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 in Seattle, WA, holding Series 66 and Series 63 licenses with five years of industry experience. Prior to joining Morgan Stanley in 2021, Alexis worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company. Alexis has also been involved with various parks and recreation departments early in their career. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs firm-approved planning tools and methodologies to support client financial planning needs.

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 for KMS Financial Services, Inc. for 10 years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research from internal and third-party sources.

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 at Morgan Stanley with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its affiliated entities since 2017. Prior to that, he was briefly employed at AXA Advisors and A Wireless. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery processes and firm-approved tools.

Joshua Gray is a financial advisor at Robert Baird & Co. in Seattle, WA, holding Series 65 and Series 63 licenses with 14 years of industry experience. He has been with Robert Baird & Co. since 2014. Outside of his advisory role, Gray is an author through Strangeland LLC, serves as a board member and on the investment and finance committee for Home Together, and is an owner and member of Kirkland Co-Lab, where he provides 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 and business clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a range of services including financial planning, portfolio management, and separate account programs, using a combination of manager-traded and model-traded strategies, tax management, and internal research tools.

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 with Wells Fargo Clearing, holding a Series 66 license and 19 years of industry experience. He has been with Wells Fargo since 2016. Outside of his advisory work, he owns and operates TBD, LLC, a separate business based in Lake Stevens, Washington. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions, managing approximately $671 billion in assets with more than 14,000 financial advisors.

Nicholas Mccarty is a financial advisor at Morgan Stanley with 13 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Morgan Stanley and its Private Bank since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies such as Monte Carlo simulations and the Global Investment Committee’s Secular Return Estimates.

Logan Blue is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Securities LLC and JPMorgan Chase Bank NA since 2019. Prior to that, he was employed at Empirical Wealth Management and KeyBank, and he has experience in the hospitality sector with Tom Douglas and the Washington Hospitality Association. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bareq Peshtaz is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Peshtaz serves on the advisory board of the Akin Foundation, a nonprofit organization focused on children, youth, and health and welfare. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and comprehensive investment research. The firm manages approximately $2.74 trillion in client assets and offers services including both direct individual plans and employer-sponsored financial planning.

Mia Malave is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at UBS and Wells Fargo affiliated entities throughout her career. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Jonathan Moore is a financial advisor at UBS Financial Services with seven years of industry experience. He holds the Series 66 designation and has worked at UBS in multiple periods since 2016, with a one-year tenure at Parcion Private Wealth in 2019-2020. Prior to his financial advisory career, he spent nine years at Chambers Bay Golf Course. 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, supported by proprietary research and a broad range of capital markets services.

Andrew Juntilla is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Raymond James, he worked at the University of Washington and Sequim High School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a range of portfolio management styles and affiliated research.