Grace Sarver is a financial advisor with Morgan Stanley in Seattle, WA. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at WaFd Bank and teaching positions at Chief Sealth High School and West Seattle High School. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by a structured process and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and combines retail and institutional services with various investment and product offerings.

Jeanine Gabel is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has been with Merrill since 2009 and is also affiliated with Bank of America, N.A. since 2006. 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 both model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Colleen Pedey is a Wealth Management Planning Consultant at Fidelity Investments, where she partners with clients to understand their financial goals and collaborates to develop customized financial plans. She emphasizes building strong, trustworthy relationships with clients and their families to support their wealth management needs over time. Colleen has extensive experience in wealth management and client services, having held various roles since 1983. Her previous positions include Senior Wealth Management Associate at Coldstream Wealth Management, Senior Team Manager and multiple client relationship roles at Charles Schwab & Co., as well as operations and trust management roles at Tyee Asset Strategies, Northwestern Trust Company, and other financial institutions. Outside of her professional work, Colleen's personal interests include gardening, music, pets, reading, and yoga.

Tommy Schumaker is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. He previously worked at LPL Financial and Ek Riley Investments, LLC. He holds Series 63 and Series 65 licenses and maintains a non-variable insurance license as a supplementary business activity. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options supported by proprietary research and tools.

Marshall Nichols is a financial advisor at LPL Enterprise with a Series 66 credential and one year of industry experience. He has prior experience at Shawdow Trader and a background in mechanical and HVAC sales. Nichols also operates a non-variable insurance agency. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products on an integrated platform.

Winnie To is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She has been with J.P. Morgan Chase Bank and J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to 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, distribution, and investment management capabilities.

Autumn Zarkos is a financial advisor with Ameriprise, holding Series 63 and Series 65 licenses and 11 years of industry experience. Her prior experience includes roles at Fidelity Investments and Seattle Pacific University. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Aaron Campbell is a financial advisor with Equitable Advisors, holding a Series 66 designation and based in Bellevue, WA. He has one year of industry experience, having joined Equitable Advisors in 2026. Prior to his current role, his work history includes positions outside the financial industry such as at Nordstrom and Columbia Distributing. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporations, charitable organizations, and institutions. The firm offers financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs, operating primarily through LPL-sponsored programs and endorsement of multiple third-party asset managers.

Anthony Perovich is a financial advisor at RBC Capital Markets in Seattle, WA. He holds a Series 66 designation and began his career in the financial industry in 2025. Prior to joining RBC, he worked at Cintas and spent six years with Rainier Golf and Country Club. RBC Wealth Management serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a variety of advisory programs with customizable portfolio management and planning services, leveraging both in-house and third-party managers.

George Harrison IV is a financial advisor at Stifel with 32 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Robert Baird & Co. from 2014 to 2019 before joining Stifel in 2019. Stifel serves a broad range of clients including individuals, institutions, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Austin Mullenix is a financial advisor at Merrill with a Series 66 designation. He has been with Merrill since 2022 and has prior experience at Bank of America, N.A., Archer Daniel Midland, and several other firms. 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, pension plans, corporations, and charitable organizations.

Geoffrey White is a financial advisor with Ameriprise in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He worked at UBS Financial Services for nine years before joining Ameriprise in 2021. Ameriprise provides a retirement-income planning service focused on individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Chase Mc Allister is a financial advisor at Morgan Stanley in Bellevue, WA, holding a Series 66 designation with approximately one year of industry experience. His prior work includes roles at ACT Capital Advisors and UBS Financial Services, as well as a position at The Golf Club at Newcastle. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a range of advisory programs to individuals and institutional clients, emphasizing tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Charles Cox is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds the Series 63 and Series 65 designations and has 33 years of industry experience. Cox has also operated his own firm, Cox Financial, since 2016. Outside of advising, he manages rental properties through family LLCs. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diversified client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm emphasizes tailored, non-discretionary planning and utilizes analytical tools to support client goals while maintaining specialized offerings in municipal and public finance.

Brock Loen is a financial advisor with Wells Fargo Clearing in Bellevue, WA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at D.A. Davidson & Co. for over a decade before joining Wells Fargo in 2020. Loen serves as trustee and co-trustee for his mother's trust, working approximately one hour per month in that capacity. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad range of clients including individuals, corporations, and institutions. The firm integrates research and analytics with diversification principles to offer brokerage and advisory solutions across multiple financial products.

Rebecca Martindale is a financial advisor with Osaic Wealth, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Community First Bank / HFG Trust and ESRI. She also works as a paraplanner with F-Squared Advisors, supporting Osaic financial professionals. Osaic Wealth serves a diverse client base ranging from individual investors to large institutions, providing integrated brokerage and advisory services. The firm employs various asset-allocation tools and offers portfolios managed on discretionary or non-discretionary bases, incorporating multiple investment types and third-party solutions.

Laurie Frink is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with Wells Fargo Advisors, LLC from 2013 to 2016 before joining Wells Fargo Clearing in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Evan Anderson is a CFP®-certified financial advisor with 10 years of industry experience, currently associated with LPL Financial and Emerald Wealth Management. He has held roles at Northwestern Mutual Wealth Management Company and several other advisory practices over his career. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs and financial planning services, including discretionary and non-discretionary management, supported by research and model portfolios.

William Venzke is a financial advisor with Edward Jones in Des Moines, WA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is a screenwriter and author, writes movie screenplays and books, and is involved in religious leadership as a co-senior pastor and executive pastor at local churches, where he also serves as a public speaker on Biblical finances. Edward Jones is a full-service wealth management firm serving a broad client base including individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Dean Saggau is a CFP® with 32 years of experience in the financial industry. He has been with Edward Jones and Banc of America Investment Services since 1999 and has prior experience with Seafirst Bank/Security Pacific Bank dating back to 1988. Outside of his financial career, he is involved in a manufacturing venture focused on antibacterial materials for reusable cup holder sleeves. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of advisory strategies and investment products supported by a nationwide network of over 23,700 financial advisors and 15,000 branch offices.