Timothy Cusack is a financial advisor with RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and has nine years of industry experience, including four years at the University of Montana prior to joining RBC in 2017. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base ranging from individual investors to institutions and charitable organizations. The firm provides a variety of advisory programs with discretionary and non-discretionary portfolio management, tailored to client risk profiles and executed through in-house and third-party investment managers.

Jeffrey Walls is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2018. Prior to this, he worked at Bank of America, N.A. from 2011 to 2018. Outside of his advisory role, he holds a 50% ownership interest in ON THE HIYU, a Seattle-based company that hosts public, private, and corporate events on the water. 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 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.

Larry Dime is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America and Merrill. Outside of his advisory role, he co-owns a family rental property business. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans. The firm’s IPS-driven investment process includes both discretionary and non-discretionary services, offering a broad range of financial products including insurance-related vehicles and bank deposit sweep options.

Gwendolyn Pooley is a financial advisor at Stifel with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Stifel since 2016. Outside of her advisory role, she works part-time in the clothing department at Costco. Stifel serves a broad range of clients including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Janine Farah is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, Consolidated Portfolio Review, Vanderbilt Securities, LLC, and 3 Dimensional Wealth. In addition to her advisory role, she is also an employee of JPMorgan Bank, enabling her to offer certain bank products and services. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Scott Beusch is a financial advisor at Edward Jones with 11 years of industry experience. He holds the ChFC® designation and Series 66 license and has been with Edward Jones since 2014. Based in Covington, WA, he serves clients through the firm's institutional platform. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory strategies under a fiduciary standard, supported by a nationwide network of more than 23,700 advisors and 15,100 branch offices, with approximately $1.01 trillion in assets under management.

Ze Wen is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with four years of industry experience. Prior to joining Morgan Stanley, Wen worked at Charles Schwab & Co., Inc., Charles Schwab Bank, SSB, Chempoint, and Expeditors International. Outside of finance, Wen is involved in the restaurant industry as an employee at Dough Zone USA Inc., a restaurant and bar establishment in Lynnwood, Washington. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s investment approach includes structured financial planning tools and utilizes Global Investment Committee forecasts and Monte Carlo simulations to model client outcomes.

Alycia Zuanich is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and nine years of industry experience. She previously worked at JP Morgan Securities LLC and JP Morgan Chase Bank for a combined eight years. 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 provides both brokerage and advisory solutions.

Shu Hui Hou is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Morgan Stanley Private Bank, National Association since 2015 and has been associated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning services supported by firm-approved tools and methodologies.

Aaron Standberry is a Financial Consultant at Fidelity Investments, where he focuses on preparing clients for their immediate and future financial planning needs. He works closely with clients to understand their individual circumstances, mitigate risk, discuss tax-efficient investing, and help them choose appropriate strategies to achieve their financial goals. Prior to his current role, Aaron served as a Stock Plan Consultant at Fidelity Investments from 2022 to 2023. He has experience in areas including financial planning, risk management, and investment strategy selection. Outside of his professional duties, Aaron enjoys activities such as art, attending concerts, exploring food, hiking, parenthood, and volunteering.

Bryan Hattan is a financial advisor at Merrill with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Merrill since 2009, concurrently associated with Bank of America since 2002. 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. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Jason Winemiller is a financial advisor at Wells Fargo Clearing with 39 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following a seven-year tenure at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s process is driven by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Colton Dunc is a Series 66-credentialed advisor at Fidelity with less than one year of industry experience. His prior work includes roles outside the financial industry, among them positions at Washington State University and involvement with the Stillaguamish Athletic Club. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, including retail and institutional investors, using a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction.

Ngoc Manivanh is a financial advisor with Primerica Advisors in Federal Way, WA, holding Series 63 and Series 65 credentials and with 28 years of industry experience. She has been associated with Primerica Advisors since 1996 and operates Ngoc T Manivanh, LLC, a business formed for Primerica-related activities. Outside of advisory work, she is involved in the sale of home security and automation products through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, employing a tiered wrap fee structure and maintaining authority over its investment models.

Carter Rusch is a financial advisor with Stifel in Bellevue, WA, holding a Series 66 designation and four years of industry experience. He has worked at Stifel since 2021 and has prior experience at Boeing, Nike, Eddie Bauer, and other organizations. Outside of his advisory role, he serves as a chapter advisor for the Pi Kappa Phi Fraternity’s Alpha Delta Chapter. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group to provide asset allocation and planning analyses, with clients retaining discretion over investment decisions.

Donald Stout is a CFP®-certified financial advisor with Edward Jones in Bellevue, WA, where he has worked since 2013. He holds Series 65 and Series 66 licenses and has 13 years of industry experience. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Jon Rorem is a financial advisor at Thrivent Investment Management with 23 years of industry experience. He holds a Series 66 designation and has been with Thrivent Financial for Lutherans since 2003. Outside of his advisory role, he is an agent for health insurance products through associations such as the Association of Washington Business and Blue Cross Blue Shield. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based financial planning without discretionary portfolio management. The firm offers both one-time and ongoing planning engagements, addressing a wide range of financial topics and allowing clients to combine planning with managed-account services under a consolidated billing option.

Michael Okinaka is a CFP® with 12 years of industry experience. He is currently affiliated with LPL Financial and previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. He is also an independent insurance agent representing various insurance companies. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers a variety of advisory programs and financial planning services supported by research and model portfolios.

Robert Eiford Jr. is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds the Series 66 designation and has worked with J.P. Morgan Securities since 2012. Prior to this, he was involved with the Robert S. Eiford and Susanne Eiford Family Partnership, LLC for 11 years. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers these services alongside affiliated brokerage and investment management capabilities.

Chelea Lawrence is a CFP® with 16 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors, LLC from 2014 to 2016. 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.