Susanna Sackett is a financial advisor with Robert Baird & Co. in Seattle, WA, holding Series 65 and Series 63 credentials and 18 years of industry experience. She has been with Robert Baird & Co. since 2014. The DDK Group, where Sackett works, is part of Robert W. Baird & Co.’s Private Wealth Management department and serves a broad client base including individuals, corporate clients, pension plans, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, separately managed accounts, and brokerage services, supported by internal research and ongoing manager oversight.

Holly Harvey is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 licenses and 27 years of industry experience. She has been with RBC Capital Markets Corp since 2008 and has operated Colour Creations since 2002. Outside of her advisory role, she serves as treasurer for the Kitsap Lady Trail Riders, a horseback trail riding group. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, pension plans, corporations, and charities. The firm offers various advisory programs with discretionary and non-discretionary portfolio management, utilizing both in-house and third-party investment managers to tailor strategies according to clients’ risk profiles.

Hannah Cookson is a financial advisor at Fidelity with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Fidelity Investments and its affiliated entities since 2013. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including fund advisory and portfolio management. The firm utilizes a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios from a broad investable universe.

Mohammad Hedayati Dezfouli is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. He has worked at Wells Fargo Bank, N.A. and Travelex Currency Services. Outside of finance, he is a 50% owner of Elegant Harmony Building Material, a business involved in selling building materials. 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.

Diana Meyers is a CFP®-certified financial advisor with 11 years of industry experience. She is currently with RBC Capital Markets and previously worked at UBS Financial Services Inc. and Charles Schwab. RBC Wealth Management serves a wide range of clients, including individual investors, institutions, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services. The firm integrates in-house and third-party investment managers and provides tailored strategies based on client risk profiles.

Neil Mohaghegh is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining Merrill in 2014, he has provided financial advice and guidance to individuals, families, and private business owners. He focuses on client-specific factors such as risk tolerance, time horizon, liquidity, and investment objectives to develop personalized wealth management strategies. Neil has been in the financial services industry since 2008. He utilizes the investment resources of Merrill and banking services from Bank of America to address clients’ financial needs, including investment selection, retirement planning, tax minimization, credit, and savings strategies. His areas of expertise include college education planning, family wealth management, legacy planning, liquidity management, and small business strategies. Neil holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's degree from Washington State University. Outside of his professional work, Neil participates in community volunteer activities following Merrill’s tradition of engagement. His personal interests include baseball, basketball, football, golfing, music, soccer, spending time with family, swimming, tennis, and traveling.

Brian Bertsch is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial and Ek Riley Investments. In addition to his advisory role, he has a 50% ownership interest in Schumaker Bertsch LLC, a financial practice based in Issaquah, WA. Wells Fargo Advisors serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services tailored to clients who meet certain net-worth thresholds. The firm offers a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, using proprietary research and planning tools.

Jennifer Carrillo is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. She has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase bank since 2009. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm operates with a non-discretionary program, combining large institutional advisory capabilities with brokerage and investment management functions.

Samuel Stephens is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has prior experience at Lyft and Wells Fargo Bank, N.A. located in Seattle, WA. 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 from Wells Fargo Investment Institute and third-party databases.

Kelsey Curtis is Vice President, Wealth Planner at Fidelity Investments, where she provides clients with personalized financial advice and guidance. In this role, she works collaboratively to help clients align their financial resources with their priorities and goals. Kelsey has experience in financial planning and consulting, having served as a Financial Consultant at Fidelity Investments from 2022 to 2026 and as a Financial Advisor at Ameriprise Financial from 2020 to 2022. Her professional background includes guiding clients through financial decisions with clarity and care. Outside of her professional work, Kelsey engages in family activities, fitness, outdoor adventures, and volunteering.

Julie Wong is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves individual and institutional clients by providing a broad range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly to individuals and through Corporate Financial Planning agreements.

Jordan Price is a financial advisor at LPL Financial with one year of industry experience. He holds a Series 66 designation and has previously worked at KeyBank and DML Capital. Outside of finance, he serves as a National Assistant Referee with the US Soccer Referee Federation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and diversified strategies.

Michael Wallblom is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has previous work experience with Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2024. 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 offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management supported by LPL Research and third-party subadvisors.

Adam Walters is a financial advisor at UBS Financial Services with 40 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves as a board member at Sand Point Country Club in Seattle, participating in governance activities. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, including financial planning and portfolio management. The firm offers institutional trading capabilities alongside wealth management, supported by proprietary research and a wide range of capital markets services.

Brad Weiner is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2004. Outside of his advisory role, he is a partner in a real estate property partnership inherited from his family. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor strategies to client goals.

Keith Foe is a financial advisor with Cetera, holding CFP® and ChFC® designations and 23 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and has owned Anderson, Foe, Kent, Madsen & Associates, LLC since 2012. Foe also teaches accounting classes at North Seattle Community College. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, and institutional accounts, offering portfolio management, financial planning, and access to various third-party managers through a multi-manager platform.

Carolyn La Favers is a financial advisor at Edward Jones with 23 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of advisors and branch offices.

Madelyn Kim is a financial advisor with Charles Schwab, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at TD Ameritrade and JP Morgan Securities. She is based in Seattle, WA. Charles Schwab & Co., Inc. 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 relationships with access to affiliated discretionary separately managed accounts and offers a multi-asset investment approach supported by in-house research and oversight.

William Gribble is a financial advisor with LPL Financial in Des Moines, WA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He previously worked at Robert Baird & Co. for six years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and model portfolios.

James Gilbert is a CFP® professional with 24 years of experience in the financial industry, currently serving at Edward Jones since 2001. He holds Series 63 and Series 66 licenses and is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors. The firm manages approximately $1.01 trillion in assets and provides both discretionary and non-discretionary services under a fiduciary standard.