James Thompson is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Grove Point Investments LLC, Woodbury Financial Services Inc, and operated Thompson Financial Group for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a variety of advisory programs, financial planning, and retirement consulting services, offering both discretionary and non-discretionary management supported by research and model portfolios.

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.

Remi Calozza is a financial advisor at Raymond James Financial with one year of industry experience. He holds a Series 66 designation and has worked with several firms including LPL Enterprise and Mainspring Wealth Advisors. Outside of advisory roles, he has experience in the food and service industry and has engaged in financial planning support activities at Mainspring Wealth Advisors. 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, pension plans, corporations, and institutions. The firm employs non-discretionary planning and consulting tailored to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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 financial advisor at LPL Financial with seven years of industry experience. He holds a Series 66 designation and previously worked at Arbor Point Advisors, Securities America Advisors, KMS Financial Services, and Slalom Consulting. Outside of his advisory role, he coaches alpine ski racing to youth through the Crystal Mountain Alpine Club and is a co-owner of Highlander Capital LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management strategies supported by research and model portfolios.

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® professional with 20 years of experience in the financial industry. He is currently with J.P. Morgan Securities in Seattle, WA, and has previously worked at U.S. Bancorp Investments, U.S. Bank, Bank of America, and Merrill. 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 an ESG eligibility framework. The firm operates within the broader J.P. Morgan organization and offers a range of product types through its security-based swap dealer and futures commission merchant registrations.

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.

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 with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets starting in 2003. Outside of his advisory role, he is involved in a recreational business operated by his family in Leavenworth, Washington. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving both individual and institutional clients, offering financial planning and advisory programs supported by firm-approved tools and extensive resources.

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.

Scott Cunningham is a financial advisor with Wells Fargo Clearing in University Place, WA, holding Series 63, 65, and 66 designations and 19 years of industry experience. He has worked with Wells Fargo Bank and Wells Fargo Clearing Services since 2020 and previously spent nine years at Key Private 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 IPS-driven advisory process incorporates modern portfolio theory and includes a broader range of financial products, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.

Shane Walker is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 designations. He has one year of industry experience, having joined Wells Fargo in 2026. His prior work includes roles at several companies across different sectors, including Excavators Northwest and Higher Self Fitness. 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 supported by research and analytics from Wells Fargo Investment Institute and third-party sources.

Yi Yu is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Wells Fargo in 2025, Yi Yu worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for nearly a decade. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in modern portfolio theory. The firm’s advisory approach includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Michael Brunelle is a financial advisor at Charles Schwab with three years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America Corporation and First Financial Northwest Bank. Outside of his advisory work, he is a self-published author of a novel available on Amazon. Charles Schwab serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program, offering both non-discretionary and discretionary investment management, financial planning, and custody services.