Anthony Fuertes is a financial advisor with RBC Capital Markets based in Seattle, WA. He holds a Series 66 designation and has 19 years of industry experience, including 17 years at RBC Capital Markets. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs tailored to clients’ risk profiles, combining in-house and third-party investment management with customizable portfolio features.

Nickolas Richendifer is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with three years of industry experience. Prior to joining Morgan Stanley Smith Barney LLC, he worked at 1st Security Bank and spent several years in full-time education. Outside of his advisory role, he is a partner in FUS Merchandising, a retail and online store based in Medina, Washington. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, providing tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Christopher Rotberg is a CFP® with five years of industry experience, currently serving as a financial advisor at LPL Financial in Bellevue, WA since 2023. He previously worked at Morgan Stanley and NPV Advisors, with additional experience at Smartstop Asset Management and Q Investments. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing model portfolios and research from internal and third-party sources.

Cade Navilio is a financial advisor at Equitable Advisors with a Series 66 credential and one year of industry experience. Prior to joining Equitable Advisors, he held positions in the food service industry, including roles at Jacks BBQ and TopGolf. Outside of his advisory work, he maintains involvement with Jacks BBQ. Equitable Advisors serves a broad range of clients including individuals, high-net-worth, retirement plans, corporate, charitable, and institutional clients. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and third-party managers.

Tammy Lester is a financial advisor with UBS Financial Services in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. for 17 years before joining UBS in 2022. Outside of her advisory role, she serves as a trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research to tailor client plans based on their goals and risk tolerances.

Alexandra Stanyon is a financial advisor with Ameriprise in Seattle, WA, holding Series 65 and Series 63 credentials and with nine years of industry experience. Prior to joining Ameriprise in 2022, she worked at Royal Alliance Associates for five years and co-owns Charles Anderson Co, a tax preparation business. She is also the owner of Ikina Inc, a fine art business based in Bainbridge Island, WA. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael Farnham is a Wealth Management Advisor with Merrill Lynch Wealth Management. He focuses on areas including Divorce Transition Planning, Family Wealth Management Strategies, Investment Consulting for Defined Contribution Plans, Personal Retirement Planning, Individual and Corporate Investment Strategy, and Retirement Income. As a member of the Farnham, Dols & Radziwanowicz advisory team, Michael brings a collaborative approach to delivering investment advice and customized wealth management strategies that align with clients’ financial and family legacy goals. Michael holds a Bachelor's Degree from Stephen F. Austin State University and holds professional designations such as CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He and his team work closely with clients’ tax and legal advisors to assist in tax minimization and estate planning strategies, serving high net-worth individuals, families, and retirees. Outside of his professional work, Michael is active in the USA Triathlon community and participates in triathlons, hiking, climbing, swimming, running (including marathons), biking, skiing, and other outdoor activities. He is married with two sons and enjoys spending time with his family and traveling.

Amanda Kagarabi is a financial advisor at Merrill based in Seattle, WA, holding a Series 66 designation with two years of industry experience. Her prior roles include positions at Bank of America, N.A. and Jennifer Vickers, along with four years at the University of Washington. 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.

Brody Kunz is a financial advisor at Edward Jones with 31 years of industry experience. He holds the CFP® and ChFC® designations and has been with Edward Jones since 1994. 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 advisory programs and investment solutions through a nationwide network of more than 23,700 financial advisors.

Alexander Amerson is a financial advisor with Edward Jones, holding a Series 66 designation and beginning his industry experience in 2022. Prior to joining Edward Jones, he worked in education at Central Washington University, Green River College, and the Auburn School District. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Marvel Rotness is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 26 years of industry experience. Prior to joining Wells Fargo Clearing in 2023, he worked at J.P. Morgan Securities for 11 years. 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 advisory approach is IPS-driven, incorporates modern portfolio theory, and includes both discretionary and non-discretionary options tailored to plan objectives and risk tolerances.

Charity Atkinson is a financial advisor at J.P. Morgan Securities with five years of industry experience. She holds Series 63 and Series 66 registrations. Outside of her advisory role, she is a co-owner and administrative partner of Hammer and Saw Local Carpentry, a carpentry business serving homeowners in the Seattle area. J.P. Morgan Securities primarily provides investment consulting and advisory services to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Andrew Heimdahl is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior experience includes roles at Key Investment Services, KeyBank, and Washington State University. 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 solutions supported by research and analytics, offering both brokerage and advisory options.

Andrew Sargent is a financial advisor at Fidelity with a Series 66 credential and three years of industry experience. He has been with Fidelity Investments since 2022 and holds prior work experience outside the financial sector, including roles at the YMCA and as a student. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, including portfolio management, fund advisory, and model portfolio delivery. The firm combines fundamental research with quantitative analysis and systematic methodologies, and it serves as an advisor to multiple registered investment companies and fund-of-funds.

Cassidy Dove is a financial advisor at Charles Schwab with four years of industry experience and holds the Series 66 designation. Prior to joining Schwab, Dove worked at TD Ameritrade and has held various roles outside the financial sector, including positions in behavioral services and daycare. 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 combines non-discretionary advisory relationships with access to discretionary separately managed accounts and offers multi-asset model portfolios supported by research from the Schwab Center for Financial Research.

Jasmine Barker is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

JR Fells is a Financial Consultant currently working at Fidelity Investments since 2020. He collaborates with a team of consultants to help clients develop and adhere to comprehensive financial plans. JR emphasizes integrity, trustworthiness, and transparency in his client relationships, focusing on understanding clients' personal values, vision, and goals to assist them in working towards their financial objectives. Prior to his current role, JR served as a Senior Financial Consultant at TD Ameritrade from 2018 to 2020 and as a Financial Planner at Esoteric Wealth Advisors from 2016 to 2018. His professional experience spans various aspects of financial consulting and planning. Outside of his professional life, JR has personal interests in food, football, golf, and traveling.

Jingwei Zang is a financial advisor at Merrill with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Bank of America, JPMorgan Chase Bank, J.P. Morgan Securities, HSBC, New York Life, and American National. 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 strategies for a range of clients including individuals, high-net-worth investors, and charitable organizations.

Andrew Cooper is a financial advisor with Edward Jones in Federal Way, WA, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones in 2023, he worked with Young Life from 2009 to 2023. 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 advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Randall Linde is a CFP® with 40 years of experience at Ameriprise Financial Service, LLC, where he has worked since 1986. He is based in Burien, WA. Outside of his advisory role, he owns and manages several commercial real estate properties and operates ProSync Insurance Services, LLC, an agency offering health and Medicare insurance coverage. Ameriprise provides retirement-income planning services aimed at clients with significant investable assets, combining research-driven modeling and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.