Peter Dierks is a financial advisor at RBC Capital Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at UBS Financial Services and TIAA. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with a variety of advisory programs offering portfolio management, financial planning, and brokerage services. The firm customizes strategies based on client risk profiles and utilizes both in-house and third-party investment managers.

Anne Tipple is a financial advisor at Morgan Stanley in Seattle, WA, with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2016 to 2021 before joining Morgan Stanley in 2021. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and tailored financial planning supported by firm-approved tools and methodologies.

Trent Sanden is a financial advisor with UBS Financial Services in North Bend, WA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor strategies. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and advisory solutions.

Trevor Alger is a financial advisor with Equitable Advisors in Kirkland, WA, holding a Series 66 designation and two years of industry experience. He previously worked at Crump Life Insurance for ten years before joining Equitable Advisors in 2023. Outside of advising, he is a co-owner of Belle Maria Salon, a hair salon in Kirkland. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives. The firm uses a combination of proprietary and third-party advisory programs, focusing on matching clients to models or discretionary managers while providing ERISA fiduciary services to qualified plans.

Tracy Forsythe is a financial advisor at LPL Financial with 28 years of industry experience. She holds the Series 66 designation and has worked at firms including Arbor Point Advisors, Securities America Advisors, and KMS Financial Services. Outside of her advisory role, she is a co-owner of Highlander Capital LLC, a business entity for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, wrap and model portfolios, third-party asset management, and institutional platforms.

Cory Shepard is a financial advisor with Raymond James Financial in Kirkland, WA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Prior to joining Raymond James in 2022, he worked at Edward Jones for 17 years. Shepard is also president of Haller and Shepard Capital Group, a business support company, and serves as CEO of Calmont Properties LLC, a property holding venture focused on owning and operating a building that houses their business and rental apartments. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm emphasizes tailored, non-discretionary advice using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Adam Hutchison is a financial advisor at J.P. Morgan Securities with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Wells Fargo Clearing. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund 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.

Dylan Miyasaki is a financial advisor with Ameriprise in Seattle, WA, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise since 2018 and previously worked at Apex Systems. Outside of his advisory role, he strings tennis racquets for friends for a small fee. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning geared toward dependable income sources and tax-aware withdrawal strategies. Their retirement income service combines proprietary research and third-party tools to produce recommendation reports implemented through client collaboration.

Alisoune Lee is a financial advisor at RBC Capital Markets with Series 63 and Series 65 licenses and four years of industry experience. Prior to joining RBC Capital Markets in 2025, Lee held roles at Coldstream Wealth Management, EP Wealth Advisors, Bank of America, Merrill, and Oiselle. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs, providing portfolio management, financial planning, custody, and brokerage services tailored to each client’s Advisory Risk Profile.

Edward Balfour is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. His prior roles include positions at VOYA Financial Advisors and Axa Advisors, with multiple tenures at Equitable Advisors dating back to 2000. Equitable Advisors serves a broad client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and asset-management programs. The firm’s approach integrates personal and plan information with risk assessments to match clients with various advisory models, utilizing both proprietary and third-party investment solutions.

James Hedden is a financial advisor at Morgan Stanley in Seattle, WA, with 10 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its affiliated entities since 2014. Outside of his advisory role, Hedden is the owner of HL Partners LLC, a translation and localization business. Morgan Stanley Wealth Management serves individual and institutional clients by providing tailored financial planning and a wide range of advisory programs, managing approximately $2.74 trillion in client assets. The firm’s planning process involves structured discovery and advanced modeling tools, offering advisory services without individual security recommendations in standalone plans.

Scott Stanley is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial since 2012. He operates under the Pharos Wealth Management name as a DBA for his LPL business, providing general wealth management services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Nick Pascoe is the Vice President and Branch Leader at Fidelity Investments. In this role, he focuses on empowering Fidelity associates by providing them with the skills, confidence, and support necessary to reach their full potential. He has held several positions at Fidelity Investments, including Vice President, Regional Planning Consultant from 2022 to 2026, Vice President, Financial Consultant from 2020 to 2022, Financial Consultant from 2017 to 2020, and Investment Consultant from 2015 to 2017. Prior to joining Fidelity, Nick was a Financial Representative at Northwestern Mutual from 2013 to 2015.

Rasmita Panigrahi is a Planning Consultant at Fidelity Investments, a position she has held since 2021. In this role, she helps clients understand their financial situations and develop comprehensive plans tailored to their priorities and needs. Her approach involves working collaboratively with clients to create strategies aimed at achieving their financial goals. Before joining Fidelity Investments, Rasmita served as a Premier Banker at Wells Fargo from 2020 to 2021 and as a Wealth Advisor Associate at Morgan Stanley from 2018 to 2020. She holds a California Insurance License, which supports her work in financial planning and advising. Outside of her professional career, Rasmita enjoys cooking and baking, gardening, parenthood, and traveling.

Bryan Haigood is a financial advisor with Merrill in Seattle, WA, holding a Series 66 designation and over 21 years of industry experience. He has been with Merrill since 2009 and has also worked at Bank of America, N.A. since 1984. 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 for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Patrick Galbraith is a financial advisor with UBS Financial Services in Bellevue, WA, holding a Series 66 credential and 25 years of industry experience, all with UBS since 2001. He serves as First Vice President on the board of the United States Tennis Association and acts as Treasurer for the Goat Rocks Community Association in Washington. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, leveraging proprietary capital market assumptions and global research to tailor plans to client goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and provides a broad range of capital markets and fiduciary services.

Michael Gabriyelyan is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 designations and has worked in various roles at firms including ADP, Paycom, Symetra Life Insurance Company, and Amazon. His current position at J.P. Morgan Securities began in 2024. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in portfolio construction.

Nelson Ngako Kameni is a financial advisor with Merrill, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Bank of America, Equitable Advisors, and several businesses in the hospitality and retail sectors. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michel Smith is a financial advisor with Cetera, holding a Series 66 designation and 22 years of industry experience. His career includes roles at VOYA Financial Advisors and various entities he owns or operates, including Plannetics, LLC, an expense management firm. Smith also works as an independent insurance agent. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures.

Hung Tran is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Morgan Stanley. Outside of advising, he is a participant in Shelter Lounge Greenlake LLC and holds ownership in Tennessee Football Ventures, both unrelated to investment activities. 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.