Kendra Sims is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses with six years of industry experience. Her previous roles include positions at J.P. Morgan Securities LLC, Charles Schwab & Co., Inc., and RBC Wealth Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutions. The firm provides tailored financial planning using structured processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.

Alan Macias is a Series 66 licensed financial advisor with Wells Fargo Clearing in Seattle, WA, with six years of industry experience. He has worked at Wells Fargo Bank, N.A. since 2014 and joined Wells Fargo Clearing in 2020. He serves as a finance committee member for Skagit Habitat for Humanity, where he participates in reviewing financial statements and advising on financial goals. 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 manages roughly $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

Riley Rock is a financial advisor at Robert W. Baird & Co. with one year of industry experience. He holds the Series 66 designation and has prior experience at Russell Investments and the University of Washington. Robert W. Baird & Co.’s DDK Group serves individuals, corporate clients, pension plans, and charitable organizations through financial planning, discretionary and non-discretionary portfolio management, and various separately managed account programs. The firm utilizes manager selection, internal research including artificial intelligence tools, and offers services such as municipal advisory and unified fee arrangements.

Tony Bright is a financial advisor with Edward Jones in Tukwila, WA, holding a Series 66 designation and bringing 16 years of industry experience. He worked at U.S. Bancorp Investments, Inc. from 2013 to 2017 before joining Edward Jones, where he has been since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

Devon Becker is a CFA® charterholder and registered financial advisor with 11 years of industry experience, currently practicing at J.P. Morgan Securities in Seattle, WA. He has been with J.P. Morgan in various capacities since 2015. Becker serves on the finance committee of Camp Solomon Schechter, a nonprofit religious summer camp. J.P. Morgan Securities LLC 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 investment recommendations.

David Dellinger III is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. He has worked at Merrill since 1997 and has also been with Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to 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.

Anthony Nguyen is a financial advisor at J.P. Morgan Securities in Seattle, WA, with 8 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill from 2016 to 2024. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, manager searches, and customized performance reporting through a quantitative and ESG-informed investment process.

Tanner Isaacs is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., Northern Trust Corporation, and Silversword Asset Management. Outside of finance, Isaacs is involved in residential real estate through ownership of JETT Property Ventures LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

Katie Sleipness is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Wedbush Securities and Osaic (Advisor Group). Her background includes a brief period focused on homemaking in 2022. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by advanced planning tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

William Conroy III is a financial advisor at Raymond James Financial Services Advisors, Inc. in Seattle, WA, with 41 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Greenberg & Rapp, M Holdings Securities, Inc., and the Lyman Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning using analytical tools and supports both wrap-fee advisory programs and institutional consulting across a large advisor network.

James Sypher is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with MML Investors Services, LLC and MassMutual Life Insurance Co since 2004. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars. The firm’s planning engagements are structured as collaborative annual relationships that incorporate firm-approved analytical tools and focus on recommending investment categories and strategies rather than specific products.

Sissi Sondgroth is a financial advisor at Robert Baird & Co. with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Robert Baird & Co. since 2014. She is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of strategies from traditional equity and fixed-income to more complex and non-traditional investments.

Jose Antonio Reyes Sierra is a financial advisor at Edward Jones in Mercer Island, WA, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Northwest Tax Advisors LLC, Webb, Clovis & Associates, PLLC, and Schweitzer Engineering Laboratories, Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Shanna Garbooshian is a financial advisor at Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses with 31 years of industry experience. She has been with Morgan Stanley since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a wide range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Wolfe Young is a Wealth Management Senior Relationship Manager at Fidelity Investments, where he focuses on providing personalized service to clients and their families within Private Wealth Management. His role centers on serving as a trusted, primary point of contact for Fidelity's affluent clients and fostering strong client relationships. Wolfe has extensive experience in the financial services industry, having held various positions since 2000. His previous roles include Financial Consultant at Wells Fargo Advisors, Associate Market Supervision Manager at Merrill Lynch, and Senior Registered Client Associate at Morgan Stanley, among others. This breadth of experience spans wealth management, client advisory, and market supervision. Outside of his professional work, Wolfe's personal interests include the beach, concerts, museums, music, reading, and theater.

Daniel Halos is a financial advisor with Equitable Advisors in Seattle, WA, holding the ChFC® designation and Series 66 license, with 20 years of industry experience. He has been with Equitable Advisors since 2006, including time at Axa Advisors, LLC prior to its rebranding. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through LPL programs and various third-party asset managers. The firm operates a hybrid referral and implementation model and offers both advisory and brokerage/insurance channels to implement client recommendations.

Tiffany Gough is a financial advisor with Edward Jones in Seattle, WA, holding a Series 66 designation and 11 years of industry experience. She has been with Edward Jones since 2014. Outside of her advisory role, she is involved in antique sales and is an author with books available through Amazon and Lulu. She also serves as a Chapter Success Coach for a networking organization. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Jack Oconnor is a financial advisor with UBS Financial Services in Seattle, WA, holding a Series 66 designation and bringing 10 years of industry experience. He has been with UBS since 2016 and has been affiliated with Portland State University since 2009. Outside of his advisory work, Oconnor serves on the board of Long Live The Kings, a charity focused on science-based salmon population preservation, where he acts as treasurer and participates in finance and audit committees. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm integrates institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Ashwin Prasad is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Securities LLC and Coastal Community Bank. Outside of finance, he was involved with Harmony Animal Wellness Center. 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 informed by research and diversification principles.

Alicia Guagliardo is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley since 2015. Outside of her advisory work, she is involved with Conquest Overland, LLC, a recreation consulting business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a wide range of investment advisory programs. The firm employs a structured planning process supported by firm-approved tools and manages approximately $2.74 trillion in client assets.