Vivian Mc Kechnie is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, Vivian worked in various roles in the hospitality and service industries, including positions at Bis on Main and Can Can. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

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.

James Thompson is a financial advisor with LPL Financial in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at Grove Point Investments LLC, Woodbury Financial Services Inc, and the Thompson Financial Group, a firm he was involved with for over a decade. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive research tools and a broad network of over 22,000 advisors.

Sangeeta Heines is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and having three years of industry experience. She has been with Wells Fargo Clearing since 2021 and has worked at Wells Fargo Bank, N.A. since 2016. Outside of her advisory role, she is listed as a partner in Heinessight Enterprises, a multimedia business owned by her husband that publishes books and produces a podcast. 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 advice. The firm’s process is IPS-driven and includes a range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Rorie Zajac is a financial advisor at Morgan Stanley with 23 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and models.

Jon Gerhardt is a financial advisor with Edward Jones in Seattle, WA, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he is a partner and owner of a coin-operated laundry facility in Seattle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, encompassing discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Steve Ghio is an Investment Consultant at Fidelity Investments, where he began his role in 2024. In his professional capacity, he focuses on acting as an advocate for clients, ensuring that financial plans are tailored to meet the unique needs of each family. He emphasizes collaboration and strives to empower clients by keeping them informed throughout the financial planning process. Outside of his professional responsibilities, Steve has personal interests that include cooking and baking, fitness, exploring food, watching movies, caring for pets, and reading.

David Stewart is a Series 66-licensed financial advisor with LPL Financial, based in Seattle, WA, and has seven years of industry experience. Prior to joining LPL Financial in 2024, he worked at Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. Outside of his advisory role, he coaches alpine ski racing to children through the Crystal Mountain Alpine Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, utilizing model portfolios, third-party managers, and customizable strategies supported by advanced operational tools.

Charlie Galante is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, Galante serves on the Seattle Academy Financial Literacy Advisory Council. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to individuals and institutions. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets, combining structured planning tools with access to extensive investment and institutional resources.

Joseph Berkery Jr. is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Bank of America and Merrill, where he worked for over three decades. UBS Financial Services serves individual, corporate, and institutional clients with a broad range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor solutions based on proprietary research and model-based asset allocations.

Anthony Georgeadis is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at UBS Financial Services and various educational institutions. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple wrap fee advisory programs with tailored investment strategies implemented through a blend of in-house and third-party managers, supported by RBC’s capital-markets and affiliated asset management capabilities.

Darrell Mc Manus is a CFP® with 20 years of industry experience, currently serving as a financial advisor at J.P. Morgan Securities in Seattle, WA. His prior experience includes roles at Bank of America, Merrill, Morgan Stanley, U.S. Bank, and U.S. Bancorp Investments. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program.

Jonathan Minner is a financial advisor with Merrill based in Bainbridge Island, WA. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, including 17 years with Merrill. 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. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Cade Mossman is a CFP® professional with 16 years of industry experience, currently serving at LPL Financial since 2026. Prior to joining LPL, he worked for Northwestern Mutual in various capacities from 2010 to 2026. He is also affiliated with the University of Washington. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Patrick Roche is a financial advisor with RBC Capital Markets in Seattle, WA, holding a Series 66 designation and 21 years of industry experience. He has been with RBC Capital Markets Corporation since 2008. Outside of his advisory role, he is an art, design, and photography consultant, providing freelance services primarily in interior design. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles.

Daniel Becraft is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Private Bank since 2015, with prior experience at Morgan Stanley Smith Barney, Citigroup Global Markets, and Merrill. Outside of his advisory role, he is involved in a recreational business operated with his wife. Morgan Stanley Wealth Management serves individuals and institutional clients through a variety of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools, offering services primarily in an advisory capacity.

Carmen Pinto is a financial advisor with Morgan Stanley in Silverdale, Washington, holding Series 63 and Series 65 licenses and having 25 years of industry experience. Pinto has been with Morgan Stanley and its affiliates since 2009, including time at Morgan Stanley Private Bank, N.A. Outside of advisory work, Pinto is involved with Escape Gallery, a recreational venture in Poulsbo, Washington. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and employing firm‑approved planning tools and strategies to support client goals.

Jonathan Easthope is a financial advisor with Merrill, holding a Series 66 designation and 2 years of industry experience. He has been with Merrill since 2011. 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, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.