Ann Seidel is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She worked at UBS Financial Services for 14 years prior to joining Wells Fargo Clearing in 2025. Outside of her advisory role, she co-owns a rental property in Canmore, Alberta, Canada, which provides hotel lodging to guests. Wells Fargo Clearing offers retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, providing both discretionary and non-discretionary services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Hugo Varlamos is a financial advisor at Morgan Stanley with one year of industry experience. He holds a Series 66 designation and has previously worked at Affirma Consulting, Carhartt Inc., and the University of Washington. Outside of finance, he is involved in the restaurant business as a proprietor of Varlamos Pizzeria. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and provides services through a combination of advisory and brokerage offerings.

Rahwa Desta is a financial advisor at Charles Schwab with one year of industry experience. She holds a Series 66 designation and has worked at various Charles Schwab entities since 2024. Prior to her advisory role, she held positions at WholeFoods Market and served as a teaching assistant and peer advocate at CU Denver. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering advisory, brokerage, custody, and cash-sweep services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary investment guidance with access to affiliated discretionary separately managed accounts and employs multi-asset model portfolios with strategic asset allocation.

Barry Spomer is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Cetera Wealth Services since 2013 and joined Cetera in 2023. Outside of his advisory role, he serves as an advisor on the board of the Rise Therapeutic Equestrian Center and owns a family farm. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform that enables advisors to implement diverse portfolio strategies through affiliated and third-party managers, supported by extensive national scale and a wide range of investment and program options.

Ira Hershkowitz is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include significant tenures at Merrill and Bank of America. Outside of his advisory work, he is a partner and manager at JJHouse LLC, a real estate-related business based in Mercer Island, WA. Morgan Stanley Wealth Management provides advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and a range of investment strategies, serving clients through its extensive network of financial professionals.

Michael Macaulay is a financial advisor with LPL Financial based in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. He is also co-owner of Highlander Capital LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing diversified investment strategies supported by internal research and third-party subadvisors.

Isabelle Lannertone is a financial advisor at Edward Jones in Seattle, WA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she worked at Lululemon and has a background that includes diverse roles ranging from culinary arts to consulting and sports instruction. 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 investment options, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Sasha Fuse is a financial advisor at Charles Schwab with two years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Charles Schwab, she worked at Fidelity Investments and has held various roles outside the financial industry. 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 discretionary separately managed accounts and provides a multi-asset model portfolio approach supported by in-house research.

Marx Nuval is a Series 66 licensed financial advisor with J.P. Morgan Securities, based in Lake Forest Park, WA, and has three years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and JPMC Bank NA. J.P. Morgan Securities LLC delivers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Debby Johanson is a financial advisor with Robert Baird & Co. in Redmond, WA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has been with Robert Baird & Co. since 2014. Outside of her advisory role, she serves as treasurer for the Mount Si High School 70s Reunion. She is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a broad range of clients including individuals, families, pension plans, corporations, and charitable organizations. The group offers customized consulting and portfolio services using a variety of investment strategies and management approaches.

Chloe Sullivan is a financial advisor at Wells Fargo Clearing with three years of industry experience and holds a Series 66 credential. Prior to her current role starting in 2022, she has held positions at Morgan Stanley and various other firms. Outside of finance, she is involved with Pearl & Stone Wine Co. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Trushar Joshi is a CFP®-credentialed financial advisor with 23 years of industry experience. He is currently with Fidelity and has previously worked at USAA financial planning services. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to a broad client base including retail and institutional investors, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role as a commodity pool operator, advisor to multiple registered investment companies, and for integrating AI-based research in its investment process.

Natalie Bova is a financial advisor with RBC Capital Markets in Edmonds, WA, holding a Series 66 designation and six years of industry experience. She previously worked at D.A. Davidson & Co. and has a background that includes roles at the University of Washington and Desert Sun. RBC Wealth Management serves a diverse client base, including individual investors, institutions, and charitable organizations, offering a range of advisory programs with customized portfolio management and financial planning solutions. The firm integrates in-house and third-party investment management with options for tax management and responsible investing.

Joshua Granberg is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. His prior roles include positions at Ridgecrest Management, LLC and self-employment spanning several years. Outside of finance, Granberg is the owner and artist of Highlight Art Studios, where he provides periodic art lessons and commissioned portrait paintings. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,000 advisors.

Derek Leonard is a CFA® charterholder with 15 years of industry experience. He is currently with Morgan Stanley in Kirkland, WA, where he has worked since 2017, including time at Morgan Stanley Private Bank. His prior experience includes roles at Wells Fargo Clearing and WELLS FARGO Advisors. 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 supported by structured discovery processes and advanced modeling tools.

Donald Weller III is a financial advisor with Raymond James Financial, holding a Series 66 credential and 16 years of industry experience. He previously worked at Oppenheimer for 11 years before joining Raymond James in 2024. Weller serves as a volunteer Finance Committee member for the United Way of Snohomish County. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and maintains unique municipal advisory affiliations and specialized retirement plan services.

Tran Truong is a financial advisor at Fidelity with Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Fidelity, Tran held various roles at firms including CostCo Wholesale, First Citizens Bank, and Umpqua Bank. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Steven Manger is a financial advisor with Merrill in Seattle, WA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2012. Outside of his advisory role, he is the owner of a rental property in Seattle. Merrill, along 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 for individuals, high-net-worth clients, and institutional investors.

Suzy Stuckey is a Financial Consultant currently working with Fidelity Investments since 2020. In her role, she partners with clients to develop personalized financial strategies aimed at achieving their financial goals. Suzy's career in financial services reflects her commitment to helping individuals take ownership of their financial well-being. Prior to her current position, Suzy held several roles including Associate Wealth Advisor at Aldrich Wealth LP from 2019 to 2020, and various positions at Charles Schwab between 2016 and 2019, such as Financial Consultant Partner, High Net Worth Specialist, and Financial Service Professional. This experience has provided her with a broad perspective on wealth management and client service. Originally from Atlanta, Georgia, Suzy enjoys an active lifestyle outside of work. Her personal interests include hiking, skiing, traveling, Pilates, yoga, and caring for pets. She also enjoys exploring the state of Washington.

Sean Kelleher is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 designations and eight years of industry experience. He has worked with Equitable Advisors since 2017 and was previously affiliated with AXA Advisors, LLC. Equitable Advisors serves a diverse range of clients, including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver its advisory and brokerage solutions.