Tanya Richmond is a financial advisor with Robert Baird & Co. in Seattle, WA, holding a Series 66 designation and eight years of industry experience. Prior to joining Baird in 2018, she worked at the Law Office of Ken Schneider and held positions at Michael Kors and the University of Washington. The DDK Group, part of Baird’s Private Wealth Management department, serves individuals, corporate clients, pensions, profit-sharing plans, and charitable organizations. The firm offers a variety of services including financial planning, portfolio management, and separately managed account programs, supported by ongoing manager selection, internal research, and a mix of investment strategies.

Michael Holt is a financial advisor at Merrill in Bellevue, WA, holding a Series 66 designation with seven years of industry experience. He has been with Merrill since 2016 and previously worked at Union Bank for one year. 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 and profit-sharing plans, corporations, and charitable organizations.

Michael Carmona is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 66, Series 65, and Series 63 licenses and two years of industry experience. His prior work includes positions at Wells Fargo Bank, NA and Trusted Healthcare Solutions. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, including pension and charitable organizations. The firm offers a wide range of investment advisory services, financial planning, retirement plan consulting, and both brokerage and advisory solutions, supported by research from Wells Fargo Investment Institute and third-party sources.

Serena Manfre is a financial advisor at UBS Financial Services with 15 years of industry experience. She previously worked at The Vanguard Group, Inc. for 15 years before joining UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Steven Vertrees is a financial advisor with LPL Financial in Tukwila, Washington, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at LPL Financial since 2002. 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 financial planning, a variety of advisory programs, retirement plan consulting, and brokerage services, with investment strategies supported by in-house and third-party research.

Michael Sullivan is a financial advisor at J.P. Morgan Securities in Seattle, WA, with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at U.S. Bank for eleven years before joining J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in 2025. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through a selective group of Wealth Advisors. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Jayden Patterson is a financial advisor with Wells Fargo Advisors in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors in 2026, Jayden worked at First Command Advisory Services and Fidelity Investments. Outside of finance, Jayden has experience working in hospitality and community engagement roles, including at The Ram Restaurant and Brewery and the Center for Civic Engagement at Washington State University. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with banking, securities-based lending, and trustee services.

Eric Eversole is a financial advisor with Ameriprise in Kent, WA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, delivering customized, non-discretionary recommendation reports that incorporate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated entities and uses algorithmic tools overseen by specialized committees to support its planning process.

Alejandro Aquino is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 credential and has been with Morgan Stanley and its affiliated entities since 2007. Outside of his advisory work, he is a partial owner of an inherited rental property through a family LLC. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning processes supported by firm-approved tools and market modeling.

Alena Kurlovich is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad platform including wealth management, institutional trading, and securities-backed lending.

Trevor Lubereski is a financial advisor at LPL Financial with seven years of industry experience. He holds the Series 66 designation and has worked at Bank of America, Merrill, and Clifford R. Thomas & Associates. Outside of his advisory role, he is the sole proprietor and CEO of Trevor S Lubereski CPA PLLC, a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and utilizes research from LPL Research and third-party subadvisors.

Timothy Cusack is a financial advisor with RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and has nine years of industry experience, including four years at the University of Montana prior to joining RBC in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm provides a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored to client risk profiles and executed through in-house and third-party investment managers.

Jeffrey Walls is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Prior to this, he worked at Bank of America, N.A. from 2011 to 2018. Outside of his advisory role, he holds a 50% ownership interest in ON THE HIYU, a Seattle-based company that hosts public, private, and corporate events on the water. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Larry Dime is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. Outside of his advisory role, he co-owns a family rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven investment process includes both discretionary and non-discretionary services, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Gwendolyn Pooley is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2016. Outside of her advisory role, she works part-time in the clothing department at Costco. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Janine Farah is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Consolidated Portfolio Review, Vanderbilt Securities, LLC, and 3 Dimensional Wealth. In addition to her advisory role, she is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to clients such as 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 brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Scott Beusch is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2014. Based in Covington, WA, he serves clients through the firm's institutional platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of more than 23,700 advisors and 15,100 branch offices, with approximately $1.01 trillion in assets under management.

Ze Wen is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, Wen worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Chempoint, and Expeditors International. Outside of finance, Wen is involved in the restaurant industry as an employee at Dough Zone USA Inc., a restaurant and bar establishment in Lynnwood, Washington. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s investment approach includes structured financial planning tools and utilizes Global Investment Committee forecasts and Monte Carlo simulations to model client outcomes.

Alycia Zuanich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank for a combined eight years. 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 provides both brokerage and advisory solutions.

Shu Hui Hou is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies.