Frederick Gibbs is a financial advisor with Ameriprise in Federal Way, WA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he has interests in real estate ownership unrelated to his investment work. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written recommendations, primarily for clients with Ameriprise-managed accounts.

Inn Hsuan Foo is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds the Series 66 designation and has been with Morgan Stanley and its Private Bank division since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery and firm-approved planning tools.

Leann Price is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and six years of industry experience. She has been associated with Mass Mutual Investors Services and MassMutual Life Insurance since 2019 and has worked with The Smith Richards Group/MassMutual since 2016. Prior to her current roles, she was employed at Seattle Jobs Initiative for one year. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved analytical tools and offers event-driven planning services, including estate settlement and employer-sponsored planning.

Lanette Cottnair is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009 and also works with Morgan Stanley Private Bank, N.A. since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and methodologies.

James Richards is a financial advisor with Mass Mutual Investors Services in Mercer Island, WA, holding Series 63 and Series 65 licenses. He has 33 years of industry experience and has been with Mass Mutual and its affiliated firms since 1992. Outside of his advisory role, he manages a family farm LLC and serves as an insurance agent specializing in health and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements supported by firm-approved analysis tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Jason Kwon is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. He has 21 years of industry experience, including 14 years with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Khaleb Baker is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. His prior work includes roles at Equitable, MassMutual Life Insurance, and Central Washington University, among others. Outside of finance, he was involved with Leiren Designs for three years. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a diverse client base, including retail and institutional investors. The firm employs a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves as a registered commodity pool operator with additional advisory roles to multiple registered investment companies.

Nina Boss is a financial advisor at Edward Jones in Renton, WA, with 16 years of industry experience. She has been with Edward Jones since 2012 and holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households and organizations. The firm manages over $1 trillion in assets under management and offers various advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Patrick Rossi is a financial advisor at Cetera with 14 years of industry experience. He has held roles at Foresters Advisory Services LLC and Foresters Financial Services prior to joining Cetera in 2019. Outside of his advisory work, he provides educational seminars as a retirement specialist for Security Benefit and is a partial owner of Trident Wealth Planning PLLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 independent advisors. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Dana Nesterova is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Merrill in 2021, she worked at Wells Fargo and held positions at Starbucks Coffee Company and Gap Inc. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Seung Yoo is a Financial Solutions Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on understanding clients' financial priorities and developing personalized investment strategies tailored to their goals. In addition to investment advice, he provides access to banking and lending services through Bank of America. He holds professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Seung earned a Bachelor's Degree from Pratt Institute and a Master's Degree from Cornell University.

Gregory D. Lew is a financial advisor at UBS Financial Services with 41 years of industry experience. He has been with UBS since 2002 and holds the Series 63 designation. Outside of his advisory role, he is associated with Apex Capital Management. 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 integrates institutional trading capabilities with wealth management services to support a broad range of client needs.

Joseph Osborne is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill for 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. The firm’s approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Alexander Smith is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been assisting clients since 2015. He works closely with clients to develop personalized financial plans and custom asset allocations aimed at meeting their financial and life goals. He is part of a six-person Wealth Management Team based in Burlington, Massachusetts. Alexander's expertise encompasses a comprehensive approach to wealth management, including investment portfolio design, wealth planning, banking, lending, tax-efficient investing, retirement income planning, and estate planning services. His client focus areas include college education planning, equity compensation services, family wealth management strategies, LGBT wealth planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, individual and corporate investment strategy, tax minimization, and retirement income. Alexander holds a Bachelor of Science degree with a double major in Economics and Finance from the University of Massachusetts at Lowell and a Master's degree in Finance from Boston College. He has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He resides in Reading, Massachusetts, and his personal interests include adventure sports such as hiking and rock climbing.

Hao Taff is a financial advisor at Edward Jones with Series 63 and Series 66 credentials and one year of industry experience. He has been with Edward Jones since 2008, including his current role starting in 2025. Outside of his advisory work, he teaches tai chi classes at Highline College and the Federal Way Community Center as a form of community involvement. 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 strategies and maintains a large nationwide network of financial advisors and branch offices.

Michael Norman is a financial advisor at UBS Financial Services in Bellevue, WA, holding a Series 66 designation with three years of industry experience. Prior to joining UBS in 2022, he worked in construction with Quilceda Paving and Construction and has experience in education through Fusion Academy and Washington State University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory services, combining institutional trading capabilities with wealth management offerings and proprietary research to tailor investment strategies.

Charles Hanson is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Robert Baird & Co. since 2014. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, and institutional clients. The group offers customized consulting and portfolio services, including discretionary and non-discretionary management, utilizing both in-house and third-party managers across a range of investment strategies.

Eric Chen is Vice President, Wealth Planner at Fidelity Investments, a role he has held since 2022. He specializes in working with high net-worth individuals, families, non-profits, and businesses on their wealth strategy. Eric focuses on understanding his clients' personal and financial situations and delivering detailed financial planning to help organize and improve their financial structure and strategies. Eric has been with Fidelity Investments since 2020, previously serving as a Financial Consultant. Prior to that, he worked with TD Ameritrade as a Senior Financial Consultant and Financial Consultant from 2016 to 2020, and he was an Account Executive at Amica Mutual Insurance from 2014 to 2016. Outside of his professional work, Eric enjoys board games, spending time with his pets, playing tennis, attending theater, and traveling.

Andrew Jones is a financial advisor at LPL Enterprise with two years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. Prior to joining LPL Enterprise, he held roles including positions at Thrivent Financial and the Idaho Department of Insurance. Outside of advising, he engages in uploading designs to print-on-demand websites. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products, supported by an integrated platform that combines advisory services with active sales of financial products.

Aaron McDermott is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. His work history includes roles at Voya Financial Advisors, the University of Washington’s Michael G. Foster School of Business, and entrepreneurial ventures such as Buckley’s Sports Bar and Freedom Fitness. He is also an independent insurance agent. Cetera Investment Advisers LLC serves a broad clientele including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and serves over 10,000 advisors nationwide.