Nathanael Breitenberg is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Cetera and has previously worked at Northwestern Mutual Wealth Management Company and One Oak Wealth Management. He is also involved with Anderson, Foe, Kent, Madsen & Associates LLC dba Pillar Financial Group as a private wealth advisor. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management, financial planning, and consulting services through a nationwide network of independent advisors. The firm operates a multi-manager platform that includes access to affiliated and unaffiliated third-party managers and various program structures.

Sylvie Thomas is a Series 66 licensed financial advisor with Wells Fargo Advisors in Seattle, WA, where she has worked since 2017 across affiliated entities. She has seven years of industry experience and has professional involvement as a notary public in Washington. Thomas also holds an ownership interest in Sylvie Thomas, LLC, and 1201 Investment Management LLC. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services, including retirement, education, risk, and wealth-transfer planning, utilizing Wells Fargo’s research and planning tools to deliver tailored recommendations.

Douglas Adams is a financial advisor with UBS Financial Services in Seattle, WA, holding Series 63 and Series 65 licenses and 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 services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management services and provides research and capital markets solutions to support client strategies.

Justin Krukar is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked within various J.P. Morgan and KeyBank entities since 2011. 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 supports its advisory process with centralized due diligence that combines quantitative and qualitative research and may incorporate ESG criteria.

Tyler Mooney is a Financial Advisor at Merrill Lynch Wealth Management. He specializes in Corporate Executive Services, Family Wealth Management Strategies, and Sports & Entertainment. His professional approach centers on clear communication and a client-centric philosophy, aiming to help clients understand their finances and implement comprehensive plans beyond investments. With expertise in evaluating strategic decisions and building relationships aligned with client values, Tyler focuses on creating personalized financial plans that adapt to clients' long-term goals. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of San Diego. Outside of his professional role, Tyler enjoys biking, fishing, reading, skiing, and playing soccer.

Calvina Lum is a Series 66 licensed financial advisor at UBS Financial Services in Seattle, WA, with 27 years of industry experience. She has been with UBS since 1997. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client strategies.

Sidney Hussainee is a financial advisor at Morgan Stanley in Seattle, WA, holding a Series 66 designation with five years of industry experience. He has worked at Morgan Stanley since 2019 and previously spent five years at the University of Washington. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers services through both direct client relationships and corporate financial planning agreements.

John Lembo Jr. is a financial advisor at Raymond James Financial with seven years of industry experience. He holds a Series 66 designation and has worked at Raymond James since 2022, following a prior role at Wells Fargo Advisors and a long tenure at The Boeing Company. Outside of his advisory work, he acts as a financial power of attorney for his mother and owns Lembo Wealth Advisors LLC, an entity he uses to manage payments from Raymond James. Raymond James Financial Services Advisors, Inc. provides comprehensive financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses fact-finding, risk profiling, and analytical tools to tailor strategies and supports clients through advisory programs, with a notable presence in municipal and public finance advisory services.

Amanee Ali is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 licenses. She has been with Wells Fargo Clearing since 2025 and previously worked at Wells Fargo Bank, NA from 2017. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Brian Kim is a financial advisor with J.P. Morgan Securities in Seattle, WA, holding a Series 66 designation. He has one year of industry experience and prior work history including roles at Equitable Advisors and rGen Consulting. Outside of finance, he has experience working in the food service sector. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a select group of Wealth Advisors. Their advisory approach combines quantitative and qualitative due diligence to offer written asset allocation advice, investment manager searches, and customized performance reporting, with clients retaining final decision-making authority.

Christopher Canlas is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and 22 years of industry experience. He has worked with Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, National Association since 2016. Outside of his advisory role, he serves as Secretary-Treasurer for The Homestead Valley Trust Fund Association and is a board member of the Greater Seattle Business Association Scholarship Committee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support financial planning outcomes.

Matthew Harsch is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 license and 19 years of industry experience. He has been affiliated with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, he is involved in rental property ownership in Tacoma, Washington. Morgan Stanley Wealth Management provides a wide range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and proprietary tools, with a broad offering that includes wrap programs, private funds, and structured-product activities.

Carl Banks is a financial advisor at Robert Baird & Co. with 22 years of industry experience. He has been with Robert Baird & Co. since 2014 and holds a Series 66 designation. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group provides a range of consulting and portfolio services, tailoring strategies to client goals and risk tolerances through a combination of in-house and third-party managers.

Burton Wesche is a financial advisor with Morgan Stanley in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and associated with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management provides advisory programs to individuals and institutions, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm employs structured planning tools and models outcomes without providing individual security recommendations in standalone plans.

Heather Reed is a financial advisor at RBC Capital Markets with nine years of industry experience. She holds a Series 66 designation and previously served in the Minnesota Army National Guard for ten years. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles and investment preferences.

Naqib Azad is a Series 66 licensed financial advisor with J.P. Morgan Securities in Seattle, WA. He has nine years of industry experience, including prior roles at BMO Private Wealth and Pathstone Family Office. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process includes centralized due diligence and may incorporate an ESG eligibility framework.

Steven Jones is a financial advisor at LPL Financial with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Signator Investors, Signator Financial Services, and First Washington Corporation. Jones serves as trustee for his late father's estate and related trusts and is a board member of the Sundin Beach Association. 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 portfolio programs, and institutional platforms, utilizing both proprietary research and third-party subadvisors.

Angela Sell is a financial advisor with Edward Jones in Silverdale, WA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Edward Jones since 2004. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Richard Kang is a financial advisor with Wells Fargo Clearing in Seattle, WA, holding Series 63 and Series 65 credentials and 31 years of industry experience. His prior positions include roles at Merrill and Banc of America Investment Services, Inc. He serves as president of his local homeowners association in Bellevue, WA. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Ashton Record is a financial advisor at Fidelity with Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Fidelity, he held roles at Ripple Effect, MEMIC, and multiple educational and community organizations. He has also been involved with the Garthwait Leadership Center and Gettysburg College. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm is noted for its role in managing model portfolios, use of AI in research, and advisory services to registered investment companies and fund‑of‑funds.