66 designations and bringing 15 years of industry experience. She has been with Edward Jones since 2011. Bryant is also the owner of Inspirational Ventures LLC, an investment property business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs and investment options, managing approximately $1.01 trillion in assets under management through a large network of financial advisors and branch offices nationwide.

John Karasky is a financial advisor at Morgan Stanley with eight years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. since 2018. Outside of finance, he has been employed at Starbucks Coffee Company since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Alexis Arthur is a financial advisor at Morgan Stanley based in Seattle, WA, with five years of industry experience. She holds Series 66 and Series 63 credentials and has prior experience at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Arthur also worked with Moscow Parks and Recreation and Cheney Parks and Recreation earlier in her career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning using firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and provides services that include broad retail and institutional offerings alongside specialized investment and trading activities.

Gregg Dawson is a financial advisor with LPL Financial in Seattle, WA, holding a Series 66 designation and 16 years of industry experience. He previously worked at KMS Financial Services, Inc. for 10 years and Waddell & Reed for one year. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Sandra Salazar is a financial advisor at Merrill with 21 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2004. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacob Burningham is a CFP® professional with six years of industry experience, currently advising at Edward Jones since 2019. His prior career includes roles at Brooks Sports, Inc. and various other positions outside the financial sector. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary strategies and affiliated investment products.

Ryan Bomberry serves as a Financial Advisor and Senior Portfolio Advisor with Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized financial strategies aligned with their unique ambitions and family priorities. His services include planning for education funding, retirement lifestyle and healthcare cost coverage, legacy planning, personal retirement planning, philanthropic planning, portfolio management, tax minimization, and retirement income management. He also provides access to Bank of America specialists for comprehensive banking, credit, home financing, and small business solutions. Ryan draws upon his background growing up in a hardworking, blue-collar family in a small town in Kansas, bringing dedication and work ethic to his financial advisory career. He emphasizes candid, clear, and consistent communication and takes the time to understand clients' short-, mid-, and long-term goals to create tailored strategies. As a Senior Portfolio Advisor, he manages discretionary custom investment strategies and selects from a range of model portfolios and third-party investment options. His professional designation includes Personal Investment Advisor (PIA). Ryan earned a high school diploma from Dunbar Learning Center and attended Washburn University without degree completion. Outside of work, he enjoys baseball, basketball, boxing, chess, cooking, golfing, photography, swimming, traveling, and spending time with his family.

Finn Kelln is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works closely with clients to develop personalized investment strategies aimed at pursuing their financial goals. He provides investment advice and access to Bank of America products and services, including banking and lending. Finn's expertise covers a range of areas including education planning, executive and equity compensation services, family wealth management strategies, liquidity management, retirement planning, portfolio management, and socially responsible investing. He holds the designations Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Finn holds a Bachelor's degree and an MBA from Pacific Lutheran University. He is involved in community organizations such as the Asian Leadership Network, Habitat For Humanity, and LEAD for Women (Leadership, Education, Advocacy, Development).

Garrett Morkost is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 licenses with nine years of industry experience. He has been with Morgan Stanley and its Private Bank since 2017, following a brief tenure at Axa Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning that employs firm-approved tools and models to guide clients.

Joshua Gray is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 65 and Series 63 licenses and possessing 14 years of industry experience. He has been with Robert Baird & Co. since 2014 and previously worked at McAdams Wright Ragen, Inc. Gray is involved in several outside activities, including serving as a board member and on the investment and finance committee for Home Together, and he is an author with Strangeland LLC as well as an owner/member of Kirkland Co-Lab, providing guidance for artists and marketing. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management department, which serves individuals, corporate clients, pensions, and charitable organizations through comprehensive financial planning, portfolio management, and custody services. The firm employs a combination of manager-traded and model-traded strategies, ongoing manager monitoring, and internal research, including artificial intelligence tools, to support client advisory.

Brent Gray is a Certified Financial Planner (CFP®) with 26 years of industry experience. He is currently affiliated with Morgan Stanley in Seattle, WA, where he has worked in various capacities since 2016, including roles at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory services to individuals and institutions. The firm’s financial planning approach incorporates structured discovery conversations and firm-approved tools, serving approximately $2.74 trillion in client assets.

Sunshine Maroney is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and five years of industry experience. She has worked with Wells Fargo Bank, NA since 2016. 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.

Michael Harnden is a financial advisor at Wells Fargo Clearing with 19 years of industry experience. He holds the Series 66 designation and has worked previously at J.P. Morgan Securities, Chase Investment Services Corp., and Wamu Investments. In addition to his advisory role, he owns and operates TBD, LLC in Lake Stevens, WA. 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 offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.