Eric Terry is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. Prior to joining Mass Mutual in 2020, he worked at Key Bank from 2014 to 2020. Outside of his advisory role, he is a member of a local cover band where he plays bass and sings. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without discretionary investment authority.

Valerie Wilson is a financial advisor at Morgan Stanley with a Series 66 designation and 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2011. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved tools to develop plans that clients implement and update themselves.

Samvel Shakhramanov is a financial advisor with Edward Jones in Federal Way, Washington, holding a Series 66 designation and seven years of industry experience. He has worked at Edward Jones since 2018, following seven years at Lowe's Home Centers. Outside of his advisory role, he serves as executor of his father's estate and manages a custodial bank account for his minor sister’s Social Security survivor benefits. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a range of advisory programs, managed solutions, and affiliated investment products, supported by a nationwide network of over 23,700 financial advisors.

Koen Mueller is a financial advisor with Morgan Stanley in Seattle, WA, holding a Series 66 designation and one year of industry experience. His prior work includes roles at the University of Washington and University Audi/Freeway Motors. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Sherif Awad is a financial advisor at Raymond James Financial with 28 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Awad has been with Raymond James since 2009. 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 uses fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals.

Jill Mcentee is a financial advisor with RBC Capital Markets in Seattle, WA, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. Her prior experience includes 29 years at Russell Investments and four years at D.A. Davidson & Co. Outside of advisory work, she serves as a director of Lockhaven Marina, Inc., managing an apartment complex, and is a committee member for the Tacoma Country and Golf Club. RBC Wealth Management serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers tailored investment strategies through multiple wrap fee advisory programs, combining in-house and third-party managers with options for tax management and responsible investing.

Stephen Jimenez is a financial advisor with J.P. Morgan Securities holding Series 66 and Series 63 licenses and has four years of industry experience. His background includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and prior positions outside the financial sector. J.P. Morgan Securities LLC provides 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.

William Larson is a financial advisor with LPL Financial in Seattle, WA, holding a Series 63 designation and over 38 years of industry experience. He has been with LPL Financial since 1990 and previously worked at Financial Educators Network and Direct Insurance. Outside of his advisory work, Larson offers pre-arranged funeral and cremation plans through an insurance agency. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Ryan Wheatley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in creating wealth management plans for clients with investable assets of $2,500,000 or more, particularly employees with stock compensation. Ryan works with these clients to develop strategies in areas such as retirement planning, equity compensation, investment management, tax minimization, education funding, insurance and lending, wealth transfer, trust needs, and business services when applicable. Additionally, he assists CEOs, founders, and business owners in finding both public and private buyers for their businesses. Ryan earned a Bachelor's Degree in Finance from Santa Clara University. He holds professional designations as a CERTIFIED FINANCIAL PLANNER® (CFP) and a Personal Investment Advisor (PIA). Originally from Bellevue, Washington, he attended Sacred Heart and Seattle Preparatory schools before pursuing his higher education. Ryan has experience working alongside his father, Gary, who had a 40-plus-year career before retiring. Outside of his professional work, Ryan enjoys soccer, skiing, golfing, video games, and attending live music events. He maintains a focus on helping clients make consistently better financial decisions by providing access to a skilled team of advisors and specialists, aiming for knowledgeable clients and improved financial outcomes.

Matthew Cour is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and possessing 10 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Regulus Advisors LLC, and Securities America, Inc. Outside of his advisory work, he serves as a trustee for the KJH Family Trust and has an ongoing affiliation as an independent contractor with Guided Medicare Solutions. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and various corporate and charitable entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through a network of investment adviser representatives.

Robert Zorich Jr. is a financial advisor with Morgan Stanley in Bellevue, WA, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools such as Monte Carlo simulations and Secular Return Estimates in its process.

Abigail Peterson is a Series 66-licensed financial advisor at Morgan Stanley with seven years of industry experience. She has worked within various roles at Morgan Stanley since 2019, including Morgan Stanley Private Bank, N.A. from 2023 onward. Her prior experience includes positions at Gateway Industrial Properties, Chapman University, Harvey & Company, LLC, Symetra Financial, and DYLN Inspired. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides financial planning and advisory services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and broad investment offerings.

Richard Soper is a financial advisor with LPL Financial based in Bremerton, WA, holding a Series 63 designation and 29 years of industry experience. He has worked with Kitsap Credit Union and LPL Financial since 2001. Outside of his advisory role, he is involved in video production, creating public service announcements and commercials for local organizations, and he is also an author planning to self-publish a book titled "The Rock Star." LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Hunter Moreira is a financial advisor at Charles Schwab with nine years of industry experience. He holds a Series 66 credential and has worked at Charles Schwab and Charles Schwab Bank since 2017. Prior to his financial career, he had roles at The Views Golf Course and Starbucks and studied at the University of Arizona. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wealth advisory, managed-account, and financial planning services through its integrated brokerage and advisory platform. The firm provides both non-discretionary advice and access to discretionary separately managed accounts using multi-asset model portfolios and conducts due diligence on alternative investments.

Shachee Gandhi is a financial advisor at Charles Schwab with seven years of industry experience. She holds the Series 66 designation and has worked at Merrill, TD Ameritrade, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Raymond James Financial Services prior to her current role. Charles Schwab 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 affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by the Schwab Center for Financial Research.

Alexander Riccobono is a financial advisor at Cetera with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, Key Bank, and RBC Wealth Management. Prior to his advisory career, he was employed at Holland America Group for four years. Cetera Investment Advisers LLC serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios and various program options.

Martin Wairimu is a financial advisor with Primerica Advisors in Auburn, WA, holding Series 63 and Series 65 licenses and having seven years of industry experience. His work history includes roles at Amazon, GrubHub, and Primerica Financial Services. Outside of advising, he owns a hauling business transporting Amazon products across several states. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Carter Black is a financial advisor at Morgan Stanley in Bellevue, WA. He holds a Series 66 designation and joined Morgan Stanley in 2026. His prior experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm employs a structured financial planning process that incorporates firm-approved tools and outcome modeling techniques.

Ryan Griffith is a financial advisor with Equitable Advisors in Bellevue, WA, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked at Equitable Advisors since 2014, including its predecessor Axa Advisors, LLC. In addition to his advisory role, he is the managing partner of Integrity Financial Wealth Management, LLC. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a large network of Investment Adviser Representatives, utilizing a range of firm-offered and third-party advisory models.

Patrick Kuo is a financial advisor at Morgan Stanley with 15 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs, including tailored financial planning supported by structured discovery conversations and advanced modeling tools.