Brian Zajac is a financial advisor at Morgan Stanley with four years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2021. His prior work includes roles at Costco Wholesale and self-employment from 2011 to 2018. 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 that uses structured discovery and firm-approved tools, managing approximately $2.74 trillion in client assets.

Nathan Underwood is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 66 registrations and 19 years of industry experience. He has worked at Morgan Stanley since 2021, including Morgan Stanley Private Bank, and previously spent five years each at Merrill and Bank of America. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including customized financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services directly to individuals as well as through Corporate Financial Planning agreements.

Saul Tufino Escalante is a financial advisor at J.P. Morgan Securities with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank and Wells Fargo Clearing. 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 through a select group of Wealth Advisors. The firm combines large institutional advisory operations with multiple market-facing registrations, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Jenaige Carlina Alvis is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. She has been with UBS Financial Services since 2013. Outside of advisory work, she served as an Aquatics Director for a nonprofit swim club in Bellingham, WA. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. 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.

Cecily Mckenna is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and two years of industry experience. She has been with Wells Fargo Bank, N.A. since 2015 and Wells Fargo Clearing since 2023. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. 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.

Gabrielle French is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds Series 63 and Series 66 designations and has been with UBS since 2006. UBS Financial Services Inc. 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 integrates institutional trading capabilities with wealth management, providing a range of capital markets services and proprietary research to support client goals.

Aaron Findley is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has more than 20 years of experience providing financial and wealth management advice and services, specializing in managing equity and fixed income portfolios. Aaron works closely with client attorneys and accountants to address estate and tax matters and is committed to supporting executives in the technology and biotechnology sectors in managing equity-based compensation such as Restricted Share Units (RSUs) and stock options. Aaron holds a Bachelor's Degree from the University of California, Santa Barbara, and holds the professional designations of CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is fluent in German and English. Aaron’s client focus areas include education planning, executive compensation, and family wealth management strategies. He is involved in community activities, including volunteering with the Seattle Metropolitan Aquatic Club. Aaron resides in Seattle, Washington, with his wife and three children. In his personal time, he enjoys running, tennis, cooking, genealogy, hiking, traveling, and spending time with his family.

Michael Gaberman is a financial advisor at Merrill with seven years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. Prior to joining Merrill in 2021, he worked for 11 years at Washington Trust Bank. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jason Mcgill is a financial advisor at Fidelity with Series 63 and Series 66 licenses and three years of industry experience. He previously worked in holistic healing arts before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including funds and charitable accounts. The firm uses a blend of fundamental research, quantitative analysis, and systematic methodologies to construct model portfolios from mutual funds, ETFs, and ETPs.

Joshua Miura is a financial advisor at J.P. Morgan Securities with a Series 66 credential and less than one year of industry experience. His prior work includes roles at JPMorgan Chase Bank, UBS, and New Engen. 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 through a team of Wealth Advisors. The firm combines institutional advisory capabilities with brokerage, distribution, and investment management services.

Roberta Donley is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016, with a total of 24 years at Wells Fargo Bank. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Jeffrey Christenat is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he is a member of the MCNW Group. Since joining Merrill in 1992, he has focused on helping clients navigate significant financial decisions by developing personalized wealth management strategies tailored to their unique goals and circumstances. His approach emphasizes listening carefully to clients and providing guidance at key financial crossroads, including business sales, retirement planning, portfolio management, and wealth transfer. With over 30 years of direct experience, Jeff advises clients across a broad spectrum of needs, such as liquidity management, tax minimization, retirement income, and socially responsible investing. He is committed to treating clients with the care and integrity he values personally, drawing upon his upbringing and long tenure in the industry. Jeff holds a bachelor's degree in Finance from East Carolina University and holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Jeff is involved in community volunteering in the spirit of Merrill’s tradition of service. He lives in downtown Seattle with his wife, Julie, and enjoys a range of outdoor activities including snowboarding, skiing, biking, fly fishing, cooking, and spending time in nature.

Sardor Saliev is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings over a decade of experience in the financial services industry, having joined Merrill Lynch in 2015. In his role, Sardor leverages the investment insights of Merrill Lynch alongside the banking resources of Bank of America to serve high-net-worth clients. Sardor specializes in areas including equity compensation services, family wealth management strategies, services for endowments, foundations and non-profits, liquidity management, managing new wealth, personal retirement planning, portfolio management services, small business strategies, women and wealth, and tax minimization. He works collaboratively with clients' other trusted professionals, such as attorneys and accountants, to develop comprehensive financial strategies tailored to clients' immediate needs and long-term goals. He holds a Bachelor's Degree from Tashkent Institute of Irrigation and Melioration and a Master's Degree from Tashkent State University of Economics. Sardor is a Personal Investment Advisor (PIA) and communicates in Russian and English. Outside of his professional work, he enjoys hiking, reading, spending time with family, and traveling.

Thomas Holl is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He previously worked at RBC Capital Markets Corporation for nine years before joining Merrill in 2019. Merrill, together with its affiliate Managed Account Advisors LLC, 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.

Karly Gatchet is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at WELLS FARGO Advisors, LLC and Wells Fargo Bank, N.A. 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 solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Timothy Duffy is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He previously worked at Robert W. Baird before joining Raymond James Financial Services Advisors, Inc. in 2017. Outside of his primary role, he is associated with Duffy Wealth Management LLC in Seattle, WA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains unique arrangements such as municipal advisory services and specialized SIMPLE IRA employer consulting programs.

Vivian Mc Kechnie is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation. She joined Edward Jones in 2025 and has prior work experience in various roles predominantly outside the financial industry. 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 and offers a range of investment strategies and advisory services supported by a large network of advisors and branch offices nationwide.

Madeline Grossblatt is a financial advisor at RBC Capital Markets with two years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services, Inc., Intrax, and Aegis Living. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services, using a mix of in-house and third-party investment managers and tailored investment strategies.

Maksim Prigodich is a financial advisor at Charles Schwab in Seattle, WA, with six years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing, Charles Schwab Bank, and other firms. Outside of finance, he has been involved with businesses such as Smoother Moves and Hauling and The Office Butlers. Charles Schwab 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. The firm combines non-discretionary advisory models with access to discretionary separately managed accounts and offers a range of investment options supported by centralized custody and operational infrastructure.

James Stevens is a Series 66-licensed financial advisor with Morgan Stanley in Seattle, WA, where he has worked since 2016. He has nine years of industry experience. Stevens's career is primarily with Morgan Stanley and its affiliated Private Bank. Morgan Stanley Wealth Management serves both individual and institutional clients by providing a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment research to support its financial planning services.