Steven Dowden is a financial advisor with Osaic, holding a Series 66 designation and nine years of industry experience. Before joining Osaic in 2020, he worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. He is also engaged in insurance brokerage through Pacific Capital Resource Group. Osaic Wealth serves a diverse range of retail and institutional clients, offering brokerage and advisory services including comprehensive financial planning and managed portfolios. The firm employs a model-based investment process with tools for asset allocation, portfolio optimization, and access to third-party managers and alternative investments.

Shane Thomas is a financial advisor at Equitable Advisors with three years of industry experience. He holds a Series 66 designation and previously worked in various roles including in the United States Navy and in the food service industry. Equitable Advisors serves a diverse client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and a range of asset-management programs delivered through a network of Investment Adviser Representatives and third-party managers.

Hanxu Qin is a financial advisor with Raymond James Financial in Kirkland, WA, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, Qin worked at Bank of America and Merrill, as well as in the hospitality sector with Hyatt Hotels Group and InterContinental Hotels Group. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Meryl Inman is a Series 66-licensed financial advisor at Fidelity with one year of industry experience. Prior to joining Fidelity Investments, Meryl worked briefly at Highlands Aerial Park. Strategic Advisers LLC, a Fidelity Investments company, offers investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research and quantitative analysis to construct model portfolios from mutual funds, ETFs, and ETPs, and incorporates algorithmic methodologies and AI in its investment process.

Andrew Brandt is a financial advisor at Thrivent Investment Management with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Thrivent since 2010. Outside of his advisory role, he owns a short-term rental property in Boise, Idaho, which is professionally managed and used personally during visits to family. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers goal-based, holistic planning but does not provide portfolio management for institutional clients.

Gabriel Cooper Feldt is a financial advisor with Morgan Stanley in Bellevue, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Morgan Stanley, he worked at Commerce Bank of Washington and serves as an Infantry Officer in the Washington Army National Guard. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured planning process using firm-approved tools and offers a range of retail and institutional investment solutions.

Tyler Hogan is a financial advisor with Ameriprise in Mill Creek, WA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Hogan is also involved in a business venture, Brick Top Ventures, LLC, which focuses on real estate investment and income-producing assets. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports delivered through a centralized consulting team.

Marcus Dusenbury is a financial advisor at Edelman Financial Engines with 25 years of industry experience. He holds a Series 66 designation and previously worked at Viridian Ria, LLC from 2014 to 2021. He has been with Edelman Financial Engines since 2021. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages both model-based and customized portfolios, supports a large participant base through advisor-led and online offerings, and operates a mix of discretionary and non-discretionary programs.

Adrian Osborne is a financial advisor with Charles Schwab & Co., Inc. in Seattle, WA, holding a Series 66 designation and beginning his industry experience in 2026. Prior to joining Schwab, he worked at Chase Bank and has experience in a variety of roles outside finance, including time at The Sports Creel and Tokki Inc. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 discretionary separately managed accounts and a multi-asset model portfolio approach.

Mykael Glass is a financial advisor at Merrill with Series 63 and Series 65 licenses and eight years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, NA, before joining Merrill in 2022. 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 model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Huajun Cao is a financial advisor at Cetera with 2 years of industry experience. He holds the Series 66 designation and has prior experience at Merrill and Bank of America, N.A. Cao is based in Bellevue, WA. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a multi-manager platform that offers a range of portfolio management and financial planning services.

Thomas Ku is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 29 years of industry experience, including prior roles at Wells Fargo Investments and Wamu Investments. Outside of advising, he co-owns and manages several rental properties with his spouse. 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 employs over 14,000 advisors and manages approximately $671 billion in assets, offering both brokerage and advisory solutions.

Mary Burton is a CFP® and holds a Series 66 license with 15 years of experience in the financial industry, all at Edward Jones since 2011. She is based in Seattle, WA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Swesey is a financial advisor with RBC Capital Markets in Edmonds, WA. He holds a Series 66 designation and has 10 years of industry experience, including 12 years with RBC Capital Markets. He serves on the boards of several nonprofit organizations, including The Pursuit NW, Washington Policy Center, and Russell Johnson Ministries. RBC Wealth Management serves individual investors, institutions, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a variety of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using both in-house and third-party investment managers.

Richard Laxson is a financial advisor with Charles Schwab, holding Series 63 and 66 licenses and bringing 19 years of industry experience. He has worked with Charles Schwab and Charles Schwab Bank since 2021, following 15 years at TD Ameritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 offers both non-discretionary and discretionary investment advisory solutions, combining centralized custody and order-routing with access to alternative investments and multi-asset model portfolios.

Peter Smart is a CFP® and holds a Series 66 license with Edward Jones in Everett, WA. He has eight years of industry experience, having been with Edward Jones since 2018 and previously working at Azusa Pacific University for six years. 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 and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Junhong Li is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill in 2025, Li worked at Bank of America from 2022 to 2025. 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 a mix of model-based and discretionary investment strategies.

Ruth Torres is a Financial Consultant at Fidelity Investments, a position she has held since 2025. Prior to this role, she served as an Investment Consultant from 2023 to 2025, and before that, she worked as an Investment Solutions Representative I & II from 2022 to 2023. Ruth began her career at Fidelity Investments as a Customer Relationship Advocate in 2021. In her current role, Ruth focuses on helping clients achieve their financial goals by developing personalized plans tailored to their unique aspirations, needs, and concerns. Her approach emphasizes collaboration and confidence in the financial planning process. Outside of her professional work, Ruth enjoys spending time at the beach, cooking and baking, exploring new foods, caring for her pets, playing soccer, and traveling.

Nirun Turner is a Series 66 licensed financial advisor at Morgan Stanley in Kirkland, WA, with one year of industry experience. Prior to joining Morgan Stanley, he was with Equitable Advisors, LLC for one year and has a background that includes roles in education and retail. Morgan Stanley Wealth Management provides a broad range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and Corporate Financial Planning agreements.

Matthew Arnold is a financial advisor at J.P. Morgan Securities with a Series 66 designation and one year of industry experience. His prior work includes roles at Charles Schwab and JPMorgan Chase Bank, N.A., as well as positions outside the financial sector at Metrohm USA, Inc. and GERSTEL, Inc. He also has a long-term academic affiliation with the University of Southern California. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative and qualitative research in its advisory process and offers broader derivatives and commodities capabilities through its regulatory affiliations.