Lazar Vukcevic is a financial advisor with Fidelity Investments based in Redmond, WA. He holds a Series 66 designation and has four years of industry experience. His prior roles include two years at Edward Jones and a year at DoorDash, along with earlier experience in economic tutoring. Fidelity’s affiliate, Strategic Advisers LLC, offers investment management and advisory services to a diverse client base, including retail and institutional investors. The firm combines proprietary fundamental research with quantitative and algorithmic portfolio construction, managing a range of funds and model portfolios using systematic, long-term asset allocation strategies.

Nicholas Zura is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with 16 years of industry experience. He has been with Morgan Stanley since 2016 and is currently associated with Morgan Stanley Private Bank, N.A. since 2025. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Thomas Napier is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Morgan Stanley Smith Barney LLC since 2012 and previously was with Morgan Stanley Private Bank, N.A. from 2015 to 2017. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning that leverages structured discovery conversations and firm-approved tools, managing approximately $2.74 trillion in client assets.

Justin Cykler is a CFP® professional with 24 years of experience, currently serving at Equitable Advisors since 2001. He has a background with Axa Advisors, LLC, where he worked for 19 years. Outside of his advisory role, he acts as a beneficiary and service agent for insurance policies for immediate family members. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.

Bryce Mc Michael is a financial advisor at Ameriprise in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, he worked at Equitable Advisors and spent four years at Bulletproof 360. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, delivering written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to generate tailored recommendations, supported by a centralized consulting team and algorithmic automation overseen by a Retirement Income Oversight Committee.

Spencer Andelson is a Financial Consultant at Fidelity Investments. He has held several roles within the company since 2021, including Investment Consultant, Relationship Manager, High Net Worth Associate, and Customer Relationship Associate. In his current role, Spencer supports clients with financial planning, education, and maximizing the services offered by Fidelity. His experience spans various aspects of client relationship management and investment consultation. Outside of his professional responsibilities, Spencer has personal interests in board games, music, pets, scuba diving, singing, and theater.

Mark Sterley is a CFP® with 20 years of industry experience, currently advising at OSAIC since 2020. He has held previous roles at Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Outside of his advisory work, Sterley serves on the Northwest University Alumni Board and volunteers as a youth soccer coach. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services with access to multiple platforms and third-party money managers. The firm utilizes advanced asset-allocation tools and supports both discretionary and non-discretionary account management.

Eileen Stenhoff is a financial advisor at Morgan Stanley with 13 years of industry experience. She holds a Series 66 designation and has been with Morgan Stanley Smith Barney since 2008. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Shiva Rahmati is a financial advisor at Merrill based in Bellevue, WA, with eight years of industry experience and a Series 66 designation. He has been with Bank of America and Merrill since 2011. Outside of his advisory role, he holds a power of attorney position in a non-investment-related entity. 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, offering model-based and discretionary investment strategies supported by internal teams and third-party managers for a range of client types including individuals, high-net-worth clients, and institutions.

Kari Hayden is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 66 designations and has been with Stifel Nicolaus & Co since 2013. Stifel serves a wide range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on proprietary analysis and allocation methodologies developed by its Investment Strategy Group, providing clients with planning tools for asset allocation, retirement, insurance, and estate decisions.

Bruno Dornelas is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding a Series 66 credential and having one year of industry experience. His prior work includes roles at Thrivent Financial and self-employment, as well as experience in various businesses dating back to 2014. Thrivent Investment Management delivers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial planning without portfolio management or discretionary trading authority. The firm’s approach allows clients to combine planning with managed-account programs through a consolidated billing option while maintaining separate services.

Rumesh Senanayake is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He has been associated with SC Financial Group since 2016 and joined LPL Financial in 2023. In addition to his advisory role, he is a commissioned notary in the state of Washington. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from both internal and third-party sources.

Logan Smith is a Series 66-licensed financial advisor with Edward Jones, based in Woodinville, WA, and has eight years of industry experience. He has been with Edward Jones since 2017 and previously worked at Alaska USA FCU for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs that include discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Suh is a financial advisor at Wells Fargo Clearing with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Raymond James & Associates and Bank of America, N.A., including Merrill. Suh is based in Bellevue, WA. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and incorporates a broader range of financial product offerings than typical institutional advisers, including insurance-related vehicles and bank deposit sweep options.

Renee Chiang is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and beginning her advisory career in 2025. Prior to joining Ameriprise, she worked at Shelf Engine and Deloitte Consulting. She is a co-owner of a biotech startup and has business ownership interests related to real estate. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets, providing detailed written recommendations that incorporate research, modeling, and tax-efficient strategies. The firm combines advisory, brokerage, and insurance solutions through its affiliated companies and employs algorithmic processes alongside a consulting team to generate tailored retirement income plans.

Ryan Crumpacker is a CFP® certified financial advisor with Edward Jones, where he has worked since 2004. He has 21 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he owns a vacation rental property in Shelton, Washington. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jennifer Borgen is a financial advisor at Robert Baird & Co. in Bothell, WA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Robert Baird & Co. since 2014. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which provides tailored consulting and portfolio services to individuals, families, institutions, and charitable organizations. The firm offers a range of investment strategies and services, including discretionary management, separately managed accounts, and municipal advisory, alongside its investment banking and trust capabilities.

Leeann Huggins is a financial advisor with Raymond James & Associates in Kirkland, WA, holding the CFP® designation and Series 63 and 65 licenses. She has 39 years of industry experience, including prior roles at Morgan Stanley and Morgan Stanley Private Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering customized financial planning and advisory services through various portfolio management styles and affiliated research resources.

Ricky Baker is a financial advisor with Thrivent Investment Management in Bellevue, WA, holding a Series 66 designation and four years of industry experience. He has worked at Thrivent Financial and Thrivent Investment Management since 2022, and previously operated Baker Hardwood Floors for six years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on a range of financial planning topics without including implementation. The firm uses goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Sevda Yilmaz is a financial advisor at Merrill with a Series 66 credential and less than one year of industry experience. Her prior work includes roles at Bank of America, Transperfect, and various other companies. 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 offers both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.