Megan Mora is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. She has industry experience beginning in 2026 and previously worked at Jane Street Capital from 2022 to 2024. Her background includes a variety of roles across different sectors prior to her advisory career. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including financial planning and retirement consulting, utilizing both proprietary and third-party investment models.

Kevin Mccandlish is a financial advisor at Corient with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bristlecone Advisors for 10 years. He has been with Corient since 2025. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and continuous portfolio monitoring using risk management tools.

Johnathan Greene is a financial advisor at D.A. Davidson & Co. in Seattle, WA, holding a Series 66 designation with 12 years of industry experience. He has worked at D.A. Davidson since 2017 and previously with ING Direct Investing, Inc. from 2012 to 2016. Outside of his advisory role, he owns rental property in Seattle. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and utilizing quantitative and qualitative investment analysis.

Lisa Graham is a CFP® and Series 66-licensed financial advisor at Wealthspire Advisors with seven years of industry experience. She previously worked at Wells Fargo Clearing and Morgan Stanley Private Bank, N.A. Outside of her advisory work, she is involved in leasing farm land in Montana. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets for nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation approach, utilizing mutual funds, ETFs, private investments, and separate account managers, supported by centralized due diligence and investment-committee oversight.

Wesley Burroughs is a CFP® with six years of industry experience, currently affiliated with Schwab Wealth Advisory in Bellevue, WA. His prior roles include positions at Charles Schwab & Co., Snider Retirement Strategies, Coldstream Wealth Management, LPL Financial LLC, Equitable Advisors, Chase, and Wells Fargo. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, utilizing Schwab’s asset allocation models and research tools. The firm serves individual clients with comprehensive financial reviews and investment recommendations while operating as an internal advisory unit within the Schwab ecosystem.

John Christianson is a CFA® charterholder with 25 years of industry experience. He has worked at Hightower Advisors since 2022 and previously spent 23 years at Highland Capital Management. He is based in Bellevue, WA, and holds Series 63 and Series 65 licenses. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a broad network of advisor practices.

Quentin Hubbard is a financial advisor at Corient with two years of industry experience. He holds a Series 65 designation and has worked at firms including Russell Investments and Columbia Pacific Wealth Management. Prior to his advisory roles, he held positions at the University of Puget Sound and Nordstrom. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and uses risk management tools to align portfolios with client objectives.

Yug Milinic is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Harrisdirect LLC, E*TRADE Securities LLC, Bank of America, and Merrill. Milinic is based in Seattle, WA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm distinguishes between point-in-time planning services and ongoing discretionary management, serving clients often connected through TIAA-administered employer retirement plans.

Carolyn Ngo is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory since 2024. Her prior experience includes roles at Charles Schwab, USAA Investment Management Company, and USAA Financial Planning Services. Ngo has also operated as a self-employed individual for several years. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program. The firm utilizes Charles Schwab & Co.’s asset allocation models and research tools, offering investment recommendations without exercising discretionary trading authority.

Paige Romney is a financial advisor at D.A. Davidson & Co. in Bellevue, WA, holding a Series 66 designation with nine years of industry experience. She has been with D.A. Davidson & Co. since 2017 and previously worked at UCSD from 2013 to 2017. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, modular and comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Mitchell Williams is a financial advisor at Key Investment Services LLC with one year of industry experience. He holds a Series 66 designation and previously worked at Equitable Advisors, LLC and KeyBank. His background also includes several years in the automotive sector and attendance at the University of Washington. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed investment selection supported by non-binding recommendations and ongoing oversight, operating as part of the KeyCorp group with multiple affiliated financial entities.

Ying Yin is a financial advisor with Transamerica Financial Advisors, Inc., holding Series 63 and Series 65 credentials and 11 years of industry experience. She has worked with Transamerica Financial Advisors since 2014 and is also involved in tax preparation services through her ownership of Breakthrough Service LLC. Additionally, she holds a position with Fincoach Services LLC. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, high net worth clients, and institutional entities. The firm’s advisory approach relies on model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Jon Vinge is a financial advisor at Kestra Advisory with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kestra Investment Services and Kestra Advisory since 2023. Prior to Kestra, he spent 16 years at Intervest International Equities Corp and has been affiliated with Centara Capital Management Group since 2006. Outside of his advisory role, Vinge is involved as a participant and in an informal capacity with an indoor cycling studio founded by his wife. Kestra Advisory provides investment advisory and retirement-plan consulting services to a range of institutional and individual clients, offering solutions that include fiduciary consulting, plan design, compliance testing, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party managed solutions within its supervisory framework.

Lauren Ma is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Schwab Wealth Advisory, Inc. and has held prior roles at Charles Schwab & Co., The Vanguard Group, Morgan Stanley, and UBS Wealth Management. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various securities. The firm operates as an internal advisory unit within the Schwab ecosystem and follows a cost-and-expense plus payment structure without directly charging clients fees.

Ligaya Choo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and 5 years of industry experience. She has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2021, following a 29-year tenure at JPMorgan Chase Bank, N.A. Prior to her current role, she accumulated extensive experience within the same organization. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities, operating with a non-discretionary program that relies on an in-house manager solutions team and a centralized due-diligence framework.

Clayton Larsen is a financial advisor with Wells Fargo Clearing in Redmond, WA, holding a Series 66 designation and four years of industry experience. He has been with Wells Fargo in various capacities since 2004. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jack Fisher is a financial advisor at RBC Capital Markets in Seattle, WA, with three years of industry experience. He holds the Series 66 designation and previously worked at Raymond James & Associates, Albertsons, Redfin, Kelly Services Inc, and Conduent. RBC Wealth Management, a division of RBC Capital Markets, serves a broad client base including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, combining in-house and third-party managers, and provides discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services.

Chad Reibman is a financial advisor at Morgan Stanley with 33 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2014 and 2015 respectively. Outside of finance, he owns and performs magical entertainment through his business G.G. GREEN MAGIC LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and the Global Investment Committee’s market outlooks.

Todd Kelly is a financial advisor at Merrill with 29 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a limited partner in BKB LLC, an investment vehicle for privately held businesses, and is involved with nonprofit organizations such as Banchero Disability Partners and Queen Anne Little League, where he is a board member overseeing the teen umpire program. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services and implements model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors through its Select Portfolio Solutions Program.

Christopher Mullen is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 13 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2013. Mullen serves as a board member of the Tacoma Executives Association, a local professional networking group. Morgan Stanley Wealth Management serves both individual and institutional clients by offering a range of advisory programs and tailored financial planning services. The firm employs a structured financial planning process and provides access to comprehensive investment resources, managing approximately $2.74 trillion in client assets.